Finance Associate

Join Summus, where we’re not just innovating, we’re revolutionizing the health journey!

We’re on the lookout for outstanding, authentic, and accountable humans to join our dynamic team at Summus in the role of Finance Associate within our Operations department.

At Summus, our teammates are part of a high-performing, mission-driven team grounded in our core values of authenticity, excellence, accountability, and of service. We power doctor-led specialty expertise and clinical navigation programs that help people make better health decisions at critical moments and deliver meaningful impact for members, employers, and health plans.

At Summus, you’ll work alongside thoughtful, driven humans who hold a high bar for themselves and each other. We care deeply about outcomes, act with integrity, and show up every day in service of those we support. If you’re excited to do meaningful work, grow with a strong team, and help transform how healthcare is experienced, you’ll feel right at home here.

Ready to revolutionize clinical navigation and drive transformative change in healthcare?

Apply today and become part of our passionate team, dedicated to connecting patients, caregivers, families, and physicians with top-tier medical expertise - anytime, anywhere.

Job Summary

We are looking for a Finance Associate with an investment banking or consulting background to join our team and work directly with the VP Finance in close proximity to the COO and CEO to scale the business efficiently. In this role, you will operate at the intersection of finance, strategy, and operations, building financial models, supporting strategic initiatives, and driving analytical rigor across the organization. This is a high-visibility position with significant exposure to executive decision-making and a steep growth trajectory. A background in healthcare is not required, but intellectual curiosity and a passion for our mission are essential. This is a NYC based position, with the opportunity for a hybrid working schedule.

Responsibilities

• Own and maintain the company’s financial model, including forecasting, scenario analysis, and variance tracking
• Build analyses and presentations to support fundraising, board meetings, and strategic planning
• Partner with cross-functional teams (Sales, Marketing, Product, Engineering, RevOps, Clinical, and Member Experience) to develop KPIs and enable data-driven decision-making
• Lead annual strategic planning and budgeting in close partnership with the VP Finance and the executive leadership team
• Own accounts receivable and accounts payable processes, ensuring accuracy, timeliness, and clean financial records
• Support business development and strategic partnership initiatives, including financial diligence and deal structuring
• Drive operational improvements by designing workflows that optimize financial and operational performance
• Prepare ad hoc analyses for the executive team on emerging opportunities, competitive dynamics, and market trends
• Leverage AI tools to drive efficiency and impact across Finance workstreams

Requirements

• 2–4 years of experience in investment banking, management consulting, or a finance position at technology startup
• Exceptional financial modeling, valuation, and analytical skills
• Advanced proficiency in Excel and PowerPoint; comfort working with large data sets
• Strong written and verbal communication skills with the ability to distill complexity into clear, actionable insights
• Detail-oriented with a high bar for accuracy and quality of work product
• Collaborative mindset with the ability to work effectively across teams and levels of seniority
• Receptive to coaching and feedback; eager to learn and grow
• Bachelor’s degree required; familiarity with QuickBooks or similar accounting software is a plus

If you don’t check every box but see yourself contributing to our team of talented individuals, we want you to apply. We seek to engage with smart, authentic individuals who want to make a meaningful difference in healthcare.

Benefits

• Medical, dental, and vision insurance for you and your dependents
• 401(k) with company match (Traditional & Roth)
• Company-paid life, AD&D, and disability coverage
• Optional supplemental life insurance
• FSA and HSA options
• Paid parental leave for all caregivers
• Complimentary access to the Summus platform for you and your loved ones
• Unlimited PTO + paid holidays, sick time, bereavement, and a Volunteer Day Off
• Flexible, team-first culture with remote or hybrid work depending on role

Salary range is $115,000 to $140,00 plus bonus depending on experience.

At this time, we are unable to provide sponsorship or visa assistance for candidates. Only applicants who are authorized to work in the United States without requiring sponsorship are eligible to apply.