Strategic Finance Manager

Pivotal Health; United States; Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Equity included

Health, dental and vision coverage

Job summary

Pivotal Health is seeking a Strategic Finance Manager to join the Strategic Finance team. This high-ownership role involves tackling ambiguous business questions, determining data needs, and building solutions from the ground up.

You’ll lead high-priority analyses and develop financial infrastructure to support scaling. You’ll work closely with leaders across Finance, Operations, Analytics, Product and Growth to drive forecasting, efficiency, and strategic decisions, reporting directly to the

Qualifications

• Formal analyst training program in investment banking or similar rigorous environment.
• 3-5 years of investment banking experience; experience in strategic finance or high-growth context is a plus.
• Exceptional financial modeling and analytical skills with ability to build analyses from scratch.

Responsibilities

• Own complex financial and strategic analyses from question to recommendation.
• Build financial models for new products, pricing, unit economics, investments, partnerships.
• Analyze large datasets to identify trends and surface actionable insights.
• Collaborate across Finance, Operations, Analytics, Product and Growth teams.
• Translate operational drivers into forecasts, models and decision-making frameworks.
• Support forecasting, long-range planning, and scenario analysis.

Skills

Investment banking

Financial modeling

Data analysis

Advanced Excel

Education

Analyst training program

Tools

Excel

AI tools

Job description

About Pivotal Health

Pivotal Health is the leading technology platform that helps healthcare providers get paid fairly in an increasingly complex reimbursement landscape.

Today, many providers face persistent underpayment from health insurance companies, despite delivering high-quality care. While processes like IDR (Independent Dispute Resolution) were designed to promote fairness, they're often administrative-heavy, time-consuming, and difficult to navigate without the right tools.

Pivotal Health combines software, data, and service into a seamlessly integrated, AI-driven platform that simplifies these complex reimbursement workflows. We help providers efficiently dispute underpaid claims, reduce administrative burden, and recover the reimbursement they're entitled to; without adding more work to already stretched teams.

Our full-service IDR solution is just the starting point. We're building solutions that enable providers to operate with clarity, control, and confidence across the reimbursement journey.

About the Role

We're looking for a Strategic Finance Manager to join our growing Strategic Finance team. This is a highly analytical, high-ownership role for someone who is comfortable tackling ambiguous business questions, determining what data and analyses are needed, and building the answer from the ground up.

You’ll lead high-priority financial and strategic analyses, work directly with leaders across the business, and help build financial infrastructure and decision-support capabilities needed as Pivotal scales.

This role reports directly to our Director of Strategic Finance and Analytics.

What You’ll Do

• Own complex financial and strategic analyses from initial question through recommendation, often with limited precedent or existing structure
• Build financial models from scratch to evaluate new products, pricing, unit economics, investments, partnerships, and other strategic decisions
• Analyze large and sometimes messy operational and financial datasets to identify trends, explain business performance, and surface actionable insights
• Work cross-functionally with Finance, Business Operations, Analytics, Product, Growth, and other teams to gather information, validate assumptions, and get to the right answer
• Develop a deep understanding of the operational drivers behind Pivotal's financial performance and translate them into forecasts, models, and decision-making frameworks
• Support forecasting, long-range planning, scenario analysis, and other core Strategic Finance initiatives as needed
• Lead special projects and strategic initiatives from scoping through execution, including projects that sit outside traditional FP&A
• Support investor and Board materials, including financial analysis, performance narratives, and strategic insights
• Support capital raises and other financing or strategic transactions as opportunities arise
• Help improve the tools, processes, and analytical infrastructure used by the Strategic Finance team as the company scales
• Serve as a key thought partner to the Director of Strategic Finance and Analytics, flexing across the highest-priority questions facing the business

Who You Are

• Completed a formal analyst training program in investment banking or a similarly rigorous analytical environment
• 3-5 years of investment banking experience; additional experience in strategic finance, investing, or a high-growth operating environment is a plus
• Exceptional financial modeling and analytical skills, with a demonstrated ability to build sophisticated analyses from a blank sheet
• Highly comfortable working with large datasets and reconciling information across multiple sources to develop a clear view of the business
• Able to independently identify what information is needed, find the right stakeholders, and drive toward an answer without waiting for a perfectly defined process
• Strong business judgment and ability to move fluidly between detailed analysis and executive-level implications
• Comfortable operating in a fast-moving environment where priorities and questions can change quickly
• Advanced Excel skills and a willingness to use modern AI and analytical tools to work more efficiently
• Strong communicator who can turn complex analysis into clear, concise recommendations
• High level of ownership, curiosity, and attention to detail

Extra Credit if you have: Healthcare or startup experience.

Why You’ll Love Working Here

We're a collaborative, low-ego team on a mission to make healthcare reimbursement fairer for providers. While we primarily hire around our core hubs-LosAngeles and NewYork-we remain open to exceptional talent outside those regions. Remote and hybrid flexibility varies by role and team, and is outlined in each job description.

If you're excited by solving complex problems and making a real-world impact, we'd love to hear from you.

Benefits Include

• Competitive compensation, including equity
• Full health, dental, and vision coverage
• Retirement savings plan thro