Director, Revenue FP&A

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🕒 April 25

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Vālenz® Health

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2004

⚕️ Healthcare Insurance

💳 Fintech

☁️ SaaS

Healthcare Insurance • Fintech • SaaS

Vālenz® Health is a comprehensive health plan solutions provider that offers a fully integrated platform designed to simplify the complexities of healthcare for employers, payers, providers, and members. The company focuses on enhancing quality and lowering costs through data-driven insights, member navigation, provider networks, and robust claims management. By connecting various stakeholders in the healthcare ecosystem, Vālenz aims to improve health outcomes and streamline the healthcare experience for all involved.

📋 Description

• Own the end-to-end revenue forecasting process across multiple revenue streams • Build and maintain driver-based models reflecting pipeline activity, conversion, implementation timing, and product mix • Establish and lead a consistent forecasting cadence to improve accuracy, transparency, and accountability • Serve as the primary finance partner to Sales and Revenue Operations • Lead pipeline and forecast reviews, ensuring alignment across commercial and finance teams • Analyze performance across product lines, bundled offerings, and cross-sell activity • Identify key drivers impacting revenue and provide actionable insights • Prepare and present materials for executive leadership and private equity stakeholders • Define and standardize revenue KPIs across systems and stakeholders • Manage and develop the revenue FP&A team

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field • 12+ years of experience in FP&A or commercial finance, with significant ownership of revenue forecasting and planning • 5+ years of leadership experience managing and developing high-performing teams, with the ability to set direction, elevate capability, and drive accountability • Proven experience operating in complex revenue environments with multiple products, service lines, and interdependent revenue streams • Demonstrated ability to build and manage sophisticated, driver-based revenue models that translate pipeline activity into accurate financial forecasts • Strong understanding of sales pipelines, funnel metrics, and revenue conversion dynamics, with the ability to challenge assumptions and improve forecast accuracy • Track record of serving as a trusted partner to Sales, Revenue Operations, and Executive Leadership, driving alignment between commercial performance and financial outcomes • Experience preparing and presenting executive- and sponsor-level materials, with the ability to clearly communicate revenue performance, risks, and outlook • Ability to operate with a high degree of autonomy, step into existing leadership gaps, and bring structure to evolving processes • Strong systems and technical proficiency, including experience with FP&A and planning tools (Adaptive, Planful, Vena, Hyperion, etc.), advanced Excel, and familiarity with CRM and data environments • A plus if you have… • MBA or advanced degree • Experience in a private equity-backed environment • Background in healthcare, insurance, or similar

🏖️ Benefits

• Competitive benefits package with generous employer subsidies • Flexible and remote working options • 401k with generous employer match and immediate vesting • Personal and professional development opportunities • Supportive family benefits, including paid leave for new family members • Companywide philanthropic program, Valenz Communities Connection