Finance & Strategy Lead

We are looking for a Finance & Strategy lead to drive analytical decision-making to support Candid Health’s fast-paced growth. In this role, you won't just handle financial planning—you will partner with Sales, Product, Engineering, and Operations to drive business execution and growth.

You will be responsible for defining our unit economics, optimizing our GTM motion, informing our pricing and packaging, and building the forecasting models that drive our long-term strategy.

What you’ll be doing

Strategic Planning & Analysis: Lead revenue forecasting, including annual plans, quarterly forecasts, and monthly reporting. Drive the narrative for board meetings and investor relations.
Unit Economics & Pricing: Deep dive into our gross margins and define CAC/LTV by customer segment. Partner with Sales and Product to iterate on pricing models for our Software and Services products and support the launch of new products.
Capital Allocation: Conduct rigorous analysis on TAM, new product opportunities, partnerships, and M&A to ensure we are deploying capital toward the highest-leverage outcomes.
AI-Enabled Forecasting: Move beyond manual Excel updates. Implement and leverage AI-driven FP&A tools / systems to automate variance analysis and rolling forecasts, allowing you to focus on the strategic questions rather than tracking performance.

Who you are

Experience: 8+ years of finance experience (strategic finance, investment banking, consulting, and buy-side investing), including experience owning forecasting and analytical decision making at a high growth company.
Analytical Powerhouse: You are a "model-builder" by nature to inform decision-making. You have high proficiency in Excel/Google Sheets, but you are also comfortable using SQL to pull your own data.
Communication: You can translate dense financial data into a compelling story for non-finance stakeholders. The ideal candidate combines deep financial expertise with practical operational leadership. You are as comfortable in the weeds of a complex model as you are partnering with executives on long-term strategy.
The "Multiplier" Mindset: You are a "player-coach" who wants to build the templates and systems yourself. You proactively look for ways to use AI and automation to make our financial planning process 10x faster and more accurate.

Pay Transparency

The estimated starting annual salary range for this position is $200,000 - $240,000 USD. The listed range is a guideline from Pave data, and the actual base salary may be modified based on factors including job-related skills, experience/qualifications, interview performance, market data, etc. Total compensation for this position may also include equity, sales incentives (for sales roles), and employee benefits. Given Candid Health’s funding and size, we heavily value the potential upside from equity in our compensation package. Further note that Candid Health has minimal hierarchy and titles, but has broad ranges of experience represented within roles.

Location

We are an in-person culture. We believe the best work happens when we are in the same room and our ideal weekly schedule is 4 days working from one of our offices (San Francisco, New York, or Denver) and 1 day working remotely.

Details

Location

New York, NY, USA San Francisco, CA, USA Denver, CO, USA

Salary

$200,000 – $240,000/year

You will be responsible for defining our unit economics, optimizing our GTM motion, informing our pricing and packaging, and building the forecasting models that drive our long-term strategy.

What you’ll be doing

Strategic Planning & Analysis: Lead revenue forecasting, including annual plans, quarterly forecasts, and monthly reporting. Drive the narrative for board meetings and investor relations.
Unit Economics & Pricing: Deep dive into our gross margins and define CAC/LTV by customer segment. Partner with Sales and Product to iterate on pricing models for our Software and Services products and support the launch of new products.
Capital Allocation: Conduct rigorous analysis on TAM, new product opportunities, partnerships, and M&A to ensure we are deploying capital toward the highest-leverage outcomes.
AI-Enabled Forecasting: Move beyond manual Excel updates. Implement and leverage AI-driven FP&A tools / systems to automate variance analysis and rolling forecasts, allowing you to focus on the strategic questions rather than tracking performance.

Who you are

Experience: 8+ years of finance experience (strategic finance, investment banking, consulting, and buy-side investing), including experience owning forecasting and analytical decision making at a high growth company.
Analytical Powerhouse: You are a "model-builder" by nature to inform decision-making. You have high proficiency in Excel/Google Sheets, but you are also comfortable using SQL to pull your own data.
Communication: You can translate dense financial data into a compelling story for non-finance stakeholders. The ideal candidate combines deep financial expertise with practical operational leadership. You are as comfortable in the weeds of a complex model as you are partnering with executives on long-term strategy.
The "Multiplier" Mindset: You are a "player-coach" who wants to build the templates and systems yourself. You proactively look for ways to use AI and automation to make our financial planning process 10x faster and more accurate.