Director, Financial Planning & Analysis

Overview

An outcomes-focused healthcare technology organization is seeking a Director of Financial Planning & Analysis to lead the development and management of financial models and analyses that support strategic decision-making. This role reports directly to the CFO and plays a critical part in shaping the company’s financial narrative for internal leadership, the Board, and external stakeholders. The position involves hands-on financial modeling, forecasting, fundraising support, M&A evaluation, and commercial finance operations within a fast-growing, AI-driven environment.

Responsibilities

Budget & Forecast Automation

• Redesign and automate the budgeting and forecasting process, currently manual and Excel-based
• Evaluate, select, and implement FP&A and planning tools to replace spreadsheet workflows
• Utilize AI tools to automate recurring modeling, data consolidation, and reporting tasks

Strategic Forecasting & Financial Modeling (35%)

• Lead corporate-wide financial planning, budgeting, and long-range forecasting
• Build and maintain core financial models capturing success-fee contracts, at-risk revenue, multi-year partnerships, and traditional SaaS metrics
• Provide financial analysis to support strategic decisions including pricing, product lines, market expansion, and resource allocation
• Identify financial and operational risks and opportunities proactively

Fundraising & M&A Support (25%)

• Develop and manage fundraising materials, investor models, and diligence support for equity and debt financing
• Lead financial diligence and integration modeling for mergers and acquisitions
• Prepare board- and investor-ready analyses translating complex data into clear narratives on growth, margin, and capital efficiency
• Support cap table management, valuation, and capital structure planning

Revenue Recognition & Commercial Finance Operations (25%)

• Collaborate with Accounting to ensure ASC 606 compliance for complex multi-element contracts
• Own ARR tracking and reporting, distinguishing contracted revenue, at-risk success fees, and probability-weighted bookings
• Partner with Sales and Operations on quote-to-cash processes, deal structuring, pricing mechanics, and reporting
• Drive process rigor and controls to maintain accuracy and auditability of financial data

Reporting, Systems & Cross-Functional Partnership (15%)

• Prepare timely and accurate budget vs. actual analyses for leadership and external stakeholders
• Continuously improve reporting infrastructure and dashboards, leveraging AI tools
• Build strong relationships with Sales, Product, Engineering, and People & Culture teams as a collaborative finance partner

Requirements

• 6-10+ years of progressive finance experience, including rigorous environments such as investment banking, private equity, hedge funds, or specialty/credit lending
• Successful transition experience into an operating company
• Advanced financial modeling and diligence skills, capable of building complex models under time pressure
• Hands-on experience automating budgeting and forecasting processes, including tool evaluation and AI integration
• Demonstrated ability to quickly learn new domains and deliver results
• Daily active use of AI tools (e.g., Claude, ChatGPT) to accelerate work
• Strong business acumen with the ability to translate financial analysis into actionable recommendations
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• Comfortable working in ambiguous, evolving business models

Preferred Qualifications

• Prior experience in healthcare, life sciences, or tech-enabled services companies
• Experience supporting fundraising and M&A diligence in venture- or sponsor-backed environments
• Familiarity with SaaS metrics and valuation frameworks (ARR, NRR, CAC/LTV, magic number)
• Strong knowledge of GAAP and ASC 606 revenue recognition standards
• Experience implementing or scaling financial systems and reporting infrastructure
• CPA, CFA, or MBA credentials
• Experience in high-growth, venture-backed companies

Compensation & Benefits

• Salary range: $182,000 - $215,000 per year
• Competitive base salary plus bonus and equity
• Quality health insurance
• Traditional 401(k) plan
• Vision, dental, disability, and life insurance
• Flexible Spending Accounts and Commuter Benefits
• Generous paid time off
• Flexible work arrangements
• Monthly wellness stipend
• Remote-friendly environment
• Access to enterprise AI tools and cloud platforms

Location

Remote-friendly

Equal Opportunity Statement

The organization is an Equal Opportunity Employer and does not discriminate based on race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, disability, or any other protected class under federal, state, or local law.