Financial Planning & Analysis

Stedi; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Stedi, a leading headless clearinghouse and RCM engine, is hiring a Strategic Finance professional. You will enhance forecasting, build robust financial models, and scale financial infrastructure to support rapid growth.

You will work closely with the CEO and Head of Finance & Operations to ensure accuracy, automate processes, and deliver decision-ready analyses. You’ll own planning, drive AI-enabled improvements, and develop insights across revenue, margins, and cash flow to guide strategic

Qualifications

• 4+ years in strategic finance, FP&A, or rigorously analytical roles, incl. startup experience.
• Exceptional financial modeling skills and ability to build models from raw inputs.
• Understanding of how financial statements relate to operating metrics and forecasts.
• Highly technical for a finance pro; seeks to automate workflows and use AI.
• Able to structure ambiguous questions and deliver rigorous analyses.

Responsibilities

• Own and improve the company financial model (revenue, expenses, headcount, cash, long-range forecasting).
• Build metrics, models, and reporting infrastructure for performance understanding with data traceability.
• Own annual planning and ongoing forecasting reflecting how the business operates.
• Develop reporting that explains performance against plan and drivers of revenue and cash.
• Collaborate with Accounting on monthly results, projections vs actuals, and management reporting.
• Build models to answer strategic questions across the business (customer economics, pricing, margins, infra costs).
• Own headcount and spend planning, reflecting hiring and investments.
• Develop and maintain cash/runway forecasts for leadership visibility.
• Automate financial data collection and analysis using modern tooling and AI.
• Work with Head of Finance & Operations and CEO on financial analysis for major decisions.

Skills

Financial modeling

Strategic finance

Automation

Data-driven analysis

Forecasting

Tools

AI tooling

Job description

We're building a new healthcare clearinghouse

Stedi is the only headless clearinghouse and RCM engine. Headless means every part of our product is accessible via API. Developers and AI agents build their own interface on top of it. By offering modern, AI-ready APIs alongside traditional real-time and batch EDI processes, we enable both healthcare technology businesses and established players to exchange mission-critical transactions. Our clearinghouse product and customer-first approach have set us apart. Stedi was ranked by Ramp as one of the fastest-growing SaaS vendors.

Stedi has lightning in a bottle: engineers and designers shipping products week in and week out; a lean business team supporting the company's infrastructure; a passion for automation and eliminating toil; and $142 million in funding from top investors like Stripe, Addition, USV, Bloomberg Beta, First Round Capital, and more.

To see what we ship, watch the 2026 Stedi Keynote. To learn more about how we work, watch our founder Zack's interview with First Round Capital.

What we’re looking for

We’re hiring an experienced Strategic Finance professional to raise the bar for business operations as Stedi enters its next stage of growth. You will build upon our existing models, metrics, and systems to deepen our understanding of the business, improve the accuracy and sophistication of our forecasts, and ensure our financial infrastructure scales with the company. You will report to the Head of Finance & Operations and work closely with our CEO and leaders across the company.

You will do more than operate existing FP&A processes or drive standard budgeting work. You will develop a deep understanding of how the business operates and use that foundation to tackle difficult strategic financial and operational questions. We have a high bar for accuracy and trust in our financial reporting, and you will be expected to understand the numbers from the source data through the final output.

We also expect you to aggressively leverage technology, looking for opportunities to automate manual work, improve how financial data flows, and use modern tools and AI to make our forecasting and analysis faster, more reliable, and more scalable.

The ideal candidate combines exceptional financial and analytical rigor with a builder’s mindset. You should be equally comfortable tracing a number back to its source, designing a model from scratch, and taking a difficult, ambiguous business question and turning it into rigorous analysis. If you care deeply about understanding the drivers of a business, translating them into rigorous models and forecasts, and building systems that become more powerful and trustworthy as the company scales, this role will provide meaningful ownership and impact.

What you'll do

• Own and continuously improve Stedi's company financial model, including revenue, expenses, headcount, cash, and long-range forecasting

• Build the metrics, models, and reporting infrastructure we use to understand business performance, with a high bar for accuracy, consistency, and traceability to underlying data

• Own our annual planning and ongoing forecasting processes, developing assumptions and models that reflect how the business actually operates rather than relying on static or top-down forecasts

• Develop reporting and analysis that clearly explains performance against plan, including the underlying drivers of revenue growth, gross margin, operating expenses, and cash

• Partner closely with Accounting to digest monthly results and relevant accounting considerations, comparing projections to actuals and translating performance into reliable management reporting, forecasts, and models

• Build models to answer difficult strategic questions across the business, including customer and product economics, pricing, gross margin, infrastructure costs, investment decisions, and long-range growth scenarios

• Own headcount and spend planning across the company, ensuring our forecasts accurately reflect hiring plans, commitments, and other expected investments

• Develop and maintain cash and runway forecasts that give leadership a clear view into our capital needs under a range of operating scenarios

• Automate financial data collection, reporting, and analysis wherever possible, using modern tooling and AI to eliminate manual work and improve the speed and reliability of our financial systems

• Work directly with the Head of Finance & Operations and CEO on financial analysis for major company decisions, board discussions, and other high-priority strategic questions

Who you are

• You have 4+ years of experience across strategic finance, FP&A, investment banking, private equity, consulting, or similarly rigorous analytical roles, including meaningful experience operating inside a high-growth startup

• You have exceptional financial modeling skills and can independently build a model from raw inputs through a decision-ready output

• You understand the relationship between financial statements and operating metrics and can connect the underlying mechanics of the business to financial performance, and accurate forecasts and analysis

• You are highly technical for a finance professional. You look for opportunities to automate workflows, work directly with underlying data, and use modern tools and AI to build financial systems that are faster, more reliable, and less dependent on manual processes

• You can independently take an ambiguous strategic question, determine what actually matters, structure the analysis, and develop a rigorous answer

• You communicate complex financial analysis clearly. You can explain not only what changed, but why it changed, what matters, and what we should take away from it

• You thrive in ambiguity, create structure from chaos, and can independently design scalable processes and systems from scratch

• You are relentless and resourceful. When something doesn’t reconcile or an answer doesn’t make sense, you keep going until you understand why

• You move fast and operate with precision. You thrive in an environment where clarity, accountability, and urgency matter

We’ve been made aware of individuals impersonating the Stedi recruiting team. Please note:

• All official communication about roles at Stedi will only come from an @stedi.com email address, or from our official identification verification partner, Persona, @frompersona.com.

• If you’re unsure whether a message is legitimate or have any concerns, feel free to contact us directly at [e-mail].

We appreciate your attention to this and your interest in joining Stedi.