Senior Financial Planning and Analysis Manager

November 24

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Sana

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Healthcare Insurance • SaaS • B2B

Sana is a company providing modern health benefits tailored specifically for small businesses. The company offers comprehensive health plans which include medical, dental, and vision coverage, along with $0 healthcare options like virtual care, maternity, labs, and imaging services. Sana aims to simplify the management of health benefits, offering features like real-time employee management and transparent claims viewing. With a focus on affordability, businesses can save up to 20% by choosing Sana, with a high rate of renewal among clients. Their service includes a dedicated team of medical and benefits experts to assist members with guidance and in-network referrals. Sana emphasizes strong customer support with high satisfaction ratings, ensuring employees can keep their preferred providers without incurring out-of-network fees. The company prides itself on being a reliable and budget-friendly option for small businesses.

51 - 200 employees

⚕️ Healthcare Insurance

☁️ SaaS

🤝 B2B

💰 $60M Series B on 2022-06

📋 Description

• Own the monthly financial management process, analyzing actual vs. expected results. Collaborate cross-functionally to define and track actions necessary to achieve desired financial outcomes • Create and manage monthly performance reports and KPI dashboards for both internal leadership and external stakeholders. Manage the monthly internal and external reporting process • Drive the development of accurate and reliable annual budgets, rolling forecasts and multi-year cash flow projections. Develop a deep understanding of the key financial levers that drive the business performance • Collaborate with leadership on insightful analytics including deep dives into unit economics, customer acquisition cost (CAC), and lifetime value. Proactively identify and model new avenues for growth and operational efficiency • Partner with the People Team on critical cross-functional activities, including compensation plans, managing headcount planning, and tracking equity distribution • Respond to vendor and regulatory inquiries concerning financial data • Lead financial preparation for future fundraising rounds, manage ongoing investor relations, and oversee existing debt facilities

🎯 Requirements

• Minimum of 6 years of relevant, hands-on professional experience, with strong expertise in financial planning, forecasting and modeling, preferably in a high-growth startup environment • First principles thinker who approaches challenges creatively and flexibly to find the right process solutions aligned with our business model and stage of growth • Strong proficiency in Excel/Google Sheets. Knowledgeable about of a variety of database, planning and forecasting software tools and the ability to critically assess which tools are appropriate for our needs • Excellent verbal and written communication skills – be able to explain complex financial concepts in easy-to-understand terms to people at different levels across the organization • Strong relationship building skills across departments and levels • Bachelor’s Degree in Accounting, Finance or related field • Bonus points for experience in the health insurance or broader healthcare industry

🏖️ Benefits

• Remote company with a fully distributed team – no return-to-office mandates • Flexible vacation policy (and a culture of using it) • Medical, dental, and vision insurance with 100% company-paid employee coverage • 401(k), FSA, and HSA plans • Paid parental leave • Short and long-term disability, as well as life insurance • Competitive stock options are offered to all employees • Transparent compensation & formal career development programs • Paid one-month sabbatical after 5 years • Stipends for setting up your home office and an ongoing learning budget • Direct positive impact on members’ lives – wait until you see the positive feedback members share every day