Strategic Finance Lead

Counsels mission is to multiply the worlds healthcare capacity. We believe in a future in which every person has a personalized AI-enabled doctor always in their pocket. To accomplish this were building the first fully-vertical AI-native medical group from the ground up. Weve redesigned the entire clinical stack with custom AI tools that make our in-house physicians 10x faster and smarter. learn more on our blog

Since our founding in 2023 we have formed partnerships with leading healthcare organizations and are on track to serve hundreds of thousands of patients on our platform within the next year. We have raised over $35M from a16z Google Ventures Pear VC and other top-tier VC firms.

Our team combines deep expertise in medicine (Harvard Mt. Sinai Mass General UCSF) and technology (MIT Google DeepMind NVIDIA Stripe Meta) and were looking for exceptional people to join us as we scale.

Join us as we build the future of AI in healthcare!

Counsel is looking for a Senior Finance Analyst to join our growing Finance & Strategy team. This is a high-visibility high-impact individual contributor role where you will own financial planning build the models that inform our most important strategic decisions and partner cross-functionally to drive the business forward.

Reporting to the Controller you will be the analytical engine behind our budgeting and forecasting cycles develop unit economics that capture Counsels multi-channel business and roll up your sleeves on special projects that shape Counsels future. This is an opportunity to build the finance function from the ground up at one of the most ambitious companies in digital health.

Financial Planning & Analysis

• Lead the annual budget rolling forecast and monthly close variance analysis across the business

• Build and maintain the consolidated P&L headcount model and cash flow forecast; present results and risks to leadership

• Develop revenue models that capture Counsels multi-channel dynamics

• Design and publish KPI dashboards tracking member acquisition retention visit volume unit economics and clinical utilization

• Partner with Sales Clinical Ops Product and People to gather bottom-up assumptions and hold teams accountable to their plans

Financial Modeling

• Build integrated 3-statement financial models for scenario planning fundraising support and board presentations

• Develop unit-economics models CAC LTV payback period and gross margin across DTC and B2B channels

• Create cohort and retention analyses to understand member lifetime behavior and inform pricing and packaging decisions

• Model state-expansion economics as Counsel adds new payor partnerships

• Build ROI and payback models for employer and health plan partners that support enterprise Sales conversations

Strategic Finance

• Prepare board decks investor updates and management presentations with clear narratives grounded in data

• Support fundraising diligence organize financial data rooms respond to investor questions and develop projection packages

• Conduct market sizing competitive benchmarking and business case analysis for new products and verticals

• Analyze partnership product and geographic expansion opportunities. Build deal models sensitivity analyses and business cases

• Provide ad hoc analysis to the leadership team to answer the most critical strategic questions

Special Projects

• Lead finance workstreams on high-priority initiatives such as new market launches product expansions and enterprise contract structuring

• Build reporting infrastructure as Counsel scales data definitions and automation

• Evaluate and implement financial planning tooling as the company grows

• Serve as the analytical partner to non-finance leaders translating financial data into insights for Clinical Ops Product and Growth teams

• 5 years in FP&A investment banking PE or strategic finance

• Expert-level financial modeling (3-statement unit economics scenarios)

• Track record owning a full forecast cycle end-to-end

• A genuine comfort using AI tools as a core part of your workflow

• Demonstrated ability to influence decisions with financial analysis

• Exceptional written and verbal communication; comfort presenting to leadership

• Experience with subscription or recurring revenue business models

• Healthcare digital health or health-tech industry experience

• Startup experience at Series A to C stage

Hybrid Boston (Back Bay); New York Office (Flatiron)

• Impact: Be at the forefront and contribute to groundbreaking AI-driven healthcare experiences directly interface with execs at the worlds leading tech & healthcare orgs

• Growth: Significant opportunities for broad ownership and professional development within our rapidly scaling startup

• Compensation: Competitive salary equity

• Benefits: Comprehensive healthcare vision dental 401K Unlimited PTO Parental Leave

• Patients come first.
  We are clinicians 1st technologists 2nd. We act with patient trust/safety at the center of every decision.

• Innovate with optimism.
  We are optimistic as we build the future of care delivery from first principles. Challenge the status quo when needed no sacred cows.

• Right answer wins.
  Debate openly and pick the strongest path. We optimize for the company not functions. We win and lose as a team.

• Simplicity over complexity.
  We choose clear elegant solutions and avoid adding complexity that does not serve patients or the team.

• Do fewer things well.
  We focus and hold ourselves to the highest bar and pursue excellence in those areas.

#LI-PINJOB

Recruitment Fraud Notice. Counsel Health only communicates with candidates using official @ email addresses. We will never ask for payment or financial information during the interview process. If you receive suspicious outreach claiming to be from Counsel Health please contact us at

Counsel Health participates in E-Verify. All newly hired employees are processed through the E-Verify system to confirm employment eligibility.