Director, Financial Planning – Analysis

Clarify Health Solutions

Director of Financial Planning & Analysis to build financial models for a fast-scaling healthcare tech company. Partnering with CFO on decision-making, fundraising, and M&A activities.

Posted 7/21/2026full-timeRemote • 🇺🇸 United StatesLead💰 $182,000 - $215,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced financial modeling and analysis capabilities, with a strong focus on decision-making in a fast-paced, AI-driven healthcare technology environment. Proficient in automating budgeting and forecasting processes while leveraging AI tools to enhance financial reporting and insights.

Highest-signal resume keywords

Advanced Financial ModelingFinancial Diligence SkillsAI Tools UtilizationBusiness AcumenFundraising Materials Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingBudgetingForecastingScenario AnalysisRevenue RecognitionARR TrackingBVA AnalysisM&A Financial DiligenceComplex Contract ManagementSaaS Metrics

Soft Skills

Strong Business AcumenAbility to Teach YourselfComfort with AmbiguityCredibility with LeadershipProactive Insight Generation

Tools & Technologies

FP&A ToolsAI ToolsClaudeChatGPT

Industry Keywords

Healthcare TechnologyInvestment BankingPrivate EquityHedge FundsSpecialty Lending

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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