Vice President, FP&A

Accountabilities:

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.