Strategic Finance Lead

About Counsel

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, Deep Mind, NVIDIA, Stripe, Meta) — and we’re looking for exceptional people to join us as we scale.

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

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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 Counsel’s multi-channel business, and roll up your sleeves on special projects that shape Counsel’s 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 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

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 work streams 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…