Strategic Finance

Assort Health•San Francisco, CA

1d•$165,000 - $210,000

About The Position

Assort Health is hiring a strategic finance generalist to own high-impact financial analyses and modeling that inform company-wide decisions, including growth strategy, unit economics, new products, and capital allocation. The role sits at the intersection of finance, operations, and strategy on a lean finance team, with significant ownership and direct work with the CEO and VP of Finance, as well as exposure to the executive team and Board. The position partners with go-to-market, product, and engineering teams; owns the corporate financial model and forecasting; leads cross-functional analysis and finance-systems initiatives; and supports corporate development and investor relations. Assort Health describes its work as building an AI agent that maintains continuity across patient healthcare conversations. The company reports 285 million patient interactions in its proprietary specialty dataset, 62,000 care protocols, and 1.6 million decision pathways.

Requirements

3 to 6 years of experience in investment banking, private equity, management consulting, or strategic finance.
Excellent financial modeling skills, including building clean, driver-based models from scratch, making complex analyses easy to understand, and working quickly without sacrificing accuracy.
High agency and follow-through: able to clarify broad objectives, identify priorities, drive work to completion, ramp quickly on unfamiliar problems, and keep teams aligned without detailed instructions.
Strong commercial instincts and understanding of SaaS metrics and unit economics, including ARR, retention, CAC, payback, and gross margin; ability to translate analysis into business decisions.
Clear communication skills, including explaining complex analyses simply, constructively challenging assumptions, and candidly communicating findings.
Low-ego and collaborative approach.

Responsibilities

Partner with Sales, Marketing, and Partnerships on sales capacity planning, funnel and pipeline analytics, marketing ROI, partner economics, pricing strategy, and resource allocation.
Partner with Product and Engineering to evaluate the ROI of new products, features, and R&D investments.
Model gross margin, infrastructure costs, and AI costs, including inference and telephony.
Own the corporate financial model end to end, including the long-range plan, scenario analysis, and driver-based forecasts for revenue, headcount, and capacity.
Lead cross-functional projects on unit economics, new-product economics, and capital allocation; frame problems, model alternatives, develop recommendations, and help drive execution.
Lead the evaluation and rollout of finance planning and reporting tools, from requirements through implementation and adoption.
Evaluate how AI can make planning, analysis, and reporting faster.
Support M&A, strategic partnerships, fundraising, and investor materials.