---
title: 'Head of Strategic Finance at Hello Patient'
canonical: 'https://feeny.ai/job/head-of-strategic-finance-hello-patient-new-york-cadp32k04m48'
type: 'job'
last_seen: '2026-09-11'
---

# Head of Strategic Finance at Hello Patient

- **Company:** Hello Patient
- **Location:** New York, NY
- **Compensation:** $175k–$200k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-13
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/hellopatient/43cb20fd-3f86-4df3-a4fe-b9f16eca3dfd

## Job description

## About The Role

Hello Patient is looking for our first Head of Strategic Finance to build the financial function as we scale. This is a high-impact role working directly with senior leadership, with visibility into the full business and the opportunity to shape how we plan, measure performance, and make decisions. You’ll own the core financial planning and reporting processes, build and maintain our financial model, support board and fundraising work, and partner closely with leaders across Sales, Product, Engineering, and Operations. Your work will help answer some of the most important questions facing the company: where we’re performing well, where we should invest, how we should plan for growth, and where we need to make tradeoffs. This is a hands-on role for someone who wants meaningful ownership. You won’t be stepping into an established FP&A organization - you’ll build the processes, models, and reporting that leadership will rely on, while also having the opportunity to shape the finance function as the company grows.

## Who You Are

You began your career in investment banking or private equity before moving into strategic finance at a high-growth company. You’re a hands-on builder who can own the details today - from financial models and month-end closes to customer contracts and board reporting - while building the finance and Revenue Operations functions we’ll need as Hello Patient grows.

## What You'll Do

Own Finance & Reporting

- Build and maintain our long-term financial model across revenue, headcount, operating expenses, cash, and runway
- Own the monthly and quarterly budget vs. actuals process, analyze variances, and help leadership understand performance against plan
- Own financial and operating reporting for senior leadership and the board, including KPIs, financial performance, burn, runway, and key business trends
- Support fundraising processes through forecasts, financial analyses, diligence materials, data rooms, and investor requests
- Manage our external accountants and tax partners and own an accurate, timely month-end close.

Partner on Business & Strategy

- Work closely with Sales, Product, Engineering, Operations, and People on headcount planning, budgets, investments, and business cases.
- Help leaders understand the financial impact of their decisions and bring financial discipline to how we allocate resources
- Define and improve the metrics we use to understand the business, including ARR, retention, gross margin, customer cohorts, and other SaaS and healthcare operating metrics
- Build models and analyses to support decisions around pricing, new products, hiring, go-to-market investments, and other company initiatives
- Serve as the point person for customer order forms and contracts, partnering with Sales, Account Management, and legal counsel on pricing, commercial terms, approvals, and execution.
- Build the Revenue Operations function and partner closely with Sales, Account Management, and Operations on forecasting, performance, and growth.
- Work directly with the CEO and board on reporting, planning, and strategic decisions.

Build Finance & Revenue Operations

- Establish the processes, systems, and reporting infrastructure we need as the company grows
- Identify opportunities to improve how we plan, measure, and communicate financial performance
- Bring structure and rigor to a function that is still being built, while keeping processes practical and lightweight
- Over time, help build out the finance team and expand the scope of the function

## What We're Looking For

Must Have

- 8+ years of experience, beginning in investment banking or private equity and followed by strategic finance or FP&A experience at a high-growth company
- Strong financial modeling skills and the ability to build a model from scratch
- Strong analytical skills and attention to detail
- Comfortable working with large amounts of data and turning it into clear insights
- Ability to work independently and take ownership of projects from start to finish
- Comfortable operating in a fast-moving environment where processes are still being built
- Strong communication skills and the ability to explain financial concepts to non-finance stakeholders
- Previous strategic finance or FP&A experience at a startup
- Experience building financial processes from scratch

## Preferred

- Experience in healthcare, SaaS, or another high-growth technology company
- Familiarity with SaaS metrics and unit economics
- Experience supporting a fundraising process
- Experience with tools such as QuickBooks, Ramp, Rippling, or similar

## Compensation

Base salary: $175,000 - $200,000 Equity: Meaningful ownership in a fast-growing healthtech startup

## About Hello Patient

Hello Patient is transforming healthcare communication through advanced conversational AI. Our founding team spent 3.5 years scaling Carbon Health's technology during hypergrowth, where we saw firsthand how much clinical time gets wasted on basic communication—great clinicians buried in admin work, patients stuck in phone tag. Our AI platform proactively engages patients through perfectly timed calls and texts, resolving complex interactions end-to-end—from scheduling to billing to retention. Built with security and compliance at its core, our technology integrates with existing healthcare infrastructure to deliver 24/7 patient engagement. Backed by Scale and 8VC, we're building the future of healthcare communication, one conversation at a time.

## About Hello Patient

## Company Overview
- **One-liner**: Hello Patient builds an enterprise-grade AI assistant that handles patient communication across voice, text, and chat for healthcare providers.
- **Entity Type**: Private (Series A)
- **Headquarters**: Austin, Texas, United States
- **Founded**: 2024
- **Founders**: Alex Cohen (CEO) and Nick DeRobertis (CTO)

## Core Business
- Primary industry: Healthcare technology, patient engagement, AI-powered communication.
- Target customers: B2B – high-volume healthcare practices (urgent care, primary care, multi-location clinics, hospitals).
- Mission: “Fix healthcare’s administrative burden so providers can focus on care.”

## Products & Services
- **Mia**: An AI agent that manages the full patient conversation lifecycle over phone, text, and chat. Handles appointment scheduling, insurance verification, intake, reminders, follow-ups, billing support, and re-engagement campaigns. Integrates with EHR and CRM systems.

## Market Standing
- **Valuation/Market Cap**: Not disclosed.
- **Key Metric**: Total funding **$32.6M** (Seed $3.8M in June 2024 + $6.3M in Oct 2024, Series A $22.5M in Oct 2025).
- **Notable Investors/Partners**: 8VC (seed lead), Scale Venture Partners (Series A lead), and other institutional investors.
- **Growth Signals**: Headcount grew **137.5% YoY** to 30 employees (as of mid-2026); LinkedIn followers grew **196.8% YoY** to 5,796; 9 active job postings; reports 100% answer rates, 18% more appointments booked, and 95% reduction in patient wait times.

## Competitive Advantages
- **Built by healthcare operators**: Founding team spent 3.5 years scaling Carbon Health and brings deep domain expertise.
- **Conversations, not phone trees**: True end-to-end AI resolution (voice, text, chat) rather than rigid IVR menus.
- **Enterprise-ready**: HIPAA compliant, integrates with existing EHR/CRM, and works without requiring an internal IT team.

## Strategic Focus
- Deepen integration with healthcare workflows, expand into new specialties, and scale the go-to-market motion for enterprise contracts. The platform’s ability to handle both front-office (scheduling, intake) and back-office (insurance, billing) tasks positions it as a comprehensive revenue cycle assistant.

## Why Work Here
- **Culture**: Values curiosity, trust, and compassion – transparent, mission-driven environment focused on improving care.
- **Team**: ~30 people, majority engineering/product — 21% technical roles, with alumni from Amazon, PolyAI, and Constant Contact.
- **Policy**: HQ in Austin, TX, with one remote employee in the Philippines. Likely flexible/hybrid (not explicitly stated but implied for tech roles).
- **Notable**: Founders are active on the engineering floor; recent Series A from top-tier VCs indicates strong runway and growth trajectory.

## Sources
1. [hellopatient.com](https://www.hellopatient.com/)
2. [hellopatient.com/about](https://www.hellopatient.com/about)
3. [linkedin.com/company/hello-patient](https://www.linkedin.com/company/hello-patient)
4. [tracxn.com](https://tracxn.com/d/companies/hellopatient/__dohpKNf2jmVx1j9T9mjxtqv3DScRTpKKuR-p7Bs7PIw)

## Other roles at Hello Patient

- [Business Development Representative](https://feeny.ai/job/business-development-representative-hello-patient-austin-0yb3ddy0z03y) — Austin, TX
- [Technical Project Manager](https://feeny.ai/job/technical-project-manager-hello-patient-austin-cb48e0h9rbha) — Austin, TX
- [Technical Project Manager](https://feeny.ai/job/technical-project-manager-hello-patient-new-york-eyc1qba78ter) — New York, NY
- [Account Executive - Physical Therapy](https://feeny.ai/job/account-executive-physical-therapy-hello-patient-austin-ab3n6s4qh141) — Austin, TX
- [Account Executive - Physical Therapy](https://feeny.ai/job/account-executive-physical-therapy-hello-patient-new-york-ss1ebede8pxg) — New York, NY
- [Account Executive - Physical Therapy](https://feeny.ai/job/account-executive-physical-therapy-hello-patient-united-states-fx25y6wzsrq6) — United States
- [Head of Strategic Finance](https://feeny.ai/job/head-of-strategic-finance-hello-patient-austin-zx2r9reegzq1) — Austin, TX
- [Software Engineer II](https://feeny.ai/job/software-engineer-ii-hello-patient-new-york-1hzh8bnq2fae) — New York, NY
- [Software Engineer II](https://feeny.ai/job/software-engineer-ii-hello-patient-austin-r15yeqzvz8ah) — Austin, TX
- [AI Agent Product Manager](https://feeny.ai/job/ai-agent-product-manager-hello-patient-austin-p2n993vfatez) — Austin, TX