Director, Product Finance - Engineering and Provider Solutions

Overview

The organization is seeking a strategic and collaborative finance leader to join as Director, Product Finance – Engineering and Provider Solutions.

This role partners closely with Product, Engineering, Commercial, Strategy, and other cross-functional teams to shape investment prioritization, fund innovation, and ensure financial insights influence key growth opportunities across software and AI-enabled solutions.

Responsibilities

• Partner with the business

  • Serve as the primary finance partner to Provider Solutions and Engineering leadership.
  • Influence product strategy, roadmap prioritization, and long-range planning decisions.
  • Provide insights on growth opportunities, investment trade-offs, and strategic priorities.
  • Collaborate across Product, Technology, Commercial, Strategy, RevOps, and Finance to align investment decisions with long-term value creation.

• Drive product and portfolio economics

  • Develop frameworks to improve visibility into product, customer, and portfolio performance.
  • Evaluate pricing strategies, monetization models, and growth opportunities.
  • Analyze customer adoption, retention, unit economics, and long-term value creation.
  • Model financial outcomes for product-led growth motions, usage-based models, AI-enabled products, and emerging technologies.

• Lead investment decisions

  • Build and evaluate business cases for new products, platform investments, partnerships, and strategic initiatives.
  • Assess expected returns, risks, customer value, and strategic impact.
  • Support portfolio prioritization and investment governance across competing opportunities.
  • Lead financial due diligence for build, buy, or partner decisions, including strategic partnerships and potential acquisitions.

• Help shape the future of finance

  • Leverage AI, analytics, and automation to improve decision-making and forecasting capabilities.
  • Partner with Product, Engineering, Data & Analytics, and Finance to develop scalable decision-support tools.
  • Champion innovative approaches to financial planning, portfolio management, and strategic analysis.

• Lead and develop the team

  • Lead, coach, and develop a team of approximately 3–4 finance professionals.
  • Establish scalable processes and frameworks that strengthen Product Finance capabilities across the organization.

Requirements

• 10+ years of progressive experience in one or more of the following: Product Finance, Strategic Finance, Commercial Finance, FP&A, Corporate Strategy, Consulting, Investment Analysis, or related fields.
• Experience supporting software, SaaS, digital health, healthcare technology, platform businesses, or technology-enabled services.
• Strong FP&A and technical finance expertise with a track record of influencing executive decision-making.
• Experience evaluating business cases, investment opportunities, and growth strategies.
• Understanding of customer value creation, growth economics, portfolio management, and resource allocation.
• Exceptional financial modeling, analytical, communication, and stakeholder management skills.
• Experience operating successfully within complex, matrixed organizations.
• Proven people leadership experience, including coaching and developing high-performing teams.
• Ability to build strong relationships and serve as a trusted business partner to senior stakeholders.

Preferred Qualifications

• Experience supporting large Engineering or Product organizations.
• Experience modeling unit economics, infrastructure costs, and pricing strategies for AI-driven products or automated workflow solutions.
• Financial due diligence experience related to technology acquisitions or strategic partnerships.
• Experience within digital health, healthcare technology, enterprise software, or SaaS environments.
• Consulting background.
• Experience supporting global organizations with significant U.S. commercial operations.
• MBA, CPA, CFA, or equivalent advanced business training.

Compensation & Benefits

• Base pay range (estimated): $187,000 to $281,000 USD
• In addition to base pay, a comprehensive benefits package is offered. Benefits may vary by location and eligibility.
• Compensation hiring decisions are dependent on the facts and circumstances of each case, and it is not typical for an individual to be hired at or near the top of the range for the role.

Location

• West Coast preferred