NexHealth

Strategic Finance Associate

NexHealth$120K — $170K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in strategic finance, FP&A, investment banking, or similar high-pressure finance environments.
  • Proven ability to lead analytical projects independently, from conception to delivery.
  • History of effective collaboration with non-financial stakeholders, simplifying complex data for decision-making.
  • Strong skills in financial modeling, Excel/Google Sheets, and business intelligence platforms.
  • First-principles thinking approach to problem-solving, focusing on root causes over symptoms.
  • Excellent communication skills for presenting complex information to executives.
  • Self-motivated with a high level of ownership and accountability for outcomes.

Responsibilities

  • Develop and maintain financial models for budgeting and forecasting.
  • Analyze sales pipeline performance and revenue trends to support go-to-market strategies.
  • Act as a finance partner to Operations, linking operational inputs to financial results.
  • Create executive reporting and dashboards for real-time business performance insights.
  • Manage the monthly and quarterly financial close process, highlighting variances and root causes.
  • Identify enhancements to financial processes and reporting structures as the company scales.
  • Support end-to-end M&A and fundraising efforts, including financial due diligence and investor materials.

Benefits

  • Comprehensive medical, dental, and vision coverage (up to 100% covered).
  • 401K and commuter benefits included.
  • Flexible paid time off policy.
  • Opportunity to engage in impactful work that enhances healthcare experiences for millions.
Full Job Description
About the Role

As a Strategic Finance Associate, you will be a key contributor to how NexHealth allocates capital, evaluates strategic opportunities, and tells its financial story to internal and external stakeholders. You'll own analytical workstreams across FP&A, business partnering, and analytics - working directly with senior leaders and partnering across Sales, Operations, and the executive team.

This is a high-visibility role for someone who wants to move fast, go deep, and have a direct line of sight to the decisions shaping a high-growth company.

What You'll Do
  • Own the development and maintenance of financial models that support budgeting, forecasting, and long-range planning across the business.
  • Partner with GTM leaders to analyze pipeline performance, quota attainment, and revenue trends - surfacing insights that inform go-to-market strategy.
  • Serve as a trusted finance business partner to Operations, helping translate operational drivers into financial outcomes and improving visibility into unit economics.
  • Build and maintain executive-level reporting and dashboards that give leadership a clear, accurate view of business performance.
  • Drive the monthly and quarterly close process from a finance perspective - identifying variances, investigating root causes, and communicating findings with clarity.
  • Identify opportunities to improve financial processes, reporting infrastructure, and analytical frameworks as the company scales.
  • Support M&A and fundraising processes end-to-end, including financial due diligence, valuation analysis, and preparation of investor-facing materials.

What You'll Bring
  • 3+ years of experience in strategic finance, FP&A, investment banking, private equity, or a comparable high-rigor, fast-paced finance environment.
  • Demonstrated ability to own analytical projects end-to-end - from framing the question to delivering a clear recommendation - with minimal oversight.
  • A track record of partnering effectively with non-finance stakeholders - translating complex financial data into plain language that drives decision-making.
  • Strong working knowledge of financial planning tools, Excel/Google Sheets modeling, BI platforms and SQL or data querying tools.
  • A first-principles approach to problem-solving - you dig into root causes, challenge assumptions, and build durable solutions rather than patching symptoms.
  • Clear, structured communication skills - you can synthesize ambiguous information and present it confidently to executive audiences.
  • A high ownership orientation: you surface risks early, follow through without reminders, and hold yourself accountable for outcomes, not just outputs.

Bonus Points For
  • Experience in a high-growth SaaS or healthcare technology company.
  • Familiarity with NetSuite, Salesforce, or similar ERP and CRM platforms.
  • Exposure to SQL or data querying tools for self-serve financial analysis.

Artificial Intelligence Notice

Artificial intelligence may be used in the recruitment process for this position to assist in screening, assessing, and/or selecting applicants.

Compensation

Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range listed is just the base salary component of NexHealth's total compensation package for employees. Other benefits may include stock options, an unlimited paid time off policy, and up to 100% coverage on medical, vision and dental insurance.

NexHealth Compensation Range

$120,800-$170,200 CAD

Benefits
  • Full Medical, Dental, and Vision (up to 100% covered)
  • 401K and commuter benefits
  • Flexible PTO
  • High-impact work that directly improves the healthcare experience for millions

Our Values
  • Solve the customer's problems, not yoursWhen making decisions, think from the perspective of the customer. It's easy to make decisions that make our lives simpler, but not the customers.
  • Do the things others are not willing to doAs a Nexer, always go after the hardest problems. Pursue things at the highest quality. Move at the fastest pace.
  • Take ownershipAct like a founder. Own your roles, destinies, mistakes, behavior, and our mission. The buck stops with each of us - no blaming or excuses.
  • Say what's on your mind, with positive intentBe direct, proactive, transparent, and frequent in your communication.
  • Default trustAs a Nexer, you do not have to earn trust, trust is given to you by default. If we by default trust each other, our speed of communication, feedback, information sharing, and overall improvements will be a lot faster.
  • Think in first principlesWe first identify the problem and then break it down to its fundamentals before diving into solutions. We constantly ask "why" to validate our assumptions.

About NexHealth

NexHealth is a healthcare technology company that provides a patient experience management platform for healthcare providers. The platform helps healthcare providers to improve patient engagement, streamline operations, and increase revenue. NexHealth's platform is used by healthcare providers in over 1,000 locations across the United States. The company was founded in 2016 and is headquartered in New York, New York.
Learn more about NexHealth
Size
50 employees
Industry
Founded
2017

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