Finance Manager - FP&A & Strategic Growth Partner

Iterative Health; Southlake (TX); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Hybrid work NYC/Boston

Health coverage

Wellness stipend

401(k) match

Lunch benefit

Job summary

Iterative Health seeks a Manager of Finance to lead FP&A, budgeting, forecasting, and reporting. The role partners with leaders across the business to translate data into actionable insights, support strategic decisions, and help scale operations.

The ideal candidate brings 5+ years in finance, strong modeling, and experience in a high-growth, healthcare technology environment. This hybrid role offers NYC or Boston offices two days a week, a comprehensive benefits package, and a focus on

Qualifications

• 5+ years of progressive experience in finance, FP&A, or related fields.
• Bachelor’s degree in Finance, Accounting, Economics, or Business.
• Strong financial modeling and analytical skills.
• Experience with budgeting, forecasting, and long-range planning.
• Excellent communication and presentation skills for senior leaders.

Responsibilities

• Lead the annual budgeting, forecasting, and long-range planning processes across the organization.
• Develop and maintain financial models that support company-wide planning, strategic initiatives, and scenario analysis.
• Analyze actual performance against budget and forecast, identify key drivers and trends, and communicate implications to leadership.
• Develop meaningful financial and operating metrics to improve visibility into business performance.
• Support monthly and quarterly financial reporting and management reviews.
• Partner with functional leaders to understand priorities, financial needs, and growth opportunities.
• Evaluate new initiatives, investments, and opportunities through financial modeling and ROI analysis.
• Develop scenario analyses and recommendations to support complex business decisions.
• Help leadership understand trade-offs between growth, profitability, cash utilization, and operational investment.
• Build and improve financial planning and reporting processes as the company scales.
• Identify opportunities to automate reporting and improve data quality.
• Partner with Accounting, People, Operations, Revenue, and other teams to ensure consistent financial data.

Skills

Financial modeling

Budgeting & Forecasting

Cross-functional collaboration

Executive communication

Excel/Google Sheets

Education

Bachelor's degree in Finance, Accounting, Economics, Business

Tools

NetSuite

Planful

Anaplan

Job description

Iterative Health seeks a Manager of Finance to lead FP&A, budgeting, forecasting, and reporting. The role partners with leaders across the business to translate data into actionable insights, support strategic decisions, and help scale operations.

The ideal candidate brings 5+ years in finance, strong modeling, and experience in a high-growth, healthcare technology environment. This hybrid role offers NYC or Boston offices two days a week, a comprehensive benefits package, and a focus on