Financial Planning & Analysis

Overview

The organization is building a healthcare clearinghouse and is seeking an experienced FP&A professional to raise the bar for business operations as it enters its next stage of growth.

This role involves building upon existing models, metrics, and systems to improve the accuracy and sophistication of forecasts and to ensure the financial infrastructure scales with the organization. The position reports to the Head of Finance & Operations and partners closely with the CEO and leaders across the business.

Responsibilities

• Own and continuously improve the company financial model, including:
  • Revenue
  • Expenses
  • Headcount
  • Cash
  • Long-range forecasting
• Build the metrics, models, and reporting infrastructure used to understand business performance, with high standards for accuracy, consistency, and traceability to underlying data
• Own annual planning and ongoing forecasting processes by developing assumptions and models that reflect how the business actually operates (not static or top-down forecasts)
• Develop reporting and analysis explaining performance against plan, including underlying drivers of:
  • Revenue growth
  • Gross margin
  • Operating expenses
  • Cash
• Partner closely with Accounting to digest monthly results and relevant accounting considerations, compare projections to actuals, and translate performance into reliable management reporting, forecasts, and models
• Build models to answer difficult strategic questions across the business, including customer and product economics, pricing, gross margin, infrastructure costs, investment decisions, and long-range growth scenarios
• Own headcount and spend planning across the company to ensure forecasts accurately reflect hiring plans, commitments, and other expected investments
• Develop and maintain cash and runway forecasts that provide leadership with a clear view of capital needs under a range of operating scenarios
• Automate financial data collection, reporting, and analysis wherever possible using modern tooling and AI to eliminate manual work and improve speed and reliability of financial systems
• Work directly with the Head of Finance & Operations and CEO on financial analysis for major decisions, board discussions, and other high-priority strategic questions

Requirements

• 4+ years of experience across FP&A, strategic finance, investment banking, private equity, consulting, or similarly rigorous analytical roles
• Meaningful experience operating inside a high-growth startup
• Exceptional financial modeling skills; ability to independently build a model from raw inputs through decision-ready output
• Strong understanding of the relationship between financial statements and operating metrics, and the ability to connect business mechanics to financial performance and accurate forecasts
• Highly technical for a finance professional, with experience leveraging automation and working directly with underlying data
• Experience using modern tools and AI to build financial systems that are faster, more reliable, and less dependent on manual processes
• Ability to independently take an ambiguous strategic question, determine what matters, structure the analysis, and develop a rigorous answer
• Clear communication of complex financial analysis, including explaining what changed, why it changed, what matters, and what to take away
• Thrives in ambiguity and can create structure from chaos
• Relentless and resourceful when investigating discrepancies or answers that don’t reconcile
• Fast, precise working style with comfort in environments requiring clarity, accountability, and urgency

Compensation & Benefits

Not specified in the provided job description.

Location

Not specified in the provided job description.

Additional Note on Recruiting Communications

The organization has been made aware of individuals impersonating its recruiting team. Official communication about roles will only come from an official domain email address or from the organization’s official identification verification partner. If unsure whether a message is legitimate or have concerns, contact the recruiting team directly using the official career contact information listed by the organization.