Strategic Finance Analyst/Associate

Why Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they’re met with barriers to care. From limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and unsupported. Charlie Health exists to change that. Our mission is to connect the world to life-saving behavioral health treatment. We deliver personalized, virtual care rooted in connection—between clients and clinicians, care teams, loved ones, and the communities that support them. By focusing on people with complex needs, we’re expanding access to meaningful care and driving better outcomes from the comfort of home. As a rapidly growing organization, we're reaching more communities every day and building a team that’s redefining what behavioral health treatment can look like. If you're ready to use your skills to drive lasting change and help more people access the care they deserve, we’d love to meet you. About the Role This is a unique opportunity to work on high-visibility, cross-functional initiatives that shape Charlie Health's financial and strategic direction. Reporting to the Director of Strategic Finance, you will work closely with senior leaders across the organization, leading "special projects" that span financial strategy, revenue analytics, and operational performance. This is a high impact, highly visible role on the Strategic Finance team, which plays a critical role in shaping Charlie Health’s long-term business strategy, planning, and execution. Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way. Responsibilities Lead high-priority analytical and strategic projects that inform key business decisions, spanning new program launches, operational efficiency, and core growth strategy Analyze large-scale session and billing datasets to identify revenue leakage, investigate collection anomalies, and recommend process improvements to the revenue cycle Partner directly with senior leaders to evaluate new initiatives, develop KPIs, and translate business performance into actionable insights Analyze Charlie Health's unit economics, client segmentation, and new program metrics to inform long-term strategy and optimize resource allocation Support key financial deliverables including Board materials, investor reporting, and performance reviews Identify and implement process improvements to strengthen accuracy, scalability, and automation of financial reporting Support the team on special projects including fundraising, new product development, market launches, and M&A Requirements 1-4+ years of of experience in investment banking, private equity, venture investing, management consulting, or strategic finance at a fast-paced, high-growth company Highly proficient in Excel / Google Sheets and PowerPoint / Google Slides Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex, high-volume financial and operational data in a simple, easily understandable way Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools Excellent communication skills with the ability to distill technical analyses into compelling insights for senior stakeholders Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment Good sense of humor. You enjoy the work you do and the people who work with you Work authorized in the United States and native or bilingual English proficiency Located within a 45-minute commute of