Senior Manager, Strategic Finance & Investor Relations

Zocdoc
New York, NY
On-site

Who this role is best for

Candidates with experience in high-growth tech or healthcare with strong capital strategy and communication skills will find this strategic leadership role in investor relations and finance.

Best fit for

  • Candidates with 8+ years of experience in strategic finance and capital markets, particularly in tech or healthcare.
    — “8+ years of total professional experience, including 2+ years in investment banking or growth equity and 5+ years in strategic finance, corporate finance, investor relations or a comparable role.”
  • Individuals with a proven track record in managing high-stakes cross-functional projects and investor relations processes.
    — “Proven track record supporting capital raises, ideally at high-growth technology or marketplace companies”
  • Candidates who can build compelling narratives and translate complex financial data into persuasive investor-facing materials.
    — “The ability to develop financial scenarios and translate complex quantitative analysis into clear, compelling investor and Board narratives.”

Things to consider

  • The role demands a high level of cross-functional leadership with no direct authority.
    — “Strong influencing and collaboration skills, with the ability to build alignment and win agreement without direct authority.”

How to stand out

  • Highlight experience in managing end-to-end capital projects and investor reporting.
    — “Own all processes with existing and prospective investors, leading fundraising, tender offers, and existing investor reporting and communications”
  • Emphasize your ability to produce polished, Board-ready materials with minimal revision.
    — “Credibility with institutional investors and senior executives, excellent writing and presentation skills, and the ability to produce Board- and investor-ready materials with little revision.”
  • Showcase your ability to model complex financial scenarios and cap-table dynamics.
    — “Advanced financial modeling and analysis skills with deep understanding of financial statements, valuation, cap-table dynamics”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • successful fundraising
  • positive investor relations
  • accurate financial reporting
Typical background
investment bankingcorporate financestrategic finance

Skills & requirements

Required

Financial ModelingInvestment BankingCorporate FinanceCapital MarketsBoard RelationsStrategic Finance

Preferred

Investment RelationsCorporate DevelopmentM&A

Stack & domain

FinanceInvestment Relations

About the role

Original posting from Zocdoc via Greenhouse

Our Mission

You call. You wait. You call again. In every other part of your life, you book in seconds. In healthcare, you’re blocked.  

We’re here to give power to the patient. 

For nearly 20 years, we’ve built the leading healthcare marketplace - helping tens of millions of people find and book the care they need. Now, we’re going further: building our infrastructure beyond Zocdoc’s marketplace to power access to care wherever patients search, from provider websites and insurance directories to search engines, AI platforms, and more.

Healthcare still lacks something every other major consumer industry takes for granted: a seamless way to go from seeking to getting. We don’t want to own the front door to care; there isn't one. We want to make sure all of those doors open when patients are knocking.

Fixing healthcare starts with fixing access to it. And we're still just getting started.

Your Impact on our Mission

Zocdoc’s most important asset is our people. As a Sr. Manager, Strategic Finance & Investor Relations, you’ll own Zocdoc’s investor relations function and support the capitalization strategy that helps us achieve our long-term vision. You’ll lead transactions such as financings and tender offers, manage our Board relations, run investor and lender reporting, and support strategic initiatives involving our capitalization structure. Working directly with the Sr. Director of Investor Relations & Corporate Development, the CFO and our Strategic Finance team, you’ll collaborate with senior stakeholders across the organization to drive capital projects from kickoff to close. We’re looking for a builder with strong financial modeling skills, Board-quality communication, and a track record of running complex, cross-functional projects.

You’ll enjoy this role if you are…

Passionate about the intersection of finance, strategy and capital markets

Intellectually curious, with strong analytical and financial modeling skills

Effective at crafting the corporate narrative and substantiating it with qualitative and quantitative collateral 

A clear communicator who can tailor messages to the right audience

Motivated by owning high-stakes cross-functional projects end-to-end, creating shared accountability among multiple stakeholders 

A self-starter who can translate ambiguous needs into clear action plans

Your day to day is…

Own all processes with existing and prospective investors, leading fundraising, tender offers, and existing investor reporting and communications

Craft compelling investor-facing materials, including pitch decks, investor data room, diligence materials, and our annual Shareholder Letter

Partner closely with Strategic Finance to develop and maintain financial scenario models used in fundraising processes and support internal planning.

Run the quarterly Board materials process end-to-end, owning the preparation process, creating presentations, drafting talking points, and preparing reactive FAQs

Track industry trends, competitor activity, and valuation benchmarks to inform company strategy and investor positioning

Support Corporate Development on the equity side of M&A, driving acquisition-driven fundraising, modeling dilution, and managing investor consents

Collaborate with senior leaders across the company to execute strategic initiatives, such as tender offers

You’ll be successful in this role if you have…

8+ years of total professional experience, including 2+ years in investment banking or growth equity and 5+ years in strategic finance, corporate finance, investor relations or a comparable role.

Proven track record supporting capital raises, ideally at high-growth technology or marketplace companies

Advanced financial modeling and analysis skills with deep understanding of financial statements, valuation, cap-table dynamics, along with working knowledge of private-company equity mechanics, including options, tender offers, and secondaries.

The ability to develop financial scenarios and translate complex quantitative analysis into clear, compelling investor and Board narratives.

A track record of managing complex workstreams with multiple stakeholders, clear owners, strong project cadence and effective tracking.

Credibility with institutional investors and senior executives, excellent writing and presentation skills, and the ability to produce Board- and investor-ready materials with little revision.

Strong influencing and collaboration skills, with the ability to build alignment and win agreement without direct authority.

Comfort with ambiguity, sound judgment, a bias to action and the ability to manage multiple priorities effectively.

Benefits:

Flexible, hybrid work environment at our convenient Soho location

Unlimited Vacation

100% paid employee health benefit options (including medical, dental, and vision)

Commuter Benefits

401(k) with employer funded match

Corporate wellness program with Wellhub

Sabbatical leave (for employees with 5+ years of service)

Competitive paid parental leave and fertility/family planning reimbursement

Cell phone reimbursement

Catered lunch everyday along with beverages and snacks

Employee Resource Groups and ZocClubs to promote shared community and belonging

Zocdoc is committed to fair and equitable compensation practices. Salary ranges are determined through alignment with market data. Base salary offered is determined by a number of factors including the candidate’s experience, qualifications, and skills. Certain positions are also eligible for variable pay and/or equity; your recruiter will discuss the full compensation package details.NYC Base Salary Range$175,000—$235,000 USDAbout us

Zocdoc is the country’s leading digital health marketplace that helps patients easily find and book the care they need. Each month, millions of patients use our free service to find nearby, in-network providers, compare choices based on verified patient reviews, and instantly book in-person or video visits online. Providers participate in Zocdoc’s Marketplace to reach new patients to grow their practice, fill their last-minute openings, and deliver a better healthcare experience. Founded in 2007 with a mission to give power to the patient, our work each day in pursuit of that mission is guided by our six core values. Zocdoc is a private company backed by some of the world’s leading investors, and we believe we’re still only scratching the surface of what we plan to accomplish. 

Zocdoc is a mission-driven organization dedicated to building teams as diverse as the patients and providers we aim to serve. In the spirit of one of our core values - Together, Not Alone, we are a company that prides itself on being highly collaborative, and we believe that diverse perspectives, experiences and contributors make our community and our platform better.  We’re an equal opportunity employer committed to providing employees with a work environment free of discrimination and harassment. Applicants are considered for employment regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity, gender expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or any other class protected by applicable laws.

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Source: Zocdoc careers (Greenhouse)

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