Strategic Finance Lead

As a Strategic Finance Lead, you will play a key role in optimizing our marketing budget, ensuring we deploy capital efficiently to drive provider growth while shaping our evolving patient acquisition strategy. Sitting within the Strategic Finance team, this role will provide data-driven insights, modeling, and financial strategy to inform marketing investments.

This high-impact, highly cross-functional role is ideal for someone who thrives in data-driven decision-making, financial modeling, and marketing analytics. You will collaborate closely with marketing, growth, and finance leaders to assess marketing performance, CAC efficiency, TAM opportunities, and monetization strategies.

This role is an opportunity to move beyond pure finance into a marketing-finance strategy role, where data meets decision-making to drive high-impact growth investments. If you are passionate about finance, marketing analytics, and scaling a high-growth business, we’d love to hear from you.

• Build and maintain financial models that assess marketing spend efficiency, performance, and impact
• Support budget allocation, forecasting, and scenario planning to optimize marketing investments
• Analyze large datasets in Looker and Google Sheets to evaluate acquisition funnel efficiency and marketing effectiveness
• Conduct TAM analysis and market research to inform provider and patient acquisition strategy
• Ensure data accuracy and develop dashboards and reporting tools to track key marketing-finance KPIs

• You have 4-6 years of professional experience, ideally in a mix of financial services (Consulting / Equity Research / Private Equity) and highly analytical roles at a fast-growing company (Strategic Finance / Strategy & Ops / BizOps)
• You are highly proficient in Google Sheets (advanced formulas) and Looker (or similar BI tools) and comfortable working with large datasets
• You are detail-oriented and have a “measure twice, cut once” approach when working with financial data
• You take ownership and are a resourceful self-starter—you proactively seek context, solve ambiguous problems, and anticipate stakeholder needs
• You communicate complex insights clearly, tailoring your message for different audiences (finance vs. marketing)
• You thrive in a fast-paced, cross-functional environment and enjoy collaborating with marketing, finance, and growth teams
• You are excited about joining a mission-driven company and driving marketing efficiency to improve mental healthcare access

Compensation and Benefits:

The expected base pay range for this position is $101,320 - $149,000, based on a variety of factors including qualifications, experience, and geographic location. In addition to base salary, this role may be eligible for performance-based variable compensation and an equity grant, depending on the position and level.

We are committed to offering a comprehensive and competitive total rewards package, including robust health and wellness benefits, retirement savings, and meaningful ownership opportunities through equity. Compensation decisions are made holistically, ensuring fairness and alignment with market benchmarks while recognizing individual contributions and potential.

Benefits offered include:

• Equity Compensation
• Medical, Dental, and Vision coverage
• HSA / FSA
• 401K
• Work-from-Home Stipend                                                                                                    
• Therapy Reimbursement
• 16-week parental leave for eligible employees
• Carrot Fertility annual reimbursement and membership
• 13 paid holidays each year as well as a Holiday Break during the week between December 25th and December 31st
• Flexible PTO
• Employee Assistance Program (EAP)
• Training and professional development

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