Head of Strategic Finance

Posted 5.10.24
New York, NY

Why Charlie Health?

Young people across the nation are grappling with a mental health crisis characterized by escalating rates of depression, anxiety, trauma, substance use disorders, and suicide. Individuals who seek support are met by geographical and financial barriers, driving increased urgency for a new approach to behavioral health treatment.

At Charlie Health, our mission is to connect the world to life-saving mental health treatment. Our treatment programs combine curated peer groups, individual therapy, and family therapy into personalized, evidence-based treatment plans to provide long-term healing from home. By prioritizing connections among young people with shared mental health experiences and goals, Charlie Health fosters sustainable healing and achieves industry-leading clinical outcomes, with over 90% of our clients seeing improvement in their most severe mental health symptoms.

Every member of the Charlie Health team is fueled by an unwavering passion for our mission. If you share this commitment, we invite you to join us in making a tangible impact on the mental health landscape.

About the Role

As the Head of Strategic Finance, you will have the unique opportunity to support Charlie Health’s rapid growth and most important financial and operational decisions with analytical insights and strategic recommendations. Reporting to the VP of Finance, you will oversee a team of three running our operating model and evaluating large resource and capital allocation decisions (assessing the economic viability of a new market, channel, product, etc.). This is a high-impact, highly visible role critical in shaping Charlie Health’s long-term business strategy. 

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 the financial modeling and forecasting process.
  • Develop, monitor, and communicate KPIs to provide financial insights and recommendations to the executive team and board of directors.
  • Collaborate with internal teams to create new, or refine existing, processes to better achieve business objectives.
  • Work closely with our go-to-market team to evaluate new product and/or partnership opportunities.
  • Manage investor relations and external reporting.


  • Bachelor’s degree in Business, Accounting, Finance, Economics, or a similar subject area.
  • IB out of undergrad + buyside experience (PE/HF) and/or corporate finance background.
  • 5-10 years of professional experience.
  • Experience in building insights from scratch, including sourcing, transforming, analyzing, and presenting complex 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.
  • 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.
  • Able to work a hybrid schedule of 4 days/week in our NYC office and located within 75 minutes commuting distance of the office.


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

Our Values

  • Connection
    • Care deeply
      • We care personally about every single person in the Charlie Health ecosystem: our clients, providers, and team members alike.
    • Inspire hope
      • We inspire hope with every interaction, reminding our clients that we truly and unconditionally believe in them.
  • Congruence
    • Stay curious
      • We ask “why” five times before we’re satisfied with the answer. We don’t stick to the status quo; we challenge our assumptions and remain humble.
    • Heed the evidence
      • Above all, we’re results-oriented. When we find data that calls our original plan into question, we modify or pivot.
  • Commitment
    • Act with urgency
      • We work as swiftly as possible. The mental health crisis is relentless, and so are we.
    • Don’t give up
      • Our clients don’t give up and neither do we. Persistence is our superpower.


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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