OnMed

Head of Financial Planning & Analysis, FP&A

OnMed

full-time

Posted on:

Location Type: Hybrid

Location: White Plains • New York • 🇺🇸 United States

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Salary

💰 $170,000 per year

Job Level

Lead

Tech Stack

Tableau

About the role

  • Lead the company’s annual operating plan, long-term financial planning, rolling forecasts, and budgeting processes to meet stringent regulatory, analyst and investor requirements.
  • Provide strategic recommendations to the executive team based on financial analysis, business performance trends, and market dynamics.
  • Act as a key advisor to the CFO and CEO on financial strategy, capital allocation, and business priorities.
  • Develop and maintain complex financial models to evaluate business performance, scenario planning, growth initiatives, investments, and new product strategies.
  • Analyze company performance against goals and KPIs; identify risks, opportunities, and corrective actions.
  • Work with CFO, CLO and Controller to prepare financial sections registration statement and ensure SEC compliance.
  • Build defensible valuation models for stakeholders to set pricing.
  • Create roadshow materials and financial presentations for institutional investors.
  • Build infrastructure for providing forward guidance to the market.
  • Partner with the Controller to deliver monthly/quarterly reporting packages, providing clear narrative and actionable insights. Establish quarterly earnings reporting processes and analyst relations/
  • Lead and enhance FP&A processes, systems, tools, and automation to improve accuracy, scalability, and speed.
  • Partner with senior leaders (Sales, Marketing, Operations, Corporate), to analyze performance drivers and guide resource allocation decisions.
  • Translate complex financial concepts into digestible insights for non-financial stakeholders.
  • Collaborate cross-functionally to optimize operational efficiency and resource allocation.
  • Prepare materials for board meetings, investor updates, lenders, and executive reviews.
  • Support capital planning, fundraising activities, external reporting, and due diligence efforts as needed.
  • Perform other related role’s responsibilities as assigned.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA or relevant advanced degree preferred.
  • 10+ years of progressive FP&A or corporate finance experience.
  • Strong expertise in financial modeling, forecasting, budgeting, and performance analytics.
  • Demonstrated experience partnering with executive teams and leading strategic financial discussions.
  • Advanced proficiency with Excel/Google Sheets and financial systems (e.g., QBO, NetSuite, or similar).
  • Exceptional communication skills with the ability to simplify complex information.
  • Proven ability to manage competing priorities in a fast-paced, high-growth environment.
  • Experience in high-growth operating environment.
  • Prior experience supporting board-level reporting and investor relations.
  • Familiarity with BI tools (e.g., Looker, Tableau, Power BI).
Benefits
  • unlimited PTO
  • paid holidays

Applicant Tracking System Keywords

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

Hard skills
financial modelingforecastingbudgetingperformance analyticscapital allocationscenario planningvaluation modelsfinancial analysisKPI analysisregulatory compliance
Soft skills
strategic recommendationscommunication skillscross-functional collaborationanalytical thinkingproblem-solvingleadershipresource allocationnarrative developmentstakeholder engagementprioritization
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBAadvanced degree in related field