Director, Financial Planning and Analysis (FP&A)

Serve as the Finance lead partner to revenue-generating teams: Sales, Marketing, and Expansion.

Lead weekly and monthly reviews of revenue performance, identifying the operational drivers behind variances to budget, forecast, and prior year.

Translate commercial and operating data into actionable insights on demand, conversion, utilization, capacity, pricing, mix, customer behavior, and unit economics.

Identify emerging risks and opportunities early and recommend specific actions to improve growth, predictability, and profitability.

Partner with Marketing to assess acquisition efficiency, channel performance, return on investment, and customer lifetime value.

Partner with Product and Strategy to develop business cases and post-launch performance measurement for new offerings.

Develop concise, decision-oriented revenue reporting for the executive team and Board of Directors.

Create clear bridges explaining changes in the revenue outlook, including volume, price, mix, timing, capacity, and execution impacts.

Communicate complex findings in a way that is accurate, accessible, and focused on business decisions.

Ensure consistency across financial forecasts, operating dashboards, management reporting, and Board materials.

Define the source-of-truth metrics, reporting standards, and controls used to manage revenue performance.

Improve forecasting accuracy and scalability through stronger processes, automation, data governance, and planning tools.

Partner with Accounting to ensure forecasts align with revenue-recognition policies and reported results.

Manage, develop, and lead one direct report (Manager of FP&A) on growth path within the FP&A function.

Collaborate with Data and Technology teams to improve data quality, reporting infrastructure, and self-service analytics.

Foster a culture of ownership, constructive challenge, continuous improvement, and strong cross-functional partnership.

7+ years of progressive experience in FP&A, strategic finance, investment banking, consulting, or a related analytical field, including meaningful ownership of revenue planning.

3+ years of experience leading and developing people or complex cross-functional workstreams.

Demonstrated ability to build sophisticated, driver-based financial models and convert analysis into practical business recommendations.

Strong understanding of revenue forecasting, pricing, unit economics, capacity planning, and performance measurement.

Experience partnering with senior executives and preparing materials for executive leadership or Boards.

Excellent communication skills, with the ability to explain complex financial and operational topics clearly and concisely.

Advanced Excel or Google Sheets skills and experience building revenue models in FP&A planning tools required (Pigment (preferred), Anaplan, Adaptive, Planful, etc.) as well as experience working with enterprise planning, business intelligence, and financial systems.

High standards for accuracy, controls, and data integrity, paired with the ability to operate effectively in a fast-paced, evolving environment.

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; MBA, CPA, CFA, or Masters degree in a related field is a plus.

First: we are Pioneers

Transforming healthcare requires divergent thinking, bias for action, disciplined experimentation, and consistent grit and determination to maintain momentum. This journey is as challenging as it is rewarding.

Second: we are Platform-Builders

We’re always building foundations that allow us to achieve tomorrow more than we did today. We never lose sight of what’s ahead – in a mindset of ownership and duty to our mission.

Above all: we are Patients

We could all be the next person who walks through our very doors, seeking clarity or peace of mind. We are proud of our impact on our patients’ lives, and we won’t stop till everyone can benefit from our work.