Clarify Health Solutions

Financial Planning and Analysis

• 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

Director, Financial Planning – Analysis

General

• As a Physician Liaison, you will serve as a trusted advisor to healthcare providers and practices, guiding them through a structured change journey to optimize utilization of in-network, high-quality care delivery.
• You’ll leverage Clarify’s platform and engagement playbooks to diagnose each provider or practice’s readiness for change.
• This role goes beyond traditional provider relations. You will function as a change agent, combining consultative relationship skills with a systematic, data-informed approach to influence providers/practices to achieve sustained behavior change.
• Conduct regular interactions (both virtual and in-person) to review performance, co-develop improvement plans, and address barriers to change
• Engage with practice administration, staff, and providers to support workflow improvement, education, and awareness on value-based care program requirements, quality measures, and performance incentives
• Collaborate with internal teams to resolve barriers that may inhibit provider adoption
• Monitor progress on initiatives, track leading indicators of behavior change, and adjust strategies based on results
• Maintain detailed records of interactions, change stage assessments, and engagement activities in CRM (Salesforce)