Senior Financial Planning and Analysis Manager

Minimum of 6 years of relevant, hands-on professional experience in financial planning, forecasting and modeling, preferably in a high-growth startup environment. Strong proficiency in Excel/Google Sheets. Knowledgeable about a variety of database, planning and forecasting software tools. Excellent verbal and written communication skills. Strong relationship building skills across departments and levels. Bachelor’s Degree in Accounting, Finance or related field. Bonus points for experience in the health insurance or broader healthcare industry.

Own the monthly financial management process, analyzing actual vs. expected results. Create and manage monthly performance reports and KPI dashboards. Drive the development of accurate and reliable annual budgets, rolling forecasts and multi-year cash flow projections. Collaborate with leadership on insightful analytics including deep dives into unit economics, customer acquisition cost (CAC), and lifetime value. Partner with the People Team on compensation plans, headcount planning, and equity distribution. Respond to vendor and regulatory inquiries concerning financial data. Lead financial preparation for future fundraising rounds, manage investor relations, and oversee debt facilities.