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Strategic Finance (Director Level)

Key Facts

Remote From: 
Full time
Expert & Leadership (>10 years)
215 - 255K yearly
English

Other Skills

  • Google Sheets
  • Microsoft Excel
  • Forecasting
  • Team Leadership
  • Communication
  • Teamwork
  • Analytical Thinking
  • Strategic Thinking
  • Executive Presence

Roles & Responsibilities

  • Experience owning forecasting and analytical decision-making at a high-growth company
  • Strong financial modeling and systems design with proficiency in Excel/Google Sheets; SQL for data extraction
  • Excellent communication; ability to translate complex financial data for executives and non-finance stakeholders
  • Player-coach founder-level finance leader mindset with a focus on AI/automation to scale FP&A

Requirements:

  • Lead revenue forecasting and strategic planning (annual plans, quarterly forecasts, monthly reporting) and drive board/investor relations narratives
  • Define unit economics and pricing by customer segment; collaborate with Sales and Product to iterate pricing and support new product launches
  • Conduct capital allocation analyses (TAM, new opportunities, partnerships, M&A) to deploy capital toward high-leverage outcomes
  • Lead AI-enabled FP&A transformation by implementing AI-driven forecasting tools to automate variance analysis and rolling forecasts

Job description

We are looking for our first Strategic Finance hire (Director level role) to lead analytical decision-making to support Candid Health’s fast-paced growth. In this role, you won't just handle financial planning— you will act as a strategic GTM partner to our GTM, Product, and Engineering teams. You won't just report on the numbers, you will influence the roadmap by identifying where we deploy capital next.

 

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 Do

  • Strategic Planning & Analysis: Lead revenue forecasting, including annual plans, quarterly forecasts, and monthly reporting. Drive the narrative for board meetings and investor relations.

  • Executive Presence & Influence: You can translate dense financial data into a compelling story. Reporting directly to the CFO, you will be a key voice in board preparation and executive level strategy.

  • 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: Lead the transformation of our Finance stack by moving beyond manual Excel updates. You will have the mandate to experiment with and implement AI driven FP&A tools / systems to automate variance analysis and rolling forecasts, allowing you to focus on the strategy rather than tracking performance.

Who You Are

  • Experience: Experience owning forecasting and analytical decision making at a high growth company.

  • Analytical Powerhouse: You are a "model-builder" and systems architect who builds the financial infrastructure that will help us scale and 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"and a founding finance leader 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 $215,000 - $255,000 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.

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