Director, FP&A

🔥 12 hours ago

🇮🇳 India – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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CertifyOS

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2021

🏥 Healthcare

☁️ SaaS

🤝 B2B

💰 $40M Series B - Certify on 2025-06

Healthcare • SaaS • B2B

CertifyOS is a healthcare-focused provider data platform that consolidates and verifies provider information to create a single, AI-enabled source of truth. It replaces spreadsheets and point solutions with infrastructure for credentialing, contracting, payments, compliance, and provider data management, offering services like credentialing, licensing, monitoring, and roster management. The platform ingests rosters and real-time feeds, validates records against thousands of sources, and delivers a continuous, clean data stream accessible via one API. CertifyOS is positioned as a B2B SaaS solution for health plans, digital health companies, and health systems, claiming measurable operational improvements (e. g. , reduced re-credentialing costs, faster onboarding) and listing major health plans among its clients.

📋 Description

• Act as a strategic thought partner to the C-suite and executive team • Translate complex financial data into forward-looking growth strategies • Identify growth levers, unit economic improvements, gross margin expansion opportunities, and capital allocation models • Evaluate tradeoffs across go-to-market investments, product roadmap expansions, and global operational headcount • Own the multi-year long-range financial model, annual budgeting process, and continuous rolling re-forecasts • Conduct budget and forecast variance analysis and strategic monthly business reviews • Build scenario-based financial models to test business assumptions, pricing changes, market shifts, and scaling trajectories • Standardize business metrics including ARR, NRR, CAC payback, LTV:CAC, and Magic Number • Partner with Growth, Product, Customer Success, and Operations leadership • Design and optimize deal packaging, tier pricing, and enterprise contract structures • Establish operational KPIs for functional leaders • Design, implement, and automate a modern FP&A technology stack, including planning tools, BI dashboards, and ERP integrations • Recruit, develop, and mentor a lean FP&A team over time; initially serve as an individual contributor • Prepare monthly executive dashboards, quarterly Board of Directors presentations, and investor communications • Frame financial insights into narratives covering operational momentum, trade-offs, and strategic risks

🎯 Requirements

• 8–12+ years of progressive finance experience • At least 5+ years of pure-play FP&A and strategic finance leadership • Experience helping scale a B2B SaaS or HealthTech company • Proven strategic partnership with C-level executives • Expert knowledge of enterprise SaaS unit economics, go-to-market mechanics, net retention drivers, and complex multi-product financial modeling • Experience leveraging frontier models in day-to-day processes and larger project initiatives • Experience implementing and optimizing modern FP&A planning platforms • Experience building scalable financial infrastructure from scratch • Direct experience producing Board-level decks and managing executive stakeholders • Familiarity with US healthcare, provider systems, usage-based API platforms, or healthcare data infrastructure • Experience with Series B/C capital raises, debt financing, M&A execution, or IPO readiness workflows is preferred • Experience modeling and managing financial operations across cross-border structures is preferred • Direct experience communicating complex financial strategy to institutional investors is preferred

🏖️ Benefits

• 100% coverage of health, dental, and vision insurance premiums for employees • Unlimited PTO for the US-based team • At least two weeks off each year to recharge for the US-based team • Health insurance for employees in India • Statutory leave benefits for employees in India • Additional wellness (menstrual) leave for women in India • Inclusive, equal-opportunity workplace • Reasonable accommodations during the application process