Manager, Finance

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 is a healthcare technology and services company powering the acceleration of clinical research to transform patient outcomes.

We built a leading performance-driven network of 100+ sites across the US, Europe, India, and Australia, conducting research directly in the communities where care is delivered across gastrointestinal, hepatology, obesity, and cardiology. By combining deep clinical trial expertise with cutting-edge AI, we connect sponsors' scientific ambitions with high-performing research teams that expedite and expand access to novel therapeutics for patients in need. Today, Iterative Health is headquartered in Cambridge, Massachusetts, and New York City with 250+ employees world-wide.

The Manager, Finance at Iterative Health will be a key member of the Finance team, partnering closely with leaders across the business to drive financial planning, forecasting, reporting, and decision-making. This role will translate complex financial and operational data into actionable insights, help leadership understand the financial implications of strategic decisions, and strengthen the processes and tools that enable the company to scale effectively.

This is an ideal opportunity for a finance leader who enjoys operating in a high-growth environment, working cross-functionally, and balancing strategic thinking with hands‑on execution.

Financial Planning & Analysis

• 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.

Business Partnership & Strategic Finance

• Partner with functional leaders across the organization to understand business priorities, financial needs, and growth opportunities.
• Serve as a trusted finance partner to business leaders, providing insights that inform resource allocation and strategic decisions.
• Evaluate new initiatives, investments, and business 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.

Financial Management & Reporting

• Analyze revenue, operating expenses, headcount, cash flow, and other key financial drivers.
• Develop and improve management reporting, dashboards, and financial performance materials.
• Identify trends, risks, and opportunities and proactively surface them to Finance and executive leadership.
• Partner with Accounting to ensure financial reporting and operational metrics are aligned and accurately reflected.
• Support the development of scalable financial processes, controls, and systems.

Operational & Process Improvement

• Build and improve financial planning and reporting processes as the company continues to scale.
• Identify opportunities to automate reporting, improve data quality, and increase the efficiency of Finance operations.
• Partner with Accounting, People, Operations, Revenue, and other teams to ensure consistent financial data and assumptions.
• Help establish financial discipline and accountability across the organization.
• Take ownership of ad-hoc analyses and strategic projects as priorities evolve.
• Performs related job duties

How We Work

• Collaborative and low-ego team environment
• Fast-moving and highly iterative culture
• Strong focus on ownership and accountability
• Mission-driven and patient-centered mindset
• Open communication and continuous learning
• Comfortable navigating evolving business needs

What You Bring to the Team

• 5+ years of progressive experience in finance, FP&A, strategic finance, investment banking, consulting, or a related field.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline.
• Strong financial modeling and analytical skills with the ability to build and interpret complex models.
• Experience owning or significantly contributing to budgeting, forecasting, and long-range planning.
• Strong understanding of financial statements, business drivers, and financial performance metrics.
• Demonstrated ability to translate financial analysis into clear, actionable recommendations for senior leaders.
• Strong business judgment and the ability to operate effectively with incomplete information in a fast-paced environment.
• Excellent communication and presentation skills, with the ability to communicate complex financial concepts to non-finance stakeholders.
• Advanced Excel/Google Sheets skills and experience working with financial planning and reporting systems.
• Strong attention to detail while maintaining the ability to see the broader strategic picture.
• Experience in a high-growth, technology, healthcare, services, or similarly complex environment preferred.

Preferred Qualifications

• Experience working in a venture-backed or rapidly scaling company.
• Experience supporting a business with multiple revenue streams, business units, or geographies.
• Experience with financial systems such as NetSuite and/or FP&A platforms such as Pave, Planful, Anaplan, or similar.
• Experience partnering directly with executive leadership.
• Experience building finance processes and infrastructure in an environment that is still evolving.
• MBA, CPA, or CFA is a plus but not required.

Benefits That Support You

• Hybrid work environment with in-office collaboration two days per week in either our NYC or Boston office
• Comprehensive medical, dental, and vision coverage, with up to 80% of premiums covered by Iterative Health
• Mental health and wellness support through Spring Health
• Health HSA or FSA options, and commuter FSA contributions supported by Iterative Health
• Unlimited PTO, 12 company holidays, and a company-wide shutdown between Christmas and New Years
• 401(k) program with a company match of up to 3% (up to $3,000 annually)
• Weekly in-office lunch benefit every Tuesday
• 100% company-paid short-term and long-term disability coverage
• Annual wellness and professional development stipend to support your health and growth
• And more!

New York pay range: $130,000 USD - $160,000 USD

At Iterative Health, we’re actively working towards creating an environment that is representative of the diversity of patients our technology serves. We are focused on building an equitable and inclusive culture, and by extension, hiring process. If you require any accommodations to make the application process or interviewing experience more accessible to you, please contact [e-mail].