Finance Manager

Medsien-Inc.-1; San Francisco (CA); Remote; USD 125,000 - 180,000; Full time

Benefits offered by this job

Generous vacation and PTO policies

Fully remote work opportunities

Training, mentorship, and coaching

Job summary

Medsien, a San Francisco-based provider of remote care management, seeks a Finance Manager to lead financial planning, budgeting, forecasting, and reporting. You will build models, forecast revenue and expenses, and deliver KPI dashboards for the CEO and COO.

You will partner with Sales, Operations, Engineering, and Marketing to drive profitability and strategic decisions. The role is fully remote with generous PTO; experience in SaaS, healthcare tech, and scaling finance processes is highly

Qualifications

• 6+ years in strategic finance, FP&A or related finance role.
• Strong experience building and maintaining financial models, budgets, forecasts.
• Ability to analyze performance and translate data into actionable insights.
• Experience creating management reporting and executive presentations.
• Strong understanding of financial statements, accrual accounting, and cash flow.
• Experience partnering with leaders on investments and headcount decisions.
• Advanced Excel or Google Sheets skills for scalable models.
• Strong executive communication and ability to explain complex finance to non-finance leaders.
• Hands-on in a fast-growing org while building scalable processes.

Responsibilities

• Lead financial planning, budgeting, forecasting, and management reporting.
• Build and maintain financial models to support short-term and long-term planning.
• Develop revenue, expense, headcount, cash-flow, and profitability forecasts.
• Create financial reports, KPI dashboards, and executive insights.
• Partner with Sales, Operations, Engineering, and Marketing on departmental plans.
• Evaluate pricing, customer profitability, unit economics, and margins.
• Support cash management, runway planning, and capital planning.
• Improve data reliability and automate reporting processes.
• Prepare materials for board, investors, and lenders.

Skills

FP&A

Financial Modeling

Budgeting

Forecasting

Management Reporting

KPI Dashboards

Executive Communication

Cross-Functional Collaboration

Excel/Google Sheets

Cash Flow Management

Education

MBA or CPA preferred

Tools

QuickBooks

NetSuite

Ramp

Bill.com

Job description

Medsien is a leading provider of scalable remote care management, enabling healthcare practices to enhance patient engagement, improve outcomes, and optimize operational efficiency. Hundreds of organizations trust Medsien’s unparalleled technology solutions to implement exceptional remote care management programs, personalize every interaction, and improve the lives of those who need it most. We are committed to innovation, collaboration, and the delivery of exceptional service to our clients and their patients. Based in San Francisco and venture-backed by top-tier investors, Medsien was founded to reimagine remote care management.

More than 60% of all U.S. adults—over 150 million people—live with at least one chronic condition, which requires dedicated, ongoing medical support outside the four walls of their doctor’s office. Yet, only 20% of these patients have access to remote care from the comfort of their homes, putting their health at significant risk. Together, we can save lives and create a real impact.

We seek a dynamic , results-oriented Finance Managerto lead the financial operations and report directly to the COO .

As a Finance Manager , you will:

• Lead Medsien’s financial planning, budgeting, forecasting, and management reporting processes.
• Build and maintain financial models that support short-term execution and long-term strategic planning.
• Develop accurate revenue, expense, headcount, cash-flow, and profitability forecasts.
• Analyze company performance against budget, forecast, and prior periods, identifying key drivers, risks, and opportunities.
• Create clear financial reports, KPI dashboards, and executive-level insights for CEO, COO and other company leaders.
• Partner with Sales, Operations, Engineering, Marketing, Patient Growth, and other teams to build departmental plans and improve financial accountability.
• Evaluate pricing, customer profitability, unit economics, margins, investments, hiring plans, and resource-allocation decisions.
• Build financial models for new products, programs, partnerships, and strategic initiatives.
• Support cash management, runway planning, scenario analysis, and capital-planning decisions.
• Partner with internal and external accounting resources to ensure financial reporting is accurate, timely, and aligned with the company’s planning needs.
• Improve the reliability, consistency, and automation of financial data, reporting, and forecasting processes.
• Establish scalable financial planning processes and operating rhythms as Medsien continues to grow.
• Support board, investor, lender, financing, and due diligence materials as needed.
• Serve as a strategic finance partner to leadership by turning financial and operational data into clear recommendations and decisions.

• 6+ years of progressive experience in strategic finance, FP&A, financial planning, or a related finance role,
• Strong experience building and maintaining financial models, budgets, forecasts, cash-flow projections, and long-range plans,
• Demonstrated ability to analyze business performance, identify meaningful trends, and translate financial data into actionable recommendations,
• Experience developing management reporting, KPI dashboards, budget-to-actual analyses, and executive-level financial presentations,
• Strong understanding of financial statements, accrual accounting, revenue, expenses, cash flow, and the relationship between operational and financial performance,
• Experience partnering with business leaders to evaluate investments, headcount, pricing, resource allocation, and other strategic decisions,
• Advanced Excel or Google Sheets skills, including the ability to build reliable and scalable financial models,
• Strong analytical judgment, attention to detail, and ability to independently manage recurring planning and reporting processes,
• Strong executive communication skills and the ability to explain complex financial information clearly to non-finance leaders,
• Ability to work hands‑on in a fast-growing organization while building more scalable financial processes and reporting systems.

Some nice-to-have qualifications include experience in:

• Experience at a high-growth, venture-backed, SaaS, technology-enabled services, or healthcare technology company,
• Understanding of healthcare economics, medical billing, claims, reimbursements, or revenue-cycle operations,
• Experience supporting a business with recurring, usage-based, per-member, or service-based revenue,
• Experience analyzing unit economics, customer profitability, gross margins, pricing, and contribution margins,
• Experience with workforce planning, capacity modeling, sales commissions, and departmental budgeting,
• Experience preparing reporting and financial materials for executives, boards, investors, or lenders,
• Experience supporting fundraising, financing, due diligence, or strategic transactions,
• Familiarity with accounting and finance systems such as QuickBooks, NetSuite, Ramp, Bill.com, or similar platforms,
• Experience improving financial data quality, reporting automation, and cross-functional planning processes,
• CPA, CFA, CMA, MBA, or another relevant finance credential.

For this position, we offer:

• Generous vacation and PTO policies,
• Fully remote work opportunities,
• Training, mentorship, and coaching from leadership.

Our Process

We will review your application along with all the others we receive and pick the top profiles for a screening call. In many cases due to time constraints and our candidate volume, only the short-listed candidates are contacted but we do consider each application carefully. If you have been selected as a short-listed candidate, we will contact you for a short screening call to get to know you better. If you don’t get a call, please don’t be disappointed! We receive many applications for each role and must prioritize who we speak to.

Employment at Medsien is based solely on a person’s merit and qualifications. We are committed to providing equal employment opportunity regardless of sex, age, race, color, national or ethnic origin, religion, marital status, pregnancy, sexual orientation, gender identity or expression, disability, age, citizenship, veteran or military status, and other legally protected characteristics.

Thank you for taking the time to apply for a position at Medsien!