Senior Associate, Strategic Finance

Oxeon Partners; New York (NY); Hybrid; USD 130,000 - 160,000; Full time

Job summary

An established industry player is seeking a Strategic Finance Senior Associate to lead financial operations and analysis in the healthcare sector. This dynamic role involves collaborating with various teams to craft and execute financial strategies that drive growth and profitability. You will play a key role in developing financial models, conducting variance analyses, and supporting investment management. If you are passionate about healthcare and have a strong background in finance, this opportunity offers a chance to make a meaningful impact while working in a flexible, hybrid environment. Join a team that values relationships and is committed to reimagining healthcare for the better.

Benefits

Flexible work model

100% employer paid medical and dental insurance

Paid parental leave

401k

Generous annual philanthropic match

Great snacks

Fun open-office environment

Equity interest from day one

Weekly all hands meetings

Annual offsites and events

Qualifications

• 2+ years in Strategic Finance, FP&A, or related roles.
• Strong analytical skills and experience with large data sets.
• Ability to build 3 statement financial models.

Responsibilities

• Manage financial operations, reporting, and forecasting.
• Create reports for monthly reviews and quarterly board meetings.
• Align financial goals with overall business strategy.

Skills

Strategic Finance

Financial Planning & Analysis (FP&A)

Analytical Skills

Problem-Solving Skills

Team Collaboration

Creative Problem-Solving

Data Analysis

Corporate Accounting

Financial Modeling

Education

Bachelor's Degree in Finance or Related Field

Tools

Excel

Google Sheets

Quickbooks

Bill.Com

Tableau

Power BI

Job description

About Oxeon

Oxeon is an executive search and investment firm that unites visionary leaders with game-changing ideas to catalyze the future of healthcare. Our mission is to reimagine a healthcare system that every person can trust. Through keen pattern recognition and data-driven insights, we connect top tier executive talent with the companies that are revolutionizing healthcare. We take a people-first approach to identify leaders who unlock value for our industry and the people it serves. “Oxeon” is derived from the Greek word for relationships and we believe that relationships are the ethos of our business.

Oxeon comprises two core businesses: Oxeon Search, which has placed more than 1,000 executives in healthcare leadership roles; and Oxeon Investments, which makes selective seed investments to accelerate change in healthcare.

Oxeon operates on a value system that is imperative to embody, embrace, and extend. These values are: Intellectual Curiosity, Emotional Intelligence, Ownership, Resilience, Collaboration and Spirit of Generosity.

About The Role

We’re looking for a Strategic Finance Senior Associate to manage and build our financial operations, reporting and forecasting, and conduct strategic financial analyses informing the future of the business. The role will report to and work closely with the Director of Operations & Strategy in crafting and executing on Oxeon’s financial strategy and operations.

Role Responsibilities

• Financial Planning & Analysis (FP&A):
• Create reporting and forecasting for monthly reviews and quarterly board reports.
• Drive the annual plan creation process.
• Partner with Accounting in the month-end close process, weekly cash cycle reporting, and ensuring that we have accurate billing and invoicing operations that grow with the business.
• Analyze variances between Actuals, Plan, and Forecast.
• Provide clear and concise budgeting and tracking to senior management.
• Support Search team and Platform team analysis, create consistent metrics, and develop processes that drive operational and financial improvement.
• Strategic Finance:
• Aligning financial goals with overall business strategy, moving beyond traditional accounting and FP&A to drive long-term growth and profitability through data-driven insights, recommendations, and proactive decision-making.
• Build financial models for the optimal number of searches, average search fee, average length of search, labor planning, business development expenses, and operating costs such as travel, rent, marketing, and technology.
• Partner with individuals within the different functions by communicating analysis and developing effective dashboards or reports: People team, Technology team, Search Operations, the Search leaders of each office, and to the Executive Leadership team (XLT)
• Investment Management:
• The Search team is the primary revenue driver of Oxeon’s business. However, a secondary part of the business is Invested Search and Balance Sheet investments. Oxeon makes investments in healthcare companies and this position’s responsibility will be maintaining an accurate investment database so that we can track the valuation and status of our investments.

Requirements for the Role

• 2+ years of experience in Strategic Finance, FP&A, equity research, private equity, hedge fund, investment banking, corporate finance, corporate accounting, or related role.
• Have a foundational understanding of corporate accounting (cash vs accrual, etc).
• Understand and be able to build a 3 statement financial model.
• Oxeon’s main business is healthcare executive search, so you should be interested in the business helping healthcare companies identify great talent.
• Oxeon also makes investments into healthcare companies, so you should be interested in learning about fundraising, business model evaluation, and tracking investment valuations.
• Team Player with demonstrated ability to work cross functionally and collaborate.
• Strong analytical and problem-solving skills.
• First-principles learner: You approach problems by questioning assumptions and relying on data to find the right solution. You learn fast and go deep.
• Strong analytics and comfort in working with large data sets for financial modeling
• Creative problem-solving, critical thinking, and analytical skills
• Excellent planning and organization skills
• Experience with Excel and Google Sheets required
• Experience with Quickbooks and Bill.Com is a bonus.
• Experience with data visualization tools and business intelligence software (Tableau, Power BI) is a bonus

What You Can Expect From Us

• A flexible, hybrid work model. We spend time in-person in the New York office 3 days per week (Tuesday-Thursday) and are flexible on Mondays and Fridays. Additionally, everyone has additional “work from anywhere” days, where they can choose to work remotely for extended periods of time.
• Quality time together. We spend time together at weekly all hands, annual offsites and events throughout the year to build culture, have fun, foster learning and development, and deepen relationships with one another.
• Equity interest. We are relationship- and long-term results-oriented in all we do. We align firm and employee compensation with equity and team performance. Consistent with the shift from fee-for-service to value-based care, this approach invests us fully in the success of our clients and portfolio companies. Every Oxeon employee receives equity in Oxeon investments from day one.
• Great compensation and benefits. We offer competitive compensation, 100% employer paid medical and dental insurance for you and your family (we are a healthcare company after all!), paid parental leave, 401k, great snacks, and a fun, flexible open-office environment.
• Opportunity to give back. We believe in giving back to the community and helping those in need, which is why every employee is given opportunities to volunteer and a generous annual philanthropic match to support and learn from causes important to them.

Salary Expectations

• Total Cash Compensation: $160,000
• Base: $130,000
• Bonus: 0-20% of Base Salary
• Equity: Cash distributions are variable based on tenure and fund performance

What We’d Like From You: Apply here to let us know why you’re interested. We’re excited to hear more about your story and goals.

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Oxeon is interested in every qualified candidate who is eligible to work in the United States; however, we are not able to sponsor visas at this time.

Oxeon is an equal opportunity employer committed to providing employees with a work environment free of discrimination and harassment. Applicants are considered for employment regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity, gender expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or any other class protected by applicable laws.