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Finance & Strategy Lead

Lead financial planning and strategy at Abridge, a growing AI healthcare startup in San Francisco.

Location
San Francisco, United States
Compensation
Not disclosed
Level
lead
Type
full time

Posted by employer 1 day ago

First seen on Joblaze 5 hours ago

Last verified on the company career page 5 hours ago

Apply at Abridge → Save job Scanned from abridge.com

Skills & Technologies

What you'll build

  • Develop comprehensive financial plans and forecasts
  • Implement scalable practices in financial close and accounting processes
  • Collaborate with various departments to distill complex financial data
  • Lead efforts to enhance and automate financial processes with AI tooling
  • Work on strategic areas alongside Finance Leaders

Must have

  • 3-5 years of experience in Big 4 Audit, Transaction Services, Investing, Management Consulting
  • Experience in technical accounting, financial modeling, valuation, and/or deal diligence
  • Proficient in financial analysis and Microsoft Excel
  • Excellent communication and interpersonal skills
  • Bachelor's degree in Finance, Economics, Business Administration, Accounting, Mathematics, or a related field

Nice to have

  • Cross-functional FP&A operating experience in a fast-paced technology and/or healthcare environment

AI in the day-to-day

Lead end-to-end efforts to enhance and automate financial processes and systems with AI tooling.

Requirements

Experience
3–5 years
Education
Bachelor's degree

Not disclosed in this posting: compensation, work arrangement, visa sponsorship.

Benefits

Family Forming Benefits Lifestyle Wallet Compensation and Equity Personal Device Allowance 401(k) Matching Paid Parental Leave Pre-tax Benefits Generous HSA Contribution Sabbatical Leave Generous Time Off Mental Health Support Comprehensive Health Plans

Joblaze summary

The Finance & Strategy Lead at Abridge plays a crucial role in financial management and strategic planning, focusing on budgeting, forecasting, and cross-functional collaboration. This position requires expertise in financial analysis, proficiency in Excel, and a background in fields like audit or consulting, ideally within technology or healthcare. The role is suited for someone with 3-5 years of relevant experience who is eager to engage with complex financial data and contribute to a growing team dedicated to transforming healthcare through AI.

Joblaze insights

  • Listed today — first seen on Joblaze September 19, 2026. Last confirmed on Abridge's careers page September 19, 2026.
  • AI/ML appears in 27.2% of 507 comparable lead management roles in United States.

Quick facts

How much experience is required?
3–5 years of relevant experience for this Finance & Strategy Lead role.
What's the tech stack?
Joblaze extracted these technologies from the posting: AI/ML.
What seniority level is this role?
Abridge targets lead candidates for this position.
Is this full-time or contract?
Full-time for this Finance & Strategy Lead role at Abridge.

From the original posting

The Role

The Finance & Strategy team is an integral thought partner to Abridge’s cross-functional leadership. As a Finance & Strategy Lead, you’ll have a unique opportunity to play a pivotal part in our financial management and strategic planning process. The role will be integral in driving our company's financial health and visibility, and offers a chance to work at the cutting edge of AI technology and healthcare. We are seeking an individual who is passionate about their work, eager to engage in dynamic financial planning, and ready to contribute significantly to our company's success.

What You’ll Do

You’ll join a growing Finance & Strategy team, acting as a crucial link between Finance leaders and partners across the entire organization. You will principally be responsible for driving our financial planning process, inclusive of: budgeting, scaling processes & tooling, and cross functional communication / thought partnership. Specific responsibilities will include:

  • Financial Planning & Analysis: Develop comprehensive financial plans and forecasts aligned with our strategic objectives, and manage financial planning cadence & processes, including budgeting and variance analyses.

  • Financial Close Coordination: Implement scalable practices in financial close and accounting processes, partnering with our Financial Operations team to install and document accounting workflows / best practices.

  • Cross-Functional Partnership: Collaborate with various departments to distill complex financial data into real-time insights that drive decision making.

  • Automation Through AI: Lead end-to-end efforts to enhance and automate financial processes and systems with AI tooling, from reporting to insight generation to cross-functional partnership.

  • Strategic Partnership with Finance Leadership: Work on a number of strategic areas alongside the Finance Leaders, including board & investor presentations and executive reporting.

What You’ll Bring

  • 3-5 years of experience in Big 4 Audit, Transaction Services, Investing, Management Consulting or a closely related field with experience in technical accounting, financial modeling, valuation, and/or deal diligence.

  • Additional cross-functional FP&A operating experience in a fast-paced technology and/or healthcare environment is a significant plus, but not a requirement.

  • Proficient in financial analysis and Microsoft Excel, with strong analytical skills and data interpretation abilities.

  • Systems architect mindset, focus on building / simplifying products and processes, willingness to engage in new systems and tools (e.g. AI enablement).

  • Experience researching, summarizing, and presenting complex financial data to non-financial stakeholders.

  • Excellent communication and interpersonal skills for effective stakeholder engagement.

  • Bachelor's degree in Finance, Economics, Business Administration, Accounting, Mathematics, or a related field.

  • Team play & commitment to providing world-class cross-functional service.

  • A deep desire to build, contribute and learn.

We value people who want to learn new things, and we know that great team members might not perfectly match a job description. If you’re interested in the role but aren’t sure whether or not you’re a good fit, we’d still like to hear from you.

How we take care of Abridgers:

  • Generous Time Off: 14 paid holidays, flexible PTO for salaried employees, and accrued time off for hourly employees

  • ... and much more!

Standard company text repeated across Abridge's postings is omitted here.

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