Senior Strategic Finance Analyst (Remote)
Lumata Health
•
Raleigh, NC
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Not Applicable
Posted March 14, 2026
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Responsibilities
Commitments
Responsibilities
- Develop and maintain the company's financial budgets and forecasts.
- This involves working closely with the data team to ensure analysis is rooted in quality data and the growth team to drive growth and clarity with partners, owning financial modeling for the organization, and then consolidating this information into comprehensive financial plans
- Build financial models to evaluate various scenarios and make informed decisions.
- These models might include: cash flow projections, revenue forecasts, expense analyses, sensitivity analyses to assess potential risks and opportunities, TAM analyses, cohort analyses, and unit economics analyses
- Monitor the company's financial performance against budgets and forecasts.
- Identify key performance indicators (KPIs) and track them regularly to assess the company's progress towards its goals
- Analyze variances between actual financial results and budgeted/forecasted figures.
- Investigate the reasons behind discrepancies and provide insights to management to help improve performance
- Prepare regular financial reports for internal stakeholders (e.g., management team and board of directors) as well as external parties (e.g., investors, lenders).
- These reports may include income statements, balance sheets, cash flow statements, and other relevant financial metrics
- Conduct ad hoc financial analyses as requested by management to address specific questions or concerns, such as pricing strategies, cost optimization initiatives, or performance benchmarking against competitors
Commitments
Job Type: Exempt - Full-time
Location: Remote
Schedule: Monday to Friday
Reports To: Strategic Finance Manager
Eligibility Requirement: Applicants must be authorized to work in the U.S. without sponsorship
Must have a home office that is secure and free of distractions (HIPAA-compliant workspace)
Prolonged periods of sitting at the desk and working on a computer
Must be able to hear, speak, call and virtually meet
Must be able to communicate both verbally and in writing
In order to perform the essential functions of this job, you must have a dedicated remote workspace, and a wireless connection with a minimum of 50 Mbps of download speed and 10 Mbps of upload speed of dedicated internet bandwidth for each person working from home; the workspace is private and has low to no noise level as you will be on phone calls with patients.
It is very important that your workspace is HIPAA compliant; your company issued laptop/pc must maintain visibility that only you can access as you'll be handling patient data.
You are also expected to have your camera on during virtual meetings, therefore, you must be in a designated workspace/room for privacy.
Paid time off
Team player (though we understand you need focus time, too)
At Lumata, we foster a dynamic, inclusive, and supportive remote work environment.
Collaboration: Stay connected through regular team meetings and open communication.
Join Lumata and be part of a forward-thinking, remote-first team where your contributions make a difference, and your well-being is prioritized.
Please be advised that Lumata Health only accepts resumes for compensation from agencies that have a signed agreement with Lumata Health.
Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Lumata Health.
In the absence of a signed Recruitment Services Agreement, we will not consider, or agree to, payment of any referral compensation or recruiter fee.
In the event that a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
The duties and responsibilities listed are not to be construed as an exhaustive list of all duties, responsibilities and skills required.
All employees may be required to perform duties outside their normal responsibilities from time to time, as needed.
With the evolution of the organization and this role, the responsibilities of this position may change at any time.
We are an equal opportunity employer that values diversity at all levels.
All individuals are encouraged to apply.
If you need assistance or an accommodation due to a disability, you may contact us at: hr@lumatahealth.com (no unsolicited resumes please).
Applicants must submit an application with Lumata Health to be considered for the position.
Disclaimer
This job description is subject to change based on business needs, advancements in regulations, and workflow adjustments.
Continuous review and adjustments will be made to ensure alignment with the company's goals and objectives.
Not Met Priorities
What still needs stronger evidence
Requirements
- Eligibility Requirement: Applicants must be authorized to work in the U.S. without sponsorship
- Highly proficient in Excel
- Strong analytical and problem-solving skills
- Exceptional communication and presentation skills
- Detail oriented
- Able to work with ambiguity and tell a story with numbers
- Background in investment banking or startup finance/business development experience preferred
- Experience with board or client deliverables
- Proven financial modeling and analysis experience, ideally in a healthcare startup or similar fast-paced environment
- Experience creating budgets, forecasting, and financial reporting
- Must have a home office that is secure and free of distractions (HIPAA-compliant workspace)
- Prolonged periods of sitting at the desk and working on a computer
- Must be able to hear, speak, call and virtually meet
- Must be able to communicate both verbally and in writing
- In order to perform the essential functions of this job, you must have a dedicated remote workspace, and a wireless connection with a minimum of 50 Mbps of download speed and 10 Mbps of upload speed of dedicated internet bandwidth for each person working from home; the workspace is private and has low to no noise level as you will be on phone calls with patients.
Preferred Skills
- Background in investment banking or startup finance/business development experience preferred
Education
- (Required) – Bachelor’s degree in Business or related field (Required)
Description
Position: Senior Strategic Finance Analyst
Job Type: Exempt - Full-time
Location: Remote
Schedule: Monday to Friday
Reports To: Strategic Finance Manager
Pay Range: $85,000 to $95,000 + Bonus
Eligibility Requirement: Applicants must be authorized to work in the U.S. without sponsorship
Summary
Position Overview: The Senior Strategic Finance Analyst plays a crucial role in building our financial infrastructure and ensuring the financial health and sustainability of our organization. You will work closely with the VP and Manager of Finance develop financial plans, manage budgets, and drive financial performance. Additionally, you will provide strategic guidance and analysis to support decision-making and growth initiatives. The Analyst is a highly motivated and intellectually curious individual who is passionate about our mission and driven by results.
Essential Functions
Develop and maintain the company's financial budgets and forecasts. This involves working closely with the data team to ensure analysis is rooted in quality data and the growth team to drive growth and clarity with partners, owning financial modeling for the organization, and then consolidating this information into comprehensive financial plans
Build financial models to evaluate various scenarios and make informed decisions. These models might include: cash flow projections, revenue forecasts, expense analyses, sensitivity analyses to assess potential risks and opportunities, TAM analyses, cohort analyses, and unit economics analyses
Monitor the company's financial performance against budgets and forecasts. Identify key performance indicators (KPIs) and track them regularly to assess the company's progress towards its goals
Analyze variances between actual financial results and budgeted/forecasted figures. Investigate the reasons behind discrepancies and provide insights to management to help improve performance
Prepare regular financial reports for internal stakeholders (e.g., management team and board of directors) as well as external parties (e.g., investors, lenders). These reports may include income statements, balance sheets, cash flow statements, and other relevant financial metrics
Conduct ad hoc financial analyses as requested by management to address specific questions or concerns, such as pricing strategies, cost optimization initiatives, or performance benchmarking against competitors
Requirements
Required Skills
Highly proficient in Excel
Strong analytical and problem-solving skills
Exceptional communication and presentation skills
Detail oriented
Able to work with ambiguity and tell a story with numbers
Required Education And Experience
Bachelor’s degree in Business or related field (Required)
Background in investment banking or startup finance/business development experience preferred
Experience with board or client deliverables
Proven financial modeling and analysis experience, ideally in a healthcare startup or similar fast-paced environment
Experience creating budgets, forecasting, and financial reporting
Physical Requirements
Must have a home office that is secure and free of distractions (HIPAA-compliant workspace)
Prolonged periods of sitting at the desk and working on a computer
Must be able to hear, speak, call and virtually meet
Must be able to communicate both verbally and in writing
Work Environment
In order to perform the essential functions of this job, you must have a dedicated remote workspace, and a wireless connection with a minimum of 50 Mbps of download speed and 10 Mbps of upload speed of dedicated internet bandwidth for each person working from home; the workspace is private and has low to no noise level as you will be on phone calls with patients. It is very important that your workspace is HIPAA compliant; your company issued laptop/pc must maintain visibility that only you can access as you'll be handling patient data. You are also expected to have your camera on during virtual meetings, therefore, you must be in a designated workspace/room for privacy.
Benefits
At Lumata Health, we know you are more than just an employee. As we grow, so will our benefits package. We hope you’ll be a part of that growth!
Medical, Dental and Vision
Paid time off
Parental leave
... more additional benefits
Who We’re Looking For
Mission driven
Curious
Loves learning and developing skills
Team player (though we understand you need focus time, too)
Why Join Us? At Lumata Health, you’ll be part of a forward-thinking team that is dedicated to reshaping the future of healthcare. We offer comprehensive benefits, and opportunities for professional development. Join us in making a significant impact on patient care and engagement.
Our Culture
At Lumata, we foster a dynamic, inclusive, and supportive remote work environment. We prioritize trust, collaboration, and continuous learning, ensuring a healthy work-life balance.
Collaboration: Stay connected through regular team meetings and open communication.
Inclusivity: A diverse team where everyone feels welcome and valued.
Fun Culture: Engage in chats centered around health, wellness, celebrations, and more.
Recognition: Regular feedback, performance incentives, and growth opportunities.
Join Lumata and be part of a forward-thinking, remote-first team where your contributions make a difference, and your well-being is prioritized.
Please be advised that Lumata Health only accepts resumes for compensation from agencies that have a signed agreement with Lumata Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Lumata Health. In the absence of a signed Recruitment Services Agreement, we will not consider, or agree to, payment of any referral compensation or recruiter fee. In the event that a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
The above statements are intended to describe the essential functions of the job being performed by the employees assigned to this classification. The duties and responsibilities listed are not to be construed as an exhaustive list of all duties, responsibilities and skills required. All employees may be required to perform duties outside their normal responsibilities from time to time, as needed. With the evolution of the organization and this role, the responsibilities of this position may change at any time.
We are an equal opportunity employer that values diversity at all levels. All individuals are encouraged to apply. If you need assistance or an accommodation due to a disability, you may contact us at: hr@lumatahealth.com (no unsolicited resumes please). Applicants must submit an application with Lumata Health to be considered for the position.
Disclaimer
This job description is subject to change based on business needs, advancements in regulations, and workflow adjustments. Continuous review and adjustments will be made to ensure alignment with the company's goals and objectives.
Position: Senior Strategic Finance Analyst
Job Type: Exempt - Full-time
Location: Remote
Schedule: Monday to Friday
Reports To: Strategic Finance Manager
Pay Range: $85,000 to $95,000 + Bonus
Eligibility Requirement: Applicants must be authorized to work in the U.S. without sponsorship
Summary
Position Overview: The Senior Strategic Finance Analyst plays a crucial role in building our financial infrastructure and ensuring the financial health and sustainability of our organization. You will work closely with the VP and Manager of Finance develop financial plans, manage budgets, and drive financial performance. Additionally, you will provide strategic guidance and analysis to support decision-making and growth initiatives. The Analyst is a highly motivated and intellectually curious individual who is passionate about our mission and driven by results.
Essential Functions
Develop and maintain the company's financial budgets and forecasts. This involves working closely with the data team to ensure analysis is rooted in quality data and the growth team to drive growth and clarity with partners, owning financial modeling for the organization, and then consolidating this information into comprehensive financial plans
Build financial models to evaluate various scenarios and make informed decisions. These models might include: cash flow projections, revenue forecasts, expense analyses, sensitivity analyses to assess potential risks and opportunities, TAM analyses, cohort analyses, and unit economics analyses
Monitor the company's financial performance against budgets and forecasts. Identify key performance indicators (KPIs) and track them regularly to assess the company's progress towards its goals
Analyze variances between actual financial results and budgeted/forecasted figures. Investigate the reasons behind discrepancies and provide insights to management to help improve performance
Prepare regular financial reports for internal stakeholders (e.g., management team and board of directors) as well as external parties (e.g., investors, lenders). These reports may include income statements, balance sheets, cash flow statements, and other relevant financial metrics
Conduct ad hoc financial analyses as requested by management to address specific questions or concerns, such as pricing strategies, cost optimization initiatives, or performance benchmarking against competitors
Requirements
Required Skills
Highly proficient in Excel
Strong analytical and problem-solving skills
Exceptional communication and presentation skills
Detail oriented
Able to work with ambiguity and tell a story with numbers
Required Education And Experience
Bachelor’s degree in Business or related field (Required)
Background in investment banking or startup finance/business development experience preferred
Experience with board or client deliverables
Proven financial modeling and analysis experience, ideally in a healthcare startup or similar fast-paced environment
Experience creating budgets, forecasting, and financial reporting
Physical Requirements
Must have a home office that is secure and free of distractions (HIPAA-compliant workspace)
Prolonged periods of sitting at the desk and working on a computer
Must be able to hear, speak, call and virtually meet
Must be able to communicate both verbally and in writing
Work Environment
In order to perform the essential functions of this job, you must have a dedicated remote workspace, and a wireless connection with a minimum of 50 Mbps of download speed and 10 Mbps of upload speed of dedicated internet bandwidth for each person working from home; the workspace is private and has low to no noise level as you will be on phone calls with patients. It is very important that your workspace is HIPAA compliant; your company issued laptop/pc must maintain visibility that only you can access as you'll be handling patient data. You are also expected to have your camera on during virtual meetings, therefore, you must be in a designated workspace/room for privacy.
Benefits
At Lumata Health, we know you are more than just an employee. As we grow, so will our benefits package. We hope you’ll be a part of that growth!
Medical, Dental and Vision
Paid time off
Parental leave
... more additional benefits
Who We’re Looking For
Mission driven
Curious
Loves learning and developing skills
Team player (though we understand you need focus time, too)
Why Join Us? At Lumata Health, you’ll be part of a forward-thinking team that is dedicated to reshaping the future of healthcare. We offer comprehensive benefits, and opportunities for professional development. Join us in making a significant impact on patient care and engagement.
Our Culture
At Lumata, we foster a dynamic, inclusive, and supportive remote work environment. We prioritize trust, collaboration, and continuous learning, ensuring a healthy work-life balance.
Collaboration: Stay connected through regular team meetings and open communication.
Inclusivity: A diverse team where everyone feels welcome and valued.
Fun Culture: Engage in chats centered around health, wellness, celebrations, and more.
Recognition: Regular feedback, performance incentives, and growth opportunities.
Join Lumata and be part of a forward-thinking, remote-first team where your contributions make a difference, and your well-being is prioritized.
Please be advised that Lumata Health only accepts resumes for compensation from agencies that have a signed agreement with Lumata Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Lumata Health. In the absence of a signed Recruitment Services Agreement, we will not consider, or agree to, payment of any referral compensation or recruiter fee. In the event that a recruiter or agency submits a resume or candidate without a previously signed agreement, we explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
The above statements are intended to describe the essential functions of the job being performed by the employees assigned to this classification. The duties and responsibilities listed are not to be construed as an exhaustive list of all duties, responsibilities and skills required. All employees may be required to perform duties outside their normal responsibilities from time to time, as needed. With the evolution of the organization and this role, the responsibilities of this position may change at any time.
We are an equal opportunity employer that values diversity at all levels. All individuals are encouraged to apply. If you need assistance or an accommodation due to a disability, you may contact us at: hr@lumatahealth.com (no unsolicited resumes please). Applicants must submit an application with Lumata Health to be considered for the position.
Disclaimer
This job description is subject to change based on business needs, advancements in regulations, and workflow adjustments. Continuous review and adjustments will be made to ensure alignment with the company's goals and objectives.