Vice President, Strategic Finance

About the Role

We are seeking a strategic and execution-driven leader to serve as our Vice President, Strategic Finance. This role is built for someone who can build the model themselves and turn its output into a compelling narrative for our board and investors.

You will act as a primary architect of our financial strategy, ensuring our long-term growth is supported by robust planning, disciplined capital strategy, and actionable insight. This is a high-agency role in an environment with real ambiguity; you will be expected to form a point of view and defend it.

In this role, you will report to the Chief Executive Officer and lead a dedicated team. You will collaborate closely with Accounting, Capital Markets, Go-To-Market, Product, and People to drive company-wide alignment and performance. This position is based in our San Francisco headquarters with in-office days on Mondays, Tuesdays, and Thursdays.

Responsibilities

* Own company-wide financial planning and analysis (FP&A), including the annual budgeting process, long-range planning, liquidity forecasting, and ongoing business performance reviews.

* Build and maintain the company's core operating model - driver-based, defensible, and rigorous enough to withstand investor and lender diligence.

* Lead financial execution on capital raises and other strategic corporate transactions, including materials, models, diligence, and cross-functional accountability.

* Own board and investor reporting: design the reporting cadence, build a compelling narrative around our performance and trajectory, and present it with credibility to sophisticated financial audiences.

* Partner with Go-To-Market and Product leaders to develop pricing models, unit economic analyses, and impact sizing for new strategic initiatives.

* Build and scale the Strategic Finance function, mentoring a high-performing team and implementing scalable financial systems and dashboards.

Requirements

* Investment banking experience is required, with a track record of executing M&A, capital raises, or other complex transactions end-to-end.

* Elite financial modeling and analytical ability - you build the model yourself and can defend every assumption in it.

* Proven ability to operate at both altitudes - rigorous and deep in the model, and able to translate that work into a compelling narrative for investors, lenders, and the board.

* Demonstrated ability to lead with empathy, build trust, and drive clarity across executive, technical, and operational teams in high-ambiguity environments.

* Strong organizational skills with a focus on doing things the right way and maintaining a high personal standard of excellence.

* Nice to have: Experience in fintech, healthcare, or another regulated environment.

* Nice to have: Exposure to lending, receivables, or balance-sheet businesses, including warehouse facilities or securitization.

* Nice to have: Experience using AI tools to accelerate financial analysis, reporting, and team workflows.

Why PayZen?

* An opportunity to positively affect the lives of thousands of patients

* A chance to join a high-growth company at an early stage

* Contribute to the development of a product that revolutionizes medical payments in ways never seen before

* Become a key member of a collaborative, high performing team, shaping its growth and success

* Competitive pay, benefits and stock options