About this role
OUR MISSION IS TO MAKE EXCEPTIONAL HEALTHCARE ACCESSIBLE ANYTIME, ANYWHERE, FOR ANYONE.
American healthcare is broken. Patients sit on hold, get lost in communication loops, and struggle to reach the right care. Everyone has felt it, and no one should have to.
Assort Health is the fastest-growing AI agents company in healthcare, and we are making access to care effortless, fast, and human.
Our omnichannel agents handle calls, texts, and chats from end to end, integrating with EHR and PMS systems and the real-world preferences of every provider so patients reach the care they need without the wait.
Since launching in 2023, Assort has handled over 150M patient interactions across roughly 8,000 providers and cut average hold times from 11 minutes to 1. We resolve more than 98% of calls, schedule with 99% accuracy, and hold a 4.5 out of 5 rating across over 52K patient reviews. For the practices we serve that means real ROI, around $3.3M in added revenue per 100 physicians.
Our advantage compounds. We have built the largest specialty healthcare voice dataset in the world, spanning 62K care protocols and 1.6M decision pathways, and it makes every agent we ship sharper than the one before. And we are growing fast. In 2025 we were a team of 15. Today we are a 150-person company with a 40-plus person engineering team, and we are on track to double again this year.
Revenue is up 15x in the last 15 months. We have raised over $100M at a $700M valuation, backed by Lightspeed and First Round, and we were named to the 2026 Enterprise Tech 30, the only healthcare AI company on the list, and the Forbes Cloud 100 alongside OpenAI, Anthropic, Stripe, and Ramp.
Please note: the Assort Health Talent Team will only email you from an assorthealth.com http://assorthealth.com email address.
ABOUT THE ROLE:
This is not a traditional FP&A role. You will be the financial and strategic backbone of the company — owning our financial model, driving how we think about growth and capital allocation, and serving as a trusted thought partner to the Head of Finance and leadership team. You will build the infrastructure that helps us make better decisions faster, and you will own the narratives that shape how investors, partners, and the board understand our business.
You will operate at the intersection of finance, strategy, and operations. This is a high-ownership role with a direct line to executive leadership and significant room to grow as the company scales.
WHAT YOU'LL DO:
- The forecast, end-to-end. Run monthly, quarterly, and annual planning across revenue, OpEx, headcount, and cash. You're accountable to the Head of Finance and board for the integrity of every number in the model.
- Executive business partnering. Be the senior finance partner to functional leaders across GTM, R&D, and G&A. Sit in the room when they make resource decisions, pressure-test their plans, and hold them to their commitments.
- Our planning infrastructure. Lead the implementation and ongoing evolution of our planning platform (Pigment, Anaplan, or similar). Design the model architecture, data integrations, and reporting layer that will scale with us through the next several stages of growth.
- Board and executive reporting. Produce the board deck, monthly operating reviews, and investor reporting. Surface weekly insights that change how the leadership team thinks — not just the variance to plan.
- P&L ownership across the business. Drive initiatives to improve gross margin, optimize COGS, and increase operational leverage. You'll touch revenue recognition (ASC 606), margin improvement, capital allocation, and cash flow management.
- Deal desk & pricing strategy. Partner with Sales and RevOps to establish pricing guardrails, assess deal economics, and ensure pricing strategy supports long-term value. You'll help instill financial rigor in how we think about enterprise deal structures.
- Ad hoc modeling & scenario planning. Build sophisticated models to evaluate unit economics, ROI of various investments, and capital efficiency. Make the call on what we should do, not just present the numbers.
WHAT WE'RE LOOKING FOR:
- 7+ years in progressive positions within FP&A, investment banking, or consulting, with 3+ years in operating finance at a high-growth, tech company.
- 1+ years of people management experience leading financial analysts
- Strong grasp of SaaS metrics — CAC/LTV, magic number, net retention, unit economics, rule of 40. Experience with both GAAP and non-GAAP reporting.
- You've built complex, driver-based financial models from scratch and know how to defend every assumption in front of investors and executives.
- Excel and BI-native: you move fast in spreadsheets and know how to build dashboards that tell a clear story.
- Extreme attention to detail — you obsess over accuracy, catch errors before anyone else sees them, and hold yourself to the highest standard of precision in every number, model, and deck.
- Exceptional communicator — you write clearly, present with confidence to the board and executive team, and translate numbers into narratives that drive decisions.
NICE TO HAVE:
- Experience with systems such as Campfire, NetSuite, Salesforce, and FP&A platforms (Pigment, Anaplan, Adaptive, etc.)
- Familiarity with SQL and low/no-code dashboarding tools (Omni, Equals, etc.)
BENEFITS & PERKS FOR ASSORTIES
- 💸 Competitive Compensation – Including salary and employee stock options so you share in our success.
- 📚 Lifelong Learning – Annual budget for professional development, plus training opportunities to help you grow.
- 💻 Office Setup Stipend – We’ll outfit your in-office workspace so comfy as it's productive.
- 🩺 Top-Tier Health Coverage – Medical, dental, and vision insurance, because your health comes first.
- 🏖 Unlimited PTO – We trust you to take the time you need to recharge and come back ready to crush it.
- 🥗 Meals & Snacks – Lunch, dinner, and snack breaks that fuel great ideas.
- 💪 Fitness Stipend – Your wellness matters. We reimburse monthly membership costs to support your health.
- 🚆 Commuter Benefits – We cover eligible transportation costs to make your trip to work easier.
- 👵 401(k) – Build your retirement savings.
HOW WE WORK & WHAT WE VALUE
Our team at Assort Health moves fast, stays focused, and is fueled by a desire to serve our customers and patients. Our company values guide how we work—they are present in how we show up, make decisions and work together to move our mission forward. We bring a Day One Drive, relentlessly striving to improve, keep a 5-Star Focus, as our customers are our lifeblood, always Answer the Call, remembering that ownership and accountability are paramount, and show up with One Pulse, because we are one team, with one rhythm and one result. Our team is growing and we are looking for motivated, hardworking, and passionate talent. If you want to make healthcare accessible for everyone, we’d love to hear from you!
Please note: the Assort Health Talent Team will only email you from an assorthealth.com http://assorthealth.com email address.
American healthcare is broken. Patients sit on hold, get lost in communication loops, and struggle to reach the right care. Everyone has felt it, and no one should have to.
Assort Health is the fastest-growing AI agents company in healthcare, and we are making access to care effortless, fast, and human.
Our omnichannel agents handle calls, texts, and chats from end to end, integrating with EHR and PMS systems and the real-world preferences of every provider so patients reach the care they need without the wait.
Since launching in 2023, Assort has handled over 150M patient interactions across roughly 8,000 providers and cut average hold times from 11 minutes to 1. We resolve more than 98% of calls, schedule with 99% accuracy, and hold a 4.5 out of 5 rating across over 52K patient reviews. For the practices we serve that means real ROI, around $3.3M in added revenue per 100 physicians.
Our advantage compounds. We have built the largest specialty healthcare voice dataset in the world, spanning 62K care protocols and 1.6M decision pathways, and it makes every agent we ship sharper than the one before. And we are growing fast. In 2025 we were a team of 15. Today we are a 150-person company with a 40-plus person engineering team, and we are on track to double again this year.
Revenue is up 15x in the last 15 months. We have raised over $100M at a $700M valuation, backed by Lightspeed and First Round, and we were named to the 2026 Enterprise Tech 30, the only healthcare AI company on the list, and the Forbes Cloud 100 alongside OpenAI, Anthropic, Stripe, and Ramp.
Please note: the Assort Health Talent Team will only email you from an assorthealth.com http://assorthealth.com email address.
ABOUT THE ROLE:
This is not a traditional FP&A role. You will be the financial and strategic backbone of the company — owning our financial model, driving how we think about growth and capital allocation, and serving as a trusted thought partner to the Head of Finance and leadership team. You will build the infrastructure that helps us make better decisions faster, and you will own the narratives that shape how investors, partners, and the board understand our business.
You will operate at the intersection of finance, strategy, and operations. This is a high-ownership role with a direct line to executive leadership and significant room to grow as the company scales.
WHAT YOU'LL DO:
- The forecast, end-to-end. Run monthly, quarterly, and annual planning across revenue, OpEx, headcount, and cash. You're accountable to the Head of Finance and board for the integrity of every number in the model.
- Executive business partnering. Be the senior finance partner to functional leaders across GTM, R&D, and G&A. Sit in the room when they make resource decisions, pressure-test their plans, and hold them to their commitments.
- Our planning infrastructure. Lead the implementation and ongoing evolution of our planning platform (Pigment, Anaplan, or similar). Design the model architecture, data integrations, and reporting layer that will scale with us through the next several stages of growth.
- Board and executive reporting. Produce the board deck, monthly operating reviews, and investor reporting. Surface weekly insights that change how the leadership team thinks — not just the variance to plan.
- P&L ownership across the business. Drive initiatives to improve gross margin, optimize COGS, and increase operational leverage. You'll touch revenue recognition (ASC 606), margin improvement, capital allocation, and cash flow management.
- Deal desk & pricing strategy. Partner with Sales and RevOps to establish pricing guardrails, assess deal economics, and ensure pricing strategy supports long-term value. You'll help instill financial rigor in how we think about enterprise deal structures.
- Ad hoc modeling & scenario planning. Build sophisticated models to evaluate unit economics, ROI of various investments, and capital efficiency. Make the call on what we should do, not just present the numbers.
WHAT WE'RE LOOKING FOR:
- 7+ years in progressive positions within FP&A, investment banking, or consulting, with 3+ years in operating finance at a high-growth, tech company.
- 1+ years of people management experience leading financial analysts
- Strong grasp of SaaS metrics — CAC/LTV, magic number, net retention, unit economics, rule of 40. Experience with both GAAP and non-GAAP reporting.
- You've built complex, driver-based financial models from scratch and know how to defend every assumption in front of investors and executives.
- Excel and BI-native: you move fast in spreadsheets and know how to build dashboards that tell a clear story.
- Extreme attention to detail — you obsess over accuracy, catch errors before anyone else sees them, and hold yourself to the highest standard of precision in every number, model, and deck.
- Exceptional communicator — you write clearly, present with confidence to the board and executive team, and translate numbers into narratives that drive decisions.
NICE TO HAVE:
- Experience with systems such as Campfire, NetSuite, Salesforce, and FP&A platforms (Pigment, Anaplan, Adaptive, etc.)
- Familiarity with SQL and low/no-code dashboarding tools (Omni, Equals, etc.)
BENEFITS & PERKS FOR ASSORTIES
- 💸 Competitive Compensation – Including salary and employee stock options so you share in our success.
- 📚 Lifelong Learning – Annual budget for professional development, plus training opportunities to help you grow.
- 💻 Office Setup Stipend – We’ll outfit your in-office workspace so comfy as it's productive.
- 🩺 Top-Tier Health Coverage – Medical, dental, and vision insurance, because your health comes first.
- 🏖 Unlimited PTO – We trust you to take the time you need to recharge and come back ready to crush it.
- 🥗 Meals & Snacks – Lunch, dinner, and snack breaks that fuel great ideas.
- 💪 Fitness Stipend – Your wellness matters. We reimburse monthly membership costs to support your health.
- 🚆 Commuter Benefits – We cover eligible transportation costs to make your trip to work easier.
- 👵 401(k) – Build your retirement savings.
HOW WE WORK & WHAT WE VALUE
Our team at Assort Health moves fast, stays focused, and is fueled by a desire to serve our customers and patients. Our company values guide how we work—they are present in how we show up, make decisions and work together to move our mission forward. We bring a Day One Drive, relentlessly striving to improve, keep a 5-Star Focus, as our customers are our lifeblood, always Answer the Call, remembering that ownership and accountability are paramount, and show up with One Pulse, because we are one team, with one rhythm and one result. Our team is growing and we are looking for motivated, hardworking, and passionate talent. If you want to make healthcare accessible for everyone, we’d love to hear from you!
Please note: the Assort Health Talent Team will only email you from an assorthealth.com http://assorthealth.com email address.
Tech stack
Salesforce
About Assort Health
Assort Health is hiring for the senior fp&a manager role. NewJob aggregates active openings directly from Assort Health's applicant tracking system, so this listing is current.
More jobs at Assort Health →