Senior Financial Planning and Analysis Manager

What you will do:

• Own the monthly financial management process, analyzing actual vs. expected results. Collaborate cross-functionally to define and track actions necessary to achieve desired financial outcomes
• Create and manage monthly performance reports and KPI dashboards for both internal leadership and external stakeholders. Manage the monthly internal and external reporting process
• Drive the development of accurate and reliable annual budgets, rolling forecasts and multi-year cash flow projections. Develop a deep understanding of the key financial levers that drive the business performance
• Collaborate with leadership on insightful analytics including deep dives into unit economics, customer acquisition cost (CAC), and lifetime value. Proactively identify and model new avenues for growth and operational efficiency
• Partner with the People Team on critical cross-functional activities, including compensation plans, managing headcount planning, and tracking equity distribution
• Respond to vendor and regulatory inquiries concerning financial data
• Lead financial preparation for future fundraising rounds, manage ongoing investor relations, and oversee existing debt facilities

About you:

• Minimum of 6 years of relevant, hands-on professional experience, with strong expertise in financial planning, forecasting and modeling, preferably in a high-growth startup environment
• First principles thinker who approaches challenges creatively and flexibly to find the right process solutions aligned with our business model and stage of growth
• Strong proficiency in Excel/Google Sheets. Knowledgeable about of a variety of database, planning and forecasting software tools and the ability to critically assess which tools are appropriate for our needs
• Excellent verbal and written communication skills – be able to explain complex financial concepts in easy-to-understand terms to people at different levels across the organization
• Strong relationship building skills across departments and levels
• Bachelor’s Degree in Accounting, Finance or related field
• Bonus points for experience in the health insurance or broader healthcare industry

Benefits:

• Remote company with a fully distributed team – no return-to-office mandates
• Flexible vacation policy (and a culture of using it)
• Medical, dental, and vision insurance with 100% company-paid employee coverage
• 401(k), FSA, and HSA plans
• Paid parental leave
• Short and long-term disability, as well as life insurance
• Competitive stock options are offered to all employees
• Transparent compensation & formal career development programs
• Paid one-month sabbatical after 5 years
• Stipends for setting up your home office and an ongoing learning budget
• Direct positive impact on members’ lives – wait until you see the positive feedback members share every day