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Valor Capital Group
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Manager, Strategic Finance

XP Health

XP Health

Accounting & Finance
San Carlos, CA, USA
Posted 6+ months ago
About UsXP Health is a vision care company that has reinvented how members get eye exams and eyewear using technology and by creating a highly personalized experience, ultimately to democratize high-quality vision care for all. We are disrupting a $40B annual industry that has seen minimal innovation over the past 20 years, and have expanded our reach from 30 to 1,400+ clients in just this year. We are looking for fun, smart, and humble people to join us in this journey. About UsAt XP Health, we are revolutionizing vision care with cutting-edge technology like augmented reality alongside a dedication to a delightful and seamless user experience, ultimately to make quality eye care accessible for all. Today, we are honored to serve over 1,500 clients including multiple Fortune 500 logos and many of the standout companies in the Silicon Valley. WIth passionate founders and a proven team with subject-matter expertise in the space, XP Health has driven efficient, best-in-class growth to-date and is hungry for more.Join our dynamic, diverse team for unparalleled growth opportunities and the chance to make a meaningful impact on the healthcare of millions of people's lives. The OpportunityWe are seeking a Manager to join our Strategy team. This role is integral to shaping XP Health's strategic direction and will provide key insights into our financial and market planning.This role will need to leverage a significant set of analytical skills and competencies to drive success while wearing many different hats. The ideal candidate has a resilient desire to over-perform and productively contribute, even when given frequently shifting contexts and priorities.As a member of the Strategy function, you will have near limitless opportunities for learning and will build a unique ability to solve cross-functional business problems to deliver impact, working across the Sales, Marketing, Finance, Product, and Operations teams.You will report directly to the VP of Strategy. The company is based in San Carlos, CA and while remote arrangements will be considered, frequent travel to HQ is expected. Key Responsibilities
  • Forecast essential financial data and establish processes for future planning
  • Serve as a financial guide for core operations and new initiatives across various departments including sales, marketing, operations, and product
  • Continually refine XP Health's value proposition and competitive positioning
  • Design commercial targeting and segmentation strategies
  • Align product pricing with financial goals and market needs
  • Guide strategic direction on major new business deals
  • Assist in high-level planning and setting company goals
  • Identify and monitor primary KPIs for XP Health
  • Support presentations for the Board of Directors and fundraising discussions
What You'll NeedThe proven ability to:
  • Learn quickly when facing new situations through structure and experimentation
  • Manage ambiguous problem states, dealing comfortably with the uncertainty of change and effectively handling risk
  • Manage and solve complex business issues, asking the right questions to uncover root causes and acquiring data from multiple sources to evaluate solution options
  • Plan and align to break down organizational priorities into appropriate initiatives and stage activities with milestones, schedules
  • Understand the customer, deeply, to gain insight and identify opportunities
Requirements
  • 3-5 years of experience working in consulting or in similar roles, ideally with direct exposure to senior leadership
  • Experience working with early-stage startups
  • FP&A and accounting know-how
  • Excel / Powerpoint or GSheets/GSlides expertise
  • Nice-to-have:
    • Significant FP&A or accounting experience
    • Experience in other analytical tools (e.g. Python, Tableau, etc.)