Director, Revenue FP&A

Vālenz® Health

Director of Revenue FP&A managing revenue forecasting processes and collaborating with executive leadership at Valenz Health. Ensuring financial insights and performance management in a dynamic environment.

Posted 4/25/2026full-timeRemote • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Own the end-to-end revenue forecasting process across multiple revenue streams
Build and maintain driver-based models reflecting pipeline activity, conversion, implementation timing, and product mix
Establish and lead a consistent forecasting cadence to improve accuracy, transparency, and accountability
Serve as the primary finance partner to Sales and Revenue Operations
Lead pipeline and forecast reviews, ensuring alignment across commercial and finance teams
Analyze performance across product lines, bundled offerings, and cross-sell activity
Identify key drivers impacting revenue and provide actionable insights
Prepare and present materials for executive leadership and private equity stakeholders
Define and standardize revenue KPIs across systems and stakeholders
Manage and develop the revenue FP&A team

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, or a related field
12+ years of experience in FP&A or commercial finance, with significant ownership of revenue forecasting and planning
5+ years of leadership experience managing and developing high-performing teams, with the ability to set direction, elevate capability, and drive accountability
Proven experience operating in complex revenue environments with multiple products, service lines, and interdependent revenue streams
Demonstrated ability to build and manage sophisticated, driver-based revenue models that translate pipeline activity into accurate financial forecasts
Strong understanding of sales pipelines, funnel metrics, and revenue conversion dynamics, with the ability to challenge assumptions and improve forecast accuracy
Track record of serving as a trusted partner to Sales, Revenue Operations, and Executive Leadership, driving alignment between commercial performance and financial outcomes
Experience preparing and presenting executive- and sponsor-level materials, with the ability to clearly communicate revenue performance, risks, and outlook
Ability to operate with a high degree of autonomy, step into existing leadership gaps, and bring structure to evolving processes
Strong systems and technical proficiency, including experience with FP&A and planning tools (Adaptive, Planful, Vena, Hyperion, etc.), advanced Excel, and familiarity with CRM and data environments
A plus if you have…
MBA or advanced degree
Experience in a private equity-backed environment
Background in healthcare, insurance, or similar

Benefits

Comp & perks

Competitive benefits package with generous employer subsidies
Flexible and remote working options
401k with generous employer match and immediate vesting
Personal and professional development opportunities
Supportive family benefits, including paid leave for new family members
Companywide philanthropic program, Valenz Communities Connection

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

revenue forecastingdriver-based modelsfinancial analysisKPI definitionpipeline activity analysisforecast accuracy improvementrevenue planningperformance analysiscross-sell activity analysisfinancial forecasting

Soft Skills

leadershipcommunicationcollaborationaccountabilityautonomystrategic thinkingpresentation skillsteam developmentinsight generationalignment facilitation

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBA or advanced degree