Strategic Finance Analyst/Associate
About The Position
This is a unique opportunity to work on high-visibility, cross-functional initiatives that shape Charlie Health's financial and strategic direction. Reporting to the Director of Strategic Finance, you will work closely with senior leaders across the organization, leading "special projects" that span financial strategy, revenue analytics, and operational performance. This is a high impact, highly visible role on the Strategic Finance team, which plays a critical role in shaping Charlie Health’s long-term business strategy, planning, and execution. Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way.
Requirements
- 1-4+ years of of experience in investment banking, private equity, venture investing, management consulting, or strategic finance at a fast-paced, high-growth company
- Highly proficient in Excel / Google Sheets and PowerPoint / Google Slides
- Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex, high-volume financial and operational data in a simple, easily understandable way
- Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools
- Excellent communication skills with the ability to distill technical analyses into compelling insights for senior stakeholders
- Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment
- Good sense of humor. You enjoy the work you do and the people who work with you
- Work authorized in the United States and native or bilingual English proficiency
- Located within a 45-minute commute of New York City and able to work 4 days a week out of our New York City office
Responsibilities
- Lead high-priority analytical and strategic projects that inform key business decisions, spanning new program launches, operational efficiency, and core growth strategy
- Analyze large-scale session and billing datasets to identify revenue leakage, investigate collection anomalies, and recommend process improvements to the revenue cycle
- Partner directly with senior leaders to evaluate new initiatives, develop KPIs, and translate business performance into actionable insights
- Analyze Charlie Health's unit economics, client segmentation, and new program metrics to inform long-term strategy and optimize resource allocation
- Support key financial deliverables including Board materials, investor reporting, and performance reviews
- Identify and implement process improvements to strengthen accuracy, scalability, and automation of financial reporting
- Support the team on special projects including fundraising, new product development, market launches, and M&A
Benefits
- Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
