Responsibilities:

• Strategic Financial Leadership:
• Drive long-term strategic financial plan, partnering with executive leadership to develop and implement financial strategies that align with the company’s overall business growth objectives.
• In partnership with the executive leadership team, own the management of quarterly board meetings, providing guidance and creation of agenda and materials.
• Own reporting and business performance discussions with key investors.


• Team Leadership:
• Manage, mentor, and develop a high-performing FP&A team, fostering a collaborative and growth-oriented culture, aligned with the future needs of the company.
• Set clear objectives and performance expectations, ensuring alignment with broader company goals while fostering continuous learning and development.
• Instill trust and gain the confidence of others through honesty, integrity, and authenticity.
• Build a culture of belonging that represents diverse perspectives, as well as attracting and retaining top financial talent.


• Business Analytics and Deal Pricing:
• Oversee the development and utilization of advanced business analytics to identify trends, risks, and opportunities, providing actionable recommendations to drive profitable growth and operational efficiencies.
• Lead the financial evaluation and pricing of commercial deals, ensuring profitability and alignment with strategic goals. Own managing standard commercial contracting terms and process for exception.
• Collaborate with sales, product, and technology teams to ensure pricing strategies are competitive and reflective of market conditions.


• Core Financial Planning & Analysis:
• Lead the Financial Planning and Analysis function, including budgeting, forecasting, and long-term strategic financial planning.
• Manage and improve the company’s financial planning processes, ensuring accuracy and timeliness, as well as variance analysis inclusive of operational actions.
• Develop and maintain robust financial models to support decision-making across the organization.


• Investment and Capital Strategy:
• Collaborate with senior leadership to formulate and execute the company’s financial and corporate strategy, including capital structure, M&A, and investment decisions.
• Partner with Corporate Development in the analysis of potential acquisitions, divestitures, and other strategic investments and partnerships.
• Oversee capital allocation and investment strategies to maximize returns and support strategic growth initiatives, ensuring alignment with corporate strategy and ROI objectives.


• Technology and Product Focus:
• Leverage a strong understanding of technology and product-focused industries to support financial planning and strategy with a deep market perspective.
• Understand and evaluate the financial implications of product decisions, including R&D investment and go-to-market strategies.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field; MBA or advanced degree preferred.
• 15-18+ years of total professional experience, with progressive experience in financial planning and analysis and a strong background in business analytics and operations.
• Proven experience in a senior financial leadership role within a technology, product-focused, or healthcare company. Experience in value based care is preferred.
• Deep understanding of corporate finance, financial strategy, and capital investment.
• Strong analytical skills with the ability to simplify complex data and create actionable insights.
• Motivated and impactful self-starter who can thrive in a high growth, high performance, results-driven environment.
• Track record of creating competitive and breakthrough strategies that show a clear connection between vision and action.
• Excellent communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization; able to drive vision and purpose.
• Demonstrated success in driving financial performance and supporting business growth through strategic financial leadership at scale.
• Able to excel in ambiguity, effectively handle risk, and deal comfortably with the uncertainty of change.