Senior Director, Strategic Finance & Enterprise Planning

Overview

This role is within the organization’s Strategic Finance team and is responsible for leading key parts of the annual operating plan cycle and supporting the strategic investment process.

Responsibilities

• Lead key components of the annual operating plan cycle, partnering with Finance, Strategy, and business leaders to translate company priorities into financial plans, targets, and investment decisions.
• Partner with business leaders to evaluate strategic investment opportunities, assess trade-offs, and ensure capital and operating resources are allocated against the company’s highest-priority initiatives.
• Build financial models, business cases, and decision frameworks to support investment prioritization, ROI assessment, and long-range value creation.
• Develop clear reporting and insights on plan performance, investment progress, risks, and opportunities for senior leadership.
• Support executive discussions by synthesizing complex financial and operational inputs into concise recommendations.
• Identify opportunities to improve planning accuracy, resource allocation, and investment discipline across the organization.
• Compliance with all applicable laws and regulations
• Other duties as assigned

Requirements

• 12+ years of experience in finance, FP&A, corporate strategy, investment banking, consulting, or a related strategic finance role.
• Experience leading or supporting annual planning, budgeting, forecasting, long-range planning, or capital allocation processes.
• Strong financial modeling, analytical, and business case development skills.
• Influence senior stakeholders and drive alignment across cross-functional teams.
• Excellent communication skills, with the ability to turn analysis into clear executive-level recommendations.
• Strong project management skills and comfort operating in complex, fast-paced environments.
• High degree of ownership, and ability to balance strategic thinking with operational execution.

Preferred Qualifications

• Experience in similar roles in strategy consulting, financial services, or insurance industries (e.g., private equity, venture capital, investment banking).
• Strong preference for healthcare industry experience and deep market knowledge.
• Advanced degrees or professional designations, such as an MBA or CFA.

Compensation & Benefits

• Base pay: $196,733 - $258,212 per year.
• Eligibility for employee benefits.
• Participation in an unlimited vacation program.
• Company equity grants.
• Annual performance bonuses.
• Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements.
• Final offer amounts, within the base pay set forth above, are determined by factors including relevant skills, education, and experience.

Location

This is a remote position, open to candidates who reside in: Dallas, TX. You will be fully remote; however, the approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area.

Reporting

Reports into the VP, FP&A.