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Strategic Finance Manager

EHE Health

Role overview

Qualifications

  • Undergraduate or graduate degree in Finance, Accounting, Economics, or a related field; 3-5+ years in investment banking and/or strategic financial planning and analysis, preferably with experience in a Private Equity-backed company
  • Strong financial modeling skills with mastery of Microsoft Excel
  • Knowledge of accounting and US GAAP, with demonstrated experience in integrated 3-statement modeling
  • Excellent written and verbal communication skills with comfort presenting to senior business leaders

Responsibilities

  • Provide analytical and business support to functional units (e.g., Sales, Client Success, Marketing) to guide investments
  • Develop and maintain financial models for budgeting, planning, and forecasting; analyze variances and provide insights on risks and opportunities
  • Prepare executive-ready materials and presentations for the Board, the Executive team, and other stakeholders
  • Collaborate with Data Analytics to develop dashboards and KPI reporting; evaluate new business opportunities through ROI-focused financial modeling

Key facts

Hard skills

Financial Modeling Business Analysis Business Analysis Variance Analysis Quarterly Finance Reports Business Partnering KPI Management Corporate Financial Reporting Financial Management Process Improvement Stakeholder Communications Presentation Training

Other skills

  • Microsoft Excel
  • Budgeting
  • Collaboration
  • Adaptability
  • Resourcefulness
  • Proactivity
  • Reliability
  • Verbal Communication Skills

About the company

EHE Health logo

EHE Health

Hospitals & Health Care

EHE is America’s leading prevention company. We work with major clients from diverse fields to help their employees reach optimal health through comprehensive exams and year-round mentoring and resources. Our holistic, personalized approach improves longevity, productivity, and performance. For more than 100 years, EHE has led the way in preventive health care. We continue to grow and innovate, providing individuals with what they need to feel their best every day.

Company details

IndustryHospitals & Health Care
Company size51 - 200

Links

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Job description

Who we are:

EHE Health is the leading national preventive healthcare provider network partnering with mid- and large-sized employers to help their employees and dependents stay healthy by screening and diagnosing health risks through comprehensive exams, allowing for early intervention. Named by Fortune Magazine and Great Place to Work® as one of the Best Workplaces in healthcare, EHE Health is headquartered in New York City and has over 200 health clinics and practices across the U.S., staffed by a network of curated primary care physicians and clinicians.

EHE Health was recently acquired by Consello Capital, the private equity arm of Consello. This transformative partnership leverages Consello’s proven expertise in scaling high-growth ventures and its extensive network of industry leaders. Together, EHE Health and Consello will unlock unprecedented opportunities to accelerate EHE Health’s mission of revolutionizing preventive care.


What we’re looking for:

EHE Health is seeking a talented Strategic Finance Manager to play a critical role within the Finance team, leading the design and development of processes that deliver high-quality insights to strengthen decision-making and optimize companywide resource allocation.

The Strategic Finance Manager will partner closely with C-suite executives to create and deliver impactful financial and operational analytics. The ideal candidate will ensure both strategic and tactical decisions are grounded in data-driven insights. This position calls for someone who thrives in a dynamic environment, where you’re comfortable wearing many hats, supporting high-level strategy and taking a hands-on, ‘roll up your sleeves’ approach.

This is a hybrid position with an expected 3 days/week in our New York office in Rockefeller Center. 

In this role, your core responsibilities will include:
  • Decision Support:
    • Provide superior analytical and business support to the functional business units (e.g., Sales, Client Success, Marketing) to ensure they are equipped with the knowledge to guide new and ongoing investments
    • Partner and execute operational improvements with leadership of various departments
  • Financial Planning & Analysis:
    • Develop and maintain comprehensive financial models used for budgeting, planning, and forecasting
    • Analyze variances in actual versus forecasted results and generate insights to guide management on risks and opportunities
  • Stakeholder Reporting:
    • Prepare executive-ready materials to communicate financial and operational results to the Board of Directors, Executive team, and other stakeholders
    • Assist in producing monthly and quarterly presentations for the management team and external stakeholders
  • Special Projects:
    • Help management evaluate new business opportunities by assessing the ROI through robust financial modeling
    • Collaborate with the Data Analytics team to develop dashboards and KPI reporting

What the role requires:
  • Undergraduate or Graduate degree in Finance, Accounting, Economics, or related field;
  • 3-5+ years in investment banking and/or strategic financial planning and analysis, preferably with experience within a Private Equity-backed company
  • Strong financial modeling skills, with mastery of Microsoft Excel
  • Knowledge of Accounting and US GAAP, with demonstrated experience in integrated 3-statement modeling
  • Top-notch communication skills (written and verbal) and a high degree of comfort with presenting to senior business leaders
  • Resourcefulness, proactivity, adaptability, and dependability

What we offer:
  • Competitive salary
  • Medical, dental, vision, life and disability insurance
  • Employer-matched 401(k) plan
  • Tuition reimbursement
  • Employee access to our wellness clinics
  • Gym membership

The salary range for this role is $110,000 - $150,000 and is determined by a number of factors including the candidate's experience, qualifications, and skills.

EHE is committed to Equal Employment Opportunity and to attracting and retaining the most qualified employees.
 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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