Manager, Finance

Iterative Health • Southlake, TX

18d • $130,000 - $160,000 • Hybrid

About The Position

The Manager, Finance at Iterative Health will be a key member of the Finance team, partnering closely with leaders across the business to drive financial planning, forecasting, reporting, and decision-making. This role will translate complex financial and operational data into actionable insights, help leadership understand the financial implications of strategic decisions, and strengthen the processes and tools that enable the company to scale effectively. This is an ideal opportunity for a finance leader who enjoys operating in a high-growth environment, working cross-functionally, and balancing strategic thinking with hands-on execution.

Requirements

• 5+ years of progressive experience in finance, FP&A, strategic finance, investment banking, consulting, or a related field.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline.
• Strong financial modeling and analytical skills with the ability to build and interpret complex models.
• Experience owning or significantly contributing to budgeting, forecasting, and long-range planning.
• Strong understanding of financial statements, business drivers, and financial performance metrics.
• Demonstrated ability to translate financial analysis into clear, actionable recommendations for senior leaders.
• Strong business judgment and the ability to operate effectively with incomplete information in a fast-paced environment.
• Excellent communication and presentation skills, with the ability to communicate complex financial concepts to non-finance stakeholders.
• Advanced Excel/Google Sheets skills and experience working with financial planning and reporting systems.
• Strong attention to detail while maintaining the ability to see the broader strategic picture.
• Experience in a high-growth, technology, healthcare, services, or similarly complex environment preferred.

Nice To Haves

• Experience working in a venture-backed or rapidly scaling company.
• Experience supporting a business with multiple revenue streams, business units, or geographies.
• Experience with financial systems such as NetSuite and/or FP&A platforms such as Pave, Planful, Anaplan, or similar.
• Experience partnering directly with executive leadership.
• Experience building finance processes and infrastructure in an environment that is still evolving.
• MBA, CPA, or CFA is a plus but not required.

Responsibilities

• Lead the annual budgeting, forecasting, and long-range planning processes across the organization.
• Develop and maintain financial models that support company-wide planning, strategic initiatives, and scenario analysis.
• Analyze actual performance against budget and forecast, identify key drivers and trends, and communicate implications to leadership.
• Develop meaningful financial and operating metrics to improve visibility into business performance.
• Support monthly and quarterly financial reporting and management reviews.
• Partner with functional leaders across the organization to understand business priorities, financial needs, and growth opportunities.
• Serve as a trusted finance partner to business leaders, providing insights that inform resource allocation and strategic decisions.
• Evaluate new initiatives, investments, and business opportunities through financial modeling and ROI analysis.
• Develop scenario analyses and recommendations to support complex business decisions.
• Help leadership understand tradeoffs between growth, profitability, cash utilization, and operational investment.
• Analyze revenue, operating expenses, headcount, cash flow, and other key financial drivers.
• Develop and improve management reporting, dashboards, and financial performance materials.
• Identify trends, risks, and opportunities and proactively surface them to Finance and executive leadership.
• Partner with Accounting to ensure financial reporting and operational metrics are aligned and accurately reflected.
• Support the development of scalable financial processes, controls, and systems.
• Build and improve financial planning and reporting processes as the company continues to scale.
• Identify opportunities to automate reporting, improve data quality, and increase the efficiency of Finance operations.
• Partner with Accounting, People, Operations, Revenue, and other teams to ensure consistent financial data and assumptions.
• Help establish financial discipline and accountability across the organization.
• Take ownership of ad hoc analyses and strategic projects as priorities evolve.
• Performs related job duties

Benefits

• Hybrid work environment with in-office collaboration two days per week in either our NYC or Boston office
• Comprehensive medical, dental, and vision coverage, with up to 80% of premiums covered by Iterative Health
• Mental health and wellness support through Spring Health
• Health HSA or FSA options, and commuter FSA contributions supported by Iterative Health
• Unlimited PTO, 12 company holidays, and a company-wide shutdown between Christmas and New Years
• 401(k) program with a company match of up to 3% (up to $3,000 annually)
• Weekly in-office lunch benefit every Tuesday
• 100% company-paid short-term and long-term disability coverage
• Annual wellness and professional development stipend to support your health and growth

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level