Senior Director, Financial Planning and Analysis

Company Overview ConcertAI is building the future of precision medicine. We use advanced artificial intelligence and real‑world data to transform how healthcare and life sciences generate evidence, make decisions, and improve patient outcomes—starting in oncology and rapidly expanding across therapeutic areas. Our teams partner with the world’s leading pharmaceutical companies, providers, and research organizations to solve some of healthcare’s most complex challenges. Role Summary ConcertAI is looking for a Senior Director of FP&A who will partner with business leaders and assist the organization in executing against its organizational, operational, and financial strategies and delivery of profitable growth responsibilities including budgeting, forecasting, financial analysis, and reviewing investments among others. This position will report alongside the CFO routinely in Monthly Business Reviews and Board meetings. This leadership role is responsible for leading, mentoring and developing an effective FP&A component of the finance team, including up‑leveling existing cross‑functional processes and systems. Responsibilities Serve as a valued strategic business partner to executive leadership by providing insightful, actionable, and current financial performance reporting and analysis that drives business understanding and decision making. Be responsible for forward‑looking analysis by anticipating how the environment will change, assessing financial impacts, and ensuring the business is properly positioned. Ensure projects and/or departments are working toward achievement of the organization’s financial goals. Lead the FP&A team to conduct various analyses (e.g., variance, operating metrics) for organizational alignment, leadership, and direction. Manage the FP&A team and oversee the team’s forecasting activities, strategic planning, and annual operating/capital budget reviews. Work with the CFO, CEO, and business unit leaders to prepare monthly MBR and quarterly board and investor reports. Develop the operating and financial budget required to achieve management’s strategic plan; own and maintain the company’s multi‑year financial plan. Drive annual budgeting process and quarterly forecasts, providing insights into opportunities and risks in topline metrics, expenses, and headcount plan. Lead long‑range and annual planning processes to drive long‑term growth and scalability through new business opportunities, strategic investments, and workforce optimization. Develop and streamline KPIs, metrics, and dashboards to track ongoing business performance. Work with the CFO to define, manage and achieve the Finance Objectives and Key Results (OKRs). Collaborate across finance functions to ensure adherence to US GAAP and other reporting and compliance standards. Establish overall direction and strategic initiatives for each given major function or line of business. Evaluate organizational projects or plans to determine budgetary impact and financial status. Identify short‑term and long‑term business plans by utilizing standard financial policies and regulated procedures. Develop overall financial policies for FP&A. Demonstrate exceptional performance under challenging circumstances. Lead and manage through change and ambiguity with focus and a bias for action. Requirements BA or BS degree in Finance, Economics, or Business Management with 10+ years of financial planning and analysis experience; prior experience managing a budget and forecasting process. MBA and/or CPA a plus. Experience managing FP&A in a SaaS and/or Life Sciences environment. Excellent analytical and modeling skills. Solid knowledge of GAAP, capital budgeting, software capitalization rules, etc. System savvy and expert knowledge of business analytics software platforms – Adaptive Planning preferred. Highly motivated and committed to driving change and improving processes across the organization in concert with the Accounting Operations teams and C‑suite leaders. Excel in high‑pressure environments. Ability to thrive and succeed in an entrepreneurial environment and not be hindered by ambiguity or multiple competing priorities. Hands‑on, servant leadership approach, leveraging systems and processes to drive significant and profitable growth. EEO ConcertAI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #J-18808-Ljbffr