Strategic Finance Associate — AI-Driven Forecasting

flaglerhealth; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Flagler Health is building an AI-native finance function to transform how we forecast, report, and analyze deals and operations. As Strategic Finance Associate, you will own models and analyses that inform the CEO, VP Finance, Sales, and Clinical Operations, turning finance into a real-time operating system for the business.

You will design AI-driven workflows, automate data pipelines, and build unit economics by customer, clinic, and service line to guide pricing and growth decisions.

Qualifications

• 2–4 years of experience in investment banking, management consulting, private equity / growth equity, or strategic finance / FP&A at a high-growth company, plus a bachelor's degree.
• Bias toward action: comfortable scoping an ambiguous question, breaking it down, and delivering a working model and a clear recommendation end-to-end.
• Strong financial modeling and analysis: driver-based operating models, unit economics, scenario and sensitivity analysis, and a clear sense of where a model is directionally useful versus where it breaks down.
• Genuine fluency with modern AI tooling (LLMs, agent frameworks, prompt engineering) and a clear sense of where AI works well in a finance workflow versus where it breaks down.
• Hands-on technical aptitude with data: advanced Google Sheets / Excel, working SQL, and light scripting (Python or similar). You don't need to be an engineer, but you should be able to pull your own data, build your own automations, and debug your own work.
• Strong written and verbal communication, able to translate between financial, technical, and non-technical stakeholders, with an ownership mindset about outcomes rather than scope.

Responsibilities

• Own the driver-based operating model and annual budget, and evolve them from static spreadsheets into a continuously updated forecast connected to live operational data
• Build the monthly reporting package for leadership and investors, and automate the data pipeline behind it so the numbers are ready before anyone asks
• Build and maintain unit economics by customer, clinic, and service line (RTM, CCM, advanced therapy programs, RCM services), and make them the shared language for pricing and growth decisions
• Own headcount and cash planning, including runway scenarios and the analysis behind hiring, vendor, and capital-allocation decisions
• Design and ship AI-driven workflows across the finance stack: invoicing, collections follow-up, reconciliation, variance commentary, and reporting
• Use LLMs, agent frameworks, and light scripting to eliminate manual steps between our systems (billing, banking, cap table, BI) and keep them in sync
• Evaluate, select, and implement the tools that take us beyond spreadsheets, and set the standards for documentation, monitoring, and data integrity as the stack m
• Own the analytics behind order-to-cash: revenue recognition, AR and collections performance, and reconciliation of billed revenue against RCM and care-management activity
• Serve as the finance partner to Sales: pricing and discounting analysis, deal structure, and customer-facing ROI and pilot-results analyses that show what Flagler is worth to a practice
• Assess prospective customers' practice financials to size the opportunity from RCM, RTM/CCM, and other programs
• Support corporate development work, including diligence, valuation, and deal-economics analysis for partnerships, carve-outs, and acquisitions
• Support cap table administration, treasury operations, and investor reporting as we execute on our Series B plan

Job description

Flagler Health is building an AI-native finance function to transform how we forecast, report, and analyze deals and operations. As Strategic Finance Associate, you will own models and analyses that inform the CEO, VP Finance, Sales, and Clinical Operations, turning finance into a real-time operating system for the business.

You will design AI-driven workflows, automate data pipelines, and build unit economics by customer, clinic, and service line to guide pricing and growth decisions.