FP&A Lead

Overview

This role leads Financial Planning & Analysis (FP&A) focused on margin and profitability. You will turn operational, clinical, and contract data into clear decision support for the executive team and board. The position is not reporting-only—success requires proactively identifying where margin is leaking, quantifying the opportunity, and partnering with operational leaders to drive measurable improvements.

You will join an existing, small finance team and report to the Corporate Controller. The scope is broad, visibility is high, and you will have real ownership.

Responsibilities

Gross margin analysis

• Build and maintain a detailed gross margin model covering cost of service, including devices, cellular connectivity, clinical operations, and logistics.
• Track unit economics per patient and per program, and identify the margin drivers (device cost, cellular fees, staffing productivity, utilization).
• Partner with Operations, Clinical, and Supply Chain to translate insights into initiatives with assigned owners and measurable targets.

Budgeting, forecasting, and board reporting

• Support the annual budget and rolling forecasts using driver-based revenue, COGS, and opex models.
• Prepare monthly management reporting and variance analysis explaining what happened, why, and corrective actions.
• Build KPI packages, scenario analyses, and supporting materials for executive and board meetings.

Customer and contract profitability

• Build customer- and contract-level P&Ls to identify which health system relationships, pricing structures, and contract terms drive or erode margin.
• Model the financial impact of contract negotiations, addenda, fee changes, and renewals before decisions are finalized.
• Flag underperforming accounts and recommend pricing or operational responses.

Pricing and APCM/agentification unit economics

• Model pricing scenarios and the economics of new care models, including Advanced Primary Care Management (APCM) and agentification (automation of clinical and operational workflows).
• Quantify the margin impact of automation, including cost-to-serve before and after.
• Support go-to-market and product decisions with clear ROI and payback analysis.

Finance operations partnership

• Work closely with the Corporate Controller to keep actuals, close processes, and forecasts tightly aligned.

Requirements

• 5+ years of FP&A, corporate finance, or strategic finance experience.
• Strong financial modeling skills (three-statement and driver-based) and advanced spreadsheet skills in Google Sheets or Excel.
• Demonstrated experience with gross margin, unit economics, or customer profitability analysis.
• Ability to communicate insights simply and directly to executives and non-finance partners.
• Comfort with ambiguity, a bias toward action, and the discipline to get the numbers right.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Familiarity with: QuickBooks, Salesforce, Databricks, Tableau, Coefficient, and Google Workspace.

Preferred Qualifications

• Experience in healthcare, health tech, or RPM, including familiarity with CPT billing codes, Medicare reimbursement, or value-based care economics.
• Experience supporting executive or board reporting.
• Experience in a high-growth or tech-enabled services company with a focus on margin improvement.

What Success Looks Like

• First 30 days: Learn the business and the data. Map the full cost-of-service structure and current margin by customer and program.
• First 90 days: Deliver a gross margin bridge and a customer profitability view leadership uses in decisions. Own the monthly reporting cadence with the Corporate Controller.
• First 12 months: Own the budget and forecast process alongside the Controller, with clear measurable impact on margin improvement and influence on pricing and contract decisions.

Compensation & Benefits

• Base salary range: $100,000 to $125,000 per year, depending on experience and skills.
• Bonus or equity may be considered as part of a total compensation package.
• Benefits include health, dental, vision, 401(k), and PTO.

Location

Fully remote within the US.

Work Authorization

Applicants must be legally authorized to work in the United States. The employer is unable to provide employment-based visa sponsorship for this position.

Equal Employment Opportunity

The employer is an Equal Opportunity Employer committed to providing equal employment opportunities to all applicants and employees. Employment decisions are based on qualifications, merit, and business needs, without discrimination based on any characteristic protected by applicable federal, state, or local law.