Corporate FP&a Manager
Posted on 4/3/2023

201-500 employees

Health data exchange platform
Company Overview
HealthVerity's mission is to transform the healthcare industry by creating a high-governance, privacy-compliant way for the healthcare industry to connect and exchange real-world data across the broadest ecosystem, enabling longitudinal patient journeys, frictionless access to data and better patient outcomes.
Financial Services
Data & Analytics
Crypto & Web3

Company Stage

Series D

Total Funding





Philadelphia, Pennsylvania

Growth & Insights

6 month growth


1 year growth


2 year growth

Philadelphia, PA, USA
Experience Level
Desired Skills
Data Analysis
Finance & Banking
  • Take responsibility to meet expressed needs
  • Demonstrate service by going beyond what is expected
  • Exercise diplomacy skills to deal effectively and professionally with obstacles that arise with internal and external stakeholders
  • Work in a fast-paced team environment, meet deadlines and adapt to change with a seamless impact on the business
  • Commit to highest standards of quality and integrity
  • Exude a high degree of professionalism and treat others with respect
  • Responsible for developing, maintaining, and refining financial models, forecasts, analyses, and reports to better understand financial trends and financial opportunities (to inform quarterly forecasts, budgeting/planning across the P&L, investment evaluations and prioritization, and operational decision-making)
  • Manage the annual budget process, including developing and documenting key assumptions, working with business partners to ensure budgets are appropriate, and that internal partners establish action plans that achieve the necessary financial outputs
  • Support the monthly financial closing process and assist in the preparation of financial analyses and monthly reporting package for leadership team and Board of Directors
  • Analyze actual results and forecasts/budgets to better understand variances, business drivers, and work with business leaders to promote informed decision making within the business
  • Assist VP, Finance with improving processes, systems, data analysis and outputs including managing the implementation of a financial planning and reporting tool
  • Work to enhance automated reporting capabilities within Oracle NetSuite and through the use of an FP&A software solution
  • Support senior staff in partnering with business, product, and support teams to track business performance, exercise expenditure and investment controls, and identity risks and opportunities to our financial outlook
  • Collaborate with finance team members to build cash forecasting models to optimize cash management
  • Proactively research and resolve financial inquiries, issues and perform other ad-hoc duties as required
Desired Qualifications
  • Bachelor's Degree with Accounting or Finance concentration
  • 5+ years of relevant experience with prior experience at a high-growth SaaS start-up preferred and experience in Investment Banking, Consulting or Strategic Finance a plus
  • Exceptional financial modeling skills and a very high level proficiency with Microsoft Excel/Google Sheets with a deep understanding of model architecture, formula efficiency, and pivot tables
  • Experience analyzing data sets, working with accounting systems (Oracle NetSuite a plus) and utilizing a financial planning and reporting tool
  • Solid grasp of three financial statements, with a high aptitude and enthusiasm for problem-solving through quantitative modeling and analysis
  • Excellent communication skills, with the ability to concisely articulate complex accounting and reporting concepts to audiences with varying degrees of financial knowledge
  • Possess a high sense of urgency, ability to interact with multiple levels within the organization and be an effective team player
  • Excellent attention to detail and ability to thrive in a fast-paced, results-oriented environment
  • CPA / CMA / MBA is a plus