Our client is an innovative healthcare company revolutionizing primary care through a digital-first model that delivers convenient, timely, and patient-centered access to services. By combining virtual provider visits with cutting-edge technology, they streamline care delivery, empower physicians to prioritize patient well-being, and expand specialty offerings for comprehensive, seamless healthcare experiences. The organization thrives on a collaborative, high-impact culture that values bold ideas and rapid execution, as they scale to meet evolving demands in the healthcare landscape. As they continue to grow, they are seeking a Financial Planning & Analysis Manager to lead strategic financial insights and drive informed decision-making across the business.
Position Overview
This is a pivotal role for a finance leader passionate about building scalable processes in a dynamic, growth-oriented environment. As the Financial Planning & Analysis Manager, you will own the development of forecasting models, budgeting frameworks, and performance analytics that guide executive strategy and fuel expansion. Collaborating closely with leadership and cross-functional teams in operations, clinical, product, and growth, you’ll translate complex data into actionable recommendations, support investor relations, and shape pricing and profitability strategies. This position offers the opportunity to design FP&A from the ground up in a fast-paced startup, delivering meaningful impact on the company’s trajectory while enjoying a supportive culture with competitive compensation, comprehensive benefits, generous PTO, paid family leave, and stock options.
Position Responsibilities
- Build, own, and evolve financial forecasting, budgeting, and long-term planning processes in a fast-paced, scaling environment.
- Lead scenario modeling and investor-facing financial analyses to inform strategic decisions and capital-raising discussions.
- Partner with leadership and cross-functional teams (Operations, Clinical, Growth, Product, etc.) to evaluate business performance and identify drivers of growth and efficiency.
- Deliver clear, actionable insights on financial results, performance metrics, and key business levers.
- Lead pricing, profitability, and expansion modeling to support forward-looking strategy.
- Oversee annual budgeting and provide ongoing monitoring to ensure alignment with financial targets.
- Communicate findings and recommendations directly to the Executive Leadership Team and external stakeholders as needed.
Position Qualifications
Required:
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 5+ years of progressive experience in FP&A or finance, with direct exposure to startup environments (Series A–C stage preferred).
- Exceptional Excel and financial modeling skills, with supervisory-level capability to both build models and guide others.
- Demonstrated experience supporting investor decks, fundraising, and board-level presentations.
- Comfort navigating ambiguity and ability to execute quickly with limited resources.
- Strong communication and executive presence; able to translate complex financial data into actionable insights.
Preferred:
- MBA or advanced degree.
- Prior experience in healthcare or healthcare technology.
- If you’re a strategic finance professional energized by high-impact work in a rapidly evolving healthcare innovator, we encourage you to apply.
A member of Talentfoot’s recruitment team will be in touch if your experience and track record align with our client’s needs.
Talentfoot Overview
Talentfoot Executive Search specializes in future-proofing organizations by securing forward-thinking leaders across sales, marketing, eCommerce, product, data, operations, finance, and technology with a track record of accelerating growth, innovation, and profitability. Since 2010, we’ve partnered with more than 2,500 companies and lead the industry with a 98% client success rate. Learn more at Talentfoot.com.