VP Finance, Wellbeing

Overview

This role supports the organization’s Wellbeing business by connecting financial planning, pricing, and performance analytics to measurable operational efficiency and client outcomes.

The Wellbeing business helps employers build healthier, more engaged workforces through technology, data, coaching, content, and incentives—delivered to members across physical, emotional, financial, and social wellbeing. Scaling this experience requires finance leadership that understands how member engagement, program delivery, and platform economics fit together.

Responsibilities

• Lead Wellbeing financial planning and analysis (FP&A) for core Wellbeing functions, partnering with Finance and Wellbeing leadership to turn financial insight into measurable operational efficiency.
• Drive cost and performance improvement by tracking unit cost metrics, identifying cost drivers, and launching initiatives to improve performance, including evaluating investments in tooling and staffing.
• Build financial models to support RFPs, renewals, and client proposals, including financial oversight for large client implementations.
• Own Wellbeing pricing strategy by developing and maintaining pricing frameworks and comprehensive pricing models, ensuring each deal aligns with margin targets.
• Optimize vendor and outsourcing relationships by evaluating vendor contracts and outsourcing models for financial efficiency and scalability, in partnership with Commercial and Product teams on pricing implications.
• Contribute to Wellbeing Leadership Team strategy, including support for operational capacity planning so the business is ready to scale.
• Own key performance metrics by defining and tracking KPIs such as member engagement and participation rates, product margin, and retention and renewal economics, then translating those insights into decisions leadership can act on.

Requirements

• Degree in finance, accounting, or a related field; MBA or CPA preferred.
• Progressive experience in finance leadership, including FP&A, pricing, and business partnering.
• Background in wellbeing, health, benefits, or healthcare SaaS and services businesses preferred.

Technical Skills

• Advanced financial modeling, including pricing models and scenario analysis.
• Experience building models for RFPs, renewals, and client-specific proposals.
• Expertise in unit cost analysis, margin management, and capacity planning.
• Knowledge of engagement, participation, retention, and renewal metrics in a platform and services model.
• Experience evaluating vendor contracts and outsourcing models.

Compensation & Benefits

• Competitive base salary and benefits effective day one.
• Comprehensive medical and dental coverage effective day one (through the organization’s own health solutions).
• Unlimited PTO.
• Mental health support, retirement planning, and financial protection.
• Professional development with clear career progression and learning budgets.
• Mission-driven culture emphasizing diverse perspectives and real impact.
• Compensation: base salary range of $220,000 - $245,000, depending on location, skills, and experience.
• Full benefits package eligibility starting day one.

Location

Compensation varies by location (base salary range: $220,000 - $245,000).