Full-Time

Commercial FP&a Manager

Collective Health

Collective Health

501-1,000 employees

Manages employer health benefits via platform

Compensation Overview

$110k - $151.3k/yr

+ Stock Options

Plano, TX, USA + 1 more

More locations: Lehi, UT, USA

Hybrid

Two days per week in-office required.

Category
Finance & Banking (1)
Required Skills
NetSuite
Forecasting
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

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Requirements
  • Experience with Adaptive Planning / Adaptive Insights and Netsuite.
  • Strong knowledge and deep understanding of Financial statements (Income Statement, Balance Sheet, Cash Flow)
  • 7+ years applicable work experience in a high growth environment preferably in technology or healthcare
  • Proven experience and knowledge in revenue management and pricing
  • Strong detail orientation and analytical and problem solving skills
  • Strong AI skills, including a demonstrated ability to leverage generative AI tools (e.g., Gemini in Google Sheets) to automate complex financial analysis, summarize insights from large data sets for corporate reporting and Board materials, and identify AI-driven solutions to enhance FP&A efficiency and scale support
  • Expert MS Excel / Google Sheets skills - comfortable with financial modeling and large amounts of data
  • Working knowledge of GAAP (Accruals, COGS, and Capitalization versus Expense) a plus
  • Excellent interpersonal skills with the ability to communicate effectively both verbally and in writing, including exceptional Excel/ Google Sheets and PowerPoint skills to convey data and storylines
Responsibilities
  • Work directly with the Director of FP&A and other finance leadership and support the annual budgeting and forecasting processes
  • Establish oneself as a trusted partner to peers and senior leaders with an intimate understanding of stakeholder requirements to run the business
  • Serve as the dedicated partner for our Commercial teams
  • Manage critical operations financial areas with Commercial, Pricing, and Revenue Management
  • Manage scenario planning process for both revenue and expense planning
  • Manage and drive key cross-functional initiatives from start to finish
  • Provide ad-hoc analyses and special project support for the Finance leadership
  • Develop and prepare corporate reporting of month end results with variance analysis
  • Enhance existing reports and develop additional recurring reports including dashboards, monthly metrics, and Board materials
  • Support development of three-year-long range financial plan for both internal use and investor purposes
  • Identify new systems, tools, and processes to scale your support
Desired Qualifications
  • OfficeConnect experience is highly desirable

Collective Health provides a health benefits platform that helps employers manage and improve employee health benefits by integrating multiple health insurance plans, wellness programs, and related services into one easy-to-use interface. The product works as a software platform used by employers to enroll employees, compare plans, access claims, and administer benefits, consolidating diverse plans and services into a single portal with administrative tools for streamlined management. Compared with competitors, Collective Health focuses on the employer experience—centralizing plan administration, transparency, and user-friendly access to benefits and wellness options—while aiming to reduce costs and administrative overhead for employers. The company’s goal is to make healthcare benefits easier to access and manage for employees and to simplify benefits administration for employers.

Company Size

501-1,000

Company Stage

Series F

Total Funding

$714M

Headquarters

San Francisco, California

Founded

2013

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Simplify Jobs

Simplify's Take

What believers are saying

  • February 2026 Collective AI automates member support and annual enrollment workflows.
  • April 2026 hired Kaushik Bhaumik as CRO, sharpening commercial execution.
  • Noom GLP-1 partnership and TIME’s 2025 recognition strengthen product breadth and brand trust.

What critics are saying

  • Providence’s January 2026 transition triggered compliance problems and member-service backlash in Oregon.
  • Collective Health still competes against bswift, Included Health, and carrier-owned benefits platforms.
  • A failed Providence implementation would damage renewals and block future enterprise sales in 2027.

What makes Collective Health unique

  • Collective Health unifies medical, dental, vision, pharmacy, and navigation in one TPA stack.
  • Google Cloud partnership launched Collective AI in February 2026 with privacy-by-design controls.
  • Providence Health Plan chose Collective Health for self-funded administration in 2026.

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Benefits

Medical, dental, and vision plans

Flexible time off

Life insurance

Retirement plan

Paid time off

Maternity & paternity leave

Free lunch and snacks

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

0%

2 year growth

0%
Tripp Scott
May 28th, 2026
Tripp Scott's Paul Lopez appointed as Receiver in FTC action against alleged $91 million fake health insurance scheme.

Tripp Scott's Paul Lopez appointed as Receiver in FTC action against alleged $91 million fake health insurance scheme. Tripp Scott announces that Paul Lopez, president of Tripp Scott Law Firm has been appointed as Receiver in the matter of Federal Trade Commission v. Innovative Partners, LP, et al., currently pending in the U.S. District Court for the Southern District of Florida. The Court also authorized Tripp Scott's attorneys Chuck Tatelbaum, Jennifer Wahba, Corey Cohen and David Ray to serve as legal counsel to the Receiver. The Federal Trade Commission filed suit in April 2026 against Innovative Partners, LP (d/b/a Innovative Health Plan), American Collective LP, Health Plan Administrators LLC, Papyrus Green Investments LLC, and individual defendants Ahmed Ibrahim Shokry and Amani Ibrahim Shokry, alleging a nationwide scheme that defrauded consumers out of approximately $91 million. According to the FTC's complaint, telemarketers working for the defendants allegedly impersonated government health insurance marketplaces - including platforms associated with the Affordable Care Act - as well as well-known insurance carriers. Consumers seeking coverage, as well as those who already had insurance, were allegedly misled into purchasing what were represented as comprehensive PPO health plans but were, in fact, worthless ancillary products and medical discount programs that provided little to no real coverage. Following the filing, a federal judge issued a temporary restraining order and froze the defendants' assets to preserve funds for potential consumer restitution. The FTC is seeking full consumer refunds and a permanent injunction barring the defendants from engaging in similar conduct. As Receiver, Paul Lopez will work to preserve, marshal, and administer assets subject to the court's jurisdiction, with the ultimate goal of maximizing recoveries for harmed consumers. "The role as receiver is to act swiftly and transparently to protect the interests of the consumers who were allegedly deceived," said Paul Lopez, president of Tripp Scott. "I am committed to working closely with the FTC and the court to ensure that all available assets are identified and preserved." Consumers who believe they may have been affected by the defendants' alleged conduct are encouraged to visit the FTC's official case page for updates and information on potential remedies: https://www.ftc.gov/legal-library/browse/cases-proceedings/2423043-innovative-partners-ftc-v

Collective Health
Feb 25th, 2026
Collective Health collaborates with Google Cloud to deliver Collective AI (CAI(TM), reimagining the healthcare experience through enterprise-scale AI.

Collective Health collaborates with Google Cloud to deliver Collective AI (CAI(TM), reimagining the healthcare experience through enterprise-scale AI. Collective Health leverages its unique third party administration (TPA) foundation and Google Cloud's secure infrastructure to support responsible artificial intelligence innovation SAN FRANCISCO, CA, Feb. 25, 2026 - Collective Health, an independent, transparent third party administrator (TPA) with Care Navigation and Benefits Hub, today announced a strategic infrastructure expansion and collaboration with Google Cloud to deliver its next generation of human-centric healthcare intelligence, Collective AI (CAI(TM). CAI(TM) brings the power of artificial intelligence across the Collective Health platform. It includes: * CAI MX(TM)(Member Experience): Acts as an intelligent concierge within the My Collective(R) app. Members can use their own words to ask common questions about their specific plan benefits, like "Is my plan active?" or "Can you show me my ID cards?" * CAI Intelligence(TM): Today, CAI Intelligence(TM)"supercharges" customer service representative (Member Advocate) abilities when on the phone with members. By automating plan-specific search and real-time documentation, CAI(TM) allows Member Advocates to actively engage and be present while interfacing with members. * CAI CX(TM)(Client Experience): The first applications of CAI CX(TM) will focus on transforming the administrative burden of annual enrollment and plan implementation processes into an easy-to-follow guided project management experience with CAI(TM) plan design insights, supporting benefit leaders and their consultant teams to collaborate and execute their benefits strategy all within the Collective Compass(R) employer portal. "Our focus at Collective Health has never been on chasing headlines, but on the real, practical application of technology to solve the problems that affect millions of people trying to get the care they need," said Ali Diab, CEO and Co-founder of Collective Health. "By collaborating with Google Cloud, we are combining our deep healthcare expertise with world-class infrastructure to improve access to benefits information for employers and members, with robust security and privacy protections for sensitive healthcare data." "Healthcare requires a unique balance of rapid innovation and an uncompromising commitment to data privacy and user safety," said Aashima Gupta, Global Director, Healthcare Strategy & Solutions, Google Cloud. "By choosing Google Cloud to help deliver CAI(TM), Collective Health is able to deploy sophisticated generative AI models on a foundation built for privacy, scale, and reliability. We are excited to support their mission of helping healthcare consumers better understand, navigate, and pay for their healthcare, proving that advanced technology can be used to significantly improve the day-to-day experience of employers and their members." Collective Health's platform is built on a privacy-by-design framework, providing employers with the confidence that sensitive employee health data is protected and never used to train external foundational models. In addition, Collective Health's AI implementation follows the same rigorous security standards as its core infrastructure - including foundational, actively monitored compliance with the HIPAA Security Rule and SOC 2 Type 2 trust principles. Collective Health's commitment to privacy and compliance distinguish its approach in the market. CAI's(TM) development is anchored in a framework of responsible AI including: * Enhance, never diminish: AI must always improve the customer experience. * Superior accuracy: AI must be at least as accurate as a human, and ideally much more. * Human boundaries: AI can never be catastrophically wrong and must respect the necessity of human interaction. * Do no harm: AI must protect customers, workers, and society at large. About Collective Health Collective Health is the leading independent TPA and navigation platform powered by AI that transforms how employers deliver healthcare benefits. By unifying medical, dental, vision, pharmacy, and program partners into a single platform, Collective Health delivers measurable cost savings with a better member experience and lowers administrative burden for HR teams. Collective Health, Inc. is headquartered in San Francisco, CA with customer experience centers in Lehi, UT, and Plano, TX. For more, please visit collectivehealth.com. Media Contact

Health Technology Insights
May 13th, 2025
Collective Health Names New CPO and CISO to Drive Growth and Security

Collective Health, a leading employee health benefits platform with integrated member advocacy, clinical navigation, and an extensive partner ecosystem, announced the appointments of Caroline Jessen as Chief People Officer (CPO) and Keven Sticher as Chief Information Security Officer and VP of Engineering.

Collective Health
Apr 15th, 2025
AI in Benefits: A Game-Changer or a Cautionary Tale?

At its Together 2025 customer conference in Scottsdale, CollectiveHealth, Inc. had an engaging and thought-provoking discussion on AI in healthcare to kick off the event.

Health Technology Insights
Apr 2nd, 2025
Providence Health Plan Partners with Collective Health

Providence Health Plan partners with Collective Health.