Financial Planning & Analysis: Own Blooming Health’s budgeting, forecasting, financial planning, and monthly reporting processes. Develop actionable financial insights and recommendations that support executive decision-making, resource allocation, and long-term business planning.
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.
Accounting & Financial Operations: 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.
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.
Tax, Compliance & Risk Management: Oversee tax compliance, audit readiness, financial controls, internal governance, and risk management processes. Ensure compliance with accounting standards, regulatory requirements, and best practices.
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.