Strategic Finance Manager

Heidi; New York (NY); Remote; USD 140,000 - 190,000; Full time

Benefits offered by this job

Flexible remote-first working

Wellbeing benefit

Parental leave

Company equity (optional)

Home office setup support

Job summary

Heidi is seeking a Strategic Finance Manager to lead the finance function for North America. You’ll partner with regional leadership to bring financial rigor, oversee regional results, reporting, forecasts, and statutory compliance while aligning with central finance.

You’ll own financial controls, balance sheet integrity, and NA P&L narratives, and act as a hands-on business partner to Sales and GTM, translating performance into actionable insights and driving revenue, spend, and cash

Qualifications

• 5+ years of commercial finance and/or FP&A experience, preferably in a Sales/GTM environment.
• Strong partnering skills with Sales/RevOps on forecasting, pipeline economics and commissions.
• Experience owning spend controls and ensuring business-supportive governance.
• Experience directing US and Canadian tax compliance through external advisers.
• Experience in a multi-entity or multi-currency business.
• Ability to operate autonomously with NA-hours within a small global finance team.
• Strong commercial judgment and the ability to translate numbers into business insight.
• Clear, confident communicator across finance and non-finance audiences.

Responsibilities

• Lead financial reporting and month-end close for North America, ensuring balance-sheet integrity and timely management reporting.
• Own NA compliance calendar and work with external advisers to manage registrations, tax and filings.
• Act as trusted finance partner to NA Sales/GTM; drive forecast accuracy and pipeline-linked economics.
• Oversee NA P&L narrative, variance analysis and performance drivers; support pricing and customer economics insights.
• Collaborate with Sales and Customer Success to resolve aged balances and manage collection risk.
• Build finance operating rhythm with KPIs, controls, and scalable processes for the NA region.

Skills

Commercial finance

FP&A partnering

US/Canada tax compliance

Internal controls

Multi-entity / multi-currency

Autonomy

Stakeholder management

Forecasting

Tools

Campfire

Airwallex

Rippling

Job description

Who We Are

Healthcare needs a better rhythm: one that keeps care continuous and deeply human. Heidi is building an AI Care Partner that works alongside clinicians to make that possible.

We’re a team of doctors, engineers, designers, researchers, and creatives building tools that help clinicians stay focused on what matters most: their patients.

In just 18 months, Heidi has given back more than 18 million hours to healthcare professionals — supporting 73 million patient visits in 116 countries. Today, more than two million patient visits each week are powered by Heidi worldwide.

Backed by nearly $100 million in funding, we’re growing in the US, UK, Canada, and Europe, partnering with leading health systems including the NHS, Beth Israel Lahey Health, and Monash Health.

The Role

We’re hiring a Strategic Finance Manager to lead the finance function for North America. Supported by Heidi’s central finance team, you’ll work closely with regional leadership to bring financial rigor to the region and giving NA leadership a finance partner they can trust for forecast accuracy and clear answers, in their own timezone.

The role has two equally important parts. First, you’ll own the region’s financial control and compliance environment. While the central finance team manages the month-end close, core accounting and day-to-day finance operations, you’ll oversee the accuracy of regional results, reporting and forecasts; manage cash; maintain strong local controls; and take responsibility for statutory and compliance requirements.

Second, you’ll be a hands-on business partner: helping leaders understand the story behind the regional P&L, translating performance into clear insights and actions, challenging assumptions and shaping decisions across revenue, investment, profitability and cash. You’ll bring a commercial point of view—not simply report the numbers—and ensure teams understand the financial impact of the choices they make.

This role is for someone who is confident with business partnering: comfortable sitting with Sales and GTM leadership on commissions design, pipeline and forecast conversations, and also able to run point on the controls and compliance backbone that keeps those conversations trustworthy.

You’ll report to the Group Financial Controller, with a dotted line to FP&A, and work closely with North America’s commercial leadership, Sales, Customer Success, outsourced advisors and audit partners, and the wider global Finance team across Sydney, Melbourne and Manila — with NA-hours coverage closing the timezone gap that currently slows decisions down.

What You’ll Do

Financial reporting and month-end close

• Own the integrity of the NA balance sheet, with reconciliations that stay current, reviewed and explainable

• Own the accuracy of the NA monthly group reporting and management accounts with variance commentary that explains movements

• Be the single point of contact for group finance on anything NA: queries, adjustments, restatements, consolidation-level questions

Compliance and risk oversight

• Own the NA compliance calendar (state registrations, sales tax nexus, annual filings) by directing external advisers and tax specialists, not by doing the work yourself

• Build an early-warning process so compliance risk is caught and escalated well before it threatens trading status

• Be the accountable owner if something in the compliance chain breaks down

Commercial business partnering

• Be the trusted finance partner in the room for NA Sales and GTM leadership — forecast accuracy, pipeline-to-revenue linkage, sales efficiency and commissions economics

• Own the NA regional P&L narrative: budget vs actual, variance analysis and a clear view of what is driving performance

• Bring a commercial lens to pricing, deal terms and customer economics, flagging risk and opportunity early

• Translate regional performance into clear, decision-ready input for FP&A and company leadership

• Give NA business leaders a reliable, self-serve view of their numbers, so decisions stop waiting on Australian hours

• Feed central finance the regional inputs it needs at close: accrual and commissions estimates, revenue and spend context, then review and sign off on the NA result

• Partner with Sales and RevOps on commissions design so plans are reflected accurately in forecast and accruals

Revenue risk and collections

• Partner with Sales and Customer Success to resolve aged and disputed balances and unblock stuck revenue

• Own the commercial view of collection risk: which accounts, why, and what it means for cash, and feed it into forecasting

• Drive down NA DSO by fixing the upstream causes (contracting, disputes, process), not by chasing invoices

FinOps, controls and performance frameworks

• Build the operating rhythm that turns NA finance from reactive support into a reliable performance framework: clear KPIs, owners, review cadences and escalation paths

• Strengthen financial controls across spend, approvals, vendor onboarding, card usage, subscriptions and commercial commitments, while keeping the process pragmatic for a fast-moving region

• Review regional AP and card activity, including prompt removal of leaver access and cards, and escalated anomalies to central finance operations

• Partner with external advisers, vendors and finance operations support where needed, making sure work is well-scoped, reviewed and connected back to Heidi’s internal finance standards

• Create simple documentation and control checks so the region can scale without relying on informal knowledge or one-off fixes

What We’re Looking For

• Minimum 5+ years’ experience in strong commercial finance and/or FP&A business partnering experience, ideally supporting a Sales or GTM organization

• Comfortable partnering with Sales/RevOps leadership on commissions, forecasting and pipeline-linked economics

• Experience owning spend or expense controls in a way that supports the business rather than only governing it

• Comfortable directing (not necessarily performing) US and Canadian statutory and sales tax compliance through external advisers

• Experience in a multi-entity or multi-currency business

• Comfort operating with a high degree of autonomy, NA-hours, in a small global finance team

• Strong commercial judgement — able to spot when a number doesn't match the story behind it

• Clear, confident communicator across finance and non-finance audiences

Attitude is more important than ticking every box. If you are a hungry, highly motivated operator who has a knack for problem solving, building relationships and learning quickly, we want to hear from you.

Nice to have

• Experience in a high-growth SaaS or technology company

• CPA or equivalent qualification

• GAAP experience

• Experience standing up or improving collections processes in the US market

• Exposure to Campfire, Airwallex, Rippling or similar modern finance tooling

• Experience working across timezones with a remote/global finance team

The Way We Work

1. Build to Last

We design for safety and reliability so clinicians, patients, and our teams can trust what we build every day.

2. Own Your Practice

Ideas rise on merit, not title, and everyone shares responsibility for the standards we set together.

3. Move Fast, Stay Steady

We move quickly but never at the cost of trust. Progress only matters if people can depend on what we make.

4. Make Others Better

Honest feedback, steady support, and shared growth keep our teams improving together.

Why you will flourish with us

• Flexible remote-first working

• Monthly wellbeing benefit to invest in your physical and mental wellbeing

• Recharge Days after major milestones and busy periods

• A generous personal development budget per annum

• Become an owner, with shares (equity) in the company — if Heidi wins, we all win

• A one-time home office setup contribution

• Generous paid parental leave for primary and secondary carers

• A fertility support benefit covering IVF, egg freezing or sperm freezing

• 10 days per year dedicated to supporting clinicians in maintaining accreditation

• The rare chance to create a global impact as you help scale one of the fastest-growing healthtech companies

• If you have an impact quickly, the opportunity to fast track your startup career

(Benefit specifics vary by entity/region — final detail to be confirmed with People team.)