Strategic Finance Lead

Birches Health; New York (NY); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Equity

Comprehensive benefits

Job summary

Birches Health in New York, NY is seeking a Strategic Finance Lead to partner with the executive team and drive the financial strategy for our rapidly growing healthcare startup.

You will build FP&A models, support fundraising, optimize unit economics with operations and clinical teams, and translate financial data into actionable insights for leadership and investors. This high-impact role requires autonomy, startup mindset, and clear communication.

Qualifications

• 3–5 years of experience in investment banking, private equity, consulting, finance, or a related field.
• Healthcare or technology experience strongly preferred.
• Strong financial modeling skills with Excel/Google Sheets.
• Familiarity with SQL or BI tools is a plus.
• Strategic thinker with the ability to connect financial insights to broader business objectives.
• Startup experience is a plus.
• Ability to operate autonomously while collaborating cross-functionally.

Responsibilities

• FP&A: Build and maintain financial models, forecasts, and dashboards for strategic decisions.
• Capital Strategy: Support fundraising efforts, investor relations, and capital allocation decisions.
• Operational Finance: Partner with operations and clinical teams to evaluate unit economics and efficiency.
• Strategic Insights: Translate data into actionable leadership insights.
• Operations: Build processes to improve organizational efficiency at scale.
• Budgeting & Reporting: Lead annual budgeting and report to executives and investors.
• Special Projects: Own initiatives like pricing strategy and scenario planning.

Skills

Financial modeling

Strategic thinking

Cross-functional collaboration

Communication skills

Tools

Excel/Google Sheets

SQL

BI tools

Job description

Location: New York, NY (In-Office located in Flatiron)

Reports To: Head of Finance

About Birches Health:

Online gambling has taken over the US. Over 200 million Americans now regularly bet on sports and the rates of gambling addiction have skyrocketed since online gambling's legalization. As widespread gambling creates record levels of addiction, debt, and bankruptcy, millions of problem gamblers still cannot access specialized, comprehensive care that they desperately need.

At Birches Health, we're beating the online gambling epidemic with virtual therapy for gambling addiction from specialized clinicians. Our care is covered by insurance and state funding to ensure access to treatment for problem gamblers. We work with patients throughout their gambling addiction journey to improve clinical outcomes and reduce healthcare costs.

Our mission is to build the medical and technological infrastructure for behavioral addiction in the US to make sure millions of patients receive the highest quality clinical outcomes and path to recovery they deserve. We're backed by leading healthcare and gaming investors including General Catalyst, AlleyCorp, Will Ventures, Defy, Haystack, Operator Partners, and C-suite angels at private and public companies.

Join us to bring addiction care into the present day.

What You'll Do:

Birches Health is hiring a Strategic Finance Lead to partner closely with our executive team and drive the financial strategy of the company. This is a high-impact role where you'll shape the financial foundation of a rapidly growing healthcare startup, ensuring we scale sustainably while maximizing clinical and business outcomes. You'll work cross-functionally with operations, product, and clinical teams to align financial planning with organizational priorities, while also engaging with investors and external stakeholders.

• Financial Planning & Analysis (FP&A): Build and maintain financial models, forecasts, and dashboards to guide strategic decision-making.
• Capital Strategy: Support fundraising efforts, investor relations, and capital allocation decisions to fuel growth.
• Operational Finance: Partner with operations and clinical teams to evaluate unit economics, optimize margins, and improve efficiency.
• Strategic Insights: Translate complex financial data into actionable insights for leadership, enabling data-driven decisions.
• Operations: Build processes to improve operational efficiency at scale, both within the Finance department and across other areas of the organization
• Budgeting & Reporting: Lead annual budgeting processes, track performance against targets, and deliver clear reporting to executives and investors.
• Special Projects: Own mission-critical initiatives such as pricing strategy, reimbursement optimization, and scenario planning.

Who You Are:

• 3-5 years of experience in investment banking, private equity, consulting, finance, or a related field. Healthcare or technology experience strongly preferred.
• Previous startup experience is a plus.
• Expert financial modeling skills with advanced proficiency in Excel/Google Sheets; familiarity with SQL or BI tools is a plus.
• Strategic thinker with the ability to connect financial insights to broader business objectives.
• High EQ and strong communication skills, capable of presenting complex financial concepts clearly to both technical and non-technical audiences.
• Adaptability in a fast-paced startup environment, with a willingness to roll up your sleeves and own outcomes.
• Proven ability to operate autonomously, while also thriving in collaborative, cross-functional settings.
• Passion for healthcare innovation and improving access to quality care.

Compensation: $100,000 - $125,000 annually including above-market equity and benefits.