Strategic Finance Manager

About PayZen

PayZen is on a mission to bring financial health to healthcare. Our products improve both access and affordability for patients and cash flow and administrative complexity for medical providers. We are trusted by a rapidly growing number of health systems, hospitals, and physician groups and are backed by leading venture capital investors.

About the role

The Strategic Finance Manager will contribute to a diverse portfolio of strategic, data-driven initiatives to scale our operations and optimize financial performance. This role will play a critical part in influencing decision-making processes across the company, driving operational excellence and shaping the financial trajectory of our company.

The ideal candidate will embody a proactive and growth-oriented mindset, demonstrating high levels of self-motivation, analytical ability, and have a keen focus on driving results.

If you have a passion for problem-solving, are a collaborative team player, and possess a strong desire to help shape the future of a fast-growing startup, we would love to hear from you.

The role is based in our San Francisco (SOMA) headquarters and hybrid (in office Monday, Tuesday, and Thursday).

What you will do

• Own three-statement financial modeling, monthly reporting cycles, and the scalable data architecture that provides actionable insights for executive leadership

• Design AI agent workflows to automate repeatable finance tasks—such as revenue forecasting and variance analysis—increasing team capacity and precision.

• Lead annual and long-range planning processes, translating corporate objectives into rigorous financial goals and business plans.

• Develop frameworks to analyze business trends and identify the key performance metrics that influence company-wide decision-making.

• Drive the analytical support and execution for equity and debt fundraising initiatives to ensure long-term growth and IPO readiness.

• Manage external financial reporting and strategic analysis for board meetings and investor inquiries.

• Serve as a trusted partner to senior stakeholders in GTM, Product, Legal, and other parts of the organization on financial planning, pricing strategies, and resource allocation.
  

To thrive in this role, you have

• Bachelor’s degree in Business, Finance, Economics, or other related field

• 5+ years of experience in investment banking, private equity, or strategic finance at a high-growth technology startup.

• Exceptional financial modeling skills combined with a practical ability to build or configure automations (no-code or code) and integrate AI agents into financial data flows.

• Demonstrated experience documenting complex processes and redesigning workflows around what automated systems and AI can achieve (Cowork and Claude Code preferred).

• Proven track record of owning outcomes with defined KPIs and making data-driven decisions in high-stakes environments.

• Strong data visualization skills, with a continuous drive to seek process improvements and automate data quality checks (SQL a plus!).

• Excellent written and verbal communication skills with the ability to interact regularly with executive management and influence strategic policy.

What we offer

• An opportunity to positively affect the lives of thousands of patients and be a part of a team that revolutionizes medical payments in ways never seen before

• A chance to join a high-growth company at an early stage

• Highly skilled co-workers with whom you can grow your skill set

• The ability to impact company values and culture in a collaborative environment - we value all comments and suggestions

• Competitive pay, healthcare, stock options, 401(k), flexible PTO