Director, FP&A

Most job postings are the same (and can be pretty boring, right?!). That's why we want to start out by telling you what's in it for you:

• We have an amazing platform that maximizes revenue for thousands of healthcare organizations across the country!
• We embrace diversity in a serious way! We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.
• We are fully remote & enjoy flexible work schedules.
• We celebrate and promote career growth and advancement.
• We have an awesome on-demand learning program.
• We do fun stuff like remote Virtual Cooking Classes, Yoga Sessions & Mixology Classes because we like to have fun!
• We have an awesome benefits package with Medical, Dental & Vision Coverage & 401K (with company match).
• We have an unlimited vacation policy - that's right, take vacation when you want and come back to work refreshed!
• We have cool Peer Nominated Awards & Recognition because we like to celebrate our employees!

 We are currently seeking a Director, FP&A to join our team. We are a completely remote company! 

 The Director, FP&A will play a key role in driving financial strategy, forecasting, and data-driven decision-making across the company. As a growth-oriented SaaS business, we are looking for someone who can balance strategic vision with hands-on execution, helping to scale financial operations and provide insights that drive performance.  

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. 

• Financial Planning & Forecasting 
• Lead the annual budgeting process, quarterly reforecasts, and long-range financial planning. 
• Partner with department heads to develop operational plans and align resource allocation with strategic priorities. 
• Build and maintain complex SaaS financial models including revenue forecasting, CAC, LTV, churn, and cohort analysis. 
• Reporting & Analysis 
• Prepare monthly and quarterly financial reports, including variance analysis and performance dashboards for executive leadership and the Board of Directors. 
• Provide insights into key business drivers, risks, and opportunities. 
• Track and analyze SaaS KPIs (MRR/ARR, Net Dollar Retention, CAC Payback, Gross Margin, etc.). 
• Business Partnership 
• Work closely with Sales, Marketing, Product, and Customer Success to support strategic initiatives and optimize ROI. 
• Develop pricing and go-to-market analysis to support growth strategies. 
• Lead the financial evaluation of strategic initiatives, including new product launches, market expansion, and partnerships. 
• Process Improvement 
• Implement and improve financial systems, tools, and processes to increase scalability, accuracy, and efficiency. 
• Drive automation of reporting and data consolidation across systems such as Salesforce, Sage Intacct, and SaaS metrics tools (e.g., Maxio). 
• Leadership & Team Development 
• Manage and develop a small team of analysts; recruit and scale the FP&A function as the business grows. 
• Serve as a thought partner to the CFO and executive team. 

REQUIRED SKILLS 

• Excellent FP&A and Financial Analysis skills 
• Excellent budgeting and forecasting skillset 
• Excellent modelling skillset 
• Due diligence experience 
• Understanding of basic accounting practices 
• Experience with SaaS based planning platforms 

EDUCATION and/or EXPERIENCE 

• Bachelor’s degree in Finance, Accounting, Economics, or related experience in a related field  
• MBA or CPA preferred 
• 8+ years of progressive experience in FP&A, including at least 3 years in a SaaS or subscription-based business. 
• 3+ years’ experience in leading and building out a finance function. 
• 3+ years’ experience managing a remote team 
• Deep understanding of SaaS metrics and unit economics. 
• Advanced Excel/Google Sheets modeling skills; experience with FP&A tools like Adaptive Insights, Anaplan, or Mosaic is a plus. 
• Strong communication skills with the ability to present complex data to senior stakeholders in a clear, actionable way. 
• Highly analytical and detail-oriented, with a proactive, problem-solving mindset. 
• Comfortable operating in a fast-paced, high-growth environment.