Director, Financial Planning – Analysis

Herself Health

Director of Financial Planning and Analysis responsible for overseeing finance-related processes at Herself Health. Leading a team to create forecasts and manage budgeting in healthcare.

Posted 6/10/2026full-timeRemote • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Serve as Head of financial planning and analysis and run day-to-day operations of FP&A
Lead a team and scale as the business grows
Create monthly forecasts and build operating models, short-term and long-term financial plans
Be responsible for budgeting/planning processes and perform detailed department-specific budget and forecast reports
Partner with senior leadership to translate financial analysis into actionable business strategy and recommendations
Track key performance indicators (KPIs) and business metrics to drive accountability and performance
Oversee monthly, quarterly, and annual financial reporting, including variance analysis against budget and forecast
Lead the annual budgeting process and ongoing reforecasting in partnership with department leaders
Support fundraising, board reporting, and investor relations with financial models, analyses, and presentations
Establish and improve FP&A processes, systems, and internal controls to support a scaling organization

Requirements

What you’ll need

Bachelor's degree in accounting or finance
Progressive experience in FP&A, corporate finance, or a related discipline, with at least 3 years in a leadership or people-management capacity
Demonstrated experience building and owning operating models, forecasts, and annual budgets from the ground up
Experience presenting financial results and analysis to executives, boards, and investors
Experience scaling FP&A processes and systems in a high-growth environment
Healthcare industry experience
In-depth knowledge in the interpretation and application of accounting principles and practices
Previous experience managing a team
Strong communication skills
Ability to work in a fast-paced collaborative environment

Benefits

Comp & perks

We support Equal Employment Opportunities (EEO).
We are committed to an inclusive workplace.
We do not discriminate on the basis of race, religion, color, national origin, gender identity or expression, age, marital status, veteran status, disability status, parental status, political affiliation, or any other status protected by federal, state, or local laws.

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Hard Skills & Tools

financial planningfinancial analysisbudgetingforecastingoperating modelsvariance analysisKPI trackingfinancial reportinginternal controlsaccounting principles

Soft Skills

leadershipcommunicationcollaborationstrategic thinkingteam managementanalytical skillspresentation skillsaccountabilityproblem-solvingadaptability

Certifications

Bachelor's degree in accountingBachelor's degree in finance