Finance Manager, XP Health

$140-170k

+ Equity options and bonuses

Excel

Google Sheets

Mid, Senior and Expert level

San Francisco Bay Area

2+ days a week in office (San Carlos, CA)

Digital-first vision care

Be an early applicant

Digital-first vision care

21-100 employees

HealthcareB2CB2BArtificial IntelligenceInsuranceAugmented RealityMachine Learning

Be an early applicant

$140-170k

+ Equity options and bonuses

Excel

Google Sheets

Mid, Senior and Expert level

San Francisco Bay Area

2+ days a week in office (San Carlos, CA)

21-100 employees

HealthcareB2CB2BArtificial IntelligenceInsuranceAugmented RealityMachine Learning

Company mission

To reimagine how organizations think about vision benefits and bring that transformational change to 1 billion people.

Job

Company

Role

Who you are

This role is ideal for someone who thrives in dynamic environments, enjoys working across teams, and wants to grow alongside a rapidly scaling company where impact is visible and meaningful
4 to 7+ years in Finance or related field
Proven ability to build and run efficient finance processes in a fast-growing environment
Track record of turning data into actionable insights that drive revenue growth, margin expansion, and better decision-making
Advanced Excel / Google Sheet knowledge with the ability to own complex models end-to-end
Experience using AI and automation to streamline finance operations, improve accuracy, and accelerate analyses
Strong attention to detail, deadlines and an ownership mindset
BA/BS or equivalent experience required
Experience at a Series A to Series C company preferred
If this role excites you and you believe you can grow into it, we encourage you to apply

What the job involves

XP Health is looking for a Finance Manager to join our Finance team and play a critical role in scaling our financial foundation
This is an opportunity to operate with an ownership mindset in a fast-growing, mission-driven company
You’ll partner cross-functionally to drive disciplined growth, improve unit economics, build the financial infrastructure, and ultimately help reshape the vision care industry
We are looking for a finance generalist to own XP Health’s day-to-day financial operations and serve as the operating backbone of the finance function, spanning accounting, FP&A, forecasting, commercial finance, and strategic planning
Own XP Health’s end-to-end financial operations with the support of the Company’s CFO, VP of Finance and external financial accounting and tax consultants: monthly financial statement close, billing, payroll, A/P, A/R, commissions, and cash management
Build and evolve the financial infrastructure and processes required to scale a high-growth company
Generate insights from financial data, identifying opportunities for growth, margin, and cash-efficiency improvements
Support board, investor, and management reporting, ensuring accuracy, credibility, and clear financial narratives
Serve as a core partner to Finance leaders and the Executive Leadership Team on forecasting, budgeting, capital allocation, and growth decisions
Work cross-functionally with Commercial, Product, and Operations to drive pricing, unit economics, and gross-margin optimization across B2B and B2C products

Our take

Vision care and insurance, as with many corners of healthcare, can be complex for patients to navigate. XP Health is out to change this, with its digital-first vision care platform.

The company wants to combat some of the problems with traditional vision insurance - such as high out-of-pocket costs for frames. Through the platform, the company makes it easier and cheaper for members to use their benefits for care both online and in person. For employers, this means higher enrolment and use, but for a lower cost.

A stand-out part of XP Health's approach is its use of technologies such as machine learning and artificial intelligence across its platform. It has earned good levels of investment that will be used to continue expanding its product offering and increase its focus on Generative AI products that will improve the member experience.

Steph

Company Specialist at Welcome to the Jungle

Company

Funding (last 2 of 3 rounds)

Sep 2024

$33.2m

SERIES B

Sep 2022

$17.1m

SERIES A

Total funding: $55.3m

Company benefits

Bonus scheme
Equity
Medical, dental and vision
Pet friendly
401K
Flexible PTO
FSA
Onsite lunch and snacks

Company HQ

Ventura, Palo Alto, CA

Leadership

Antonio Moraes

(Co-Founder & CEO)

Former Co-Founder and Managing Partner at Vox Capital. Was also Chief Investment Officer at Stanford GSB Impact Fund, Co-Author and Co-Producer of A New Capitalism, and Hejoassu Holding Board Member at Votorantim.

James Wong

(Co-Founder & CTO)

Member of Sand Hill Angels. Former Venture Fellow at Spike Ventures, Engineering Manager at Airbnb and Senior Software Engineer at Facebook.

Salary benchmarks

We don't have enough data yet to provide salary benchmarks for this role.

Submit your salary to help other candidates with crowdsourced salary estimates.

Share this job

View 2 more jobs at XP Health