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

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