Strategic Finance Manager

Headway; San Francisco (CA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical

dental

vision

HSA/FSA

401(k) including match for 2027!

Carrot Fertility reimbursement

paid parental, medical and caregiverle

Job summary

Headway is scaling its mission to fix access to mental healthcare through a cross-functional Strategic Finance Manager role that partners with Product, Sales, Marketing, Operations, and People to drive forecasting, unit economics, and strategic investment decisions. You’ll shape how the company allocates capital and measures success with AI-augmented insights.

You’ll own planning, budgeting, and KPIs while partnering with leadership to translate data into actionable business cases.

Qualifications

• 7+ years of experience blending finance roles with analytical strategy.
• Experience blending Investment Banking, Consulting, or PE/VC with a fast-growing tech company's strategic finance.
• Owned numbers or acted as a financial partner to a fast-growing business or product line.
• Translate financial analysis into decisions that sharpen strategy and drive results.
• Bring structure to ambiguity and anticipate stakeholder needs with flexible priorities.
• Communicate complex insights clearly to finance and business partners.

Responsibilities

• Partner with the business as an embedded finance business partner to translate plans into financial forecasts and constraints.
• Drive capital allocation by building and testing business cases for investments and tracking outcomes.
• Own planning & budgeting by running the monthly forecasting process and managing the operating budget.
• Maintain forecasts and KPIs by defining drivers and making them visible and trusted with Data support.
• Bring AI into the workflow to drive faster insights and smarter decisions.

Skills

Strategic finance

Forecasting

Cross-functional partnership

Unit economics

AI tools usage

Job description

1 in 4 people in the US have a treatable mental health condition, but most providers don't accept insurance, making therapy too expensive for most people. Headway’s mission is to fix this by building a new mental healthcare system everyone can access. We started by solving the biggest barrier to care: insurance. The admin work - credentialing, claims, payment reconciliation - is a nightmare. We've automated that.

But we're going further. Over 90,000 providers across all 50 states run their practice on our software, serving over 2.6 million patients. We are building the best tools for therapists to run their entire practice, reimagining the experience of finding a therapist, and investing in the platform foundations to enable this at scale, and building much of it with AI. We aren't just a billing layer; we are becoming the platform where care actually happens.

We're a Series D company with $325M+ in funding (a16z, Accel, Spark Capital, etc.), looking for exceptional people to help us achieve this mission. We want your time here to be the most meaningful experience of your career. Join us, and help change mental healthcare for the better.

Strategic Finance Manager

As we scale towards $1B+ in revenue — connecting patients to mental healthcare and building the infrastructure that makes that possible at scale — Strategic Finance is one of the most operationally influential seats in the company. The decisions that shape how we grow, where we invest, and how we measure success run through this team. Strategic Finance exists at Headway to make better decisions regarding where to put the next dollar and then to make sure we actually execute against those decisions.

You’ll be a true business partner to leaders across Product, Sales, Marketing, Operations, People, and other corporate functions — close enough to their work to understand what actually drives results, and rigorous enough to translate that into forecasts, unit economics, and business cases that hold up. You'll own core parts of our planning and forecasting rhythm, and you'll be the person leadership turns to when a decision needs a clear-eyed financial answer.

This is a highly cross-functional role for someone who thrives at the intersection of financial analysis and strategic decision-making. We're looking for someone who wants to influence outcomes, not just report on them.

You will:

• Partner with the business: Serve as an embedded finance business partner to 1-2 functions. You are responsible for translating business plans into financial plans and financial constraints into business tradeoffs.

• Drive capital allocation: Build and pressure-test business cases for investments — these could range across product bets, sales and marketing, market expansion, headcount, vendor, or build-vs-buy decisions. You’ll track outcomes and unit economics, closing the loop with leadership on what worked.

• Own planning & budgeting: Run the financial planning and monthly forecasting process end-to-end. Manage the operating budget with your partner teams — monthly reviews, variance analysis, and guidance.

• Maintain forecasts and KPIs: Own and continuously improve understanding of the drivers of your part of the business. Help the business define the KPIs that matter and then work with Data to make them visible and trusted.

• Bring AI into the workflow: Actively apply AI tools to drive faster insight, greater efficiency, and smarter decision-making — and help shape how the Finance team works as those tools evolve.

You'd be a great fit if:

• You're excited to join a mission-driven company and use your financial skills to help scale access to mental healthcare.

• You have 7+ years of experience, ideally blending Investment Banking, Consulting, or Private Equity/Venture Capital with a highly analytical Strategic Finance role at a fast-growing tech company.

• You've owned the numbers or been a critical financial partner to a fast-growing business or product line.

• You make the business better, not just the model. You embed with business partners, earn their trust quickly, and translate financial analysis into decisions that sharpen strategy and drive results.

• You bring structure to ambiguity. You proactively seek context, solve open-ended problems, anticipate stakeholder needs, and stay flexible when priorities shift.

• You communicate complex insights clearly. You tailor your message to the audience — finance vs. business partners — and make the takeaway impossible to miss.

• You see AI as a competitive advantage, not a feature to explore someday. You actively use AI tools to be more efficient, sharpen your analysis, and make smarter calls.

Comprehensive benefits:

• Medical
• dental
• vision
• HSA/FSA
• 401(k) including match for 2027!
• Carrot Fertility reimbursement
• paid parental, medical and caregiver leave

We believe a team's strength is in its people, and we cannot achieve this mission without a team that reflects the diversity of this problem – across race, ethnicity, gender, sexuality, age, national origin, religion, family status, disability, military status, and experience. Headway is committed to the full inclusion of all qualified individuals. As part of this commitment, Headway will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or receive other benefits and privileges of employment, please inform the recruiter when they contact you to schedule your interview.

Headway participates in E-Verify.