Behavioral Finance Analyst Jobs (NOW HIRING)

This is a unique opportunity to work on high-visibility, cross-functional initiatives that shape Charlie Health's financial and strategic direction. Reporting to the Director of Strategic Finance, you will work closely with senior leaders across the organization, leading "special projects" that span financial strategy, revenue analytics, and operational performance. This is a high impact, highly visible role on the Strategic Finance team, which plays a critical role in shaping Charlie Health's long-term business strategy, planning, and execution.

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of the mental health crisis and play a formative role in providing life-saving solutions. We are looking for a candidate who is inspired by our mission and excited by the opportunity to build a business that will impact millions of lives in a profound way.

• Lead high-priority analytical and strategic projects that inform key business decisions, spanning new program launches, operational efficiency, and core growth strategy
• Analyze large-scale session and billing datasets to identify revenue leakage, investigate collection anomalies, and recommend process improvements to the revenue cycle
• Partner directly with senior leaders to evaluate new initiatives, develop KPIs, and translate business performance into actionable insights
• Analyze Charlie Health's unit economics, client segmentation, and new program metrics to inform long-term strategy and optimize resource allocation
• Support key financial deliverables including Board materials, investor reporting, and performance reviews
• Identify and implement process improvements to strengthen accuracy, scalability, and automation of financial reporting

• Support the team on special projects including fundraising, new product development, market launches, and M&A

• 1-4+ years of of experience in investment banking, private equity, venture investing, management consulting, or strategic finance at a fast-paced, high-growth company
• Highly proficient in Excel / Google Sheets and PowerPoint / Google Slides
• Experience in building insights from scratch including sourcing, transforming, analyzing, and presenting complex, high-volume financial and operational data in a simple, easily understandable way
• Driven self-starter who enjoys rolling up their sleeves and building complex financial models in Excel or similar tools
• Excellent communication skills with the ability to distill technical analyses into compelling insights for senior stakeholders
• Excited by the chance to join a high-growth company with the ability to make an immediate impact in a fast-paced, dynamic working environment
• Good sense of humor. You enjoy the work you do and the people who work with you
• Work authorized in the United States and native or bilingual English proficiency
• Located within a 45-minute commute of New York City and able to work 4 days a week out of our New York City office

Charlie Health is pleased to offer comprehensive benefits to all full-time, exempt employees. Read more about our benefits here.

The total target base compensation for this role will be between $91,000 and $134,000 per year at the commencement of employment. In addition to base compensation, this role offers a target performance-based bonus. The target total cash compensation range, including potential bonus, will be between $100,000 and $147,000 per year. Please note, pay will be determined on an individualized basis and will be impacted by location, experience, expertise, internal pay equity, and other relevant business considerations. Further, cash compensation is only part of the total compensation package, which, depending on the position, may include stock options and other Charlie Health-sponsored benefits. #LI-HYBRID

Please do not call our public clinical admissions line in regard to this or any other job posting.

Please be cautious of potential recruitment fraud. If you are interested in exploring opportunities at Charlie Health, please go directly to our Careers Page: https://www.charliehealth.com/careers/current-openings. Charlie Health will never ask you to pay a fee or download software as part of the interview process with our company. In addition, Charlie Health will not ask for your personal banking information until you have signed an offer of employment and completed onboarding paperwork that is provided by our People Operations team. All communications with Charlie Health Talent and People Operations professionals will only be sent from @charliehealth.com email addresses. Legitimate emails will never originate from gmail.com, yahoo.com, or other commercial email services.

Recruiting agencies, please do not submit unsolicited referrals for this or any open role. We have a roster of agencies with whom we partner, and we will not pay any fee associated with unsolicited referrals.

At Charlie Health, we value being an Equal Opportunity Employer. We strive to cultivate an environment where individuals can be their authentic selves. Being an Equal Opportunity Employer means every member of our team feels as though they are supported and belong. We value diverse perspectives to help us provide essential mental health and substance use disorder treatments to all young people.

Charlie Health applicants are assessed solely on their qualifications for the role, without regard to disability or need for accommodation.

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