Finance & Strategy Lead

📋 Description

• • Candid Health Inc. is seeking a highly motivated and analytical Finance & Strategy Lead to play a pivotal role in shaping the company's trajectory and fueling its impressive growth of over 200% year-over-year.
• • This is a unique opportunity to move beyond traditional financial planning and directly influence business execution and growth by partnering cross-functionally with Sales, Product, Engineering, and Operations teams.
• • You will be instrumental in defining the core unit economics that underpin our business, meticulously optimizing our Go-To-Market (GTM) strategies, and informing critical decisions around pricing and packaging for our software and services.
• • A significant part of your role will involve building and refining sophisticated forecasting models that will guide our long-term strategic vision and operational planning.
• • **Strategic Planning & Analysis:** You will spearhead the revenue forecasting process, encompassing the development of comprehensive annual plans, precise quarterly forecasts, and detailed monthly performance reporting.
• • You will be responsible for crafting the compelling financial narrative that supports board meetings and investor relations, ensuring clear and impactful communication of our financial health and strategic direction.
• • **Unit Economics & Pricing:** Conduct in-depth analyses of our gross margins to establish clear and actionable metrics for Customer Acquisition Cost (CAC) and Lifetime Value (LTV), segmented by customer type.
• • Collaborate closely with Sales and Product teams to continuously iterate on and enhance our pricing models for both Software and Services products, actively supporting the successful launch of new offerings.
• • **Capital Allocation:** Undertake rigorous analytical assessments of the Total Addressable Market (TAM), evaluate new product opportunities, scrutinize potential partnerships, and explore Mergers & Acquisitions (M&A) possibilities.
• • Your analysis will ensure that capital is strategically deployed towards initiatives that yield the highest leverage and most impactful outcomes for the company.
• • **AI-Enabled Forecasting:** Drive innovation by moving beyond manual Excel-based updates and embracing advanced financial planning and analysis (FP&A) tools and systems.
• • You will implement and leverage AI-driven solutions to automate variance analysis and rolling forecasts, thereby freeing up your time and cognitive energy to focus on higher-level strategic questions rather than the mechanics of performance tracking.
• • This role demands a proactive approach to identifying opportunities for automation and AI integration to significantly enhance the efficiency and accuracy of our financial planning processes.
• • You will be a key player in translating complex financial data into clear, concise, and actionable insights for a diverse range of stakeholders, including those outside of the finance department.
• • The ideal candidate will possess a rare blend of deep financial expertise and practical operational leadership, demonstrating comfort with intricate financial modeling while also engaging effectively with executives on long-term strategic planning.
• • You will embody a "Multiplier" mindset, acting as a "player-coach" who not only performs analysis but also builds the foundational templates and systems that empower the broader team and scale our capabilities.
• • This position offers a significant opportunity to impact the strategic direction and financial health of a rapidly growing company, contributing directly to its sustained success and market leadership.