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Our Finance Organization Mission: To serve as a trusted strategic partner that enables sustainable growth and high-quality patient care through rigorous financial stewardship, data-driven insights, and operational excellence. Your North Star: We are looking for a Head of Strategic Finance. In this leadership role, you will play an integral role in forming Pomelo’s long-term business strategy and ensuring we achieve financial and growth objectives. You will not only own the company’s forecasting and long-term financial strategy, but also architect our go-to-market approach. You will bridge the gap between financial targets and operational reality, ensuring that our revenue engine is efficient, predictable, and scalable.
Job Responsibility:
Architect Long-Term Financial Strategy and Strategic Vision: Partner with the leadership team to define the 3-5 year strategic vision, translating high-level corporate goals into actionable financial milestones and capital allocation strategies. Proactively identify new strategic finance priorities and growth levers to drive the business forward, acting as a catalyst for change rather than just a reporter of results
Strategic Decision Support: Provide financial analysis and insights required to evaluate high-impact decisions and support key strategic initiatives, such as new partnership opportunities, pricing model changes, or major hiring investments
Lead Financial Planning: Own the financial forecast and manage the annual budgeting process, headcount planning, quarterly updates, and variance analysis to ensure capital efficiency
Define the "Metrics that Matter": Refine and govern the key financial and operational metrics used to monitor business performance, ensuring consistent definitions and "single source of truth" reporting across the company
Optimize Business Economics: Partner with key stakeholders to drive strategy and operational decisions that improve key metrics (LTV:CAC, gross margin, OpEx, product-line profitability, conversion rates, net revenue retention) and other key financial metrics
Board Reporting: Produce Board-level financial reporting and analyses, including investor-ready narratives that highlight performance drivers and risks
Architect the GTM Operating System: Define and manage financial and operational processes required to optimize growth and revenue realization, including funnel definitions, lifecycle logic, handoff rules, pricing governance, and operational SLAs across Growth, Marketing, and Customer Success
Sales Forecasting: Accountable for the design of the sales forecasting methodology, including pipeline coverage standards and roll-up logic, to ensure forecasts match financial reality. Partner closely with leadership to diagnose funnel performance, identify friction points, and drive improvements that increase conversion rates and net revenue retention
Cross-Functional Thought Partner: Collaborate with key cross-functional partners including the People and Legal teams to develop efficient policies and processes, such as sales compensation plans and reimbursement policies
GTM Tech Stack: Partner closely with Growth, Customer Success, Marketing and IT to evolve our GTM technology stack, including the adoption of AI-powered tools and automation solutions to ensure data integrity, enrichment, automation, and seamless integration between CRM and Finance systems
Requirements:
10+ years of progressive finance experience, including investment banking, venture capital, PE, or operating finance roles at a tech or healthcare startup
5+ years leading high-performing teams
Advanced capability in analyzing data to generate actionable insights, drive accurate forecasting, and inform strategic decision-making for executive leadership
Proficiency with data analysis, reporting, and Business Intelligence tools (e.g., Metabase, Google Sheets/Excel) to translate complex data into actionable insights
Success in leading complex, high-impact, cross-functional projects from conception through execution
A pragmatic and versatile mindset capable of serving as a strategic advisor to leadership while simultaneously executing and "rolling up your sleeves"
Excellent attention to detail and strong, collaborative analytical and problem-solving abilities
Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities
Experience with annual GTM planning and sales compensation management rhythms