Full-Time
Clinical FP&A Lead
Finance
Posted on 10/3/2025
Form Health
201-500 employees
Doctor-led medical weight loss via telehealth
Compensation Overview
$120k - $140k/yr
Remote in USA
Remote
 Finance & Banking (1) |
|---|
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 5+ years of progressive experience in finance and analytical roles, preferably with experience in banking and FP&A
- Experience with healthcare industry a strong plus
- Experience in a high-growth startup or private capital-backed environment a plus
- Strong financial modeling skills and advanced proficiency in Excel/Google Sheets
- Experience with BI reporting tools a plus
- Proven ability to communicate complex financial concepts to non-finance stakeholders
- Excellent communication and leadership skills, with the ability to influence cross-functional partners
- Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment
- Hands-on mindset — willing to roll up sleeves while also thinking strategically.
- Lead internal 'supply and demand' forecasting across our business lines, ensuring alignment between patient demand projections and clinical and operational capacity
- Partner with Clinical Services and Operations leaders to develop and enhance staffing models by department and role
- Translate operating models into financial models that feed into our recurring financial planning and forecasting processes
- Lead strategic projects, including those specifically targeting margin and expense opportunities, to support enterprise objectives
- Execute ad hoc expense reviews in concert with Product as we introduce efficiency tools amongst our workforce and critical components of our care delivery
- Partner with cross-functional stakeholders in developing measurement frameworks to better enable performance monitoring and drive efficiency amongst our operations
- Drive weekly and monthly KPI reporting, including but not limited to provider utilization, capacity, team productivity, and forecasting accuracy
- Deliver regular updates and recommendations to executive stakeholders on workforce trends and performance
- Support monthly financial close and budgeting activities as necessary
- Serve as the finance liaison for Clinical Services & Operations, as well as other critical interfacing departments such as Sales, Client Success, Talent Acquisition, and Provider Operations
- Meet regularly with assigned departments to foster relationships, review outcomes, and problem-solve
- Partner within the Finance department to identify process improvements and opportunities for deeper collaboration
- Support fundraising, M&A, and strategic initiatives as needed
- Experience with healthcare industry a strong plus
- Experience in a high-growth startup or private capital-backed environment a plus
- Experience with BI reporting tools a plus
Form Health provides medical weight loss through telehealth. It uses a personalized plan created by a team of Board Certified Doctors and Registered Dietitians, tailored to each client's medical history and goals. Care is delivered via regular video visits and unlimited messaging, with insurance coverage reducing out-of-pocket costs. The program aims for sustainable weight loss (about 16% of body weight in 18 months) and accompanying health improvements such as lower blood pressure and less joint pain. Differences from competitors include medical oversight and a fully personalized, insurance-covered approach delivered remotely, rather than generic programs. The goal is to help clients achieve durable health gains and maintain healthier lifestyles through ongoing medical support and accessible care.
Company Size
201-500
Company Stage
Series B
Total Funding
$75.4M
Headquarters
Boston, Massachusetts
Founded
2019
Simplify's Take
What believers are saying
- $38M Series B from Sound Ventures funds nationwide employer expansion.
- COO Danielle Snow's 25-year expertise drives operational scaling.
- Strategic sales hires Carey Hutchins and Tom Kahl boost B2B growth.
What critics are saying
- Teladoc erodes market share with superior employer contracts in 6-12 months.
- Ro's 40% cheaper compounded GLP-1s trigger patient churn in 3-6 months.
- FDA semaglutide shortage halts 80% of prescriptions immediately.
What makes Form Health unique
- Form Health integrates obesity and diabetes into single cardiometabolic solution launched March 2026.
- ABOM-certified physicians lead team-based care with dietitians and connected devices.
- Insurance-covered telehealth delivers 16% body weight loss average in 18 months.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Flexible Work Hours
Paid Vacation
Paid Parental Leave
Growth & Insights and Company News
6 month growth
↓ -1%1 year growth
↓ -1%2 year growth
↑ 2%Form Health named to Fast Company's annual list of the World's Most Innovative Companies of 2026. 3 minutes read Form Health joins the ranks of Google, Nvidia, Adidas, Walmart, and more BOSTON-(BUSINESS WIRE)-Form Health, the national leader in science-based obesity and cardiometabolic care, is proud to have been named to Fast Company's prestigious list of the World's Most Innovative Companies of 2026. This year's list shines a spotlight on businesses that are shaping industry and culture through their innovations. Alongside the World's 50 Most Innovative Companies, Fast Company recognizes 720 honorees across 59 sectors and regions. The full list of healthcare honorees is available here. "Obesity and cardiometabolic conditions represent some of the most urgent and costly health challenges facing employers and the entire healthcare system," said Evan Richardson, founder and CEO of Form Health. "At Form, we've built a model for treating patients that combines physician-led care with responsible, severity-aware prescribing of medications, grounded in clinical rigor and delivering measurable ROI. The result is better outcomes for patients and a more sustainable way for employers to expand access to care, while keeping costs predictable. We're honored to be recognized by Fast Company as one of the world's most innovative companies. This recognition reflects the tireless work of our team to transform how obesity and cardiometabolic care are delivered to patients, every day." Form Health has pioneered an approach to obesity and cardiometabolic care that helps employers navigate the rapid rise of GLP-1 medications, while expanding access responsibly and keeping costs predictable. Rather than treating these breakthrough medications as a standalone solution, Form integrates them into comprehensive physician-led care that combines nutrition, physical activity, behavioral support and medication, where appropriate. Through severity-aware prescribing protocols and structured care pathways, Form ensures that patients with the greatest clinical need can access medications as part of personalized medical care, while also providing access to effective, lower-cost therapies and intensive lifestyle interventions. This approach improves real-world outcomes while giving employers a more predictable and cost-effective way to expand access to evidence-based treatment. Building on this model, Form recently expanded its offering to include a comprehensive diabetes program, creating a single integrated solution for cardiometabolic care. The program unifies obesity and diabetes treatment under a single physician-led cardiometabolic framework for employers, replacing fragmented point solutions with continuous medical care designed to improve outcomes and reduce long-term costs. Form is also working with leading pharmaceutical innovators to create new pathways for responsible access to obesity medications, including joining Eli Lilly's Employer Connect platform and Novo Nordisk's NovoCare(R) platform. Together, these innovations are helping employers move beyond fragmented wellness programs and toward a clinically rigorous model for managing obesity and related chronic diseases that improves health outcomes while delivering measurable ROI. The World's Most Innovative Companies is Fast Company's hallmark franchise and one of its most anticipated editorial efforts of the year. To determine honorees, Fast Company's editors and writers review companies driving progress around the world and across industries, evaluating thousands of submissions through a competitive application process. The result is a globe-spanning guide to innovation today, from early-stage startups to some of the most valuable companies in the world. "Our list of the Most Innovative Companies is about spotlighting organizations that don't just adapt to change - they drive it," said Brendan Vaughan, editor-in-chief of Fast Company. "The companies we honor this year are redefining what leadership looks like in 2026, pairing bold ideas with measurable impact and turning breakthrough innovation into real-world value. They are setting the pace for their industries and offering a blueprint for what sustained innovation can achieve." The full list of Fast Company's Most Innovative Companies honorees can now be found at fastcompany.com. It will also be available on newsstands beginning March 31, 2026. Fast Company will host the Most Innovative Companies Summit and Gala for honorees on May 19 in New York City. The summit features a day of inspiring content, followed by a creative black-tie gala including networking, a seated dinner, and an honoree presentation. About Form Health Form Health is the national leader in science-based obesity and cardiometabolic care, delivering comprehensive medical treatment that addresses obesity as the root cause of many chronic health conditions. Form provides physician-led care delivered by American Board of Obesity Medicine-certified clinicians and supported by specialized Care Teams, including Advanced Practice Providers and Registered Dietitians. This evidence-based approach combines personalized behavioral health support, nutrition guidance, physical activity programs, and FDA-approved medications, when appropriate. Form helps organizations navigate the rapidly evolving GLP-1 landscape while driving measurable outcomes - from reduced medical spending to improved employee productivity and retention. The result is lasting weight loss, improved cardiometabolic health, and guaranteed ROI for enterprise partners. Learn more at formhealth.co. ABOUT FAST COMPANY Fast Company is the only media brand fully dedicated to the vital intersection of business, innovation, and design, engaging the most influential leaders, companies, and thinkers on the future of business. Headquartered in New York City, Fast Company is published by Mansueto Ventures LLC, along with fellow business publication Inc. For more information, please visit fastcompany.com. 11 minutes ago 12 minutes ago 57 minutes ago
Form Health, a US-based obesity care provider, has launched a diabetes programme, expanding its offering into an integrated cardiometabolic solution for employers. The new service provides physician-led care for employees with Type 2 diabetes and prediabetes, including medical oversight from American Board of Obesity Medicine-certified doctors, support from registered dietitians and medication management. The programme addresses both obesity and diabetes through continuous medical care, rather than treating them separately. Approximately 90% of people with Type 2 diabetes live with overweight or obesity, making the integrated approach particularly relevant. Built on Form's existing clinical infrastructure, the diabetes offering combines team-based care with connected devices and digital tools for glucose and nutrition monitoring. Employees can enrol with a diabetes or prediabetes diagnosis without meeting specific BMI thresholds.
Form Health launches diabetes care, expanding its science-based Obesity Program into a single, integrated cardiometabolic solution for employers nationwide. Provided by Business Wire Mar 16, 2026, 5:00:00 AM Building on Proven Employer ROI and a Clinically Rigorous, Outcomes-Driven Obesity Program, Form Is Extending Its Industry-Leading Care Model to Employees With Diabetes Today, Form Health, the national leader in science-based obesity care, announced the launch of its new diabetes program, expanding its proven obesity offering into a single, integrated cardiometabolic solution for employers. The diabetes offering delivers personalized, physician-led care for employees with Type 2 diabetes and prediabetes, including American Board of Obesity Medicine (ABOM)-certified medical oversight, dedicated support from a Registered Dietitian, and medication management, as clinically appropriate. The expansion reflects growing demand from employers seeking a more unified approach to cardiometabolic health. Rather than separating weight management from diabetes support, Form's model treats these conditions through continuous, physician-led medical care designed to address root causes, manage risk over time, and deliver measurable improvements across populations. Diabetes alone affects more than 30 million Americans, and approximately 90% of people with type 2 diabetes are living with overweight or obesity. By addressing obesity as a root cause of cardiometabolic disease progression, Form's clinical-first approach improves outcomes at scale while helping employers manage long-term medical costs. "For far too long, employers have been left to piece together costly obesity and diabetes programs without solutions that actually work," said Evan Richardson, founder and CEO of Form Health. "We built our obesity care model to provide that clarity, delivering guaranteed ROI and industry-leading clinical outcomes. Now we're extending that same proven model to diabetes. We are giving employers the chance to uplevel the support they offer their employees, providing responsible, medical care, not just more behavioral hoops to jump through. This solution is a single, integrated way to manage cardiometabolic health, grounded in science and delivering results they can see and trust." Built on the same clinical and technological infrastructure that underpins Form's obesity program, the diabetes offering combines team-based care provided by ABOM-certified physicians, advanced practice providers, registered dietitians, and condition-specific care pathways with integrated data systems that allow clinicians to proactively monitor progress and adjust treatment. The program incorporates connected devices and digital tools, including glucose data, hemoglobin A1C tracking, and nutrition monitoring, giving care teams a comprehensive, real-time view of patient health. The program applies a population health approach to detect, stratify, intervene, and measure outcomes, integrating clinical data and tracking key diabetes metrics. Employees can enroll with a diabetes or prediabetes diagnosis, and for these new pathways, do not need to hit specific Body Mass Index (BMI) thresholds to join. Unlike point solutions or wellness programs, this model ensures measurable health outcomes, closes care gaps, and delivers predictable ROI, bringing the same clinically rigorous, science-backed approach that Form has delivered in obesity care. Obesity and related cardiometabolic conditions represent one of the largest drivers of healthcare costs for employers and health plans. Cardiometabolic conditions such as obesity, type 2 diabetes, and prediabetes respond to the same core fundamentals: nutrition, physical activity, behavioral health support, and medication, when appropriate. Form's established care model integrates all four pillars into a comprehensive treatment plan delivered by dedicated clinical teams, ensuring whole-person care rather than fragmented point solutions. Florencia Halperin, MD, MMSc, Chief Medical Officer at Form, added, "Many solutions in this space focus on coaching or looking backward at data. Our model embeds medical decision-making, prescribing, and continuous oversight directly into the benefit so employers can move beyond participation metrics and toward measurable improvements in health outcomes and total cost of care; and so patients can rely on Form as their partner in long-term cardiometabolic health." About Form Health Form Health is the national leader in science-based obesity and cardiometabolic care, delivering comprehensive medical treatment that addresses obesity as the root cause of many chronic health conditions. Form provides physician-led care delivered by American Board of Obesity Medicine-certified clinicians and supported by specialized Care Teams, including Advanced Practice Providers and Registered Dietitians. This evidence-based approach combines personalized behavioral health support, nutrition guidance, physical activity programs, and FDA-approved medications, when appropriate. Form helps organizations navigate the rapidly evolving GLP-1 landscape while driving measurable outcomes - from reduced medical spending to improved employee productivity and retention. The result is lasting weight loss, improved cardiometabolic health, and guaranteed ROI for enterprise partners. Learn more at formhealth.co. The articles, information, and content displayed on this webpage may include materials prepared and provided by third parties. Such third-party content is offered for informational purposes only and is not endorsed, reviewed, or verified by Morningstar. Morningstar makes no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any third-party content displayed on this site. The views and opinions expressed in third-party content are those of the respective authors and do not necessarily reflect the views of Morningstar, its affiliates, or employees. Morningstar is not responsible for any errors, omissions, or delays in this content, nor for any actions taken in reliance thereon. Users are advised to exercise their own judgment and seek independent financial advice before making any decisions based on such content. The third-party providers of this content are not affiliated with Morningstar, and their inclusion on this site does not imply any form of partnership, agency, or endorsement.
The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.
Form Health, a Boston, MA-based provider of science-based obesity care, raised $38M in Series B funding.