Director, Financial Planning – Analysis

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $182k - $215k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Clarify Health Solutions

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2015

⚕️ Healthcare Insurance

🤖 Artificial Intelligence

🧬 Biotechnology

💰 $150M Series D on 2022-04

Healthcare Insurance • Artificial Intelligence • Biotechnology

Clarify Health Solutions is a company specializing in healthcare analytics, offering AI-powered insights to improve decision-making for healthcare providers, payers, tech and services, and life sciences sectors. Their solutions are designed to help grow revenue, contain costs, guide care, and leverage data to achieve a better performance in the healthcare industry. They utilize diverse data sources and advanced benchmarking methodologies to provide actionable insights and have helped their customers unlock significant ROI and revenue growth.

📋 Description

• Build and own the financial models and analyses that power decision-making at a fast-scaling, AI-first healthcare technology company • Lead corporate-wide financial planning, budgeting, and long-range forecasting • Build and maintain the company's core financial model, capturing the mechanics of success-fee contracts, at-risk revenue, and multi-year health system partnerships alongside traditional SaaS metrics • Provide the CFO with financial analysis on the implications of strategic decisions - pricing models, new product lines, market expansion, and resource allocation • Proactively surface insights on financial and operational drivers, flagging risks, overages, and optimization opportunities before they become surprises • Build and own fundraising materials, investor models, and diligence support for equity and debt processes • Lead financial diligence and integration modeling for M&A activity • Partner with Accounting on revenue recognition for complex, multi-element contracts • Own ARR tracking and reporting • Partner with Sales and Operations on quote-to-cash and sales-ops-adjacent processes • Prepare timely, accurate BVA analysis that the CFO uses to brief Clarify's leadership team, Board of Directors, and external stakeholders

🎯 Requirements

• 6-10+ years of progressive finance experience, with meaningful time in a rigorous, high-accountability environment - investment banking, private equity, hedge funds, or specialty/credit lending - followed by a successful transition into an operating company • Advanced financial modeling and diligence skills - can build a complex three-statement model or scenario analysis from scratch, under time pressure, without hand-holding • Hands-on experience automating budgeting and forecasting processes - moving a company off manual, spreadsheet-based cycles, evaluating and selecting FP&A/planning tools, and using AI tools like Claude to streamline modeling and reporting • Demonstrated ability to teach yourself a new domain quickly - your career shows at least one hard pivot (industry, function, or company stage) where you got up to speed fast and delivered • An AI-first mindset - active daily use of AI tools (Claude, ChatGPT, or similar) to accelerate modeling, diligence, and reporting; can cite specific examples of using AI to compress timelines • Strong business acumen - builds credibility quickly with the leadership team and translates financial analysis into clear, actionable recommendations • Bachelor's degree in Finance, Accounting, Economics, or related field • Comfort with ambiguity and a complex, evolving business model - you're energized, not unsettled, by a company that is actively redesigning its own revenue mechanisms.

🏖️ Benefits

• Competitive compensation (base + bonus + equity) • Quality health insurance • Traditional 401K plan • Vision, dental, disability and life insurance • Flexible Spending Accounts and Commuter Benefits • Generous PTO • Flexibility • Monthly wellness stipend • Remote friendly • A collaborative workplace which will challenge you and celebrate your work • The opportunity to design the financial infrastructure for a fundamentally new business model in healthcare, rather than maintain someone else's spreadsheet • Enterprise AI tools (Claude, cloud platforms) and an expectation that you'll use them to work faster and smarter