Responsibilities:

• Strategic and Traditional Financial Planning:
• Lead the development and execution of traditional financial planning processes, including budgeting, forecasting, and variance analysis.
• Collaborate with senior leadership to create and refine the company’s 5-year business strategic financial plan annually, ensuring alignment with corporate goals and objectives.
• Provide financial insights and recommendations to drive strategic decision-making and support long-term business growth.

• 
  5-Year Business Strategic Financial Plan:
• Develop and manage the company’s 5-year strategic financial plan, including long-term revenue projections, expense management, and capital allocation.
• Work closely with cross-functional teams and corporate development to align financial planning with business strategy, product development, and market expansion efforts.
• Continuously assess and refine the strategic financial plan to reflect changes in market conditions, business priorities, and corporate objectives.

• 
  Board of Directors and Investor Materials Preparation:
• Lead the preparation of comprehensive financial materials and presentations for the Board of Directors and key investors.
• Ensure accuracy, clarity, and alignment of all materials with the company’s financial performance, strategic objectives, and market positioning.
• Collaborate with the SVP, FP&A, and executive leadership to deliver clear, concise and high quality presentations.

• 
  Financial Analysis and Reporting:
• Oversee the preparation of detailed financial analysis and reports to support business units and executive decision-making.
• Develop and maintain financial models to evaluate business performance, investment opportunities, and strategic initiatives.
• Ensure the accuracy and timeliness of financial reporting, while continuously improving processes and systems.

• 
  Leadership and Team Development:
• Lead and mentor a team, fostering a culture of excellence, collaboration, and continuous improvement.
• Set clear objectives and performance expectations for the team, ensuring alignment with broader company goals.
• Promote the professional growth and development of team members through training, feedback, and career development opportunities.
• Build a culture of belonging that represents diverse perspectives, attracting and retaining top financial talent.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or advanced degree preferred.
• 12-15+ years of professional experience, with a focus on financial planning and analysis and a strong background in strategic financial planning and corporate finance.
• Proven experience in a senior financial leadership role within a high-growth technology or healthcare company at scale.
• Entrepreneurial spirit; able to effectively manage ambiguity and operate in build mode.
• Track record of consistently driving results and exceeding goals.
• Expertise in developing and managing long-term strategic financial plans.
• Strong understanding of financial modeling, analysis, and reporting.
• Experience preparing and managing financial materials to a Board of Directors.
• Excellent communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization.
• Demonstrated ability to lead and develop high-performing teams to achieve common goals.

Preferred Qualifications:

• Healthcare or digital healthcare experience.

• 
  Remote-first culture;
• 401(k) savings plan through Fidelity;
• Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance);
• Full suite of Included Health telemedicine (e.g. behavioral health, urgent care, etc.) and health care navigation products and services offered at no cost for employees and dependents;
• Generous Paid Time Off ("PTO") and Discretionary Time Off (“DTO");
• 12 weeks of 100% Paid Parental leave;
• Up to $25,000 Fertility and Family Building Benefit;
• Compassionate Leave (paid leave for employees who experience a failed pregnancy, surrogacy, adoption or fertility treatment);
• 11 Holidays Paid with one Floating Paid Holiday;
• Work-From-Home reimbursement to support team collaboration and effective home office work; and
• 24 hours of Paid Volunteer Time Off (“VTO”) Per Year to Volunteer with Charitable Organizations.