Senior Associate, Strategic Finance

Posted 2hrs ago

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Job Description

Senior Associate working in Strategic Finance at Zócalo Health, a healthcare startup fostering community-oriented primary care. Collaborating with executive leadership on financial planning and strategic decisions.

Responsibilities:

  • Manage and continuously improve the month end close and forecasting process
  • Maintain and evolve the Company’s operating model across revenue, expenses, headcount, and cash
  • Develop scenario models to support planning, investment decisions and board discussions
  • Provide leadership with clear insights into Company performance and key drivers
  • Lead financial budget vs. actual performance reviews with executive team members
  • Translate financial results into actionable insights for the executive leadership team
  • Develop executive-ready reporting analysis that track the Company’s most important KPIs
  • Support leadership in evaluating the Company’s most important strategic decisions
  • Partner with the executive team to evaluate new products, partnerships, and growth initiatives.

Requirements:

  • 5+ years of professional experience, including 3+ years in investment banking, venture capital/private equity, or consulting, and 2+ years in a healthcare startup focused on FP&A or Strategic Finance
  • Experience operating in a high-growth, early-stage company environment
  • Bachelor’s degree in Accounting or Finance
  • Advanced proficiency in Excel
  • Strong cross-functional collaboration skills and ability to partner with executive leadership
  • Ownership mindset with a focus on building, improving, and scaling systems and processes.

Benefits:

  • Competitive salary: $120 - $145K (depending on experience)
  • Equity compensation package
  • Comprehensive benefits including medical, dental, and vision
  • 401k
  • Flexible PTO policy - take the time you need to recharge
  • $1,000 home office stipend
  • We provide the equipment needed for this role.
  • Opportunity for rapid career progression with plenty of room for personal growth.