Strategic Finance Associate

Shields Health Solutions LLC

Shields Health Solutions LLC

Accounting & Finance
Boston, MA, USA
Posted on Sep 16, 2025

Position Overview:

Shields Health Solutions is looking to hire an Associate of Strategic Finance, reporting to VP of Strategic Finance, to work directly with the C-Suite, Regional Vice Presidents, and functional leaders on cross-functional finance and strategy projects. The Strategic Finance team is charged with building and supporting the financial, analytical, and strategic insights infrastructure to scale the rapidly-growing company. The team functions as the go-to group for cross-functional analysis and business case building, as well as subject matter experts in both company and site-level finance and accounting. Given its unique position within the Company, team members are provided learning and development opportunities directly with the core executive team with the ability to make a lasting impact on the Company. Members of the Strategic Finance team are provided distinct visibility into the operational model and growth-engine of one of the fastest-growing, nationally scaled healthcare enterprises. These experiences will provide the foundations of success for the future finance, strategy, growth, and business leadership of the Company.

This will be a very hands-on and analytical role. Strategic Finance professionals will be expected to focus real-time on the highest-priority business issues and be plugged into every facet of the business. You can expect to define and drive detailed analyses to derive insights that will drive key business decisions, help define and track key performance metrics for the company, and act as a strategic partner to our leadership teams. You’ll focus real-time on high-priority business issues and see your insights turned into impactful initiatives on a regular basis. The ideal teammates will be great communicators with outstanding interpersonal skills, exceptional analytical horsepower, have a growth-mindset, and possess the ability to work comfortably inside a highly entrepreneurial environment that is very results-oriented.

Representative Job Responsibilities and Duties:

  • Work directly with the C-Suite and other Company leaders to execute and support key business priorities
  • Support the development of the Company’s operating and forecast model – refinement, updating, evaluating, and be the subject matter expert
  • Support development of investor-facing and board materials to advise key stakeholders on overall company financials, initiatives, strategy, and operational results
  • Support investor communications, reporting, capital markets and related activities (both equity and debt related)
  • Collaborate cross-functionally, to identify, scope and monitor growth opportunities and initiatives (organic and inorganic)
  • Develop data-driven investment theses, business cases, and evaluation criteria for growth and efficiency-oriented initiatives
  • Interact with leaders across the organization as thought partners to enhance insights and understanding in order to enable a more proactive value-creation orientation
  • Identify and lead site-level and company-level value creation strategies
  • Partner with strategic operations and other key stakeholders in evaluation and execution of corporate development activities
  • Help optimize operating expenses and corporate purchasing, along with enhancing the Company’s abilities/understanding related to capital allocation and efficiency
  • Build financial and operational metrics and dashboards to report key insights
  • Support other FP&A workstreams as needed

Skills and Position Requirements (continued):

  • Entrepreneurial attitude - willingness to roll up sleeves and work alongside team members to make things happen quickly and create value
  • Must be highly motivated, results-driven professional who can thrive in a team-oriented environment
  • 2+ years of corporate finance, investment banking, investing, corporate strategy/development, or financial consulting experience
  • Outstanding leadership potential
  • Foundational understanding of business models
  • Growth-mindset
  • Exceptional Excel and Microsoft Office skills; including financial modeling and business visualization
  • Highly analytical with strong attention to detail
  • Capable of solving complex business problems
  • Values-oriented, data-driven decision-making style
  • Ability to distill complex issues into structured frameworks and concrete action plans
  • Experience in summarizing Company results in formal Management or Board of Director settings
  • Ambitious, reliable, and self-starter who is able to work independently, with limited oversight from managers
  • Effective at multi-tasking; someone who enjoys and thrives wearing multiple hats at once
  • Outstanding written and verbal communication skills
  • Enthusiastic and service-oriented

Education:

  • Bachelor’s Degree

Location:

  • Boston, MA or Chicago, IL Preferred

Compensation:

  • Competitive Base Salary
  • Annual Performance Bonus
  • Employee Benefits

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Shields Health Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.