Director of Financial Planning and Analysis

Bachelor's degree in Finance, Accounting, Economics, or related field CPA, CFA, or MBA from top tier program preferred 7+ years of progressive experience in financial planning and analysis At least 3 years in a leadership role Minimum 2 years of experience in high growth technology companies (healthcare technology, SaaS, or venture backed startups preferred) Background in investment banking, private equity, or management consulting Demonstrated experience supporting Series B+ funding rounds and working with venture capital investors Expert level proficiency in financial modeling, including three statement models and scenario planning Advanced Excel skills Experience in financial planning software (Mosaic, Anaplan, or similar platforms preferred) Experience with business intelligence tools (Tableau, Power BI, Looker) Demonstrated experience and strong interest in leveraging AI applications (predictive analytics, GenAI, ML) for FP&A tasks Strong understanding of GAAP and financial reporting principles Knowledge of healthcare economics, value-based care models, and clinical outcomes measurement strongly preferred Familiarity with SaaS metrics, unit economics, and subscription business models Proven ability to influence and collaborate with C-level executives and board members Exceptional written and verbal communication skills Experience building and leading finance teams in fast-paced, high growth environments Strong project management and cross-functional collaboration skills Understanding of healthcare regulatory environment and compliance requirements preferred Knowledge of virtual care delivery models and telehealth business economics Familiarity with employer benefits and health plan operations advantageous

Lead comprehensive financial planning processes (budgeting, forecasting, long-range planning) Build and maintain sophisticated three-statement financial models Develop scenario planning and sensitivity analyses Create and maintain key performance indicators (KPIs) and metrics dashboards Serve as primary financial partner to business unit leaders Provide analytical support for pricing strategy and contract negotiations Lead financial analysis for strategic initiatives (market expansion, M&A) Support customer-facing quarterly business reviews Prepare comprehensive board packages and investor updates Support fundraising activities (due diligence, data room management) Lead quarterly business reviews with executive leadership and board members Develop expertise in healthcare economics (value-based care, clinical outcomes) Model and analyze unit economics Evaluate financial impact of clinical programs Support contract negotiations with health plans and PBMs Build and lead a high-performing FP&A team Establish best-in-class FP&A processes, systems, and reporting infrastructure Drive continuous improvement in financial planning tools and methodologies Foster a culture of data-driven decision making