Strategic Finance Associate, Pomelo Care

• 2-3 years of finance experience, including investment banking, venture capital, PE, or operating finance roles at a tech or healthcare startup
• Experience in financial analysis and forecasting, with demonstrated ability to build flexible financial models with a high degree of flexibility and forecasting accuracy
• Strong analytical skills with experience performing independent analyses in Google Sheets and Excel and manipulating data in data visualization tools (e.g. Metabase, Looker)
• A proactive and resourceful problem-solver who is comfortable navigating ambiguity and independently seeks out answers and solutions
• You're comfortable leveraging a full suite of tools, including AI, to drive efficiency and insights
• You are a data-driven, analytical thinker who can also distill complex financial insights for a broader audience
• Highly organized with a strong attention to detail

Desirable

• As a Strategic Finance Associate, you will play an integral role in forming Pomelo’s long-term business strategy and ensuring we achieve financial and growth objectives
• Reporting into the Senior Manager, FP&A you will drive key components of the annual budgeting and multi-year financial planning cycles, helping to build the core financial models that guide the entire company
• You will have a front-row seat to important strategic decisions, providing the financial analysis and insights necessary to solve our trickiest problems
• Working closely with the Strategic Finance team to conduct deep-dive financial analysis and modeling, turning raw data into the actionable insights that leadership uses to make key decisions on pricing, staffing, and capital allocation
• Executing financial planning cycles, including supporting the Senior Manager in preparing materials and data inputs for annual budgeting, headcount planning, and quarterly forecast updates
• Developing and refining the key financial metrics and dashboards used to monitor business performance, focusing on building scalable processes for disseminating information across functional teams
• Partnering with key stakeholders across the organization to execute financial analyses that support strategic decisions aimed at improving unit economics and other key financial metrics
• Providing rigorous financial analysis and actionable insights to support strategic initiatives, such as evaluating new pricing decisions, assessing hiring requests, or modeling new partnerships
• Preparing and consolidating materials for Board-level financial reporting and executive analyses