Cadence Solutions - Strategic Finance Associate
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Requirements
• 3–5 years of experience in investment banking, consulting, or a high-growth startup finance role. • Strong financial modeling skills (Excel / Google Sheets) with the ability to structure analyses from scratch. • Demonstrated ability or strong interest in leveraging AI and automation tools to improve financial workflows and analysis (e.g., scripting, no-code tools, or AI-assisted modeling/reporting) • Experience working with large datasets and translating data into actionable insights. • High attention to detail with strong analytical rigor. • Ability to clearly communicate complex financial concepts to non-finance stakeholders. • Demonstrated ability to operate in fast-paced, ambiguous environments with shifting priorities. • Proactive mindset: ability to anticipate needs and take ownership without heavy direction. • Strong business judgment and willingness to make recommendations, not just provide analysis. • Desire to, and ability to be successful in, remote work. • Experience evaluating or implementing FP&A / planning tools. • Experience using AI tools (e.g., ChatGPT, Claude, Python-based workflows, or automation platforms) to enhance financial modeling, reporting, or data analysis. • Exposure to healthcare, SaaS, or marketplace business models. • Experience supporting investor or board-level reporting. • Familiarity with BI tools (e.g., Metabase, Looker, Tableau).
Responsibilities
• FP&A Systems, Automation & AI-Enabled Finance • Help design and build Cadence’s next-generation FP&A infrastructure, including evaluation and implementation of a purpose-built planning tool. • Identify, design, and automate manual financial workflows using modern tooling (including AI-enabled solutions) to improve speed, accuracy, and scalability. • Leverage AI and automation tools to streamline modeling, reporting, and data analysis (e.g., reducing manual data manipulation and accelerating insights generation) • Partner with Data and Engineering to ensure financial metrics are consistently defined, reliable, and scalable. • Build and maintain scalable models and dashboards that improve visibility into business performance. • Ensure finance outputs are actionable, trusted, and efficiently produced across teams. • Cost Tracking & Margin Visibility • Develop and refine frameworks for tracking cost of care, operating expenses, and contribution margins across customers and programs. • Build models that clearly explain changes in margins and unit economics over time. • Partner with clinical, operations, and supply chain teams to understand cost drivers and identify opportunities for improvement. • Translate complex financial data into clear insights that inform decision-making. • Investor Reporting & Board Materials • Support preparation of board materials, investor updates, and internal reporting to leadership. • Build models and analyses that underpin key narratives around growth, margins, and scalability. • Help ensure consistency, accuracy, and clarity across all external-facing financial materials. • Financial Planning & Reporting • Support monthly and quarterly forecasting, budgeting, and variance analysis. • Improve existing reporting processes to better highlight business drivers and actionable insights. • Partner with Accounting during month-end close to ensure accurate financial outputs. • Pricing & Sales / Partnership Support • Build pricing models to support sales and partnerships as they engage health system partners. • Analyze tradeoffs between growth, cost, and long-term profitability. • Support cross-functional teams in setting targets for partners and evaluating business performance. • Over time, develop and own recommendations on pricing and unit economics for each health system.
Benefits
• Competitive pay & equity* • Comprehensive health coverage: Medical, dental & vision • 401k plan + matching • Paid parental leave • benefit offerings may vary depending on job profile, job level and worker type Cadence is committed to equal opportunity and fairness regardless of race, color, religion, sex, gender identity, sexual orientation, nation of origin, ancestry, age, physical or mental disability, country of citizenship, medical condition, marital or domestic partner status, family status, family care status, military or veteran status or any other basis protected by local, state or federal laws. • A notice to Cadence applicants: Our Talent team only directs candidates to apply through our official careers page at https://www.cadence.care/our-team. Cadence will never refer you to external websites, ask for payment or personal information, or conduct interviews via messaging apps. We receive all applications through our website and anyone suggesting otherwise is not with Cadence.If you require a reasonable accommodation during the interview or hiring process, please notify your recruiter.
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