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Charlie Health · 3 days ago

Strategic Finance Analyst/Associate

New York, NY

Full-time

Onsite

Entry, Mid Level

$91K/yr - $134K/yr

1+ years exp

Charlie Health is a rapidly growing organization focused on providing accessible behavioral health treatment. The Strategic Finance Analyst/Associate will work on high-visibility projects that shape the company's financial and strategic direction, collaborating with senior leaders to drive key business decisions and optimize resource allocation.

Health Care

No H1B

Responsibilities

Lead high-priority analytical and strategic projects that inform key business decisions, spanning new program launches, operational efficiency, and core growth strategy

Analyze large-scale session and billing datasets to identify revenue leakage, investigate collection anomalies, and recommend process improvements to the revenue cycle

Partner directly with senior leaders to evaluate new initiatives, develop KPIs, and translate business performance into actionable insights

Analyze Charlie Health's unit economics, client segmentation, and new program metrics to inform long-term strategy and optimize resource allocation

Support key financial deliverables including Board materials, investor reporting, and performance reviews

Identify and implement process improvements to strengthen accuracy, scalability, and automation of financial reporting

Support the team on special projects including fundraising, new product development, market launches, and M&A

Qualification

Financial modelingExcel / Google SheetsPowerPoint / Google SlidesData analysisCommunication skills

Required

1-4+ years of experience in investment banking, private equity, venture investing, management consulting, or strategic finance at a fast-paced, high-growth company

Highly proficient in Excel / Google Sheets and PowerPoint / Google Slides

Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex, high-volume financial and operational data in a simple, easily understandable way

Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools

Excellent communication skills with the ability to distill technical analyses into compelling insights for senior stakeholders

Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment

Good sense of humor. You enjoy the work you do and the people who work with you

Work authorized in the United States and native or bilingual English proficiency

Located within a 45-minute commute of New York City and able to work 4 days a week out of our New York City office