Strategic Finance Associate

About Nex Health

Our healthcare system remains frustratingly analog. When you live in a world of one-tap car rides, instant meal delivery, and unlimited streaming, why do you still have to call to schedule a doctor’s appointment and fill out a clipboard in the waiting room?

Nex Health’s mission is to accelerate innovation in healthcare by connecting patients, providers, and developers. We’re building the infrastructure layer for modern healthcare connecting thousands of fragmented, on‑premise, and closed EHR systems into a single, modern platform that powers software, APIs, payments, and patient experiences across the ecosystem.

• Founded: 2017
• Headquarters:
  San Francisco, CA
• Funding: $177M Series C
• Employees: 200+
• Trusted by tens of thousands of providers and hundreds of health-tech developers — forging the infrastructure layer that modern healthcare needs

The Finance team at Nex Health is at the center of our business strategy and the decisions that drive growth. We partner closely with every function in the company — from Sales and Operations to the executive team — to make sure resources are deployed where they create the most impact.

Our work spans financial planning, performance reporting, and the strategic analysis that helps Nex Health navigate an ambitious growth trajectory in healthcare technology. We don't just report the numbers — we shape how the business understands and acts on them.

As a Strategic Finance Associate, you will be a key contributor to how Nex Health allocates capital, evaluates strategic opportunities, and tells its financial story to internal and external stakeholders. You'll own analytical work streams across FP&A, business partnering, and analytics — working directly with senior leaders and partnering across Sales, Operations, and the executive team.

This is a high‑visibility role for someone who wants to move fast, go deep, and have a direct line of sight to the decisions shaping a high‑growth company.

• Own the development and maintenance of financial models that support budgeting, forecasting, and long‑range planning across the business.
• Partner with GTM leaders to analyze pipeline performance, quota attainment, and revenue trends — surfacing insights that inform go‑to‑market strategy.
• Serve as a trusted finance business partner to Operations, helping translate operational drivers into financial outcomes and improving visibility into unit economics.
• Build and maintain executive‑level reporting and dashboards that give leadership a clear, accurate view of business performance.
• Drive the monthly and quarterly close process from a finance perspective — identifying variances, investigating root causes, and communicating findings with clarity.
• Identify opportunities to improve financial processes, reporting infrastructure, and analytical frameworks as the company scales.
• Support M&A and fundraising processes end‑to‑end, including financial due diligence, valuation analysis, and preparation of investor‑facing materials.

• 3+ years of experience in strategic finance, FP&A, investment banking, private equity, or a comparable high‑rigor, fast‑paced finance environment.
• Demonstrated ability to own analytical projects end‑to‑end — from framing the question to delivering a clear recommendation — with minimal oversight.
• A track record of partnering effectively with non‑finance stakeholders — translating complex financial data into plain language that drives decision‑making.
• Strong working knowledge of financial planning tools, Excel/Google Sheets modeling, BI platforms and SQL or data querying tools.
• A first‑principles approach to problem‑solving — you dig into root causes, challenge assumptions, and build durable…