Director of Finance, Financial Planning & Analysis (FP&A)
Position Overview
The Director of Finance, FP&A is a revenue-focused finance leader responsible for forecasting, modeling, and analyzing revenue performance across products, customers, and go-to-market motions. This role requires payments industry experience and the ability to translate revenue and customer economics into clear business insights. The Director will serve as a trusted partner to senior leaders, support key business decisions, and manage a Senior-level analyst.
Primary Responsibilities
Planning, Budgeting & Forecasting
- Lead revenue planning, budgeting and forecasting across all products and go-to-market motions.
- Build revenue models using current trends, KPIs, and operating metrics to forecast future performance.
- Partner with Sales and leadership to translate budget assumptions into revenue targets, sales capacity needs, and achievable growth expectations.
Analysis & Performance Management
- Analyze revenue and volume performance versus forecast, budget, and prior year across channels and products.
- Track revenue KPIs and explain key variances, trends, and business impact.
- Own revenue bridge analysis across new business, attrition, pricing, volume, product mix, and customer changes.
- Support ad hoc analysis of customer profitability, product economics, pricing, volume, take rate, and transaction trends.
- Compare economics across products, customers, segments, and go-to-market channels.
Executive, Board & Lender Reporting
- Prepare revenue materials for executive, Board, investor, and lender presentations.
- Own revenue reporting for the Monthly Operating Review, ensuring a clear financial narrative supported by metrics and business context.
Business Partnership & Process Improvement
- Serve as a trusted finance partner for product, pricing, go-to-market, and revenue decisions.
- Partner with Sales and Revenue Intelligence to assess pipeline quality, conversion trends, timing risk, forecast risk, and revenue achievability.
- Improve forecast accuracy by tracking variances, identifying root causes, and refining revenue assumptions.
- Improve FP&A processes by reducing manual effort, increasing accuracy, and standardizing recurring reporting.
- Partner with Enterprise Data and BI to improve data quality, reporting infrastructure, and forecasting capabilities.
Leadership & Team Development
- Manage and develop a Senior-level analyst with clear ownership, consistent deliverables, and strong analytical standards.
- Foster an analytical culture focused on partnership, accountability, continuous improvement, and value creation.
Minimum Qualifications
- 8+ years of FP&A, revenue finance, strategic finance, or related experience.
- Payments industry experience required, including payment revenue models, pricing, transaction volume, take rate, and customer/product profitability.
- Proven ability to operate as a self-starter in a hands-on, fast-paced environment.
- Advanced financial modeling and analytical skills, with strong Excel proficiency.
- Strong executive communication skills, with experience presenting insights to senior leadership.
- Ability to manage multiple priorities and partner effectively across functions.
- Experience managing or mentoring analysts preferred.
- Working knowledge of U.S. GAAP and revenue recognition concepts.
- NetSuite, NSPB, Salesforce, BI, or similar systems experience preferred.
- Bachelor’s degree in Finance, Accounting, Economics, or related field required.
Compensation & Benefits
- $160,000 – $210,000 annual total compensation (commensurate with experience)
- Competitive Medical Health Plans, Low, Mid, High.
- Employer Paid Low Medical Plan for Employee & Dependents (HSA Eligible)
- Employer Paid Dental & Vision for Employee
- Employer Paid Life Insurance for Employee
- Employer Paid Long-term Disability for Employee
- Employer Paid Hospital Confinement for Employee ~ (If enrolled in Medical)
- + Voluntary Supplemental Insurance Coverage Options
- 20 days PTO & 7 Sick Days Annually
- 10 Fixed Paid Holidays Off Annually
- 401(k) Matching up to 3%
About Us
Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company’s innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.
