Strategic Finance Associate

What You'll Do

• FP&A Systems, Automation & AI-Enabled Finance
  • Help design and build Cadence’s next-generation FP&A infrastructure, including evaluation and implementation of a purpose-built planning tool.
  • Identify, design, and automate manual financial workflows using modern tooling (including AI-enabled solutions) to improve speed, accuracy, and scalability.
  • Leverage AI and automation tools to streamline modeling, reporting, and data analysis (e.g., reducing manual data manipulation and accelerating insights generation).
  • Partner with Data and Engineering to ensure financial metrics are consistently defined, reliable, and scalable.
  • Build and maintain scalable models and dashboards that improve visibility into business performance.
  • Ensure finance outputs are actionable, trusted, and efficiently produced across teams.
• Cost Tracking & Margin Visibility
  • Develop and refine frameworks for tracking cost of care, operating expenses, and contribution margins across customers and programs.
  • Build models that clearly explain changes in margins and unit economics over time.
  • Partner with clinical, operations, and supply chain teams to understand cost drivers and identify opportunities for improvement.
  • Translate complex financial data into clear insights that inform decision-making.
• Investor Reporting & Board Materials
  • Support preparation of board materials, investor updates, and internal reporting to leadership.
  • Build models and analyses that underpin key narratives around growth, margins, and scalability.
  • Help ensure consistency, accuracy, and clarity across all external-facing financial materials.
• Financial Planning & Reporting
  • Support monthly and quarterly forecasting, budgeting, and variance analysis.
  • Improve existing reporting processes to better highlight business drivers and actionable insights.
  • Partner with Accounting during month-end close to ensure accurate financial outputs.
• Pricing & Sales / Partnership
  • Build pricing models to support sales and partnerships as they engage health system partners.
  • Analyze tradeoffs between growth, cost, and long-term profitability.
  • Support cross-functional teams in setting targets for partners and evaluating business performance.
  • Over time, develop and own recommendations on pricing and unit economics for each health system.

What You'll Need

• 3–5 years of experience in investment banking, consulting, or a high-growth startup finance role.
• Strong financial modeling skills (Excel / Google Sheets) with the ability to structure analyses from scratch.
• Demonstrated ability or strong interest in leveraging AI and automation tools to improve financial workflows and analysis (e.g., scripting, no-code tools, or AI-assisted modeling/reporting).
• Experience working with large datasets and translating data into actionable insights.
• High attention to detail with strong analytical rigor.
• Able to clearly communicate complex financial concepts to non-finance stakeholders.
• Demonstrated ability to operate in fast-paced, ambiguous environments with shifting priorities.
• Proactive mindset: ability to anticipate needs and take ownership without heavy direction.
• Strong business judgment and willingness to make recommendations, not just provide analysis.
• Desire to, and ability to be successful in, remote work.

Nice to Have

• Experience evaluating or implementing FP&A / planning tools.
• Experience using AI tools (e.g., ChatGPT, Claude, Python-based workflows, or automation platforms) to enhance financial modeling, reporting, or data analysis.
• Exposure to healthcare, SaaS, or marketplace business models.
• Experience supporting investor or board-level reporting.
• Familiarity with BI tools (e.g., Metabase, Looker, Tableau).