Strategic Finance Lead

Solace is a healthcare advocacy marketplace connecting patients to experts. As the first Strategic Finance Lead, reporting to the CFO, you will drive finance and strategy initiatives. This includes owning financial modeling, forecasting, annual planning, and board reporting. This individual contributor role requires a self-starter with a bias for action, working across departments to redefine healthcare in the U.S.

Must Have

• Own and evolve Solace financial model, including ARR, retention, CAC payback, burn/runway, and unit economics.
• Lead annual planning cycle: headcount, revenue targets, expense budgets, and scenario modeling.
• Collaborate with leadership on multi-year financial strategy.
• Prepare board materials and presentations, distilling insights into actionable narratives.
• Partner with outsourced accounting firm for monthly close and investor-ready reporting.
• Automate reporting, forecasting, and finance workflows.
• Bring innovative ideas to life autonomously, taking full ownership.
• Rapidly produce and launch concepts.
• Serve as cross-functional liaison, defining roadmaps and ensuring deadlines.
• Provide project visibility, involve stakeholders, document decisions, and follow up.
• 4+ years experience in Investment Banking, Private Equity, Hedge Funds, or Strategic Finance at a startup.
• Possess a bias toward action and execution, thriving on tight timelines.
• Comfortable with ambiguity and controlled chaos.
• Demonstrate unfettered creativity and intuition to win.
• Exhibit great communication skills for cross-departmental collaboration.
• Embrace a "no job too big or too small" attitude.

Perks & Benefits

• Steep learning curve
• Unparalleled opportunity to contribute to a fast-growing healthcare startup
• Noticeable and direct impact on company development

Solace is a healthcare advocacy marketplace that connects patients and families to experts who help them understand and take charge of their personal health

About the Role

As a Strategic Finance Lead at Solace, you will be responsible for developing and executing finance and strategy initiatives that drive positive outcomes. You are a self-starter interested in working on a broad set of in-house initiatives and taking on significant direct ownership responsibility.

The Strategic Finance Lead is responsible for supporting all departments across Solace.

This individual contributor role is for the ambitious, the curious and those who don't shy away from feedback. This is a unique opportunity as the first Strategic Finance hire, reporting directly to our CFO.

This job is a hybrid role with the in-office portion in Redwood City, CA.

About Solace

Healthcare in the U.S. is fundamentally broken. The system is so complex that 88% of U.S. adults do not have the health literacy necessary to navigate it without help. Solace cuts through the red tape of healthcare by pairing patients with expert advocates and giving them the tools to make better decisions—and get better outcomes.

We're a Series B startup, founded in 2022 and backed by Inspired Capital, Craft Ventures, Torch Capital, Menlo Ventures, and Signalfire. Our U.S. team is lean, mission-driven, and growing quickly.

Solace isn't a place to coast. We're here to redefine healthcare—and that demands urgency, precision, and heart. If you're looking to stretch yourself, sharpen your edge, and do the best work of your life alongside a team that cares deeply, you're in the right place. We’re intense, and we like it that way.

Read more in our Wall Street Journal funding announcement here_

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What You’ll Do

• Financial Modeling & Forecasting: Own and evolve Solace financial model: ARR, retention, CAC payback, burn/runway, and unit economics.
• Annual & Long-Term Planning: Lead the annual planning cycle, including headcount, revenue targets, expense budgets, and scenario modeling; collaborate with leadership on multi-year financial strategy.
• Board Reporting: Lead the preparation of board materials and presentations, distilling insights into actionable narratives.
• Accounting Partnership: Work closely with our outsourced accounting firm to support the monthly close and investor-ready reporting.
• Automation & Systems: Build automation into reporting, forecasting, and finance workflows.
• Bring innovative ideas—and bring them to life.
• Be autonomous. You’ll take full ownership of your work, and you take responsibility for every last detail, every step of the way.
• Rapidly produce and launch concepts while laughing in the face of potential failure.
• Serve as the go-to liaison with cross-functional partners. Define initiative-level roadmaps of supporting workstreams to ensure work delivers on goals and your deadlines are met.
• Provide up-to-date visibility into current projects and ensure the right stakeholders and cross-functional team members are involved at the right time. You’ll document decisions and action items and follow up with owners on commitments.

What You Bring to the Table

• A bias toward action and execution. You have an exceptional craving for momentum, and you thrive on timelines that would be unrealistic for most others.
• Comfort with ambiguity and a refined palate for controlled chaos.
• Unfettered creativity.
• Intuition on what it takes to win.
• Great communication skills that help you work across departments to make visions come to life.
• No job too big or too small.
• 4+ years of relevant experience in Investment Banking, Private Equity, Hedge Funds, or Strategic Finance at a startup.

Who We Are

We are a team of ambitious individuals who are passionate about putting healthcare back into the hands of patients. At Solace, you will have a steep learning curve and an unparalleled opportunity to contribute to one of the fastest-growing healthcare startups in the U.S. The work you do here will have a noticeable and direct impact on the development of the company.

Applicants must be based in the United States.

Up for the Challenge?

We look forward to meeting you.

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