Head of Finance - Planning and Analysis

This is an exciting opportunity to join the Human Interest Finance team as we continue to propel our high growth business helping Americans save for their future
We are looking for a highly collaborative Finance Manager to act as the strategic FP&A lead for our Product & Engineering and Customer Support teams
In this role, you will bridge the gap between finance and operations, embedding yourself with cross-functional stakeholders to build the forward-looking models and interactive dashboards that guide our product and customer strategies
You’ll also champion vital company-wide initiatives, supporting the execution of our Monthly Business Review (MBR) and steering the analytical insights that optimize our customer retention initiatives
Architect Customer Support Capacity Planning: Build, scale, and maintain a robust Customer Support capacity model. You will partner directly with Support and Product leadership to translate operational and financial drivers into collaborative, strategic headcount and resource plans
Serve as the FP&A Lead for CS & IT: Act as the dedicated strategic financial advisor for both orgs. You will lead forecasting, budget-vs-actual analysis, and monthly close support, delivering the high-impact ad hoc analysis that helps these leaders navigate their budgets
Champion Customer Experience Performance Metrics: Own the analytical narrative around SaaS retention and core CS metrics (e.g., utilization, SLA attainment, cost-to-serve) to provide a clear, data-driven picture of customer health and operational efficiency
Democratize Financial Data: Design, build, and maintain interactive, foundational dashboards that empower your cross-functional partners with real-time visibility into operational performance, costs, and forward-looking forecasts
Spearhead Critical Company-Wide Initiatives: Help manage and evolve highly collaborative, cross-functional deliverables such as our Monthly Business Review (MBR) and comprehensive churn/retention reporting - combining rigorous financial insight with strong project leadership
Optimize Cost of Revenue & IT Spend: Partner across the customer-experience cost base to forecast and analyze spend, driving visibility and efficiency across our largest software vendors and IT investments
Benefits Short/Long-term disability and life insurance
Generous parental leave policy
Comprehensive training and professional development via Beacon U plus an annual education stipend
Monthly work from home stipend
An annual membership to One Medical Group, with membership fees paid by Human Interest
Generous FTO (exempt) and PTO (non-exempt) policies
Stock options for every employee
Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest
Advanced SQL.
Comfortable working with data directly — writing complex queries, joining across sources, and validating your own numbers without waiting on others
others5+ years of FP&A or strategic finance experience, ideally with a high-growth SaaS or FinTech company
Clear communication — able to turn analysis into a concise, decision-ready narrative for leadership
Strong financial modeling and FP&A fundamentals — forecasting, variance analysis, and building models others can trust and use
High bias to action, curiosity, and partnership. You move quickly, dig into problems yourself, and build trust with business stakeholders
Python for data analysis or automation (preferred, not required)
Exposure to modern data stacks (e.g. Snowflake, dbt) and BI/dashboarding tools
Experience partnering with Customer Support, IT, or Product/Engineering organizations
Interest in AI-forward finance workflows — this team is actively building in that direction
Experience working in remote environments

#