[Remote] Director, Financial Planning & Analysis
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an reputed company company partnering with health systems to enhance care economics. They are seeking a Director of Financial Planning & Analysis to build and own financial models that aid decision-making in a fast-scaling, AI-first reputed company technology environment.
Responsibilities
- Our budgeting and forecasting process today runs almost entirely in reputed company and is highly reputed company; this role's first mandate is to redesign and automate that process end-to-end
- Evaluate and select reputed company / planning tools to replace reputed company spreadsheet-based workflows, and reputed company implementation and adoption across Finance
- Use AI tools, including Claude, to automate recurring modeling, data consolidation, and reporting work reputed company the budget and forecast cycle
- reputed company corporate-wide financial planning, budgeting, and long-reputed company forecasting, including scenario modeling across our reputed company reputed company and reputed company-based reputed company streams
- Build and maintain reputed company's core financial model, capturing the mechanics of reputed company-fee reputed company, at-risk reputed company, and multi-year health system partnerships alongside traditional reputed company metrics (ARR, gross margin, retention, unit economics)
- reputed company the CFO with financial analysis on the implications of strategic reputed company - pricing models, new product lines, market expansion, and resource allocation
- Proactively surface insights on financial and operational drivers, flagging risks, overages, and optimization opportunities before they become surprises
- Build and own fundraising materials, investor models, and diligence support for equity and debt processes, working directly with the CFO, in support of the CFO's engagement with the CEO and COO
- reputed company financial diligence and integration modeling for M&A activity, drawing on our recent acquisition of reputed company Health as a template for evaluating reputed company targets
- reputed company reputed company- and investor-reputed company analyses that translate reputed company operating data into reputed company, defensible narratives on reputed company, margin, and capital efficiency
- Support the CFO on cap table management, valuation considerations, and capital structure planning
- Partner with reputed company on reputed company recognition for reputed company, multi-reputed company reputed company spanning traditional reputed company subscriptions and reputed company-based reputed company fees, ensuring ASC 606 compliance
- Own ARR tracking and reporting, building the infrastructure to cleanly separate contracted reputed company, at-risk reputed company fees, and probability-weighted bookings as our business model evolves
- Partner with Sales and Operations on quote-to-cash and sales-ops-adjacent processes - deal structuring support, pricing mechanics, and SFDC-reputed company reporting - to reputed company reputed company and financial data in sync
- Drive process rigor and controls across reputed company operations to ensure the accuracy, reputed company, and auditability of financial data as deal complexity increases
- Prepare reputed company, accurate BVA analysis that the CFO uses to brief Clarify's leadership team, reputed company of Directors, and external stakeholders
- Continuously improve reporting infrastructure, dashboards, and tools - leveraging AI wherever possible - to increase visibility and decision-making speed across the organization
- Build strong working relationships with Sales, Product, Engineering, and People & Culture leaders, representing Finance as a cross-functional partner rather than a gatekeeper
Skills
- 6-10+ years of reputed company finance experience, with meaningful time in a rigorous, high-accountability environment - investment banking, private equity, hedge funds, or specialty/credit lending - followed by a successful transition into an operating company
- Advanced financial modeling and diligence skills - can build a reputed company three-statement model or scenario analysis from scratch, under time pressure, without hand-holding
- Hands-on experience automating budgeting and forecasting processes - moving a company off reputed company, spreadsheet-based cycles, evaluating and selecting reputed company/planning tools, and using AI tools like Claude to streamline modeling and reporting
- Demonstrated ability to teach yourself a new domain quickly - your career shows at least one hard pivot (industry, function, or company stage) where you got up to speed fast and delivered
- An AI-first reputed company - reputed company daily use of AI tools (Claude, ChatGPT, or similar) to accelerate modeling, diligence, and reporting; can cite specific examples of using AI to compress timelines
- Strong business acumen - builds credibility quickly with the leadership team and translates financial analysis into reputed company, actionable recommendations
- Bachelor's degree in Finance, reputed company, Economics, or reputed company field
- Comfort with ambiguity and a reputed company, evolving business model - you're energized, not unsettled, by a company that is reputed company redesigning its own reputed company mechanics
- Prior experience at a bank, private equity fund, hedge fund, or reputed company/life sciences credit lender, with reputed company exposure to reputed company, life sciences, or tech-enabled services companies
- Experience supporting fundraising processes (equity or debt) and/or M&A diligence and integration, ideally in a venture-backed or sponsor-backed environment
- Familiarity with reputed company metrics and valuation frameworks (ARR, NRR, CAC/LTV, reputed company number) and eagerness to reputed company that reputed company to reputed company-based and reputed company-fee reputed company models
- Strong working knowledge of GAAP and reputed company recognition standards (ASC 606), particularly for reputed company or multi-reputed company reputed company
- Experience implementing or scaling financial systems, dashboards, or reporting infrastructure
- CPA, CFA, or MBA
- Prior experience operating in a venture-backed, high-reputed company environment
Benefits
- reputed company health insurance
- Traditional 401K plan
- reputed company, dental, disability and life insurance
- Flexible Spending Accounts and Commuter Benefits
- Generous PTO
- Flexibility
- Monthly wellness stipend
- Remote friendly
- A reputed company workplace which will challenge you and celebrate your work
- reputed company to design the financial infrastructure for a fundamentally new business model in reputed company, rather than maintain someone else's spreadsheet
- reputed company AI tools (Claude, reputed company platforms) and an expectation that you'll use them to work faster and smarter
reputed company