Director, Revenue Strategy – FP&A

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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

• Lead enterprise revenue planning and long-range growth modeling across all business lines • Evaluate growth opportunities, investment priorities, and strategic initiatives through rigorous financial analysis • Partner with executive leadership to establish revenue targets and growth assumptions • Build scenario models that assess potential outcomes, risks, and strategic tradeoffs • Serve as the strategic finance partner to Sales, Revenue Operations, Product, and Executive Leadership • Assess the financial impact of pricing strategies, product launches, market expansion, and cross-sell initiatives • Prepare and present strategic analyses and recommendations for executive leadership, board meetings, and private equity stakeholders • Challenge assumptions, identify risks and opportunities, and improve visibility into business performance • Lead enterprise revenue performance analysis across product lines, bundled offerings, and cross-sell activity • Develop actionable insights that improve business decision-making and resource allocation • Establish scalable forecasting methodologies, performance metrics, and governance processes • Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure • Build and develop a high-performing Revenue Strategy and FP&A function • Establish priorities, operating rhythms, and accountability frameworks that support business objectives • Champion a culture of data-driven decision making and continuous improvement

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field • 8+ 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 • Experience leading revenue forecasting and planning within a complex, multi-product business, including development of driver-based models tied to pipeline and commercial performance • Proven ability to influence executive decision-making through financial analysis, strategic partnership, and executive-level communication • Ability to operate with a high degree of autonomy, step into existing leadership gaps, and bring structure to evolving processes • Experience building scalable planning processes, forecasting frameworks, and reporting capabilities within a growing organization • 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

🏖️ 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