Job Descrption
Requirements
• Included Health is seeking a strategic and results-oriented Senior Vice President of Financial Planning & Analysis (SVP, FP&A) to join our dynamic leadership team,
• The ideal candidate will bring a strong background in building teams and sustainable, scalable financial operations including core financial planning and analysis, business analytics, pricing, corporate strategy, and an understanding of technology and product-focused industries within healthcare,
• This leader will be instrumental in guiding our financial decisions, ensuring the alignment of our capital deployment with our corporate strategy, and fostering a data-driven culture across the organization,
• Bachelor’s degree in Finance, Accounting, Business Administration, or related field; MBA or advanced degree preferred,
• 15-18+ years of total professional experience, with progressive experience in financial planning and analysis and a strong background in business analytics and operations,
• Proven... experience in a senior financial leadership role within a technology, product-focused, or healthcare company. Experience in value based care is preferred,
• Deep understanding of corporate finance, financial strategy, and capital investment,
• Strong analytical skills with the ability to simplify complex data and create actionable insights,
• Motivated and impactful self-starter who can thrive in a high growth, high performance, results-driven environment,
• Track record of creating competitive and breakthrough strategies that show a clear connection between vision and action,
• Excellent communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization; able to drive vision and purpose,
• Demonstrated success in driving financial performance and supporting business growth through strategic financial leadership at scale,
• Able to excel in ambiguity, effectively handle risk, and deal comfortably with the uncertainty of change
What the job involves
• Reporting directly to the Chief Financial Officer, this role is critical to driving our financial performance and supporting current and future business growth,
• Drive long-term strategic financial plan, partnering with executive leadership to develop and implement financial strategies that align with the company’s overall business growth objectives,
• In partnership with the executive leadership team, own the management of quarterly board meetings, providing guidance and creation of agenda and materials,
• Own reporting and business performance discussions with key investors,
• Manage, mentor, and develop a high-performing FP&A team, fostering a collaborative and growth-oriented culture, aligned with the future needs of the company,
• Set clear objectives and performance expectations, ensuring alignment with broader company goals while fostering continuous learning and development,
• Instill trust and gain the confidence of others through honesty, integrity, and authenticity,
• Build a culture of belonging that represents diverse perspectives, as well as attracting and retaining top financial talent,
• Oversee the development and utilization of advanced business analytics to identify trends, risks, and opportunities, providing actionable recommendations to drive profitable growth and operational efficiencies,
• Lead the financial evaluation and pricing of commercial deals, ensuring profitability and alignment with strategic goals. Own managing standard commercial contracting terms and process for exception,
• Collaborate with sales, product, and technology teams to ensure pricing strategies are competitive and reflective of market conditions,
• Lead the Financial Planning and Analysis function, including budgeting, forecasting, and long-term strategic financial planning,
• Manage and improve the company’s financial planning processes, ensuring accuracy and timeliness, as well as variance analysis inclusive of operational actions,
• Develop and maintain robust financial models to support decision-making across the organization,
• Collaborate with senior leadership to formulate and execute the company’s financial and corporate strategy, including capital structure, M&A, and investment decisions,
• Partner with Corporate Development in the analysis of potential acquisitions, divestitures, and other strategic investments and partnerships,
• Oversee capital allocation and investment strategies to maximize returns and support strategic growth initiatives, ensuring alignment with corporate strategy and ROI objectives,
• Leverage a strong understanding of technology and product-focused industries to support financial planning and strategy with a deep market perspective,
• Understand and evaluate the financial implications of product decisions, including R&D investment and go-to-market strategies
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