Strategic Finance Manager - Highly Aquisitive Platform

Job Description

Strategic Finance Manager

Location: New York, NY (In-Office)

Company Overview

CarterPierce is partnering with a high-growth, venture-backed healthcare platform seeking a Strategic Finance Manager to serve as its first dedicated finance hire. The company is building a national platform through strategic acquisitions, operational improvements, and technology-driven efficiencies. This is an opportunity to join a lean, entrepreneurial team and play a critical role in building the financial infrastructure of a rapidly scaling business.

Position Overview

The Strategic Finance Manager will work directly with senior leadership to oversee financial operations, budgeting, forecasting, reporting, and acquisition integration. As the first dedicated finance hire, this individual will take ownership of the company's day-to-day finance function while partnering with an outsourced accounting team. The role will initially emphasize controllership, cash management, and finance operations, with increasing exposure to strategic finance and FP&A as the platform scales.

Key Responsibilities

• Oversee the monthly close process in partnership with an outsourced accounting firm, ensuring accurate and timely financial reporting.
• Manage cash flow forecasting, treasury operations, banking relationships, and liquidity across multiple entities.
• Own day-to-day finance operations, including expense management, accounts payable, payroll oversight, and financial controls.
• Lead finance-related integration efforts for newly acquired businesses, including banking transitions, financial systems, and reporting processes.
• Develop and maintain consolidated budgets, financial forecasts, cash flow projections, and operating models.
• Prepare monthly financial reporting packages, KPI dashboards, and performance analyses for senior leadership.
• Partner with operating teams to evaluate business performance, identify opportunities for improvement, and support strategic decision-making.
• Support investor and lender reporting requirements as the business continues to scale.
• Implement scalable financial processes, systems, and automation to improve efficiency and reporting accuracy.

Qualifications

• Approximately 4–7 years of experience in FP&A, corporate finance, accounting, or a related finance function.
• Experience managing financial reporting, budgeting, forecasting, and financial modeling.
• Strong understanding of accounting principles, financial statements, and operational finance processes.
• Advanced Excel or Google Sheets skills with the ability to build accurate, actionable financial models.
• Comfortable operating independently in a fast-paced, entrepreneurial environment.
• Ability to communicate financial insights and recommendations to senior leadership.
• Willingness to balance strategic analysis with hands-on financial and operational responsibilities.
• Experience within a private equity-backed, venture-backed, or acquisitive business is a plus.
• Healthcare or multi-site services experience is preferred but not required.
• Familiarity with modern finance systems, automation, and AI-enabled tools is a plus.