Finance Associate

Summus Global•New York, NY

3d•$115,000 - $14,000•Hybrid

About The Position

Join Summus, where we’re not just innovating, we’re revolutionizing the health journey! We’re on the lookout for outstanding, authentic, and accountable humans to join our dynamic team at Summus in the role of Finance Associate within our Operations department. At Summus, our teammates are part of a high-performing, mission-driven team grounded in our core values of authenticity, excellence, accountability, and of service. We power doctor-led specialty expertise and clinical navigation programs that help people make better health decisions at critical moments and deliver meaningful impact for members, employers, and health plans. At Summus, you’ll work alongside thoughtful, driven humans who hold a high bar for themselves and each other. We care deeply about outcomes, act with integrity, and show up every day in service of those we support. If you’re excited to do meaningful work, grow with a strong team, and help transform how healthcare is experienced, you’ll feel right at home here. Ready to revolutionize clinical navigation and drive transformative change in healthcare? Apply today and become part of our passionate team, dedicated to connecting patients, caregivers, families, and physicians with top-tier medical expertise - anytime, anywhere. Job Summary We are looking for a Finance Associate with an investment banking or consulting background to join our team and work directly with the VP Finance in close proximity to the COO and CEO to scale the business efficiently. In this role, you will operate at the intersection of finance, strategy, and operations, building financial models, supporting strategic initiatives, and driving analytical rigor across the organization. This is a high-visibility position with significant exposure to executive decision-making and a steep growth trajectory. A background in healthcare is not required, but intellectual curiosity and a passion for our mission are essential. This is a NYC based position, with the opportunity for a hybrid working schedule.

Requirements

2–4 years of experience in investment banking, management consulting, or a finance position at technology startup
Exceptional financial modeling, valuation, and analytical skills
Advanced proficiency in Excel and PowerPoint; comfort working with large data sets
Strong written and verbal communication skills with the ability to distill complexity into clear, actionable insights
Detail-oriented with a high bar for accuracy and quality of work product
Collaborative mindset with the ability to work effectively across teams and levels of seniority
Receptive to coaching and feedback; eager to learn and grow
Bachelor’s degree required

Nice To Haves

familiarity with QuickBooks or similar accounting software is a plus
If you don’t check every box but see yourself contributing to our team of talented individuals, we want you to apply. We seek to engage with smart, authentic individuals who want to make a meaningful difference in healthcare.

Responsibilities

Own and maintain the company’s financial model, including forecasting, scenario analysis, and variance tracking
Build analyses and presentations to support fundraising, board meetings, and strategic planning
Partner with cross-functional teams (Sales, Marketing, Product, Engineering, RevOps, Clinical, and Member Experience) to develop KPIs and enable data-driven decision-making
Lead annual strategic planning and budgeting in close partnership with the VP Finance and the executive leadership team
Own accounts receivable and accounts payable processes, ensuring accuracy, timeliness, and clean financial records
Support business development and strategic partnership initiatives, including financial diligence and deal structuring
Drive operational improvements by designing workflows that optimize financial and operational performance
Prepare ad hoc analyses for the executive team on emerging opportunities, competitive dynamics, and market trends
Leverage AI tools to drive efficiency and impact across Finance workstreams