Financial Advisor at Ataraxis Wealth Management supporting clients in financial planning. Focused on building clientele, educating clients, and developing financial solutions.
About the role
- Strategic Finance Lead managing finance and strategy initiatives for healthcare advocacy startup. Unique opportunity as first Strategic Finance hire contributing to growth and strategy development.
Responsibilities
- Develop and execute finance and strategy initiatives
- Financial Modeling & Forecasting: Own and evolve Solace financial model
- Lead the annual planning cycle, including headcount, revenue targets, expense budgets, and scenario modeling
- Prepare board materials and presentations
- Work closely with outsourced accounting firm to support monthly close
- Build automation into reporting, forecasting, and finance workflows
- Serve as the go-to liaison with cross-functional partners.
Requirements
- 4+ years of relevant experience in Investment Banking, Private Equity, Hedge Funds, or Strategic Finance at a startup
- A bias toward action and execution
- Great communication skills that help you work across departments to make visions come to life
- Comfort with ambiguity and a refined palate for controlled chaos
- Unfettered creativity.
- No job too big or too small.
Benefits
- Solace is a healthcare advocacy marketplace that connects patients and families to experts who help them understand and take charge of their personal health
- Unique opportunity as the first Strategic Finance hire
- Opportunity to contribute to one of the fastest-growing healthcare startups in the U.S.
- Applicants must be based in the United States.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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