Strategic Finance & Accounting Manager

| New York, NY, USA
Employer Provided Salary: $140,000-$180,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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Why We Exist

Every morning, 11,000 Americans wake up and begin their first day of retirement. While retirement should be an exciting, empowering, and fulfilling part of one’s life, the reality today is that retirement brings along with it a fundamentally new set of challenges that make it an overwhelming time for many.
At Chapter, we believe that the current infrastructure for retirement is broken, and we’re on a mission to fix it. We’ve started by building industry leading technology to solve the first major obstacle in retirement: navigating Medicare (healthcare coverage for retirees over 65). Our products help seniors sign up, choose an insurance plan, and leverage their plan after they are enrolled. And, unlike most Medicare advisors who only search plans that pay them, Chapter searches every Medicare option nationwide. This allows us to find savings and benefits that others miss.
But our ambition doesn’t stop with Medicare — we seek to transform the way that Americans navigate and experience retirement. If this sounds exciting to you, we’d love to speak with you.

About the Role

Chapter is looking for its second member of the Finance team as a Strategic Finance & Accounting Lead. This person will be ingrained in every business unit to help lead and optimize FP&A (including budgeting, modeling, and forecasting) and oversee key accounting processes. In this role, you will forecast key business metrics and work with functional leaders to help guide them towards optimal decision making. 

The role requires someone who has a strong accounting background and FP&A experience, with a desire to get deeper in the strategic finance and planning of a high growth business. We are looking for someone who is highly analytical, strategic, a great communicator, and approaches problems in a structured manner. You will have access to the highest-priority business initiatives across the company. This role will report to the Head of Finance. 

What You’ll Do

  • Design, analyze and forecast organization-wide, cross-functional KPIs to better operate the business 
  • Monitor and refine revenue recognition policies and cash collection efforts
  • Build dynamic, detailed and scalable financial models in Excel and other FP&A tools to support both the finance team and other functional leaders across partnerships, product, Medicare advisory, operations, and data
  • Partner cross-functionally as thought-partner to drive new initiatives and improve operating efficiency by creating business cases 
  • Have exposure to top-tier venture capital investors, both existing and prospective
  • Leverage financial and P&L literacy to guide business leads; serve as critical link between operators, corporate, and management
  • Provide data-driven guidance to investors and Executive Leadership (e.g. monthly reporting, Board presentations)
  • Help create scalable processes and controls to better integrate and refine forecasting and planning
  • This role is hybrid in NYC

About You

  • 6+ years of relevant experience with a combination of public accounting and Series B,C,D high growth start-up experience
  • Has experience building financial models and business forecasting
  • Has owned the general ledger and worked in tools like Quickbooks,, and Brex or similar
  • Proficient in Microsoft Excel with growth ambitions to mastery
  • Intellectual curiosity coupled with a “roll up sleeves” attitude
  • Comfortable with ambiguity and excited by the ever-changing priorities of a start-up
  • Have (or want) experience working with operators on day-to-day execution to achieve targets and developing scalable processes

The salary range for this role will be $140,000 - $180,000 in addition to a competitive equity package, but it might vary depending on skills and experiences. If you think you'd be a good fit for the role, you should apply. All of our offers are based on our assessment of each individual's unique skills and experience.

Our Commitment

Chapter embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.

Chapter will provide any necessary accommodation during the recruitment and selection process to an employee or applicant with a disability. 

If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know.

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Technology we use

  • Engineering
    • JavascriptLanguages
    • PythonLanguages
    • TypeScriptLanguages
    • GCSLanguages
    • Next.jsLanguages


We're centrally located in NoHo, right next to NYU's campus and easily accessible by subway.

An Insider's view of Chapter

What are some social events your company does?

In addition to doing happy hours almost every month, Chapter's Culture Council also plans other fun excursions like escape rooms, baseball games, paint & sips, and more. We do team lunches at local restaurants and host a holiday party every December with plus-ones.


Enterprise Marketing Manager

What's the biggest problem your team is solving?

As our organization continues to grow, my team is currently focused on how our cross-functional prioritization will be determined & communicated to our internal stakeholders.
Ruthless prioritization is essential for a growing startup and we must ensure that all of our teams work together in that approach as we continue to build & solve new problems


Senior People Partner

What unique initiatives do you have that encourage innovation?

If you rely on the CEO to spur innovation, you’ve already lost. We hire amazing people who have excellent ideas, and we give them support to build.



What does your typical day look like?

A typical day might include building a new KPI dashboard, running trainings for our advisor team, brainstorming retention strategy, or any of the many day to day activities that go into “keeping the ship afloat” at a startup. The variety of work our team takes on has helped me continue to learn and grow in my role at Chapter.


Senior Operations Associate

What are Chapter Perks + Benefits

Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee-led culture committees
Hybrid work model
Employee awards
Flexible work schedule
Remote work program
Mandated unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental insurance
Vision insurance
Health insurance
Wellness programs
Mental health benefits
Financial & Retirement
Company equity
Child Care & Parental Leave Benefits
Generous parental leave
Return-to-work program post parental leave
Fertility benefits
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid holidays
Paid sick days
Flexible time off
Bereavement leave benefits
Company-wide vacation
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Fitness stipend
Home-office stipend for remote employees
Professional Development Benefits
Lunch and learns
Promote from within
Continuing education available during work hours

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