Head of Financial Planning & Analysis

About Clipboard

Our mission is to uplift as many communities as possible. We do this through our app-based marketplace that connects healthcare professionals with the workplaces that need amazing workers. This enables hundreds of thousands of people to achieve financial stability for themselves and their families while providing essential care to millions of people across the U.S.

Founded in 2016, we are a remote-first team of over 1,000 people building a top Y-Combinator company and have been profitable since 2022. We’re the leader in Long-Term Care staffing and are rapidly expanding into Home Health, Hospitals, and more, meaning we have more work to do than people to do it, and are growing our team to support millions more people and their communities.

Excited about what we're building? We'd be grateful if you'd spread the word. If you know a friend, former colleague, or someone exceptional you'd love to work with again, refer them here.

Role Overview

We are seeking a Head of FP&A to take full, end-to-end ownership of our corporate financial model and the operational workflows that feed it. Reporting directly to the Chief of Staff of Revenue & Finance, this will start as an individual contributor role built for someone who thrives in both the granular details and the executive-level storytelling, with the potential to build out and lead a future team. This is our first FP&A hire and we’ll be looking to you to bring expertise and intentional design to our planning, forecasting, and reporting processes.

You will own the corporate model, drive forecast cycles, build our long-range planning and annual planning processes, and serve as the connective tissue between Accounting, Strategic Finance, and senior leadership. The right person is rigorous without being slow, can translate complex financial systems into clear narratives, and holds themselves to an exceptionally high standard of accuracy.

What You’ll Own

Corporate Model & Forecasting

• Own and maintain the consolidated corporate financial model, serving as the single source of truth across revenue, headcount, and expense lines

• Build and maintain long-range plans (LRPs) and annual operating plans (AOPs) using both tops-down strategic frameworks and granular bottoms-up drivers

• Ensure GAAP-compliant treatment across all model assumptions; partner with Accounting to reconcile actuals and maintain integrity between ERP outputs and financial models

Reporting & Financial Accuracy

• Deliver monthly variance analysis with clear root-cause explanations. Not just what changed, but why and what it means for the business

• Prepare precise, board- and investor-ready financial presentations; own accuracy of all financial health metrics presented externally

• Work with Accounting, Strategic Finance, and Operations Leaders to identify and resolve discrepancies between financial systems, ensuring clean data flows

Process Mapping & Systems

• Build scalable operational frameworks and process documentation that bring clarity to how financial information flows through the organization

• Own end-to-end documentation of all finance related workflows, capturing each step, data transfer, system touchpoint, dependency, handoff, and control point with exceptional granularity

• Use SQL to independently extract, interrogate, and validate financial and operational datasets from source systems

• Partner with Finance and Accounting on deep-dive investigations, root-cause analyses, and redesign efforts for complex or high-impact workflows

What We’re Looking For

Required

• 6+ years of FP&A, financial consolidations, strategic finance, or management consulting experience

• Deep understanding of GAAP accounting principles and how they translate into model assumptions, variance analysis, and financial reporting

• Hands-on experience with ERP and financial planning systems (e.g. NetSuite, Workday, Adaptive, Anaplan, Pigment)

• Ability to use or learn data-pulling tools such as Metabase, Hex, Snowflake

• Proven ability to run both tops-down LRP/AOP processes and granular bottoms-up monthly forecasting cycles

• Exceptional attention to detail: you catch errors other miss, and you build processes designed to prevent them from recurring

• Strong written communication skills: you know how to take complicated financial data and shape it into a clear, focused story for executives

Preferred

• Experience at a high-growth marketplace, SaaS, or two-sided platform business

• Experience building or improving financial consolidation processes from scratch in a scaling organization

• Exposure to investor reporting or board-level financial presentations

• Proficiency in SQL - you can independently pull, validate, and interrogate financial and operational data without depending on a data team

• 10+ years of FP&A, financial consolidations, strategic finance, or management consulting

What Success Looks Like

In the first 90 days, you will have audited and fully documented existing finance workflows, identified gaps in the corporate model, and delivered your first independent monthly variance analysis that leadership trusts and acts on.

Within six months, the corporate model is a reliable, well-maintained asset - clean, documented, and stress-tested. Quarterly forecasting cycles run on time with fewer surprises. Cross-functional partners know who owns what, and financial data flows with fewer reconciliation errors.

Long-term, you will have built the financial operating infrastructure that scales with the company. You will have a complete, highly granular understanding of every end-to-end finance workflow, enabling precise attribution of every dollar and strengthening financial controls across the organization.

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