Strategic Finance Lead
HybridBoston, Massachusetts, United States
Job Summary
Lead annual budgeting, rolling forecasts, and monthly close variance analysis across the business while building integrated 3-statement models for scenario planning and fundraising. Develop unit economics, revenue models, and cohort analyses to inform pricing, packaging, and expansion strategies for DTC and B2B channels. Partner cross-functionally with Sales, Clinical Ops, Product, and People to drive bottom-up assumptions and hold teams accountable. Prepare board decks, investor updates, and management presentations, while supporting diligence by organizing data rooms and developing projection packages. Lead special projects including new market launches, product expansions, and enterprise contract structuring as Counsel scales its AI-native medical group from the ground up.
Required Qualifications
- 5+ years in FP&A, investment banking, PE, or strategic finance
- Expert-level financial modeling (3-statement, unit economics, scenarios)
- Track record owning a full forecast cycle end-to-end
- A genuine comfort using AI tools as a core part of your workflow
- Demonstrated ability to influence decisions with financial analysis
- Exceptional written and verbal communication; comfort presenting to leadership
- Hybrid, Boston (Back Bay); New York Office (Flatiron)
Desired Qualifications
- Experience with subscription or recurring revenue business models
- Healthcare, digital health, or health-tech industry experience
- Startup experience at Series A to C stage
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