Finance & Strategy Lead

Candid Health

16h•$200,000 - $240,000•Hybrid

About The Position

We are looking for a Finance & Strategy lead to drive analytical decision-making to support Candid Health’s growth of over 200% year-over-year. In this role, you won't just handle financial planning—you will partner with Sales, Product, Engineering, and Operations to drive business execution and growth. 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.

Requirements

Experience: 8+ years of finance experience (strategic finance, investment banking, consulting, and buy-side investing), including experience owning forecasting and analytical decision making at a high growth company.
Analytical Powerhouse: You are a "model-builder" by nature to 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" 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.

Responsibilities

Strategic Planning & Analysis: Lead revenue forecasting, including annual plans, quarterly forecasts, and monthly reporting. Drive the narrative for board meetings and investor relations.
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: Move beyond manual Excel updates. Implement and leverage AI-driven FP&A tools / systems to automate variance analysis and rolling forecasts, allowing you to focus on the strategic questions rather than tracking performance.