Athelas

Manager, AI & Technology Finance

Athelas$150K — $180K *
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years in FP&A, strategic finance, banking, and/or consulting in a high-growth environment
  • Strong understanding of non-GAAP metrics for SaaS companies
  • Ability to manage and drive multiple projects concurrently
  • Excellent communicator, with skills in simplifying complex financial concepts
  • Comfortable in high-visibility roles, presenting to senior executives
  • Experience in healthcare SaaS or M&A integration is advantageous
  • Familiarity with finance software tools like NetSuite and Salesforce

Responsibilities

  • Forge relationships as the primary finance partner for segment and product leadership
  • Own revenue forecasts and conduct pipeline analyses
  • Lead target-setting, budgeting, and expense planning efforts
  • Collaborate on defining pricing strategies and deal economics
  • Build financial models to assess unit economics and ROI
  • Design scalable forecasting and reporting processes

Benefits

  • Opportunity to work in a high-growth, pre-IPO environment
  • Be part of a company recognized for innovation and growth
  • Engagement in cross-functional teamwork with product and sales leadership
  • Work closely with a team that values data-driven decision-making
  • Potential for significant impact on healthcare transformation
Full Job Description
We9re hiring an AI & Technology Finance leader to own financial planning and business partnership for our Engineering, Product & Design (EPD) and General & Administrative (G&A) organizations. You9ll gain experience across the full cost side of the P&L: OpEx, headcount, capital allocation, and operating leverage. You9ll own the R&D + G&A spend and headcount envelope, partner directly with technical and corporate leaders, and help build the infrastructure and tools needed to scale these functions in a fast-paced, pre-IPO healthcare technology environment. Critically, you9ll also drive the company9s AI and LLM strategy across finance and the teams you support.

What You9ll Do
  • Business Partnership & Relationship Building: Forge trusted relationships and serve as the primary finance partner to EPD and G&A leadership. Translate financial data into clear, actionable insights that drive engineering, product, and corporate decision-making.
  • Drive the AI & LLM Strategy: Define and drive the company9s AI/LLM strategy across finance and the EPD/G&A functions. Identify and prioritize value-led AI pilots, stand up LLM-powered forecasting, reporting, and automation, set governance and upskilling standards, quantify the ROI of AI investments, and partner with technical leaders on AI build-vs-buy and compute/infrastructure spend.
  • Own the R&D + G&A Spend Envelope: Own OpEx and headcount for EPD and G&A end-to-end. Set spend and hiring guardrails, give leaders early visibility into risks and trade-offs, and protect operating leverage as the company scales.
  • Workforce & Headcount Planning:Build bottoms-up headcount models and a dollar-based resource envelope. Partner with People/Talent and functional leaders to sequence hiring against the product roadmap, compliance needs, and operational scale.
  • Financial Planning & Forecasting: Lead annual planning, quarterly reforecasts, and monthly updates with clear assumptions and crisp variance narratives. Own the EPD/G&A budget and expense plan.
  • SaaS, Vendor & Cost Optimization:Partner with Procurement to manage internal tooling and SaaS spend. Run a tracked pipeline of renewals, vendor rationalization, and efficiency opportunities.
  • Ad Hoc Modeling & Scenario Planning: Build sophisticated models to evaluate unit economics, ROI of R&D and infrastructure investments, build-vs-buy decisions, and overall capital efficiency.
  • Systems & Process Building: Design and implement scalable, automated forecasting and reporting processes and the data infrastructure behind them.

What You9ll Have
  • 6+ years in FP&A, strategic finance, banking, and/or consulting, with a tour of duty in a high-growth, unstructured environment
  • Experience partnering with R&D/Engineering/Product and/or G&A functions; comfort with headcount-driven cost structures and OpEx management
  • Hands-on LLM literacy (e.g., Claude Cowork & Code) and a clear point of view on applying AI to finance and operations
  • Bias for action and ability to drive multiple, concurrent projects to completion
  • Excellent communication, with the ability to distill complex financial topics into clear, compelling narratives
  • Comfort in a high-visibility role; confident presenting to senior executives and external partners
  • Experience with core finance and sales tech stack (e.g., NetSuite, Salesforce) and FP&A platforms (e.g., Pigment, Anaplan, Adaptive)
  • Familiarity with SQL and low/no-code dashboarding tools (e.g., Retool, Looker) is a plus
  • Experience in healthcare SaaS, M&A integration, and/or exposure to enterprise deal structures is a plus
  • STEM degree and/or CFA charterholder is a plus

About Athelas

Industry
Founded
2016

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