Strategic Finance

Assort Health

. Own high-impact financial analyses and modeling informing growth strategy, unit economics, new products, and capital allocation .

Posted 11/3/2026full-timeSan Francisco • California • United StatesMid-LevelSenior💰 $165,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, including building driver-based models and conducting complex analyses to inform strategic business decisions. Proficient in evaluating SaaS metrics and collaborating with cross-functional teams to drive execution and align on financial strategies.

Highest-signal resume keywords

Financial ModelingSaaS Metrics UnderstandingCross-Functional CollaborationStrategic Finance ExperienceAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisDriver-Based ModelingScenario AnalysisUnit EconomicsCapital AllocationPricing StrategyFunnel AnalyticsMarketing ROIGross Margin ModelingAI Cost Evaluation

Soft Skills

Clear CommunicationCollaborative ApproachHigh AgencyConstructive ChallengeAbility to Simplify Complex Analyses

Tools & Technologies

Finance Planning ToolsReporting Tools

Industry Keywords

Investment BankingPrivate EquityManagement ConsultingStrategic FinanceSaaS

About the role

Key responsibilities & impact

Own high-impact financial analyses and modeling informing growth strategy, unit economics, new products, and capital allocation
Partner with Sales, Marketing, and Partnerships on sales capacity planning, funnel and pipeline analytics, marketing ROI, partner economics, pricing strategy, and resource allocation
Partner with Product and Engineering to evaluate ROI of new products, features, and R&D investments
Model gross margin, infrastructure costs, and AI costs, including inference and telephony
Own the corporate financial model end to end, including the long-range plan, scenario analysis, and driver-based forecasts for revenue, headcount, and capacity
Lead cross-functional projects on unit economics, new-product economics, and capital allocation
Frame problems, model alternatives, develop recommendations, and help drive execution
Lead evaluation and rollout of finance planning and reporting tools from requirements through implementation and adoption
Evaluate how AI can accelerate planning, analysis, and reporting
Support M&A, strategic partnerships, fundraising, and investor materials
Work directly with the CEO and VP of Finance with exposure to the executive team and Board

Requirements

What you’ll need

3 to 6 years in investment banking, private equity, management consulting, or strategic finance
Excellent financial modeling skills, including building clean, driver-based models from scratch
Ability to make complex analyses easy to understand and work quickly without sacrificing accuracy
High agency and follow-through
Ability to ramp quickly on unfamiliar problems and keep teams aligned without detailed instructions
Strong commercial instincts
Understanding of SaaS metrics and unit economics, including ARR, retention, CAC, payback, and gross margin
Ability to translate analysis into business decisions
Clear communication and ability to explain complex analyses simply
Ability to challenge assumptions constructively and communicate findings candidly
Low-ego and collaborative approach
Must be able to align with working in the office 4 days a week
Visa sponsorship requirements must be disclosed

Benefits

Comp & perks

Employee stock options/equity
Annual professional development budget
Training opportunities
Office setup stipend
Medical, dental, and vision insurance
Flexible PTO
Lunch, dinner, and snacks
Fitness stipend with monthly membership reimbursement
Commuter benefits covering eligible transportation costs
401(k) retirement plan