Strategic Finance Manager (Remote)

Position: Strategic Finance Manager

Job Type: Exempt - Full-time

Schedule: Monday to Friday

Reports to: VP of Finance

Pay Range: $107000 - $128000 Annual Base

This role is 100% remote with no face-to-face contact with patients. We have a remote first environment and are proud to have team members located nationally.

Summary

The Strategic Finance Manager drives Lumata Healths financial planning budgeting and performance analysis partnering closely with senior leadership to influence key business decisions. By delivering actionable insights and robust financial models this role ensures the organization meets its growth objectives while maintaining fiscal discipline and transparency.

Essential Functions

• Manage and refine comprehensive financial models for forecasting budgeting and strategic planning to support key business initiatives.
• Oversee the annual budgeting process and lead periodic forecast updates collaborating with department heads to consolidate projections.
• Conduct in-depth financial analyses to identify trends risks and opportunities translating findings into actionable recommendations for senior leadership.
• Partner with cross-functional leaders to assess business performance and drive strategic initiatives that optimize financial outcomes.
• Enhance financial reporting processes and tools to improve accuracy timeliness and decision-making capabilities.
• Monitor performance against budgets and forecasts tracking key performance indicators (KPIs) and explaining variances.
• Prepare recurring financial reports (income statement balance sheet cash flow and KPI dashboards) for internal and external stakeholders.
• Execute ad-hoc analyses on topics such as pricing cost optimization and competitive benchmarking to support strategic decisions.

Education and Experience

Required:

• Bachelors degree in Finance Accounting or a related field or equivalent experience.
• Progressive experience in finance and accounting including budgeting forecasting and financial reporting.
• Demonstrated proficiency in advanced Excel modelling and data analysis.
• Experience developing and presenting board-level deliverables.

Preferred:

• CPA or CFA designation.
• Prior experience in a high-growth healthcare or technology environment.

Skills

Required:

• Advanced financial modeling and quantitative analysis.
• Strong written and verbal communication with ability to tell a story with numbers.
• Proven ability to manage projects from start to finish with minimal supervision.
• High level of organization and attention to detail; able to manage multiple high-priority projects simultaneously.

Preferred:

• Experience with the following tools: Salesforce AWS / Quicksight and Intacct
• Experience leveraging AI to streamline processes and produce insights

Physical requirements

• Must have a home office that is secure and free of distractions (HIPAA-compliant workspace.)
• Prolonged periods of sitting at a desk and working on a computer
• Must be able to hear speak call and virtually meet
• Must be able to communicate both verbally and in writing

Work Environment

Who were looking for:

• Mission driven
• Curious
• Loves learning and developing skills
• Team player (though we understand you need focus time too)

Why Join Us At Lumata Health youll be part of a forward-thinking team that is dedicated to reshaping the future of healthcare. We offer comprehensive benefits and opportunities for professional development. Join us in making a significant impact on patient care and engagement.

In order to perform the essential functions of this job you must have a dedicated remote workspace and a wireless connection with a minimum of 50 Mbps of download speed and 10 Mbps of upload speed of dedicated internet bandwidth for each person working from home; the workspace is private and has low to no noise level as you will be on phone calls with patients. It is very important that your workspace is HIPAA compliant; your company issued laptop/pc must maintain visibility that only you can access as youll be handling patient data. You are also expected to have your camera on during virtual meetings therefore you must be in a designated workspace/room for privacy.

The above statements are intended to describe the essential functions of the job being performed by the employees assigned to this classification. The duties and responsibilities listed are not to be construed as an exhaustive list of all duties responsibilities and skills required. All employees may be required to perform duties outside their normal responsibilities from time to time as needed. With the evolution of the organization and this role the responsibilities of this position may change at any time.

Benefits

At Lumata Health we know you are more than just an employee. As we grow so will our benefits package. We hope youll be a part of that growth!

• Medical Dental and Vision
• Paid time off
• Parental leave
• ... more additional benefits

Our Culture

At Lumata we foster a dynamic inclusive and supportive remote work environment. We prioritize trust collaboration and continuous learning ensuring a healthy work-life balance.

Collaboration: Stay connected through regular team meetings and open communication.

Inclusivity: A diverse team where everyone feels welcome and valued.

Fun Culture: Engage in chats centered around health wellness celebrations and more.

Recognition: Regular feedback performance incentives and growth opportunities.

Join Lumata and be part of a forward-thinking remote-first team where your contributions make a difference and your well-being is prioritized.

We are an equal opportunity employer that values diversity at all levels. All individuals are encouraged to apply. If you need assistance or an accommodation due to a disability you may contact us at: (no unsolicited resumes please). Applicants must submit an application with Lumata Health to be considered for the position.

Important Notice:

This position does not require a credit report or the submission of any financial information during the application process. Official communications regarding applications and positions will only be sent from an email address ending in @. If you receive any communication about your application from an email not ending in @ it is fraudulent. Below are some website options where you can report such activity: be advised that Lumata Health only accepts resumes for compensation from agencies that have a signed agreement with Lumata Health. Any unsolicited resumes including those submitted to hiring managers are deemed to be the property of Lumata Health. In the absence of a signed Recruitment Services Agreement we will not consider or agree to payment of any referral compensation or recruiter fee. In the event that a recruiter or agency submits a resume or candidate without a previously signed agreement we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.