Head of Strategic Finance

About this role

ABOUT THE ROLE

Hello Patient is looking for our first Head of Strategic Finance to build the financial function as we scale. This is a high-impact role working directly with senior leadership, with visibility into the full business and the opportunity to shape how we plan, measure performance, and make decisions.

You’ll own the core financial planning and reporting processes, build and maintain our financial model, support board and fundraising work, and partner closely with leaders across Sales, Product, Engineering, and Operations. Your work will help answer some of the most important questions facing the company: where we’re performing well, where we should invest, how we should plan for growth, and where we need to make tradeoffs.

This is a hands-on role for someone who wants meaningful ownership. You won’t be stepping into an established FP&A organization - you’ll build the processes, models, and reporting that leadership will rely on, while also having the opportunity to shape the finance function as the company grows.

WHO YOU ARE

You began your career in investment banking or private equity before moving into strategic finance at a high-growth company. You’re a hands-on builder who can own the details today - from financial models and month-end closes to customer contracts and board reporting - while building the finance and Revenue Operations functions we’ll need as Hello Patient grows.

WHAT YOU'LL DO

OWN FINANCE & REPORTING

- Build and maintain our long-term financial model across revenue, headcount, operating expenses, cash, and runway

- Own the monthly and quarterly budget vs. actuals process, analyze variances, and help leadership understand performance against plan

- Own financial and operating reporting for senior leadership and the board, including KPIs, financial performance, burn, runway, and key business trends

- Support fundraising processes through forecasts, financial analyses, diligence materials, data rooms, and investor requests

- Manage our external accountants and tax partners and own an accurate, timely month-end close.

PARTNER ON BUSINESS & STRATEGY

- Work closely with Sales, Product, Engineering, Operations, and People on headcount planning, budgets, investments, and business cases.

- Help leaders understand the financial impact of their decisions and bring financial discipline to how we allocate resources

- Define and improve the metrics we use to understand the business, including ARR, retention, gross margin, customer cohorts, and other SaaS and healthcare operating metrics

- Build models and analyses to support decisions around pricing, new products, hiring, go-to-market investments, and other company initiatives

- Serve as the point person for customer order forms and contracts, partnering with Sales, Account Management, and legal counsel on pricing, commercial terms, approvals, and execution.

- Build the Revenue Operations function and partner closely with Sales, Account Management, and Operations on forecasting, performance, and growth.

- Work directly with the CEO and board on reporting, planning, and strategic decisions.

BUILD FINANCE & REVENUE OPERATIONS

- Establish the processes, systems, and reporting infrastructure we need as the company grows

- Identify opportunities to improve how we plan, measure, and communicate financial performance

- Bring structure and rigor to a function that is still being built, while keeping processes practical and lightweight

- Over time, help build out the finance team and expand the scope of the function

WHAT WE'RE LOOKING FOR

MUST HAVE

- 8+ years of experience, beginning in investment banking or private equity and followed by strategic finance or FP&A experience at a high-growth company

- Strong financial modeling skills and the ability to build a model from scratch

- Strong analytical skills and attention to detail

- Comfortable working with large amounts of data and turning it into clear insights

- Ability to work independently and take ownership of projects from start to finish

- Comfortable operating in a fast-moving environment where processes are still being built

- Strong communication skills and the ability to explain financial concepts to non-finance stakeholders

- Previous strategic finance or FP&A experience at a startup

- Experience building financial processes from scratch

PREFERRED

- Experience in healthcare, SaaS, or another high-growth technology company

- Familiarity with SaaS metrics and unit economics

- Experience supporting a fundraising process

- Experience with tools such as QuickBooks, Ramp, Rippling, or similar

COMPENSATION

Base salary: $175,000 - $200,000

Equity: Meaningful ownership in a fast-growing healthtech startup

ABOUT HELLO PATIENT

Hello Patient is transforming healthcare communication through advanced conversational AI. Our founding team spent 3.5 years scaling Carbon Health's technology during hypergrowth, where we saw firsthand how much clinical time gets wasted on basic communication—great clinicians buried in admin work, patients stuck in phone tag.

Our AI platform proactively engages patients through perfectly timed calls and texts, resolving complex interactions end-to-end—from scheduling to billing to retention. Built with security and compliance at its core, our technology integrates with existing healthcare infrastructure to deliver 24/7 patient engagement.

Backed by Scale and 8VC, we're building the future of healthcare communication, one conversation at a time.

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