Browse
···
Log in / Register

Manager of Strategic Finance

Negotiable Salary

PatientIQ

Chicago, IL, USA

Favourites
Share

Description

Location: Chicago, hybrid Reports to: Director of Finance Department: Finance About PatientIQ PatientIQ is a fast-growing healthcare technology company on a mission to improve patient outcomes through smarter, data-driven care. We work with healthcare providers, life sciences organizations, and research institutions to transform clinical insights into action. As we scale, we are investing in strong operational infrastructure to enable consistent, predictable growth across the commercial organization. Role Overview We are looking for a Manager of Strategic Finance to lead our financial planning, analysis, and strategic initiatives. This role will be a key partner to PatientIQ’s leadership team, driving financial insights and operational efficiencies to support our next stage of growth. You will own financial modeling, performance analysis, and capital planning while providing strategic recommendations that directly influence company-wide decision-making. This is a hybrid role and will require you to be onsite in Chicago on a weekly basis. What You’ll Do Financial Planning & Analysis (FP&A): Develop and maintain financial models, forecasts, and dashboards to support strategic decision-making. Strategic Decision Support: Provide data-driven insights to leadership on revenue growth, cost optimization, and capital allocation. Budgeting & Forecasting: Lead annual budgeting processes, scenario planning, and ongoing forecasts in collaboration with department heads. Revenue & Growth Strategy: Partner with the sales, marketing, and product teams to analyze customer acquisition costs, lifetime value, and pricing strategies. Operational Efficiency: Identify opportunities for process improvements, automation, and financial discipline across the company. Investor & Board Reporting: Prepare financial presentations and analyses for the executive team, investors, and board meetings. M&A & Partnerships: Support financial due diligence and modeling for potential acquisitions and strategic partnerships. Requirements What You Bring 5+ years of experience in FP&A, corporate finance, investment banking, or strategy consulting, ideally in healthcare technology, SaaS, or private equity-backed companies. Deep expertise in financial modeling, forecasting, and strategic planning. Strong analytical and problem-solving skills, with the ability to translate complex data into actionable insights. Experience partnering with executive leadership on financial and operational strategy. Proficiency in financial systems, Excel, and business intelligence tools (e.g., Tableau, Looker, Metabase). A proactive, detail-oriented, and execution-focused mindset, comfortable working in a fast-paced and evolving environment. Bachelor's degree in finance, economics, business, or a related field. Benefits Great Benefits - top-notch health, dental and vision insurance. Additional perks available including 401K. We are Mission Driven - our team is motivated to solve complex problems, drive medicine forward, and ultimately improve patient outcomes. True Idea Meritocracy - great ideas win out. We encourage all team members to challenge the status quo because our mission demands this. Flexible Time Off - we trust you to take the time you need when you feel it is appropriate, given your workload and responsibilities. No need to track it or save up. World-Class Team - we’re at the top of our industry because of our employees. They’re the best investment we can make, and we never forget that. Fast Growing - we are building the largest platform for healthcare providers, industry partners, researchers, and others to collaborate on the mission to improve patient outcomes.

Source:  workable View original post

Location
Chicago, IL, USA
Show map

workable

You may also like

Workable
Client Service Associate
We are currently seeking a talented and enthusiastic individual to join our Wealth Management Team. This is an exciting opportunity for an individual looking to join a synergistic team that values its employees and client relationships. You would be responsible for executing excellent proactive service to our clients while working collaboratively with our Wealth Management team. This is an in-office role based out of our Eden Prairie Headquarters, with some flexibility to work from home. We want to help you build a career fit for your life. If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you. Key Responsibilities: Communicate and collaborate with clients and team members to provide excellent service to current and prospective clients. Prepare documents for client meetings. Research and resolve client and team member questions and issues relating to financial accounts and service requests, collaborating with custodians and team members. Execute set-up and transfer of funds for new investment accounts Assist with client account administration functions. Responsible for accurately handling all aspects of client account opening and maintenance. Work directly with custodians to resolve client account issues. Utilize CRM system for daily tasks, tracking and documentation of client data, and documenting updates to current assigned work. Requirements College Degree Experience working in a client or customer service role Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate  Effective use of technology/software    Flexible to changing circumstances and client needs  Desire to provide concierge quality customer service   Proficient in Microsoft Office Suite with strong attention to detail, ability to learn quickly, and maintain confidentiality. Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset. The salary range is $56,000-$82,000. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.  Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at mploen@boulaygroup.com.  Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. Benefits Flexible Working Hours Paid Holidays, PTO, Personal Time Remote & Hybrid Work Arrangements Mentorship Programs Training & Development Programs Extensive Benefits Offerings Open Doors at All Levels Employee Appreciation Activities
Eden Prairie, MN, USA
$56,000/year
Craigslist
Experienced Bookkeeper/Accountant (Part-Time, Remote-Friendly)
𝐀𝐛𝐨𝐮𝐭 𝐔𝐬 We are a modern bookkeeping & advisory firm using tech-enabled processes to support small businesses. Our lean, growth-focused practice helps entrepreneurs keep clean books, strengthen cash flow, and stay tax-ready. We’re looking for a U.S.-based professional to help build the foundation and grow with us. 𝐑𝐨𝐥𝐞 (𝐏𝐚𝐫𝐭-𝐓𝐢𝐦𝐞 𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐨𝐫 𝐭𝐨 𝐒𝐭𝐚𝐫𝐭) You’ll handle early client work (bookkeeping, payroll, tax prep support) and help design workflows for scale. You’ll be the credible voice on client calls and collaborate with offshore support as we expand. 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐃𝐨 Monthly bookkeeping: QBO/Xero, reconciliations, AR/AP, month-end close Clean-ups & catch-ups; COA design and process fixes Payroll coordination (Gusto/QBO/ADP) and sales-tax filings Assist with business & individual tax prep (Schedule C/1120-S/1065) alongside CPA/EA partners Prep year-end packages; maintain compliance readiness Document SOPs; supervise offshore bookkeepers as team expands Join client onboarding calls; set expectations & reporting cadence 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬 U.S.-based applicants only (client-facing work) 3+ years bookkeeping/accounting (SMB focus) QuickBooks Online Certification required Clear, professional communication skills Payroll & sales tax knowledge; tax exposure preferred Bonus: experience with Dext/Hubdoc, Gusto, or multi-entity accounting 𝐂𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧 1099 contractor: $28–$38/hr DOE (CPA/EA track up to $55/hr) Hours: start at 10–20 hrs/week, grow with client load Incentives: $150 per new recurring client onboarded; bonuses for large clean-ups Path: expand hours or convert to W-2 Client Manager role as MRR grows 𝐏𝐞𝐫𝐤𝐬 Remote flexibility – Remote-Friendly Bookkeeper / Accountant (Part-Time, Flexible) Modern systems, no chaos Chance to help build a firm from the ground up Growth into advisory & tax support work Advancement potential as we expand 𝐓𝐨 𝐀𝐩𝐩𝐥𝐲 Send: 𝟏. Resume/LinkedIn 𝟐. A short intro 𝟑. Brief answers: (a) 𝐘𝐨𝐮𝐫 𝐐𝐁𝐎 𝐬𝐭𝐚𝐜𝐤 (𝐚𝐩𝐩𝐬/𝐭𝐨𝐨𝐥𝐬 𝐮𝐬𝐞𝐝)? (b) 𝐓𝐨𝐮𝐠𝐡𝐞𝐬𝐭 𝐜𝐥𝐞𝐚𝐧-𝐮𝐩 𝐲𝐨𝐮 𝐬𝐨𝐥𝐯𝐞𝐝? (c) 𝐘𝐨𝐮𝐫 𝐦𝐨𝐧𝐭𝐡-𝐞𝐧𝐝 𝐜𝐡𝐞𝐜𝐤𝐥𝐢𝐬𝐭 𝐬𝐭𝐞𝐩𝐬?
1627 N Comanche Dr, Chandler, AZ 85224, USA
$28-38/hour
Workable
Collections Account Manager
Collections Account Manager The exclusive lending company for Byrider, Car Now Acceptance Company, is hiring! Collections Account Manager career opportunity!   On-site position at our East Dundee, IL, finance office.  Rewards for Collections Account Manager:   $50,000.00 - $65,000.00 total annual compensation $18-$20 per hour + bonus up to $2k per month $1k bonus guarantee for the first 3 months during training Full benefits & paid time off Extensive training Full spectrum lending Career growth potential in multiple areas Industry-best customer program Established company in business for 36 years Successful national company located in 24 states Collections Account Manager Responsibilities:   Collections account management Ensure customer satisfaction Attend training classes & meetings  Assist with credit origination/lending Hours for Collections Account Manager:   5-day work week No Sundays 40 hours a week Work most Saturdays with a weekday off Location hours: 9-7 M-F, 9-3 Sat Some shifts to 7 with a later starting time Collections Account Manager Requirements:   Collections or customer retention experience Able to work onsite  Able to pass a background check Able to work the listed hours Good computer/keyboard skills Good customer service/rapport building Good problem-solving skills Any keyword: Collections, Collection, Collector, Collections Account Manager, Customer Retention, Collections Specialist, Consumer Finance
East Dundee, IL, USA
$50,000-65,000/year
Craigslist
Payroll Administrator (4350 Auburn Blvd)
📌 Payroll Administrator – $28–$38/hr Full-Time On-Site Sacramento, CA Organization: UCP of Sacramento and Northern California Location: Sacramento, CA Pay: $28–$38 per hour Schedule: Full-time, On-site Benefits: Full benefits package included Join a mission-driven team supporting over 1000 employees across three organizations. UCP of Sacramento and Northern California is hiring a detail-oriented Payroll Administrator to ensure accurate and timely payroll operations. 🧾 Key Responsibilities: - Process semi-monthly payroll for 900+ employees across UCP, Foundation, and MRSI - Maintain payroll systems and ensure compliance with regulations - Manage payroll updates: new hires, terminations, pay changes - Prepare payroll wires, taxes, and retirement contributions (403b/457b) - Generate payroll reports (semi-monthly, quarterly, year-end) - Collaborate with HR to maintain accurate employee records - Support audits and assist with system upgrades - Provide technical support and staff training - Assist CFO with financial statements and month-end reports 🎓 Qualifications: - High school diploma required; associate’s degree in finance/accounting preferred - 3 to 5 years of payroll experience preferred - Proficient in Microsoft Office; SAGE / Paycom experience a plus - Strong communication, attention to detail, and confidentiality - Ability to multitask and work collaboratively - 10-key by touch 🎁 Benefits: - Medical, dental, and vision insurance - 403b retirement plan with employer match - Paid vacation, sick leave, and holidays - Life and AD&D insurance - Professional development support - Inclusive and supportive workplace culture Work Environment: Office-based role requiring sitting, talking, hearing, and computer use. Occasional lifting/moving of up to 15 lbs. Equal Opportunity Employer: UCP is committed to diversity and inclusion. We welcome applicants of all backgrounds and identities. 📨 Ready to apply? Submit your resume and cover letter today to join a team that makes a difference
5226 Hemlock St, Sacramento, CA 95841, USA
$28-38/hour
Workable
Financial Advisor - Investments
Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in Dallas, TX to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days
Dallas, TX, USA
$75,000-90,000/year
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.