Finance & Strategy Lead, Candid Health

$200-240k

+ Equity

SQL

Excel

Google Sheets

Senior and Expert level

Denver

New York

San Francisco Bay Area

4 days a week in office

Healthcare revenue cycle automation software

Be an early applicant

Healthcare revenue cycle automation software

101-200 employees

HealthcareB2BArtificial IntelligenceInternal toolsInsurancePaymentsSaaSAPIAutomationMedTech

Be an early applicant

$200-240k

+ Equity

SQL

Excel

Google Sheets

Senior and Expert level

Denver

New York

San Francisco Bay Area

4 days a week in office

101-200 employees

HealthcareB2BArtificial IntelligenceInternal toolsInsurancePaymentsSaaSAPIAutomationMedTech

Company mission

To help providers focus more on care delivery and less on back office administration.

Job

Company

Role

Who you are

Experience: 8+ years of finance experience (strategic finance, investment banking, consulting, and buy-side investing), including experience owning forecasting and analytical decision making at a high growth company
Analytical Powerhouse: You are a "model-builder" by nature to inform decision-making. You have high proficiency in Excel/Google Sheets, but you are also comfortable using SQL to pull your own data
Communication: You can translate dense financial data into a compelling story for non-finance stakeholders. The ideal candidate combines deep financial expertise with practical operational leadership. You are as comfortable in the weeds of a complex model as you are partnering with executives on long-term strategy
The "Multiplier" Mindset: You are a "player-coach" who wants to build the templates and systems yourself. You proactively look for ways to use AI and automation to make our financial planning process 10x faster and more accurate

What the job involves

Support Candid Health’s growth of over 200% year-over-year. In this role, you won't just handle financial planning—you will partner with Sales, Product, Engineering, and Operations to drive business execution and growth
You will be responsible for defining our unit economics, optimizing our GTM motion, informing our pricing and packaging, and building the forecasting models that drive our long-term strategy
Strategic Planning & Analysis: Lead revenue forecasting, including annual plans, quarterly forecasts, and monthly reporting. Drive the narrative for board meetings and investor relations
Unit Economics & Pricing: Deep dive into our gross margins and define CAC/LTV by customer segment. Partner with Sales and Product to iterate on pricing models for our Software and Services products and support the launch of new products
Capital Allocation: Conduct rigorous analysis on TAM, new product opportunities, partnerships, and M&A to ensure we are deploying capital toward the highest-leverage outcomes
AI-Enabled Forecasting: Move beyond manual Excel updates. Implement and leverage AI-driven FP&A tools / systems to automate variance analysis and rolling forecasts, allowing you to focus on the strategic questions rather than tracking performance

Our take

Healthcare spending in the US medical system has been ballooning for decades. Administration contributes a substantial portion to this, constituting almost three times what other developed countries spend proportionate to their healthcare budget - and taking up valuable physician hours. The detrimental impact this has on the quality and affordability of care has meant solutions are becoming urgent, and Candid Health is contributing a strong one.

The data and AI-driven platform helps healthcare providers automate the process of submitting, chasing, and appealing insurance claims. It’s regularly audited by HIPAA, helping the company dodge the tightening data protection net that’s stunted the progress of some medtech startups. Having passed this obstacle the company is running at modest capacity - the challenge now is to lock in a broader client base, which could prove challenging.

Companies like Change Healthcare and Flobotics, for example, offer automated claims submissions as part of a broader robotic process automation service for medical institutions. It may be that this holistic administrative software proves more attractive for overburdened providers. For now, however, Candid Health is gaining a respectable amount of traction and enjoyed a funding round of $29 million in 2024.

Steph

Company Specialist at Welcome to the Jungle

Company

Funding (last 2 of 5 rounds)

Feb 2025

$52.5m

SERIES C

Sep 2024

$29m

SERIES B

Total funding: $97.8m

Company HQ

Financial District, San Francisco, CA

Leadership

Nick Perry

(Co-Founder & CEO)

A human biology graduate from Stanford, who started as an Accenture Digital consultant, before taking a role as as the forward deployed engineering lead at Palantir Technologies.

Salary benchmarks

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