Strategic Finance Lead

Description:

Vi is the market-leading Enterprise-AI platform for health, serving the world’s largest health organizations - from Fortune 500 health providers to pharma and consumer brands -helping them maximize patient activation, engagement, operational excellence and health outcomes. Vi offers four main product lines: Activate, Engage,Operate and Pulse. Backed by $125M+ in R&D, our powerful platform serves over 190 million members daily - and growing. We are based in New York, Austin, Nashville, and Tel Aviv.

Role Overview

The Director of Finance will oversee the company’s financial planning, business operations finance, and strategic finance functions managing a finance team based in Israel and in the US. This role will serve as a strategic business partner to the EVP of Finance and the broader executive team, supporting decision-making across go-to-market, operations, product investments, and company growth initiatives.

Finance Team Leadership

• Lead and manage a distributed Finance organization, including team members in Israel and the U.S., with ownership across FP&A, business finance, and operational finance activities.
• Establish and enforce operating cadences, reporting timelines, and accountability across the finance organization to support high-quality execution and business partnership.
• Partner cross-functionally with GTM, Operations, Product, and HR leaders to support strategic planning and operational decision-making.Prepare and deliver high-quality monthly financial data.
• Solid understanding of core accounting and financial reporting concepts to support effective business and operational decision-making.

Strategic Finance & Business PartnershipFP&A

• Monitor budgeting, forecasting, and long-range planning processes.
• Prepare variance analysis and performance reporting for the EVP of Finance and executive leadership.
• Develop financial models and analyses to support strategic and operational decision-making.
• Partner with leadership on key business initiatives, including scaling operations, evaluating new growth opportunities, and supporting transaction-related work. 
• Track and analyze key SaaS and operational metrics such as ARR, NRR, GRR, Rule of 40, CAC Payback, and Sales Efficiency. 

Operational Finance

• Oversee day-to-day accounting operations, including billing, collections, and expense management.
• Support process improvements across finance and adjacent operational workflows.
• Step into high-priority finance initiatives as needed, including scaling systems and supporting transaction-related work.

• 8+ years of experience across FP&A, strategic finance, investment banking, private equity, venture capital, consulting, or related finance functions.
• Prior experience as a Director of Finance, Strategic Finance Lead, FP&A Director, or similar business-focused finance leadership role.
• Experience in investment banks, venture capital funds, consulting firms, or high-growth technology companies is a strong advantage 
• Strong financial modeling, analytical, and business partnering capabilities.
• Experience working in fast-paced, high-growth SaaS or technology environments .
• Hands-on experience with ERP systems (e.g., NetSuite, Salesforce, BI platforms ).
• Fluent in English (both written and verbal, mother tongue level).

Ideal Candidate Profile

• Comfortable operating at both strategic and executional levels.
• Highly business-oriented with strong commercial and operational instincts.
• Strong communicator with the ability to manage across time zones.
• Detail-oriented, organized, and accountable.
• Adaptable and willing to take on a broad range of finance responsibilities as the company scales.
• Thrives in fast-paced environments and enjoys solving complex business problems with data-driven thinking.