Director, FP&A

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $175k - $220k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Personify Health

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2023

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

Personify Health is the first personalized health platform company, designed to empower individuals and organizations to achieve better health outcomes through tailored solutions and services. They offer a comprehensive range of solutions including wellbeing navigation, care management, and health plan administration, catering to employers, health systems, health plans, and brokers. Their goal is to simplify healthcare experiences and enhance engagement, ultimately helping businesses optimize their investment in employee health and wellbeing.

📋 Description

• Build and maintain the three-to-five-year financial model • Manage recurring and ad hoc finance requests from New Mountain Capital • Prepare board materials • Support M&A and diligence work • Assess business performance and surface risks and opportunities • Deliver recommendations to executive leadership • Evaluate investments and initiatives using financial modeling and scenario analysis • Lead operating reviews and executive presentations • Define and report consolidated metrics, including ARR and retention • Represent Finance on cross-functional teams • Help business leaders hit their targets • Establish repeatable workflows for sponsor reporting, board materials, and diligence support

🎯 Requirements

• Bachelor’s degree in finance or a related field • 8+ years of experience in FP&A, corporate finance, or a similar role • Experience in health, wellness, benefits, or healthcare SaaS preferred • Advanced financial modeling and scenario analysis • Experience with NetSuite and Anaplan preferred • Proficiency with AI and automation tools to accelerate financial analysis, modeling, and reporting • Point of view on where AI and automation tools drive efficiency • Proficiency in MS Office • Proficiency with dashboard or visualization tools to present results to executive audiences

🏖️ Benefits

• Competitive base salary and benefits effective day one • Comprehensive medical and dental through our own health solutions • Unlimited PTO • Mental health support • Retirement planning • Financial protection • Professional development with clear career progression and learning budgets • Mission-driven culture where diverse perspectives drive real impact • Wellness programs • Other employee perks

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