Head of Finance - Planning and Analysis

About Pivotal Health

Pivotal Health is the leading technology platform that helps healthcare providers get paid fairly in an increasingly complex reimbursement landscape.

About Pivotal Health

Pivotal Health is the leading technology platform that helps healthcare providers get paid fairly in an increasingly complex reimbursement landscape.

Today, many providers face persistent underpayment from health insurance companies, despite delivering high-quality care. While processes like IDR (Independent Dispute Resolution) were designed to promote fairness, they’re often administrative-heavy, time-consuming, and difficult to navigate without the right tools.

Pivotal Health combines software, data, and service into a seamlessly integrated, AI-driven platform that simplifies these complex reimbursement workflows. We help providers efficiently dispute underpaid claims, reduce administrative burden, and recover the reimbursement they’re entitled to; Our full-service IDR solution is just the starting point. We’re building solutions that enable providers to operate with clarity, control, and confidence across the reimbursement journey.

We’re looking for a Strategic Finance Manager to join our growing Strategic Finance team. This is a highly analytical, high-ownership role for someone who is comfortable tackling ambiguous business questions, determining what data and analyses are needed, and building the answer from the ground up.

You’ll lead high-priority financial and strategic analyses, work directly with leaders across the business, and help build financial infrastructure and decision-support capabilities needed as Pivotal scales.

This role reports directly to our Director of Strategic Finance and Analytics.

Own complex financial and strategic analyses from initial question through recommendation, often with limited precedent or existing structure

Build financial models from scratch to evaluate new products, pricing, unit economics, investments, partnerships, and other strategic decisions

Analyze large and sometimes messy operational and financial datasets to identify trends, explain business performance, and surface actionable insights

Work cross-functionally with Finance, Business Operations, Analytics, Product, Growth, and other teams to gather information, validate assumptions, and get to the right answer

Develop a deep understanding of the operational drivers behind Pivotal’s financial performance and translate them into forecasts, models, and decision‑making frameworks

Support forecasting, long-range planning, scenario analysis, and other core Strategic Finance initiatives as needed

Lead special projects and strategic initiatives from scoping through execution, including projects that sit outside traditional FP&A

Support investor and Board materials, including financial analysis, performance narratives, and strategic insights

Support capital raises and other financing or strategic transactions as opportunities arise

Help improve the tools, processes, and analytical infrastructure used by the Strategic Finance team as the company scales

Serve as a key thought partner to the Director of Strategic Finance and Analytics, flexing across the highest-priority questions facing the business

Completed a formal analyst training program in investment banking or a similarly rigorous analytical environment

3-5 years of investment banking experience; additional experience in strategic finance, investing, or a high-growth operating environment is a plus

Exceptional financial modeling and analytical skills, with a demonstrated ability to build sophisticated analyses from a blank sheet

Highly comfortable working with large datasets and reconciling information across multiple sources to develop a clear view of the business

Strong business judgment and ability to move fluidly between detailed analysis and executive‑level implications

Advanced Excel skills and a willingness to use modern AI and analytical tools to work more efficiently

Strong communicator who can turn complex analysis into clear, concise recommendations

Extra Credit if you have

We’re a collaborative, low-ego team on a mission to make healthcare reimbursement fairer for providers. While we primarily hire around our core hubs–Los Angeles and New York–we remain open to exceptional talent outside those regions. Remote and hybrid flexibility varies by role and team, and is outlined in each job description.

Competitive compensation, including equity

Full health, dental, and vision coverage

Retirement savings plan through 401(k)

Flexible time off

We’re building something meaningful; Bring your ideas, curiosity, and drive, and let’s transform healthcare reimbursement together.

We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other legally protected status.

Pivotal Health provides reasonable accommodations for qualified individuals with disabilities in accordance with applicable laws. If you need assistance during the application or interview process, please let us know.

Employment is contingent upon successful completion of applicable background checks, where permitted by law.

Employment with Pivotal Health is at‑will and may be terminated by either party at any time, with or without cause or notice, in accordance with applicable law.