Strategic Finance Lead

Responsibilities

• Lead Annual Budgeting and Quarterly Forecasting : Oversee the annual budgeting process and quarterly forecasting efforts, ensuring accuracy and alignment with organizational goals.
• Own Financial & Operational Reporting : Develop and present monthly financial reporting packages, quarterly board materials, and key performance indicators (KPIs) for the executive leadership team and Board of Directors.
• Fundraising and Investor Relations : Collaborate with the CEO and Head of Finance on future fundraising and M&A.
• Department Collaboration : Partner with department heads to understand and address their financial requirements, providing insights and support to drive financial performance.
• Sales and Marketing Partnership : Collaborate with sales and marketing leadership to analyze the sales pipeline, historical win rates, and customer pricing to ensure data-driven decision-making.
• KPI Dashboard Improvement : Lead the enhancement of KPI dashboards, ensuring they effectively support leaders across the organization in monitoring their performance metrics.
• Strategic Finance Processes : Build out other strategic finance processes and lead ambitious projects that shape the future of the business.
• You're a Great Fit if:
• Education: Bachelors in finance, accounting or similar
• Relevant experience : 4-7 years of relevant experience; ideally experience at high-growth organizations, investment banks, or consulting firms
• Financial Modeling Expertise : Be an expert in developing and maintaining financial models in Excel / Google Sheets, and understand GAAP financial statements. Prior experience in implementation and/or management of a budgeting and planning software is a plus
• AI-first: leverage AI to scale impact and automate workflows.
• Data Analysis Expertise : Be an expert in analyzing data and synthesizing results
• Strategic Thinking : Proactively perform strategic analysis and make data-driven recommendations that shape the future of the business.
• Continuous Learning and Curiosity : Demonstrate genuine curiosity with a strong desire to continuously learn and help others grow.
• Collaborative Communication : Possess a collaborative style and the ability to communicate with executives across the organization.
• Self-Starter and Agility : Demonstrate enthusiasm, agility, and the ability to manage multiple responsibilities effectively. Commit to building and automating financial operations.
• #LI-MB1
• We value in-person collaboration and connection. For Bay Area-based employees, this role requires being in our San Mateo office at least three days a week. For remote employees, occasional travel to headquarters is expected for company-wide events and onsite gatherings.

Benefits

Additional Information

Notable is the leading healthcare AI platform for transforming workforce productivity. Health systems, hospitals, and payers use Notable to improve healthcare quality, close gaps in patient care, drive member enrollment, and patient acquisition, retention, and reimbursement, scaling growth without hiring more staff. We are on a mission to improve the lives of patients, staff, and clinicians - to improve healthcare for humanity. This isn't just a lofty goal - it's something we're achieving every single day. When you join Notable, you become part of a force actively transforming healthcare. Our aim to impact 100 million patients isn't just a number; it's a commitment to creating meaningful change on a massive scale. Therefore, our culture is purposeful in pursuit of this mission. We believe our culture gives each person the opportunity to do the best work of their lives, work with the best teammates, and have fun achieving great things together. Role Summary: We are looking for an Strategic Finance Lead to partner with executive leaders across the company to provide insights into our financial performance. In this position, you will lead budgeting, investor reporting, and financial analysis for key stakeholders across Notable. At Notable, finance is more than just a scorekeeper. We leverage financial information to ask informed questions, make better decisions, and achieve our lofty aspiration to better healthcare for humanity.

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