Senior Manager/Director of Finance

About Blooming Health

Blooming Health is a growth stage technology startup on a mission to transform healthcare and social care through AI-powered engagement and workflow automation. Backed by leading investors including Insight Partners, Crossbeam Venture Partners, Metrodora Ventures, and Afore Capital, we help healthcare organizations, community-based organizations, health plans, and government agencies engage hard‑to‑reach populations at scale.

Our platform leverages AI-powered voice, SMS, and email engagement across 80+ languages to proactively identify needs, remove barriers to care, and connect individuals to critical services such as food, housing, transportation, and healthcare support. Through automated outreach, screening, closed‑loop referrals, and care pathway automation, we help organizations improve engagement, support benefits continuity, and deliver more personalized, person‑centered care.

Trusted by over 2000 organizations across 25+ states, Blooming Health enables partners to reach millions of individuals without increasing staff workload. By combining AI, automation, and engagement science, we help organizations expand capacity, improve outcomes, reduce administrative burden, and lower the total cost of care.

About The Role

As we scale, we’re looking for an experienced and strategic Senior Manager/Director of Finance to build and lead Blooming Health’s finance function through our next phase of growth. The ideal candidate will be based in New York City or remotely on the East Coast and will be able to travel to our NYC office monthly or as needed.

This leader will serve as a key business partner to the executive leadership team, owning financial planning and analysis, accounting operations, financial infrastructure, strategic finance initiatives, fundraising support, and financial governance across the organization. The role is responsible for ensuring Blooming Health maintains strong financial discipline while building the systems, processes, and insights necessary to support a rapidly growing healthcare technology company.

The ideal candidate combines deep accounting expertise, strong financial modeling capabilities, and strategic business acumen. They are equally comfortable preparing board materials, building forecasting models, improving accounting processes, evaluating strategic investments, and advising leadership on critical business decisions. This is a highly visible leadership role with direct influence on company strategy, growth planning, and operational execution.

Title will be commensurate with experience. While we are initially targeting a Director‑level hire, we are open to exceptional candidates at the Senior Manager, Director, or similar level depending on experience, demonstrated impact, and leadership scope.

What You’ll Do

• Financial Planning & Analysis: Own Blooming Health’s budgeting, forecasting, financial planning, and monthly reporting processes. Develop actionable financial insights and recommendations that support executive decision‑making, resource allocation, and long‑term business planning.
• Financial Infrastructure & Reporting: Build and maintain scalable financial models, reporting frameworks, KPI dashboards, and operational reporting systems that provide visibility into company performance, growth trends, and key business metrics.
• Accounting & Financial Operations: Oversee the company’s core finance operations, including accounts payable, accounts receivable, payroll oversight, cash management, financial reporting, and month‑end close activities. Ensure accuracy, timeliness, and compliance across all financial processes.
• Strategic Finance Partnership: Partner closely with leaders across People Operations, Technology, Product, Operations, and Commercial teams to support headcount planning, vendor management, investment decisions, profitability analysis, and resource allocation.
• Revenue & Contract Intelligence: Provide financial analysis and strategic support for customer contracts, pricing models, payer relationships, growth initiatives, and new business opportunities. Develop financial models that support commercial decision‑making and long‑term revenue growth.
• Corporate Finance & Fundraising: Support fundraising activities, investor reporting, board materials, due diligence processes, financial storytelling, and long‑range planning. Develop financial forecasts, valuation analyses, and scenario models that support capital planning and strategic initiatives.
• Tax, Compliance & Risk Management: Oversee tax compliance, audit readiness, financial controls, internal governance, and risk management processes. Ensure compliance with accounting standards, regulatory requirements, and best practices.
• Systems, Process Improvement & Automation: Design and implement scalable financial systems, controls, workflows, and operating procedures that improve efficiency, strengthen reporting accuracy, and support organizational growth.

What We’re Looking For

Requirements

• CPA Certification: Active CPA license is required.
• Finance & Accounting Leadership Experience: 8+ years of progressive finance, accounting, FP&A, corporate finance, or operational finance experience, including ownership of core finance functions and leadership responsibilities.
• Financial Planning & Analysis Expertise: Demonstrated experience leading budgeting, forecasting, financial modeling, scenario planning, and executive reporting processes within a growing organization.
• Technical Accounting & Financial Operations: Deep understanding of US GAAP, financial reporting, accounting controls, audit processes, compliance requirements, and financial operations best practices.
• Strategic Business Partnership: Proven ability to influence decision‑making through financial analysis and business insights while effectively partnering with senior leaders across multiple functions.
• Financial Modeling & Analytical Skills: Exceptional financial modeling, forecasting, and quantitative analysis capabilities with the ability to translate complex financial data into actionable business recommendations.
• Systems & Process Development: Experience building scalable financial infrastructure, implementing financial systems, improving reporting capabilities, and creating operational rigor within growing organizations.
• Executive Communication Skills: Strong written, verbal, and presentation skills with the ability to communicate financial concepts effectively to executives, investors, board members, and non‑financial stakeholders.
• Leadership & Team Development: Experience building, mentoring, and managing finance teams while fostering accountability, collaboration, and operational excellence.

Preferred Qualifications

• Startup & Growth‑Stage Experience: Experience working within venture‑backed startups or high‑growth technology companies, particularly during periods of rapid scaling and organizational evolution.
• SaaS Business Model Expertise: Familiarity with SaaS financial metrics, subscription revenue models, recurring revenue forecasting, contract structures, pricing strategies, and unit economics.
• Healthcare Technology Experience: Experience within healthcare technology, health plans, provider organizations, social care, or other regulated healthcare environments is strongly preferred.
• Fundraising & Investor Relations: Experience supporting fundraising efforts, investor reporting, board communications, financial due diligence, valuation exercises, and capital planning initiatives.
• Multi‑State Operations & Tax Compliance: Familiarity with multi‑state business operations, tax requirements, and compliance obligations.
• Audit & Public Accounting Experience: Prior experience in public accounting, audit management, or overseeing external audits is highly desirable.
• R&D Tax Credits & Incentive Programs: Experience managing R&D tax credit programs and identifying financial incentives that support company growth and innovation.