Senior Manager/Director of Finance

What You'll Do Financial Planning & Analysis: Own Blooming Health’s budgeting, forecasting, financial planning, and monthly reporting processes. Develop actionable financial insights and recommendations that support executive decision-making, resource allocation, and long-term business planning. Financial Infrastructure & Reporting: Build and maintain scalable financial models, reporting frameworks, KPI dashboards, and operational reporting systems that provide visibility into company performance, growth trends, and key business metrics. Accounting & Financial Operations: Oversee the company’s core finance operations, including accounts payable, accounts receivable, payroll oversight, cash management, financial reporting, and month-end close activities. Ensure accuracy, timeliness, and compliance across all financial processes. Strategic Finance Partnership: Partner closely with leaders across People Operations, Technology, Product, Operations, and Commercial teams to support headcount planning, vendor management, investment decisions, profitability analysis, and resource allocation. Revenue & Contract Intelligence: Provide financial analysis and strategic support for customer contracts, pricing models, payer relationships, growth initiatives, and new business opportunities. Develop financial models that support commercial decision-making and long-term revenue growth. Corporate Finance & Fundraising: Support fundraising activities, investor reporting, board materials, due diligence processes, financial storytelling, and long-range planning. Develop financial forecasts, valuation analyses, and scenario models that support capital planning and strategic initiatives. Tax, Compliance & Risk Management: Oversee tax compliance, audit readiness, financial controls, internal governance, and risk management processes. Ensure compliance with accounting standards, regulatory

requirements, and best practices. Systems, Process Improvement & Automation: Design and implement scalable financial systems, controls, workflows, and operating procedures that improve efficiency, strengthen reporting accuracy, and support organizational growth.

What We're Looking For

Requirements: CPA Certification: Active CPA license is required. Finance & Accounting Leadership Experience: 8+ years of progressive finance, accounting, FP&A, corporate finance, or operational finance experience, including ownership of core finance functions and leadership

responsibilities. Financial Planning & Analysis Expertise: Demonstrated experience leading budgeting, forecasting, financial modeling, scenario planning, and executive reporting processes within a growing organization. Technical Accounting & Financial Operations: Deep understanding of US GAAP, financial reporting, accounting controls, audit processes, compliance

requirements, and financial operations best practices. Strategic Business Partnership: Proven ability to influence decision-making through financial analysis and business insights while effectively partnering with senior leaders across multiple functions. Financial Modeling & Analytical Skills: Exceptional financial modeling, forecasting, and quantitative analysis capabilities with the ability to translate complex financial data into actionable business recommendations. Systems & Process Development: Experience building scalable financial infrastructure, implementing financial systems, improving reporting capabilities, and creating operational rigor within growing organizations. Executive Communication Skills: Strong written, verbal, and presentation skills with the ability to communicate financial concepts effectively to executives, investors, board members, and non-financial stakeholders. Leadership & Team Development: Experience building, mentoring, and managing finance teams while fostering accountability, collaboration, and operational excellence. Preferred

Qualifications: Startup & Growth-Stage Experience: Experience working within venture-backed startups or high-growth technology companies, particularly during periods of rapid scaling and organizational evolution. SaaS Business Model Expertise: Familiarity with SaaS financial metrics, subscription revenue models, recurring revenue forecasting, contract structures, pricing strategies, and unit economics. Healthcare Technology Experience: Experience within healthcare technology, health plans, provider organizations, social care, or other regulated healthcare environments is strongly preferred. Fundraising & Investor Relations: Experience supporting fundraising efforts, investor reporting, board communications, financial due diligence, valuation exercises, and capital planning initiatives. Multi-State Operations & Tax Compliance: Familiarity with multi-state business operations, tax

requirements, and compliance obligations. Audit & Public Accounting Experience: Prior experience in public accounting, audit management, or overseeing external audits is highly desirable. R&D Tax Credits & Incentive Programs: Experience managing R&D tax credit programs and identifying financial incentives that support company growth and innovation.

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