FP&A Lead
Rally Health
full-time
Posted on:
Location Type: Hybrid
Location: Arizona • California • United States
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Salary
💰 $125,000 - $169,000 per year
Job Level
About the role
- Lead the development of annual budgets, forecasts, and long-range planning models that reflect the company’s evolving priorities.
- Build and maintain dynamic financial models that capture key business drivers across healthcare, benefits, and platform operations.
- Translate financial data into strategic insights that guide executive decision-making and resource allocation.
- Serve as a trusted partner to business leaders across product, operations, and go-to-market teams.
- Drive monthly and quarterly financial reviews with compelling narratives and data-backed recommendations.
- Establish and scale FP&A processes, tools, and systems to support a high-growth environment.
- Model financials for key business decision making including new and renewal business pricing or post-mortem contract models.
- Partner with accounting, HR, and benefits teams to ensure accurate headcount planning, compensation modeling, and cost forecasting.
- Support financial reporting and board materials with clear, concise financial storytelling.
Requirements
- Minimum of 8 years of experience in FP&A, strategic finance, or business operations, ideally in a startup or high-growth environment.
- Proven ability to lead financial planning processes and deliver insights that influence executive decisions.
- Deep understanding of business drivers in healthcare, benefits, or consumer platforms.
- Advanced Excel and financial modeling skills; experience with FP&A tools is a plus.
- Exceptional communication and executive presentation skills—able to distill complexity into clarity.
- Strong collaboration skills with a track record of cross-functional influence and partnership.
- Proven ability to build and develop teams
Benefits
- Flexible work environment
- Health insurance
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingbudgetingforecastingdata analysiscost forecastingheadcount planningcompensation modelingfinancial reportingExcelFP&A tools
Soft Skills
communicationexecutive presentationcollaborationcross-functional influencestrategic insightsleadershipstorytellingpartnershipproblem-solvingadaptability