Strategic Finance Senior Associate

About Seen Health

At Seen Health, we are revolutionizing the way senior care is delivered through the PACE (Programs of All-Inclusive Care for the Elderly) model. Backed by top VCs, Seen Health is a culturally-focused, technology-enabled healthcare organization that integrates comprehensive medical care and social support with a high-touch, interdisciplinary approach. 

Our mission is to empower seniors to age-in-place with dignity and provide their families peace of mind. We are building upon a proven Home and community based services model to create a culturally-competent and scalable PACE program. We are also building a comprehensive operating system focused on data and workflows that span across systems, processes, people, and care contexts. We want to empower our clinicians and staff with tools that deliver relevant data at the time and site of care and enable them to deliver exceptional care to our participants, which improve clinical outcomes, participant & provider satisfaction, and ultimately our strength as an organization.

We are a mission-driven, multidisciplinary team with deep healthcare, technology, and operations expertise, each inspired by our own personal stories of caring for seniors in our lives. Our name, Seen Health, was chosen to reflect our commitment to provide the highest standard of care to underserved older adults while respecting and incorporating their individual beliefs, heritage, and values, so that they can truly be seen.

About the Role

Seen Health is hiring a Strategic Finance Associate / Senior Associate to support high-impact work across M&A / corporate development, capital raising (debt and equity), and FP&A. This is a hands-on role for someone who has built and owned the financial models that underpin transaction and financing decisions and can translate analysis into crisp leadership recommendations. Healthcare experience is strongly preferred.

Responsibilities

1. Corporate Development / Strategic Finance (M&A)

• Own end-to-end M&A modeling workstreams from initial evaluation through diligence and final recommendation.
• Build and manage valuation and deal models (DCF, comps, precedents; sensitivities/scenarios; synergy and downside cases) with audit-ready structure and transparent assumptions.
• Pressure-test target forecasts and unit economics; identify key value drivers and risk factors.
• Produce investment memos, board/executive decks, and decision frameworks that clearly communicate model outputs and implications.
• Partner cross-functionally and with external advisors (bankers, legal, accounting, consultants) to run deal timelines and close analytical gaps.
• Support integration planning and post-close performance tracking when applicable.

• Build and maintain financing models to support capital raises, including debt capacity, covenant/coverage analysis, dilution scenarios, and liquidity/runway planning.
• Support lender and investor processes: data requests, diligence materials, and Q&A; help shape key messages and metrics.
• Analyze and compare financing options (structure, cost of capital, terms, risks) and make recommendations to leadership.

• Support budgeting, forecasting, and long-range planning; improve models connecting operating KPIs to financial outcomes.
• Own monthly performance reporting: variance analysis, KPI dashboards, and actionable insights.
• Partner with functional leaders to evaluate investments and track ROI; improve planning/reporting cadence and automation.

Preferred Qualifications

• 2 - 5 years of relevant experience (investment banking strongly preferred; also corporate development, transaction advisory, private equity/VC, or strategic finance with meaningful transaction exposure).
• Direct, hands-on experience building financial models for:
  • M&A transactions (valuation/deal models with sensitivities/scenarios), and
  • Capital raising including both debt and equity (e.g., debt capacity/covenant modeling, dilution/ownership and proceeds modeling, runway/liquidity scenarios).
• Advanced proficiency in Excel / Google Sheets and ability to produce executive-ready materials.
• Healthcare experience is highly preferred (provider/payor services, value-based care etc.).
• Accounting knowledge is a plus (strong understanding of financial statements, accruals, working capital, and transaction/accounting implications helpful for diligence and reporting).
• Experience operating in ambiguous, high-growth environments and communicating clearly with senior stakeholders.
• Strong ownership, attention to detail, and ability to manage multiple fast-moving workstreams with minimal guidance.

Salary & Benefits