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Finance Manager - Deal Desk (Remote)

Role overview

Qualifications

  • 5+ years of experience in strategic finance, business operations, FPA, or related roles
  • 2+ years of dedicated experience specifically within a Deal Desk or Commercial Operations function
  • Proven experience informing growth or go-to-market strategy through financial analysis
  • Advanced proficiency in Excel or Google Sheets, including financial modeling and scenario analysis

Responsibilities

  • Partner closely with Sales, Marketing, and Revenue Operations teams to shape growth strategy
  • Evaluate trade-offs and develop strategic forecasting of complex deals
  • Turn complex financial data into clear, actionable insights
  • Balance short-term efficiency with long-term impact

Key facts

Other skills

  • Forecasting
  • Microsoft Excel
  • Google Sheets
  • Consulting
  • Communication
  • Collaboration
  • Problem Solving

About the company

Path logo

Path

Path is a healthtech company dedicated to making mental and behavioral health treatment more accessible, personalized, and effective. Path takes a patient-first approach, making it easy to find a high-quality therapist or psychiatrist, who accepts their insurance and is actively accepting new patients. We believe everyone deserves behavioral healthcare that just works. Learn more about Path: Path for Providers: https://www.pathmentalhealth.com/provider-sign-up/ Path for Patients: https://www.pathmentalhealth.com/ Path Careers: https://www.pathmentalhealth.com/careers/ For providers, Path offers the flexibility of private practice, while also filling caseloads and providing the necessary behind-the-scenes support. Path handles the marketing, credentialing, billing, and admin tasks so providers can focus on what they love: providing care to those in need. With no minimum caseload required and guaranteed payments, Path is a trusted partner for more than 3000 therapists nationwide and hundreds of 5-star reviews. Reviews here: https://www.indeed.com/cmp/Path-Mental-Health/reviews For patients, four factors are typically taken into consideration when seeking support: > Can my condition be treated? > Is there a therapist that understands me? > Do they accept my insurance? > When are they available? Path makes it easy to get matched instantly to a high-quality mental health provider that meets a patient’s unique requirements (e.g., race, gender, sexuality, language) and is covered by a patient's insurance. Patients no longer need to make numerous calls, as Path is improving mental health outcomes by simplifying the overwhelming process of finding a therapist. For employees, Path is a 100% remote healthtech company and we’re HIRING! We have teams who specialize in the areas of Clinical, Finance, Operations, Marketing, Engineering/Product, and more. We're excited to bring people onto the team who are committed to changing how mental health is treated.

Company details

Company typeScaleup
Company size51 - 200

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Job description

We believe that mental health is just as important as physical health. We recognize that mental health issues can be complex and multifaceted, and we are dedicated to treating the whole person, not just the symptoms.

We aim to create a world where mental health is no longer stigmatized or marginalized, but rather is embraced as an integral part of one's overall well-being. 

We believe that by providing quality care that is both evidence-based and compassionate, we can empower individuals to take charge of their mental health and achieve their full potential. We are passionate about making a positive impact on the lives of those struggling with mental health issues and we strive to be a force for positive change in the field of mental healthcare.

Rula is a remote-first company. We currently hire in most U.S. states, with the exception of Hawaii.

About the Role

We’re seeking a Finance Manager - Deal Desk to guide how Rula grows. As an individual contributor, you’ll partner closely with our Sales, Marketing, and Revenue Operations teams to shape growth strategy, evaluate trade-offs, and develop strategic forecasting of complex deals. You’ll be responsible to turn complex financial data into clear, actionable insights, while balancing short-term efficiency with long-term impact. This role is ideal for someone who enjoys working in a fast-paced collaborative environment, navigating ambiguity, and shaping strategic decisions.

Required Qualifications

  • 5+ years of experience in strategic finance, business operations, FP&A, or related roles

  • 2+ years of dedicated experience specifically within a Deal Desk or Commercial Operations function

  • Proven experience informing growth or go-to-market strategy through financial analysis

  • Experience building and owning scenario-based topline forecasts

  • Advanced proficiency in Excel or Google Sheets, including financial modeling and scenario analysis

  • Ability to clearly communicate financial insights and recommendations to non-finance stakeholders and executive audiences

  • Direct healthcare experience or relevant consulting experience with a healthcare focus

Preferred Qualifications

While having the preferred qualifications enhances your candidacy, having all of them is not mandatory. We encourage all interested applicants to apply, even those who may not meet every preferred requirement.

  • Strong understanding of unit economics, including LTV, CAC, payback analysis, and cohort analyses

  • Background in a high-growth or scaling company

  • Experience in a healthcare services or marketplace businesses

  • Prior experience in Investment Banking, Private equity, or Consulting

  • Experience partnering closely with Marketing, Revenue Operations, or GTM teams

We're serious about your well-being! As part of our team, full-time employees receive:

  • 100% remote work environment: Working hours to support a healthy work-life balance, ensuring you can meet both professional and personal commitments (must be based in United States, currently not hiring in Hawaii)

  • Attractive pay and benefits: Full transparency of pay ranges regardless of where you live in the United States

  • Comprehensive health benefits: Medical, dental, vision, life, disability, and FSA/HSA

  • 401(k) plan access: Start saving for your future

  • Generous time-off policies: Including 2 company-wide shutdown weeks each year for self-care (for most employees)

  • Paid parental leave: Available for all parents, including birthing, non-birthing, adopting, and fostering

  • Employee Assistance Program (EAP): Supporting your mental and physical health

  • Quarterly department stipend: Fun team-building activities or in-person gatherings

  • Community and employee resource groups: Participate in groups that celebrate employee identity and lived experiences, fostering a sense of community and belonging for all

  • Home office stipend: New hire home office stipend & $50 monthly stipend to help cover internet or cell phone expenses

  • Wellness at Rula program: Year-round wellness initiatives and a $50/month wellness stipend

Our team

We believe that diversity, equity, and inclusion are fundamental to our mission of making mental healthcare work for everyone.  We are dedicated to having a culture of inclusion that will support our employees in feeling safe, seen, heard, and valued.

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MR

Marcus Rivera

Chief Revenue Officer

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