Vice President, Financial Planning & Analysis
Confidential
Vice President, Financial Planning & Analysis
About the Company
Industry-shaping mobile application empowering employees to improve heart health
Industry
Health, Wellness and Fitness
Type
Privately Held, VC-backed
Founded
2013
Employees
201-500
Categories
- Health & Wellness
- Fitness
- Health Care
- Medical
- mHealth
- Wellness
Specialties
- healthcare ai
- health ai
- heart health
- health tech
- health benefits
- and preventive health
About the Role
The Company is seeking a hands-on Vice President of Financial Planning & Analysis to lead and modernize its financial planning function. Responsibilities include overseeing long-range planning, annual budgets, forecasts, integrated financial modeling, and recurring-revenue projections. The role will deliver management and board reporting, guide investment and resource-allocation decisions, and partner with executives and cross-functional leaders to turn financial analysis into actionable insights. The VP will also lead a small FP&A team, improve planning processes through automation and AI-enabled tools, and support investor reporting and accounting alignment. Candidates should have at least 10 years of FP&A experience, including 3–5 years leading a team in a fast-paced, growth-stage environment. Required qualifications include strong three-statement modeling, knowledge of accounting principles, experience forecasting recurring revenue, and a record of presenting financial plans and recommendations to executives and boards. Expert Excel and Google Sheets skills, along with experience implementing FP&A planning software, are required; ERP experience is preferred. A bachelor’s degree in finance, accounting, economics, or a related field is required, while an MBA, CFA, or CPA is preferred. Experience scaling a business, automating FP&A processes, and using approved AI tools responsibly is also valued.
Hiring Manager Title
CFO
Functions
- Finance
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