Director – Revenue Strategy - Financial Planning and Analysis

Vālenz^® Health is the platform to simplify healthcare – the destination for employers, payers, providers and members to reduce costs, improve quality, and elevate the healthcare experience. The Valenz mindset and culture of innovation combine to create a distinctly different approach to an inefficient, uninspired health system. With fully integrated solutions, Valenz engages early and often to execute across the entire patient journey – from care navigation and management to payment integrity, plan performance and provider verification. With a 99% client retention rate, we elevate expectations to a new level of efficiency, effectiveness and transparency where smarter, better, faster healthcare is possible.
 

• Lead enterprise revenue planning and long-range growth modeling across all business lines
• Evaluate growth opportunities, investment priorities, and strategic initiatives through rigorous financial analysis
• Partner with executive leadership to establish revenue targets and growth assumptions
• Build scenario models that assess potential outcomes, risks, and strategic tradeoffs

• Serve as the strategic finance partner to Sales, Revenue Operations, Product, and Executive Leadership
• Assess the financial impact of pricing strategies, product launches, market expansion, and cross-sell initiatives
• Prepare and present strategic analyses and recommendations for executive leadership, board meetings, and private equity stakeholders
• Challenge assumptions, identify risks and opportunities, and improve visibility into business performance

• Lead enterprise revenue performance analysis across product lines, bundled offerings, and cross-sell activity
• Develop actionable insights that improve business decision-making and resource allocation
• Establish scalable forecasting methodologies, performance metrics, and governance processes
• Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure

• Build and develop a high-performing Revenue Strategy and FP&A function
• Establish priorities, operating rhythms, and accountability frameworks that support business objectives
• Champion a culture of data-driven decision making and continuous improvement

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 8+ years of experience in FP&A or commercial finance, with significant ownership of revenue forecasting and planning
• 5+ years of leadership experience managing and developing high-performing teams, with the ability to set direction, elevate capability, and drive accountability
• Experience leading revenue forecasting and planning within a complex, multi-product business, including development of driver-based models tied to pipeline and commercial performance
• Proven ability to influence executive decision-making through financial analysis, strategic partnership, and executive-level communication
• Ability to operate with a high degree of autonomy, step into existing leadership gaps, and bring structure to evolving processes
• Experience building scalable planning processes, forecasting frameworks, and reporting capabilities within a growing organization
• Strong systems and technical proficiency, including experience with FP&A and planning tools (Adaptive, Planful, Vena, Hyperion, etc.), advanced Excel, and familiarity with CRM and data environments

• MBA or advanced degree
• Experience in a private equity-backed environment
• Background in healthcare, insurance, or similar

• Work Environment: You’ll need a quiet workspace that is free from distractions.
• Technology: Reliable internet connection—if you can use streaming services, you’re good to go!
• Security: Adherence to company security protocols, including the use of VPNs, secure passwords, and company-approved devices/software.
• Location: You must be US based, in a location where you can work effectively and comply with company policies such as HIPAA.

Why You'll Love Working Here

Valenz is proud to be recognized by Inc. 5000 as one of America’s fastest-growing private companies. Our team is committed to delivering on our promise to engage early and often for smarter, better, faster healthcare. With this commitment, you’ll find an engaged culture – one that stands strong, vigorous, and healthy in all we do.
 

Benefits

• Generously subsidized company-sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book and KISx Card.
• Spending account options: HSA, FSA, and DCFSA
• 401K with company match and immediate vesting
• Flexible working environment
• Generous Paid Time Off to include vacation, sick leave, and paid holidays
• Employee Assistance Program that includes professional counseling, referrals, and additional services
• Paid maternity and paternity leave
• Pet insurance
• Employee discounts on phone plans, car rentals and computers
• Community giveback opportunities, including paid time off for philanthropic endeavors

At Valenz, we celebrate, support, and thrive on inclusion, for the benefit of our associates, our partners, and our products. Valenz is committed to the principle of equal employment opportunity for all associates and to providing associates with a work environment free of discrimination and harassment. All employment decisions at Valenz are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social, or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics.