Vice President, FP&A

• Lead the overall financial planning and analysis function, overseeing long-range financial planning, annual operating plans, and monthly and quarterly forecasting cycles.
• Establish effective financial operating rhythms, accountability frameworks, and decision-making processes across Finance and business teams, ensuring the adoption of scalable tools and practices.
• Develop and maintain an integrated financial model incorporating three-statement modeling, key business performance indicators, and scenario analysis.
• Own bottom-up revenue forecasting in partnership with Go-To-Market, Customer Success, Revenue Operations, and Data teams, covering bookings, Annual Recurring Revenue (ARR), and revenue projections at client and cohort levels.
• Prepare monthly and quarterly management reporting packages, board presentations, and executive financial reviews, clearly communicating performance trends, variances, risks, and opportunities.
• Evaluate the financial impact of strategic initiatives and provide actionable recommendations to support investment decisions, capital allocation, and resource optimization.
• Act as a trusted strategic advisor to the CFO and executive leadership, translating complex financial information into clear business insights and recommendations.
• Collaborate with the Controller to strengthen accounting alignment, reporting accuracy, and financial processes, improving the speed and reliability of closing and forecasting activities.
• Lead the selection, implementation, and ongoing optimization of FP&A planning software while automating budgeting, forecasting, and reporting workflows.
• Support investor and lender reporting requirements in collaboration with Investor Relations and the CFO, ensuring accurate financial data, relevant metrics, and compelling financial narratives.
• Lead and develop a high-performing FP&A team, establishing standards for accuracy, efficiency, accountability, and effective business partnership.
• Provide dedicated financial guidance to Go-To-Market, Product, and General & Administrative functions, challenging assumptions and developing financial strategies aligned with business priorities.
• Drive the transition from manual, spreadsheet-based processes toward automated and AI-enabled financial planning, analysis, reporting, and board-material preparation.

Requirements:

• 10+ years of experience in Financial Planning & Analysis (FP&A), including at least 3–5 years leading an FP&A team in a fast-paced, growth-stage business environment.
• Strong expertise in financial modeling, particularly integrated three-statement models, with a solid understanding of accounting principles.
• Demonstrated experience forecasting recurring revenue businesses, including bookings, ARR, revenue performance, and unit economics.
• Proven ability to present financial strategies, forecasts, performance analyses, and recommendations to executive leadership teams and boards.
• Advanced proficiency in Excel and Google Sheets, with hands-on experience implementing or managing FP&A planning platforms such as Adaptive, Anaplan, or Planful.
• Experience working with NetSuite or another Enterprise Resource Planning (ERP) system is preferred.
• Experience scaling a business to $200 million or more in revenue and transforming FP&A operations from manual spreadsheet-based processes into automated, AI-enabled workflows.
• Previous experience in B2B2C, digital health, healthcare technology, or another regulated industry is considered an advantage.
• Background in investment banking, strategic finance, venture capital, or growth equity is a plus.
• Strong commercial judgment, strategic thinking, and executive presence, with the ability to influence stakeholders and drive organizational change.
• Excellent communication and interpersonal skills, including the ability to translate complex financial concepts into actionable insights for non-finance audiences.
• Demonstrated leadership and people management capabilities, with a passion for mentoring and developing high-performing teams.
• Bachelor's degree in Finance, Accounting, Economics, or a related discipline. An MBA, CFA, or CPA qualification is preferred.
• Comfort using approved AI tools to enhance financial forecasting, analysis, and reporting, while maintaining rigorous accuracy checks and protecting confidential information.
• A proactive, collaborative, and adaptable mindset, with the ability to balance strategic leadership and hands-on operational execution.

Benefits:

• Competitive annual base salary ranging from $225,000 to $275,000, depending on experience, qualifications, and relevant skills.
• Additional compensation opportunities through bonus and equity.
• Comprehensive employee benefits package (specific healthcare coverage and other benefits to be confirmed).
• Remote working opportunity within the United States.
• Opportunity to lead and transform a strategic finance function in a rapidly growing, technology-driven organization.
• Collaborative, diverse, and supportive working environment.
• Exposure to innovative AI technologies and the opportunity to implement next-generation financial planning and automation solutions.
• Opportunity to work closely with executive leadership and influence high-impact strategic and investment decisions.
• Meaningful contribution to the advancement of digital healthcare and preventive health solutions.