Lead Vertical Planning: Direct the annual budgeting and multi-year forecasting processes for the Health Plan & Health Systems vertical, ensuring alignment with corporate financial targets.
Executive Advisory: Act as a key stakeholder in leadership meetings, translating complex financial data into actionable strategies for the President and vertical heads.
New Initiative Support: Provide financial modeling and "what-if" analysis for new product launches, geographical expansions, and potential value-based care arrangements.
Performance Management: Develop and monitor vertical-specific KPIs to identify risks and opportunities.
Monthly P&L Ownership: Lead the month-end close analysis for the vertical, providing deep-dive variance reporting that explains the why behind the numbers.
Resource Allocation: Partner with vertical and horizontal leaders to optimize headcount planning and OpEx spend, ensuring capital is deployed toward the highest-ROI initiatives.
Team Management: Oversee, coach, and develop a Manager, FP&A, fostering a culture of technical excellence and proactive problem-solving.
Process Improvement: Design and implement scalable financial processes and reporting tools specifically tailored to the unique needs of health systems and payer models.
Cross-Functional Collaboration: Serve as the bridge between the vertical leadership and the broader Corporate Finance team to ensure consistency in reporting and data integrity.

Requirements

Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field. An MBA or CPA is strongly preferred.
Experience: 7+ years of progressive experience in FP&A or Corporate Finance. At least 3+ years within the Healthcare industry (specifically Health Plans, Payers, or Integrated Delivery Networks).
Domain Expertise: Deep understanding of healthcare-specific financial metrics, including PMPM (Per Member Per Month) analysis, Value-Based Care models, and healthcare regulatory environments.
Leadership: 2+ years of experience directly managing and developing professional-level staff.
Technical Skills: Advanced proficiency in Excel or Google Sheets (financial modeling is a core requirement) and experience with ERP/EPM tools (e.g., Adaptive Insights, Anaplan, or NetSuite).
Communication: Proven ability to influence executive-level stakeholders and "translate" complex financial data into a compelling narrative for non-finance leaders.

Benefits

Comprehensive healthcare coverage (including medical, dental, vision, FSA/HSA, life and disability insurances)
Lyra for Lyrians; coaching and therapy services
Equity in the company through discretionary restricted stock units
Competitive time off with pay policies including vacation, sick days, and company holidays
Paid parental leave
401K retirement benefits
Monthly tech allowance
We like to spread joy throughout the year with well-being perks and activities, surprise swag, regular community celebration…and more!

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial modelingvariance reportingKPI developmentbudgetingforecastingresource allocationperformance managementdata analysisP&L analysisprocess improvement

Soft Skills

leadershipcoachingproblem-solvingcommunicationcollaborationinfluencingstrategic thinkingstakeholder managementteam managementcross-functional collaboration

Certifications

MBACPA