Strategic Finance Lead

Counsel’s mission is to multiply the world's healthcare capacity. We believe in a future in which every person has a personalized, AI-enabled doctor always in their pocket. To accomplish this, we’re building the first fully-vertical, AI-native medical group from the ground up. We’ve 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 we’re looking for exceptional people to join us as we scale.

• 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 Counsel’s 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

• 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

• 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

• 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)

• 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

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