Senior FP&A Manager

Our mission is to make exceptional healthcare accessible anytime, anywhere, for anyone.

At Assort Health, we believe healthcare should feel effortless and connected - quick answers, clear communication, and seamless access to care. That's why we're building a new foundation for how patients and providers connect, driven by AI, built to embrace the complexities of healthcare, and tailored to each provider's unique needs.

Assort is the most comprehensive patient experience platform powered by specialty-specific agentic AI. Assort's omnichannel AI agents seamlessly integrate with EHR/PMS and complicated provider preferences to eliminate lengthy hold times and inefficiencies that stand in the way of patients getting the care they need.

Since launching in 2023, Assort has managed over 150M+ patient interactions , slashing average hold times from 11 minutes to 1 minute . Our platform now handles calls for thousands of providers with 98%+ resolution rates and 99% scheduling accuracy . Patient satisfaction averages 4.5/5 over 52K reviews , and we've achieved 20× revenue growth in 2025 . We're scaling rapidly and expanding adoption across the entire healthcare industry.

About the Role:

This is not a traditional FP&A role. You will be the financial and strategic backbone of the company - owning our financial model, driving how we think about growth and capital allocation, and serving as a trusted thought partner to the Head of Finance and leadership team. You will build the infrastructure that helps us make better decisions faster, and you will own the narratives that shape how investors, partners, and the board understand our business.

You will operate at the intersection of finance, strategy, and operations. This is a high-ownership role with a direct line to executive leadership and significant room to grow as the company scales.

What you'll do:

• The forecast, end-to-end. Run monthly, quarterly, and annual planning across revenue, OpEx, headcount, and cash. You're accountable to the Head of Finance and board for the integrity of every number in the model.
• Executive business partnering. Be the senior finance partner to functional leaders across GTM, R&D, and G&A. Sit in the room when they make resource decisions, pressure-test their plans, and hold them to their commitments.
• Our planning infrastructure. Lead the implementation and ongoing evolution of our planning platform (Pigment, Anaplan, or similar). Design the model architecture, data integrations, and reporting layer that will scale with us through the next several stages of growth.
• Board and executive reporting. Produce the board deck, monthly operating reviews, and investor reporting. Surface weekly insights that change how the leadership team thinks - not just the variance to plan.
• P&L ownership across the business. Drive initiatives to improve gross margin, optimize COGS, and increase operational leverage. You'll touch revenue recognition (ASC 606), margin improvement, capital allocation, and cash flow management.
• Deal desk & pricing strategy. Partner with Sales and RevOps to establish pricing guardrails, assess deal economics, and ensure pricing strategy supports long-term value. You'll help instill financial rigor in how we think about enterprise deal structures.
• Ad hoc modeling & scenario planning. Build sophisticated models to evaluate unit economics, ROI of various investments, and capital efficiency. Make the call on what we should do, not just present the numbers.

What we're looking for:

• 7+ years in progressive positions within FP&A, investment banking, or consulting, with 3+ years in operating finance at a high-growth, tech company.
• 1+ years of people management experience leading financial analysts
• Strong grasp of SaaS metrics - CAC/LTV, magic number, net retention, unit economics, rule of 40. Experience with both GAAP and non-GAAP reporting.
• You've built complex, driver-based financial models from scratch and know how to defend every assumption in front of investors and executives.
• Excel and BI-native: you move fast in spreadsheets and know how to build dashboards that tell a clear story.
• Extreme attention to detail - you obsess over accuracy, catch errors before anyone else sees them, and hold yourself to the highest standard of precision in every number, model, and deck.
• Exceptional communicator - you write clearly, present with confidence to the board and executive team, and translate numbers into narratives that drive decisions.

Nice to have:

• Experience with systems such as Campfire, NetSuite, Salesforce, and FP&A platforms (Pigment, Anaplan, Adaptive, etc.)
• Familiarity with SQL and low/no-code dashboarding tools (Omni, Equals, etc.)

Benefits & Perks for Assorties

• Competitive Compensation - Including salary and employee stock options so you share in our success.
• Lifelong Learning - Annual budget for professional development, plus training opportunities to help you grow.
• Office Setup Stipend - We'll outfit your in-office workspace so comfy as it's productive.
• Top-Tier Health Coverage - Medical, dental, and vision insurance, because your health comes first.
• Unlimited PTO - We trust you to take the time you need to recharge and come back ready to crush it.
• Meals & Snacks - Lunch, dinner, and snack breaks that fuel great ideas.
• Fitness Stipend - Your wellness matters. We reimburse monthly membership costs to support your health.
• Commuter Benefits - We cover eligible transportation costs to make your trip to work easier.
• 401(k) - Build your retirement savings.

How We Work & What We Value

Our team at Assort Health moves fast, stays focused, and is fueled by a desire to serve our customers and patients. Our company values guide how we work-they are present in how we show up, make decisions and work together to move our mission forward. We bring a Day One Drive , relentlessly striving to improve, keep a 5-Star Focus , as our customers are our lifeblood, always Answer the Call , remembering that ownership and accountability are paramount, and show up with One Pulse , because we are one team, with one rhythm and one result. Our team is growing and we are looking for motivated, hardworking, and passionate talent. If you want to make healthcare accessible for everyone, we'd love to hear from you!

Please note: the Assort Health Talent Team will only email you from an assorthealth.com email address.