Specialist in selling insurance and financial products at MAPFRE. Responsible for marketing and sales to individuals, freelancers, SMEs, and groups.
About the role
- Lead financial modeling, forecasting, and KPIs to support growth at a clinician-led behavioral health and addiction care provider.
Responsibilities
- Take full ownership of the entire financial model including cash flow forecasts (weekly, monthly, quarterly), budget vs. actuals, runway calculations, and working capital analysis
- Oversee Controller, revenue cycle, external accountants, bookkeeping, and cash flow management
- Drive strategic planning and forecasting: build FP&A forecasting models, run scenario planning, create annual budgets and rolling 12–18 month forecasts, and perform break-even analyses
- Collaborate with growth, operations, and clinical leads to evaluate hiring, pricing, payer contracts, and expansion initiatives
- Lead analysis on new service lines, M&A opportunities, and operational optimization
- Lead performance and growth metrics: revenue forecasting models, CAC/LTV and retention economics, profitability metrics (EBITDA, net margin, gross margin), and build a Key KPIs dashboard for executive monitoring
- Ensure compliance and audit readiness: GAAP alignment, tax preparedness, and clean financial records
- Manage cap table and equity modeling (dilution scenarios, option pool planning) if applicable
- Integrate finance technology (FP&A, ERP, BI, Fathom, AI tools) to scale the finance function
- Establish and maintain internal controls and financial policies and identify opportunities to streamline financial processes
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, or related field required
- CPA or MBA a plus (not required)
- Minimum of 3-5 years of progressive experience in investment banking, strategic finance, FP&A, consulting, or high-growth startups (minimum 3 years required)
- Backgrounds in Big Four audit/advisory, or healthcare revenue cycle finance considered
- Strong understanding of the healthcare industry required; MSO and ACO structures a plus
- Proven ability to build financial models, budgets, and forecasts and translate insights into strategic recommendations
- Experience with QuickBooks, NetSuite, or Xero and payroll systems like Rippling or ADP
- Advanced proficiency with Microsoft Excel
- Experience with bill pay, project management, and data visualization tools
- Ability to oversee controller, revenue cycle, external accountants, bookkeeping, and cash flow management
- Location Requirements: Hybrid schedule with three in-office days per week at corporate headquarters in Midtown Manhattan; must reside in or near the NYC metropolitan area (applicant confirmation required)
Benefits
- Equity (e.g. stock options)
- Opportunity performance based bonuses based on company and individual performance
- Full Health Coverage: comprehensive medical, dental, and vision insurance
- Generous Time Off: Up to 21 days of PTO plus company holidays
- Income Protection: Company-paid Short-Term Disability coverage
- Continuous Growth: mentorship with senior leadership and potential to grow into Head of Finance or CFO
- Professional Development: Unlock growth opportunities within an early-stage organization
- And more
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Financial Specialist in MAPFRE, offering advisory on financial products to individuals and businesses. Engaged in client management and business development.
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