Head of Finance - Planning and Analysis

Harbor Health is seeking a Strategic Finance Manager to serve as the analytical engine behind our most consequential forward-looking decisions. This role partners with business leaders to develop financial forecasts, pressure-test new ventures, and lead the financial design of zero-to-one initiatives — while working directly with the CFO on M&A and corporate development activity. The ideal candidate brings exceptional analytical capability paired with sharp business judgment, and is equally comfortable building a robust unit economics model and stepping back to ask whether the strategy itself holds up.

This is a hands-on individual contributor role with significant growth opportunity as Harbor scales. We're looking for someone who builds the models themselves, pulls and cleans their own data, and does the unglamorous work alongside the high-visibility analysis. The role is fully remote and open to candidates anywhere in the United States, with periodic travel to Austin for in-person working sessions, executive meetings, and team offsites. It reports to the VP of FP&A with close partnership and direct exposure to the CFO.

POSITION DUTIES & RESPONSIBILITIES Strategic Planning & Business Case Development

Partner with business leaders across clinical operations, network, growth, and product to evaluate new business ventures, geographic expansion, payer partnerships, and product extensions

Build defensible business cases grounded in real unit economics — structured to hold up under scrutiny from the executive team, the board, capital partners, and regulators

Translate complex analyses into clear recommendations and synthesize them into board-ready materials

Lead the financial design and operational stand-up of zero-to-one initiatives, from blank-page business model through pilot economics through scale-up plan

Build the analytical scaffolding — data structures, KPIs, reporting cadences — for businesses or product lines that do not yet exist

M&A & Corporate Development

Partner directly with the CFO on M&A and corporate development opportunities, from initial screening through diligence through integration planning

Build acquisition and partnership models, run diligence workstreams, and develop point-of-view memos for executive and board discussion

Support capital raising and strategic financing workstreams, including investor materials, lender presentations, and term sheet analysis

FP&A Partnership

Partner with the VP of FP&A on business planning and step in on select monthly close activities as needed

Contribute to organizational initiatives and mission-aligned activities across the finance function

DESIRED PROFESSIONAL SKILLS & EXPERIENCE 3–6 years of experience in investment banking, private equity, growth equity, or top-tier strategy consulting — or a combination including 2+ years at a high-growth operating company in a strategic finance or corporate development role

Exceptional financial modeling skills, with the ability to build models that are clean, auditable, and survive a rigorous review without being rebuilt

Strong analytical capability paired with sharp business judgment, including the ability to spot when a model is mathematically correct but commercially wrong

Comfort moving between detailed analysis and executive-level synthesis without losing the thread

Demonstrated ability to operate in ambiguity, structure unstructured problems, and deliver under deadline pressure

Comfort working in a fast-paced, startup environment with evolving priorities and structures

Preferred: exposure to healthcare services, health insurance, or value-based care — or genuine intellectual curiosity about how the U.Preferred: experience evaluating M&A or partnership opportunities end-to-end

Preferred: SQL proficiency and comfort working directly with data, with the ability to pull and analyze numbers independently

Preferred: track record of partnering with non-finance leaders and earning their trust as a thought partner

Preferred: familiarity with Harbor Health's payvider model and the strategic considerations that come with operating across insurance, clinical, and network functions

10 paid holidays

Medical, Dental, and Vision Insurance

401(k) Investment Plan

Meaningful equity ownership in the business you help build

A growth path that expands with the company, with room to grow into senior strategic finance and corporate development leadership as Harbor scales

COMPANY OVERVIEW At Harbor Health, we're transforming healthcare in Texas through collaboration and innovation. We're seeking passionate individuals to help us create a member-centered experience that connects comprehensive care with a modern payment model. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other status protected by applicable federal, state, or local law. All employment decisions are based on qualifications, merit, and business need.

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