Strategic Finance Manager

Candid Health; San Francisco (CA); Hybrid; USD 180,000 - 200,000; Full time

Job summary

Candid Health is seeking a Strategic Finance Manager to drive analytical decision-making for growth. You will own business planning, forecasting, and unit economics, partnering with Sales, Product, Engineering and leadership to maximize profitability and scale GTM efforts.

You will leverage AI-enabled FP&A tools to automate variance analysis and rolling forecasts, while translating financial insights into actionable strategy for executives.

Qualifications

• 4–6 years of finance experience with forecasting ownership in a high-growth company.
• Strong Excel/Google Sheets skills; ability to pull and analyze data with SQL.
• Ability to translate complex numbers into clear actionable insights for executives.
• Experience partnering with Sales, Product, Eng, Ops, and leadership.

Responsibilities

• Own P&L forecasting across annual plans, quarterly forecasts, and monthly reports.
• Analyze unit economics and define CAC/LTV by customer segment.
• Lead capital allocation analysis for TAM, new products, partnerships and M&A.
• Implement AI-driven FP&A tools to automate variance analysis and forecasts.

Skills

P&L forecasting

Unit economics

Excel/Google Sheets

SQL

Communication

Executive partnership

AI automation

Tools

Excel/Google Sheets

SQL

AI FP&A tools

Job description

We are looking for a Strategic Finance Manager to drive analytical decision-making to support Candid Health’s growth. In this role, you won't just handle financial planning—you will partner with Sales, Product, Engineering, Operations and company leadership to drive business execution and growth. You will be responsible for owning business planning & forecasting, analyzing our unit economics including margin / profitability, increasing efficiency and scaling of our GTM motion, and optimizing our capital allocation decisions to maximize growth.

What you’ll be doing

• Strategic Planning & Analysis: Own P&L forecasting, including annual plans, quarterly forecasts, and monthly reporting.
• Unit Economics & Pricing: Deep dive into our gross margins and define CAC/LTV by customer segment.
• Capital Allocation: Conduct rigorous analysis on TAM, new product opportunities, partnerships, and M&A to ensure we are deploying capital toward the highest-leverage outcomes.
• AI-Enabled Forecasting: Move beyond manual Excel updates. Leverage AI-driven FP&A tools / systems to automate variance analysis and rolling forecasts, allowing you to focus on the strategic questions rather than tracking performance.

Who you are

• Experience: 4-6 years of finance experience (strategic finance, investment banking, and/or private equity), including experience owning forecasting and analytical decision making at a high growth company.
• Analytical Powerhouse: You are driven by innate curiosity to get to “the why” and to understand root cause and are comfortable leveraging big data sets to inform decision-making. You have high proficiency in Excel/Google Sheets, but you are also comfortable using SQL to pull your own data.
• Communication: You can translate dense financial data into a compelling story for non-finance stakeholders. You don’t just present options - you have a point of view on what action should be taken and you’re not afraid to share it. The ideal candidate combines deep financial expertise with practical operational leadership and is comfortable partnering with executives on long-term strategy.
• The "Multiplier" Mindset: You are a "player-coach" who wants to build the templates and systems yourself. You proactively look for ways to use AI and automation to make our financial planning process 10x faster and more accurate.

Pay Transparency

The estimated starting annual salary range for this position is $180,000 - $200,000 USD. The listed range is a guideline from Pave data, and the actual base salary may be modified based on factors including job-related skills, experience/qualifications, interview performance, market data, etc. Total compensation for this position may also include equity, sales incentives (for sales roles), and employee benefits. Given Candid Health’s funding and size, we heavily value the potential upside from equity in our compensation package. Further note that Candid Health has minimal hierarchy and titles, but has broad ranges of experience represented within roles.

Location

We are an in‑person culture. We believe the best work happens when we are in the same room and our ideal weekly schedule is 4 days working from our San Francisco office and 1 day working remotely.