Lemonaid Health is a mission driven technology and retail startup committed to providing quality and affordable healthcare to patients nationwide. We build long term relationships with patients by offering a broad range of primary care services to help them lead happier, healthier lives,

We’re seeking a Sr Manager to lead enterprise-wide planning, forecasting, and performance management for the business. This role serves as a strategic finance partner to senior functional leaders across G&A, Marketing, Product, and Pharmacy Operations/Supply Chain, bringing analytical rigor and clear financial insight to both near-term execution and long-term growth decisions.

The Sr. Manager will play a critical role in shaping business strategy by evaluating revenue drivers, pricing and promotional initiatives, and new product opportunities, while also ensuring disciplined forecasting, reporting, and executive-level financial storytelling as the company scales. This role reports directly to the CFO and works closely with cross-functional leadership and executive stakeholders.

Planning, forecasting, and close support

·Own the FP&A operating cadence, including the monthly/quarterly forecasting process, annual budgeting cycle, performance review timelines, and coordination of inputs across Finance and cross-functional teams

·Lead monthly performance reviews, including variance analysis versus plan and forecast, identification of risks and opportunities, and delivery of clear, executive-ready financial narratives

·Prepare and synthesize financial insights and materials for monthly executive reviews and periodic Board discussions, highlighting performance drivers, trends, and forward-looking considerations

·Partner closely with Accounting to ensure accurate accruals, clean reporting inputs, and consistent, reliable management reporting throughout the close process

Business partnership + strategic support

·Serve as the strategic finance partner to department heads: build operating plans, challenge assumptions, and influence resource allocation.

·Develop decision support for key initiatives (new products, pricing, vendor changes, staffing plans, capacity expansion, pharmacy/compounding changes).

·Consolidate cross-functional inputs into a cohesive outlook and highlight leading indicators/KPIs.

·Partner with executive and functional leadership to support revenue growth initiatives, including pricing optimization, new product launches, and promotional strategies, with accountability for financial evaluation, ROI analysis, and performance tracking

Modeling + Analytics

·Build, maintain, and evolve driver-based financial models that connect unit economics to operational and commercial levers, including revenue drivers, customer acquisition and retention (CAC/LTV), utilization, fulfillment and pharmacy costs, gross margin, and labor productivity

·Use modeling, scenario analysis, and dashboards to assess the financial impact of growth initiatives, pricing and promotional changes, and operational trade-offs, enabling faster, data-driven decisions

·Improve data quality, consistency, and repeatability of weekly and monthly insights to support forecasting accuracy and executive decision-making

Process, systems, and scaling

·Drive automation and continuous improvement across FP&A workflows to improve efficiency, data integrity, and scalability as the business grows

·Partner with Accounting, Product, Marketing, and Operations to ensure financial systems, planning tools, and reporting structures effectively support cross-functional decision-making and performance tracking

·Help implement, optimize, and mature planning tools and adjacent finance systems (e.g., EPM and ERP), building repeatable processes and standardized reporting that enable consistent insights for functional leaders and executives

·Design reporting frameworks that scale with the organization and support evolving business needs, including executive, Board, and cross-functional performance reporting

Leadership & Influence

·Act as a trusted thought partner to the CFO and senior leaders, providing clear financial guidance and perspective to support strategic decision-making

·Provide financial recommendations and perspectives that inform executive decisions on investment prioritization, growth initiatives, and resource allocation

·Lead through influence by partnering cross-functionally to align teams around financial goals, priorities, and performance expectations

·Establish high standards for financial rigor, modeling, and executive communication, elevating the quality and consistency of insights across the organization

·Mentor and support analysts and cross-functional partners on financial concepts, business drivers, and data-driven decision-making as the organization scales

What Success Looks Like

·Accurate, timely forecasts and performance insights that leadership trusts and relies on

· Clear visibility into revenue drivers, unit economics, and ROI across growth initiatives

·Executive and Board materials that clearly articulate performance, risks, and forward-looking opportunities

·Scalable FP&A processes and reporting that support continued business growth and future team expansion

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Lemonaid SPV, Inc.

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