Lead the development of annual budgets, forecasts, and long-range planning models that reflect the company’s evolving priorities.
Build and maintain dynamic financial models that capture key business drivers across healthcare, benefits, and platform operations.
Translate financial data into strategic insights that guide executive decision-making and resource allocation.
Serve as a trusted partner to business leaders across product, operations, and go-to-market teams.
Drive monthly and quarterly financial reviews with compelling narratives and data-backed recommendations.
Establish and scale FP&A processes, tools, and systems to support a high-growth environment.
Model financials for key business decision making including new and renewal business pricing or post-mortem contract models.
Partner with accounting, HR, and benefits teams to ensure accurate headcount planning, compensation modeling, and cost forecasting.
Support financial reporting and board materials with clear, concise financial storytelling.

Minimum of 8 years of experience in FP&A, strategic finance, or business operations, ideally in a startup or high-growth environment.
Proven ability to lead financial planning processes and deliver insights that influence executive decisions.
Deep understanding of business drivers in healthcare, benefits, or consumer platforms.
Advanced Excel and financial modeling skills; experience with FP&A tools is a plus.
Exceptional communication and executive presentation skills—able to distill complexity into clarity.
Strong collaboration skills with a track record of cross-functional influence and partnership.
Proven ability to build and develop teams

FP&A Lead

Key skills