Vice President, Financial Planning & Analysis

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