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Financial Planning & Forecasting:

  • Own and continuously improve the company’s operating model, including revenue, cost structure, headcount, and cash runway.
  • Lead monthly and quarterly forecasting processes in partnership with multiple departments.
  • Support annual budgeting and long-range planning, including scenario and sensitivity analyses.

Business & Strategic Analysis:

  • Build and maintain unit economics and customer-level profitability models.
  • Analyze performance drivers across revenue, gross margin, deployment costs, and operating expenses.
  • Partner with leaders to evaluate new initiatives, pricing changes, hiring plans, and investment tradeoffs.

Board & Executive Support:

  • Prepare board-ready financial materials, including variance analysis, KPIs, and forward-looking insights.
  • Support leadership discussions around capital planning, fundraising readiness, and financial risks/opportunities.
  • Help translate complex financial data into clear narratives for non-finance audiences.

Canopy Works

Canopy Works is a healthcare technology company focused on improving safety, responsiveness, and outcomes in complex care environments. They partner closely with health systems and are in a phase of meaningful scale, with growing customers and increasing financial complexity.

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