Blooming Health
Senior Manager/Director of Finance
United States · Director
Sponsorship not specifiedDetected 36 days ago
Financial ModelingFinancial AnalysisAccountingForecastingBudgetingValuationFP&ATaxProcess ImprovementVendor ManagementLeadershipCommunicationCollaborationMentoringGAAPFinancial ReportingAccounts Payable
About the role
- The ideal candidate will be based in New York City or remotely on the East Coast and will be able to travel to our NYC office monthly or as needed.
- The ideal candidate combines deep accounting expertise, strong financial modeling capabilities, and strategic business acumen.
- This is a highly visible leadership role with direct influence on company strategy, growth planning, and operational execution.
Responsibilities
- Financial Infrastructure & Reporting: Build and maintain scalable financial models, reporting frameworks, KPI dashboards, and operational reporting systems that provide visibility into company performance, growth trends, and key business metrics.
- Strategic Finance Partnership: Partner closely with leaders across People Operations, Technology, Product, Operations, and Commercial teams to support headcount planning, vendor management, investment decisions, profitability analysis, and resource allocation.
- Revenue & Contract Intelligence: Provide financial analysis and strategic support for customer contracts, pricing models, payer relationships, growth initiatives, and new business opportunities.
- Develop financial models that support commercial decision-making and long-term revenue growth.
- Corporate Finance & Fundraising: Support fundraising activities, investor reporting, board materials, due diligence processes, financial storytelling, and long-range planning.
- Develop financial forecasts, valuation analyses, and scenario models that support capital planning and strategic initiatives.
- Systems, Process Improvement & Automation: Design and implement scalable financial systems, controls, workflows, and operating procedures that improve efficiency, strengthen reporting accuracy, and support organizational growth.
- Develop actionable financial insights and recommendations that support executive decision-making, resource allocation, and long-term business planning.
- Partner closely with leaders across People Operations, Technology, Product, Operations, and Commercial teams to support headcount planning, vendor management, investment decisions, profitability analysis, and resource allocation.
- Provide financial analysis and strategic support for customer contracts, pricing models, payer relationships, growth initiatives, and new business opportunities.
Requirements
- CPA Certification: Active CPA license is required.
- Financial Planning & Analysis Expertise: Demonstrated experience leading budgeting, forecasting, financial modeling, scenario planning, and executive reporting processes within a growing organization.
- Strategic Business Partnership: Proven ability to influence decision-making through financial analysis and business insights while effectively partnering with senior leaders across multiple functions.
- Financial Modeling & Analytical Skills: Exceptional financial modeling, forecasting, and quantitative analysis capabilities with the ability to translate complex financial data into actionable business recommendations.
- Executive Communication Skills: Strong written, verbal, and presentation skills with the ability to communicate financial concepts effectively to executives, investors, board members, and non-financial stakeholders.
- Active CPA license is required.
- Proven ability to influence decision-making through financial analysis and business insights while effectively partnering with senior leaders across multiple functions.
- Familiarity with SaaS financial metrics, subscription revenue models, recurring revenue forecasting, contract structures, pricing strategies, and unit economics.
- Familiarity with multi-state business operations, tax requirements, and compliance obligations.
Nice to have
- Startup & Growth-Stage Experience: Experience working within venture-backed startups or high-growth technology companies, particularly during periods of rapid scaling and organizational evolution.
- SaaS Business Model Expertise: Familiarity with SaaS financial metrics, subscription revenue models, recurring revenue forecasting, contract structures, pricing strategies, and unit economics.
- Fundraising & Investor Relations: Experience supporting fundraising efforts, investor reporting, board communications, financial due diligence, valuation exercises, and capital planning initiatives.
- Multi-State Operations & Tax Compliance: Familiarity with multi-state business operations, tax requirements, and compliance obligations.
- Audit & Public Accounting Experience: Prior experience in public accounting, audit management, or overseeing external audits is highly desirable.
Skills
- Executive Communication
Benefits
- Blooming Health is a growth stage technology startup on a mission to transform healthcare and social care through AI-powered engagement and workflow automation.
- Through automated outreach, screening, closed-loop referrals, and care pathway automation, we help organizations improve engagement, support benefits continuity, and deliver more personalized, person-centered care.
- Trusted by over 2000+ organizations across 25+ states, Blooming Health enables partners to reach millions of individuals without increasing staff workload.
- Own Blooming Health's budgeting, forecasting, financial planning, and monthly reporting processes.
- Experience within healthcare technology, health plans, provider organizations, social care, or other regulated healthcare environments is strongly preferred.
- As we scale, we're looking for an experienced and strategic Senior Manager/Director of Finance to build and lead Blooming Health's finance function through our next phase of growth.
- The role is responsible for ensuring Blooming Health maintains strong financial discipline while building the systems, processes, and insights necessary to support a rapidly growing healthcare technology company.
Company info
- Oversee the company's core finance operations, including accounts payable, accounts receivable, payroll oversight, cash management, financial reporting, and month-end close activities.
- Ensure accuracy, timeliness, and compliance across all financial processes.
- While we are initially targeting a Director-level hire, we are open to exceptional candidates at the Senior Manager, Director, or similar level depending on experience, demonstrated impact, and leadership scope.
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