Strategic Finance Manager (Remote)

Lumata Health; Chicago (IL); Remote; USD 107,000 - 128,000; Full time

Job summary

Lumata Health is seeking a Strategic Finance Manager to drive financial planning and performance analysis in a remote-first environment. This role partners with senior leadership to provide insights and robust financial modeling, essential for making strategic business decisions that align with growth objectives.

Benefits

Medical, Dental and Vision coverage

Paid time off

Parental leave

Qualifications

• Bachelor's degree required, CPA or CFA preferred.
• Experience in finance/accounting with a focus on budgeting and forecasting.
• Advanced Excel skills necessary.

Responsibilities

• Manage comprehensive financial models and budget processes.
• Conduct financial analyses and prepare reports for stakeholders.
• Monitor performance against budgets and KPIs.

Skills

Advanced financial modeling

Quantitative analysis

Verbal communication

Written communication

Project management

Attention to detail

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

Salesforce

AWS / Quicksight

Intacct

Job description

Description:

Position: Strategic Finance Manager

Job Type: Exempt - Full-time

Schedule: Monday to Friday

Reports to: VP of Finance

Pay Range: $107,000 - $128,000 Annual Base

This role is 100% remote with no face-to-face contact with patients. We have a “remote first” environment and are proud to have team members located nationally.

Summary

The Strategic Finance Manager drives Lumata Health’s financial planning, budgeting, and performance analysis, partnering closely with senior leadership to influence key business decisions. By delivering actionable insights and robust financial models, this role ensures the organization meets its growth objectives while maintaining fiscal discipline and transparency.

Essential Functions

• Manage and refine comprehensive financial models for forecasting, budgeting, and strategic planning to support key business initiatives.
• Oversee the annual budgeting process and lead periodic forecast updates, collaborating with department heads to consolidate projections.
• Conduct in-depth financial analyses to identify trends, risks, and opportunities, translating findings into actionable recommendations for senior leadership.
• Partner with cross-functional leaders to assess business performance and drive strategic initiatives that optimize financial outcomes.
• Enhance financial reporting processes and tools to improve accuracy, timeliness, and decision-making capabilities.
• Monitor performance against budgets and forecasts, tracking key performance indicators (KPIs) and explaining variances.
• Prepare recurring financial reports (income statement, balance sheet, cash flow, and KPI dashboards) for internal and external stakeholders.
• Execute ad-hoc analyses on topics such as pricing, cost optimization, and competitive benchmarking to support strategic decisions.
  
  

Requirements:

Education and Experience

Required:

• Bachelor’s degree in Finance, Accounting, or a related field, or equivalent experience.
• Progressive experience in finance and accounting, including budgeting, forecasting, and financial reporting.
• Demonstrated proficiency in advanced Excel modelling and data analysis.
• Experience developing and presenting board-level deliverables.
  
  

Preferred:

• CPA or CFA designation.
• Prior experience in a high-growth healthcare or technology environment.
  
  

Skills

Required:

• Advanced financial modeling and quantitative analysis.
• Strong written and verbal communication with ability to tell a story with numbers.
• Proven ability to manage projects from start to finish with minimal supervision.
• High level of organization and attention to detail; able to manage multiple high-priority projects simultaneously.
  
  

Preferred:

• Experience with the following tools: Salesforce, AWS / Quicksight, and Intacct
• Experience leveraging AI to streamline processes and produce insights
  
  

Physical Requirements

• Must have a home office that is secure and free of distractions (HIPAA-compliant workspace.)
• Prolonged periods of sitting at a desk and working on a computer
• Must be able to hear, speak, call and virtually meet
• Must be able to communicate both verbally and in writing
  
  

Work Environment

Who We’re Looking For:

• Mission driven
• Curious
• Loves learning and developing skills
• Team player (though we understand you need focus time, too)
  
  

Why Join Us? At Lumata Health, you’ll be part of a forward-thinking team that is dedicated to reshaping the future of healthcare. We offer comprehensive benefits, and opportunities for professional development. Join us in making a significant impact on patient care and engagement.

In order to perform the essential functions of this job, you must have a dedicated remote workspace, and a wireless connection with a minimum of 50 Mbps of download speed and 10 Mbps of upload speed of dedicated internet bandwidth for each person working from home; the workspace is private and has low to no noise level as you will be on phone calls with patients. It is very important that your workspace is HIPAA compliant; your company issued laptop/pc must maintain visibility that only you can access as you'll be handling patient data. You are also expected to have your camera on during virtual meetings, therefore, you must be in a designated workspace/room for privacy.

The above statements are intended to describe the essential functions of the job being performed by the employees assigned to this classification. The duties and responsibilities listed are not to be construed as an exhaustive list of all duties, responsibilities and skills required. All employees may be required to perform duties outside their normal responsibilities from time to time, as needed. With the evolution of the organization and this role, the responsibilities of this position may change at any time.

Benefits

At Lumata Health, we know you are more than just an employee. As we grow, so will our benefits package. We hope you’ll be a part of that growth!

• Medical, Dental and Vision
• Paid time off
• Parental leave
• ... more additional benefits
  
  

Our Culture

At Lumata, we foster a dynamic, inclusive, and supportive remote work environment. We prioritize trust, collaboration, and continuous learning, ensuring a healthy work-life balance.

Collaboration: Stay connected through regular team meetings and open communication.

Inclusivity: A diverse team where everyone feels welcome and valued.

Fun Culture: Engage in chats centered around health, wellness, celebrations, and more.

Recognition: Regular feedback, performance incentives, and growth opportunities.

Join Lumata and be part of a forward-thinking, remote-first team where your contributions make a difference, and your well-being is prioritized.

We are an equal opportunity employer that values diversity at all levels. All individuals are encouraged to apply. If you need assistance or an accommodation due to a disability, you may contact us at: [e-mail] (no unsolicited resumes please). Applicants must submit an application with Lumata Health to be considered for the position.

Important Notice:

This position does not require a credit report or the submission of any financial information during the application process. Official communications regarding applications and positions will only be sent from an email address ending in @lumatahealth.com. If you receive any communication about your application from an email not ending in @lumatahealth.com, it is fraudulent. Below are some website options where you can report such activity: consumerfinance.gov, reportfraud.ftc.gov, ic3.gov, https://www.usa.gov/where-report-scams

Please be advised that Lumata Health only accepts resumes for compensation from agencies that have a signed agreement with Lumata Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Lumata Health. In the absence of a signed Recruitment Services Agreement, we will not consider, or agree to, payment of any referral compensation or recruiter fee. In the event that a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.