Senior Associate, Strategic Finance

Senior Associate, Strategic Finance

at Zócalo Health

Remote (Full Time) 

Compensation: $120,000 - $145,000

About Us 

Zócalo Health is a tech-enabled, community-oriented primary care organization serving people who have historically been underserved by the one-size-fits-all  healthcare system. We partner with health plans, providers, and community organizations to deliver culturally competent primary care, behavioral health, and social care.

Our model is built for populations with high medical and social complexity, where fragmented care drives poor outcomes and unnecessary cost. We combine local, community-based teams with virtual care and modern technology to deliver coordinated, whole-person care where members live and receive support.

Founded in 2021, Zócalo Health is backed by leading healthcare and mission-aligned investors and is scaling rapidly across states and populations. We are building a durable care platform designed to perform in constrained healthcare environments and to lead the shift toward accountable, value-based care.

Role Description 

Zócalo Health is hiring a Senior Associate of Strategic Finance to join our team and partner closely with executive leadership to drive financial planning, operational rigor, and strategic decision-making across the company. This role sits at the intersection of FP&A, business strategy, and operational finance, and will leverage data to enhance decision-making, help guide critical strategic decisions, evaluate new opportunities, and scale the business.

The ideal candidate brings a strong analytical foundation from investment banking, venture capital, private equity or consulting, combined with experience operating within a high-growth technology company. This person will work cross-functionally with leaders across product, engineering, and operational teams. We are looking for someone who is driven, intellectually curious, and motivated to push the business forward - someone who thrives in ambiguity and proactively identifies opportunities to create impact. 

This position reports to the Senior Vice President of Finance.

The Senior Associate will contribute in the following ways:

• Financial Planning & Forecasting
• Manage and continuously improve the month end close and forecasting process
• Maintain and evolve the Company’s operating model across revenue, expenses, headcount, and cash
• Develop scenario models to support planning, investment decisions and board discussions
• Business Performance & Executive Insights
• Provide leadership with clear insights into Company performance and key drivers
• Lead financial budget vs. actual performance reviews with executive team members
• Translate financial results into actionable insights for the executive leadership team
• Develop executive-ready reporting analysis that track the Company’s most important KPIs
• Strategic Analysis & Company Growth Initiatives
• Support leadership in evaluating the Company’s most important strategic decisions
• Partner with the executive team to evaluate new products, partnerships, and growth initiatives
• Perform other responsibilities and tasks as requested by your manager. Zócalo Health is a rapidly scaling startup, and with that comes the expectation to occasionally perform additional tasks to help move the business forward.

Qualifications

• 5+ years of professional experience, including 3+ years in investment banking, venture capital/private equity, or consulting, and 2+ years in a healthcare startup focused on FP&A or Strategic Finance
• Experience operating in a high-growth, early-stage company environment
• Bachelor’s degree in Accounting or Finance
• Advanced proficiency in Excel
• Strong cross-functional collaboration skills and ability to partner with executive leadership
• Ownership mindset with a focus on building, improving, and scaling systems and processes

What you can expect from Zócalo Health

• Competitive salary: $120 - $145K (depending on experience)
• Equity compensation package
• Comprehensive benefits including medical, dental, and vision 
• 401k
• Flexible PTO policy - take the time you need to recharge
• $1,000 home office stipend
• We provide the equipment needed for this role.
• Opportunity for rapid career progression with plenty of room for personal growth.

You must be authorized to work in the United States. Remote Work can be done from anywhere in the U.S.

At Zócalo Health Inc., we see diversity and inclusion as a source of strength in transforming healthcare. We believe building trust and innovation are best achieved through diverse perspectives. To us, acceptance and respect are rooted in an understanding that people do not experience things in the same way, including our healthcare system. Individuals seeking employment at Zócalo Health are considered without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.