Finance Manager, Marketing (Remote)

Maximus Inc.; San Francisco (CA); Remote; USD 100,000 - 150,000; Full time

Job summary

Maximus Inc. is seeking a Finance Manager, Marketing to support the company's rapid growth in health tech. This role involves advanced analytics, collaborating with cross-functional teams to improve marketing performance, and delivering key financial insights. Ideal candidates will have a strong background in FP&A, marketing metrics, and a proven track record in high-growth environments.

Benefits

Premium Blue Shield Platinum PPO & HMO Plans

Full Suite: Medical, Dental, Vision, Life Insurance

Best-in-class 401K options

Flexible vacation/time-off policies

Liquidity of options whenever available

Qualifications

• 5+ years of FP&A or Strategic Finance experience in SaaS or subscription models.
• Strong understanding of marketing metrics including CAC and LTV.
• Expert in Excel and comfortable with large datasets.

Responsibilities

• Leverage financial modeling to drive business decisions.
• Design and maintain financial models assessing marketing program effectiveness.
• Collaborate with marketing to optimize budget management.

Skills

Financial modelling

Analytical skills

Strategic analysis

Marketing metrics

Data structuring

Education

Bachelor's Degree in Business, Finance, or Economics

Tools

SQL

Excel

Google Sheets

Quickbooks

Looker

Job description

Company is based in Santa Monica, CA

Position is Remote (US/Canada) - Preference for candidates based in PST, MST, or CST. Exceptional candidates from EST will also be considered.

Maximus (https://www.maximustribe.com/) is a mission-driven consumer performance medicine telehealth company that provides men and women with content, community, and clinical support to optimize their health, wellness, and hormones. Maximus has achieved profitability, 8-figure ARR, and is doubling year over year - with a strong cash position. We have raised $15M from top Silicon Valley VCs such as Founders Fund and 8VC as well as leading angel investors/operators from companies like Bulletproof, Tinder, Coinbase, Daily Stoic, & Shopify.

Maximus is looking for a high-impact Finance Manager, Marketing who is analytical, detail oriented, and a strong strategic business partner. This role empowers Maximus Health’s growth by delivering actionable financial insights, building robust models, and partnering closely with marketing and cross-functional teams to optimize performance and reporting. Leveraging advanced analytics and deep industry expertise, you’ll drive strategic decision-making and scalable processes that support our mission and rapid expansion.

Please note: Culture is key at Maximus, so we get to know candidates holistically through our questionnaire. You will receive an invite in a separate email upon submitting an application. Please fill it out as honestly and intuitively as possible since it is designed to detect exaggeration, which will cause your application to be automatically rejected. The questionnaire is optional to submit now with your application, but candidates that do so will get strongly prioritized. Note, we do not have access to individual questions’ answers/choices.

About the Role:

As a results-driven finance professional with a proven track record in high-growth environments, you will play a pivotal role in empowering Maximus Health to reach its ambitious goals. Grounded in robust financial modelling and insightful analysis, you’ll partner with business leaders to drive informed decisions that fuel our mission. You will partner with our Head of Marketing to help deliver profitable and scalable growth.

You thrive working independently and bring a wealth of experience in optimizing systems and processes to support scalable growth. Your analytical mindset allows you to transform complex data into clear, actionable insights and strategic recommendations.

Reporting directly to the Head of Finance, you’ll take ownership of our financial data, develop and track key performance metrics, and build scalable reporting frameworks and dashboards, you will be particularly focused on working with our Marketing teams. Your expertise will be instrumental in conducting ad hoc performance analyses and executing a wide range of core FP&A responsibilities. This is an opportunity to make a tangible impact, shaping the financial foundation that supports Maximus Health’s continued innovation and success.

Responsibilities:

• Leverage advanced analytics, hands-on financial modelling, and strategic analysis to deliver impactful recommendations that shape key business decisions and elevate the clarity of critical performance metrics.

• Design, build, and maintain sophisticated financial models to assess the effectiveness of marketing programs, customer acquisition costs, lifetime value, and the full marketing funnel—empowering data-driven growth.

• Dive deep into marketing campaign performance, providing actionable insights that boost efficiency, optimize spend allocation, and maximize returns on marketing investments.

• Become a subject matter expert in our data architecture, harnessing its power to deliver transparent, actionable reporting on business performance.

• Collaborate and foster strong partnerships with cross-functional teams in finance, accounting, and marketing analytics & operations, ensuring alignment and shared success.

• Continuously refine and enhance policies, procedures, and systems to support Maximus Health’s rapid growth and scalability.

• Drive the annual operations planning process for marketing spend, working hand-in-hand with stakeholders to understand business drivers, opportunities, and risks.

• Partner closely with Marketing leaders to manage budgets and forecasts, achieving exceptional accuracy (within 2% variance), and providing ongoing analysis of actuals versus plan and forecast.

• Support headcount management to ensure optimal resource allocation and operational efficiency.

• Play an integral role in monthly and quarterly close activities, partnering with accounting to review expense accruals and ensure financial integrity.

Qualifications / Ideal Candidate:

• Bachelor's Degree in Business, Finance, Economics, Accounting, or a comparable quantitative field

• 5+ years of FP&A, or Strategic Finance with hands-on experience in SaaS or subscription models. Health Tech experience is preferred.

• Experience working with Marketing, or go-to-market organizations, with a deep understanding of GTM motions

• A strong understanding of marketing metrics, including CAC, LTV, attribution models, and digital marketing analytics is required

• Experience with SQL and analytics/reporting tools. Looker experience is a plus.

• Strong understanding of data structuring and data flows across multiple platforms/tools

• Financial modelling skills and quantitative analysis experience

• Expert in Excel and Google Sheets; can maintain complex spreadsheets, comfortable with large datasets, different modelling techniques, and shortcuts

• Experience with GAAP and non-GAAP financial metrics

• High competency with systems such as Quickbooks, Looker, & 5Tran

• Preference to candidates working in PST, MST, or CST time zones, willing to accept EST for excellent candidates

World-Class Benefits:

• Premium Blue Shield Platinum PPO & HMO Plans (up to 80% coverage)

• Full Suite: Medical, Dental, Vision, Life Insurance

• Best-in-class 401K options

• Flexible vacation/time-off policies

• Liquidity of options whenever available

• Extended options exercise window for loyal employees (3 months for every year of service; e.g. 1 year for 4+ year employees)

Maximus is an equal opportunity employer, which not only includes standard protected categories, but the additional freedom from discrimination against your free speech and beliefs, as long as they are aligned with company values. We celebrate intellectual diversity.