Strategic Finance Manager

Candidhealth
San Francisco, CA
On-site

Who this role is best for

Best suited to candidates with 4-6 years in strategic finance or high-growth environments working in cross-functional collaboration. Requires in-office presence in San Francisco with hybrid flexibility.

Best fit for

  • Candidates with 4-6 years in strategic finance or high-growth company forecasting
    — “4-6 years of finance experience... high growth company
  • Professionals who have built AI/automation systems for financial planning
    — “proactively look for ways to use AI and automation to make our financial planning process 10x faster
  • Individuals experienced in translating financial metrics to business strategy
    — “translate dense financial data into a compelling story for non-finance stakeholders

Things to consider

  • Requires 4 days/week in San Francisco office despite hybrid flexibility
    — “ideal weekly schedule is 4 days working from our San Francisco office
  • Equity compensation is emphasized over traditional salary structures
    — “heavily value the potential upside from equity in our compensation package

How to stand out

  • Highlight AI-driven FP&A tool experience and system-building achievements
    — “Leverage AI-driven FP&A tools / systems to automate variance analysis
  • Demonstrate unit economics analysis across customer segments in prior roles
    — “Deep dive into our gross margins and define CAC/LTV by customer segment
  • Showcase cross-functional partnership examples with executives and teams
    — “partner with Sales, Product, Engineering, Operations and company leadership
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · CompanyLevel · Mid

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

What success looks like

  • business planning
  • unit economics analysis
  • capital allocation
Typical background
financial planningbusiness analysiscapital allocation

Skills & requirements

Required

Financial PlanningBusiness AnalysisCapital AllocationAi-driven ForecastingUnit Economics AnalysisStrategic Finance

Preferred

AI Tools

Stack & domain

Financial PlanningP&L ForecastingUnit EconomicsCapital AllocationAi-driven FP&AExcelGoogle SheetsSQLFinancial ModelingData AnalysisCommunicationProblem-solvingStrategic ThinkingTeamworkLeadershipFinanceStrategic PlanningBusiness Execution

About the role

Original posting from Candidhealth via Ashby

We are looking for a Strategic Finance Manager to drive analytical decision-making to support Candid Health’s growth. In this role, you won't just handle financial planning—you will partner with Sales, Product, Engineering, Operations and company leadership to drive business execution and growth.

You will be responsible for owning business planning & forecasting, analyzing our unit economics including margin / profitability, increasing efficiency and scaling of our GTM motion, and optimizing our capital allocation decisions to maximize growth.

WHAT YOU’LL BE DOING

  • Strategic Planning & Analysis: Own P&L forecasting, including annual plans, quarterly forecasts, and monthly reporting.
  • Unit Economics & Pricing: Deep dive into our gross margins and define CAC/LTV by customer segment.
  • Capital Allocation: Conduct rigorous analysis on TAM, new product opportunities, partnerships, and M&A to ensure we are deploying capital toward the highest-leverage outcomes.
  • AI-Enabled Forecasting: Move beyond manual Excel updates. Leverage AI-driven FP&A tools / systems to automate variance analysis and rolling forecasts, allowing you to focus on the strategic questions rather than tracking performance.

WHO YOU ARE

  • Experience: 4-6 years of finance experience (strategic finance, investment banking, and/or private equity), including experience owning forecasting and analytical decision making at a high growth company.
  • Analytical Powerhouse: You are driven by innate curiosity to get to “the why” and to understand root cause and are comfortable leveraging big data sets to inform decision-making. You have high proficiency in Excel/Google Sheets, but you are also comfortable using SQL to pull your own data.
  • Communication: You can translate dense financial data into a compelling story for non-finance stakeholders. You don’t just present options - you have a point of view on what action should be taken and you’re not afraid to share it. The ideal candidate combines deep financial expertise with practical operational leadership and is comfortable partnering with executives on long-term strategy.
  • The "Multiplier" Mindset: You are a "player-coach" who wants to build the templates and systems yourself. You proactively look for ways to use AI and automation to make our financial planning process 10x faster and more accurate.

PAY TRANSPARENCY

The estimated starting annual salary range for this position is $180,000 - $200,000 USD. The listed range is a guideline from Pave https://www.pave.com/ data, and the actual base salary may be modified based on factors including job-related skills, experience/qualifications, interview performance, market data, etc. Total compensation for this position may also include equity, sales incentives (for sales roles), and employee benefits. Given Candid Health’s funding and size, we heavily value the potential upside from equity in our compensation package. Further note that Candid Health has minimal hierarchy and titles, but has broad ranges of experience represented within roles.

LOCATION

We are an in-person culture. We believe the best work happens when we are in the same room and our ideal weekly schedule is 4 days working from our San Francisco office and 1 day working remotely.

Source: Candidhealth careers (Ashby)

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