Own Luna's financial planning process, including annual budgets, quarterly forecasts, and long-range strategic plans that align with board and investor expectations.
Build and lead a high-performing FP&A team capable of delivering timely, accurate financial insights that drive decision-making across the organization.
Develop sophisticated financial models that evaluate growth scenarios, market expansion opportunities, pricing strategies, and investment trade offs.
Partner with business unit leaders to establish financial targets, track performance against plan, and identify corrective actions when needed.
Design and maintain executive dashboards and KPI frameworks that provide real-time visibility into business performance across all functions.
Serve as a key strategic advisor to the CFO and executive leadership team on capital allocation, investment priorities, and growth initiatives.
Lead financial due diligence and modeling for strategic partnerships and health system MSA agreements.
Translate financial data into compelling business narratives for board presentations, investor updates, and strategic planning sessions.
Partner with Operations, Clinical, and Therapist Acquisition leaders to optimize unit economics, improve contribution margins, and drive profitable growth.
Collaborate with the VP of Revenue Cycle Management (RCM) to align revenue forecasting with cash flow projections and working capital management.
Own pricing strategy and analysis, working cross-functionally to optimize payer contracts, cash pay rates, and health system partner agreements.
Drive deep understanding of unit economics across service lines, geographies, and customer segments to inform resource allocation decisions.
Lead profitability analysis at the market, payer, and service line level, identifying opportunities to improve margins while maintaining clinical quality.
Partner with Finance and RCM teams to ensure accurate financial reporting of gross-to-net revenue, reimbursement trends, and collection performance.
Lead financial planning for capital raises, investor reporting, and board materials in partnership with the CFO.
Develop and maintain investor-grade financial models and metrics that demonstrate Luna's growth trajectory and path to profitability.
Manage relationships with external stakeholders including investors, lenders, and financial advisors as needed.
Provide financial analysis and recommendations for capital deployment decisions including technology investments, market expansion, and organizational scaling.
Build scalable FP&A systems and processes that can support Luna's growth from $100M to $500M+ in revenue.
Champion data integrity and cross-functional alignment between FP&A, Accounting (Controller), RCM, and business intelligence teams.
Mentor and develop FP&A team members, establishing clear career paths and technical training programs.
Drive continuous improvement in forecasting accuracy, reporting efficiency, and analytical capabilities.

Requirements

10+ years of progressive finance experience with at least 5 years in FP&A leadership roles, preferably in high-growth healthcare or services businesses.
Proven track record of building and scaling FP&A functions in companies with $50M-$500M in revenue.
Experience supporting board and investor stakeholders with financial presentations and strategic recommendations.
Deep expertise in financial modeling, forecasting, and scenario analysis.
Advanced proficiency in financial modeling and Excel/Google Sheets; experience with modern FP&A and/or other BI tools strongly preferred (ie, Tableau)
Strong understanding of healthcare economics, reimbursement models, and payer dynamics.
Exceptional communication skills with ability to translate complex financial concepts for non-finance audiences.
Strategic mindset balanced with operational rigor and attention to detail.
Collaborative leadership style with ability to influence across functions without direct authority.
Education - Bachelor's degree in Finance, Economics, Accounting, or related field required.
MBA from a top-tier program is strongly preferred.
CFA, CPA, or other relevant finance certifications are required

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

financial planningfinancial modelingforecastingscenario analysispricing strategyprofitability analysisdata integrityanalytical capabilitiesKPI frameworkscapital allocation

Soft skills

communication skillscollaborative leadershipstrategic mindsetoperational rigorattention to detailmentoringteam developmentinfluencing skillsdecision-makingcross-functional alignment

Certifications

CFACPAMBABachelor's degree in FinanceBachelor's degree in EconomicsBachelor's degree in Accounting