Senior Manager, Strategic Finance

AssistRx

80d

About The Position

The Senior Manager, Strategic Finance is a high-impact role designed for a strategic thinker who thrives at the intersection of finance, operations, and strategy. You will be a trusted advisor to senior leadership—owning financial planning, strategic modeling, and performance optimization that guide the company’s most important decisions. This position combines analytical rigor with business insight to help shape the company’s trajectory. If you’re passionate about driving results, building scalable models, and influencing executive strategy, this is your opportunity to make a measurable impact.

Requirements

• 4–6+ years of experience in investment banking, private equity, management consulting, or corporate strategic finance.
• Fluent in modeling, valuation, and advanced Excel; enjoys translating complex data into actionable insights.
• Ability to influence across functions with credibility and clarity.
• Thrives in a fast-paced, evolving environment and drives initiatives from concept to execution.
• Experience in healthcare, life sciences, or technology-enabled services is a strong plus.
• Bachelor’s degree in Finance, Economics, Accounting, or related field (MBA or CPA preferred).
• Minimum 4 years of post-graduate experience in investment banking, private equity, management consulting, or strategic finance roles.
• Proven experience creating complex financial models, scenario analyses, and board-level presentations.
• Advanced Excel and PowerPoint skills; experience with financial systems such as NetSuite, Adaptive Insights, or Power BI preferred.
• Strong understanding of P&L management, ROI analysis, and capital allocation frameworks.
• Demonstrated ability to influence senior leadership and provide strategic financial recommendations.
• Prior experience in a high-growth or technology-enabled organization strongly preferred.

Nice To Haves

• Experience in healthcare, life sciences, or technology-enabled services.

Responsibilities

• Partner with business and finance leaders to lead strategic planning, forecasting, and performance analytics across departments.
• Build and maintain dynamic financial models and scenario analyses to evaluate new initiatives, pricing strategies, and growth opportunities.
• Develop and manage KPI dashboards and performance frameworks that drive accountability and insight.
• Support investment prioritization, margin improvement, and capital allocation decisions.
• Prepare and present executive-level materials for board, investor, and leadership reviews.
• Collaborate cross-functionally with Operations, Product, Sales, and Data teams to ensure alignment between strategic goals and financial outcomes.
• Mentor and develop junior finance team members, fostering continuous improvement and best practices in analytics and reporting.

Benefits

• Competitive compensation and performance bonuses.
• Comprehensive benefits including medical, dental, vision, life, and short-term disability insurance.
• Matching 401(k) with immediate vesting.
• Supportive, progressive, fast-paced environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees