Associate, Strategic Finance

Clipboard Health

Clipboard Health

Accounting & Finance
Posted on Thursday, August 3, 2023

About the Role:

Our finance team is expanding to support our company's growth, and we are seeking a dynamic, analytical, and highly motivated Associate, Strategic Finance to join the team. Reporting to our VP of Finance, you will play a critical role in driving strategic, operational, and financial decisions that will impact the overall trajectory of our company. You will be responsible for optimizing our marketplace metrics such as LTV/CAC, take-rate, and net revenue growth while ensuring the company remains profitable and scales efficiently. This is not a typical finance role; it requires a deep understanding of marketplace dynamics and will help solve our hardest and more important questions of the business.


  • Analyze a large amount of marketplace and shift data (in SQL) to derive insights into marketplace operations and efficiency improvements
  • Forecast key financial elements such as net revenue, fill-rate, and take-rates at a regional and facility level, presenting results and insights to key stakeholders
  • Collaborate with various teams, including product, sales, and strategy and operations, to ensure financial strategies align with company objectives
  • Develop a deep understanding of our marketplace and all of the dynamics
  • Build financial models and perform scenario analyses to guide strategic decision-making
  • Establish and refine vital business metrics and analyses such as cohort segmentation for enhanced insight into marketplace dynamics


  • Bachelor’s degree or equivalent with a minimum of 2-4 years of work experience, preferably in investment banking, venture capital, management consulting, private equity, strategic finance at a marketplace-oriented company, etc…
  • Profound understanding of marketplace business models and associated metrics (fill rate, take rate, matching, regional liquidity, supply and demand balance, etc…)
  • Superior analytical and quantitative problem-solving abilities
  • Excellent communication skills, both written and verbal
  • Ability to manage multiple projects simultaneously in a fast-paced setting
  • Relentless sense of ownership, curiosity, and initiative
  • Flexibility; ability to switch priorities on short notice