Strategic Finance Manager

Headway

$120K — $145K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years of experience in finance roles, ideally from Investment Banking, Consulting, or Private Equity/Venture Capital combined with tech sector expertise.
  • Demonstrated ownership of financial metrics and initiatives in a fast-growing environment.
  • Proven ability to collaborate closely with business partners and influence strategic decisions through financial insights.
  • Strong aptitude for working through ambiguity and addressing strategic challenges with structured thinking.
  • Exceptional communication skills tailored to diverse audiences, translating complex financial data into clear insights.
  • Experience leveraging AI tools to enhance financial analysis and decision-making processes.

Responsibilities

  • Serve as an embedded finance partner to specific business functions, aligning financial and operational objectives.
  • Build and evaluate business cases for various investment opportunities, including market expansion and vendor decisions.
  • Lead the financial planning and budgeting process, ensuring regular reviews and variance analyses.
  • Continuously manage and refine financial forecasts and key performance indicators for your business area.
  • Integrate AI technologies into financial processes to enhance efficiency and insight generation.

Benefits

  • Opportunity to influence decision-making in a rapidly growing, mission-driven company.
  • Exposure to high-level strategic discussions across multiple corporate functions.
  • Gain experience in a unique role that bridges finance with business operations.
  • Chance to work at the forefront of combining finance with AI technologies.
Full Job Description
Strategic Finance Manager

As we scale towards $1B+ in revenue - connecting patients to mental healthcare and building the infrastructure that makes that possible at scale - Strategic Finance is one of the most operationally influential seats in the company. The decisions that shape how we grow, where we invest, and how we measure success run through this team. Strategic Finance exists at Headway to make better decisions regarding where to put the next dollar and then to make sure we actually execute against those decisions.

You'll be a true business partner to leaders across Product, Sales, Marketing, Operations, People, and other corporate functions - close enough to their work to understand what actually drives results, and rigorous enough to translate that into forecasts, unit economics, and business cases that hold up. You'll own core parts of our planning and forecasting rhythm, and you'll be the person leadership turns to when a decision needs a clear-eyed financial answer.

This is a highly cross-functional role for someone who thrives at the intersection of financial analysis and strategic decision-making. We're looking for someone who wants to influence outcomes, not just report on them.

You will:
  • Partner with the business: Serve as an embedded finance business partner to 1-2 functions. You are responsible for translating business plans into financial plans and financial constraints into business tradeoffs.
  • Drive capital allocation: Build and pressure-test business cases for investments - these could range across product bets, sales and marketing, market expansion, headcount, vendor, or build-vs-buy decisions. You'll track outcomes and unit economics, closing the loop with leadership on what worked.
  • Own planning & budgeting: Run the financial planning and monthly forecasting process end-to-end. Manage the operating budget with your partner teams - monthly reviews, variance analysis, and guidance.
  • Maintain forecasts and KPIs: Own and continuously improve understanding of the drivers of your part of the business. Help the business define the KPIs that matter and then work with Data to make them visible and trusted.
  • Bring AI into the workflow: Actively apply AI tools to drive faster insight, greater efficiency, and smarter decision-making - and help shape how the Finance team works as those tools evolve.

You'd be a great fit if:
  • You're excited to join a mission-driven company and use your financial skills to help scale access to mental healthcare.
  • You have 6+ years of experience, ideally blending Investment Banking, Consulting, or Private Equity/Venture Capital with a highly analytical Strategic Finance role at a fast-growing tech company.
  • You've owned the numbers or been a critical financial partner to a fast-growing business or product line.
  • You make the business better, not just the model. You embed with business partners, earn their trust quickly, and translate financial analysis into decisions that sharpen strategy and drive results.
  • You bring structure to ambiguity. You proactively seek context, solve open-ended problems, anticipate stakeholder needs, and stay flexible when priorities shift.
  • You communicate complex insights clearly. You tailor your message to the audience - finance vs. business partners - and make the takeaway impossible to miss.
  • You see AI as a competitive advantage, not a feature to explore someday. You actively use AI tools to be more efficient, sharpen your analysis, and make smarter calls.

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