Vice President of Financial Planning and Analysis in United States at Jobgether
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Job Description
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Vice President of Financial Planning and Analysis in United States.
This senior finance leadership role sits at the core of strategic decision-making, shaping the financial direction of a fast-growing organization operating in the healthcare and insurance space. You will act as a key advisor to executive leadership, transforming complex financial data into clear insights that drive growth, profitability, and operational efficiency. The role combines high-level strategic planning with deep analytical oversight, including responsibility for budgeting, forecasting, and performance management. You will also play a critical role in bridging traditional FP&A with insurance-specific financial dynamics such as claims, reserves, and risk-adjusted pricing. This is a highly visible leadership position where your work directly influences company strategy, resource allocation, and long-term financial sustainability. The environment is fast-paced, data-driven, and highly collaborative, with strong emphasis on innovation and automation.
- Lead annual budgeting and forecasting processes, building advanced financial models tailored to a complex insurance and services business
- Serve as a strategic finance partner to executive leadership and department heads, supporting decision-making and performance optimization
- Design and maintain executive-level reporting packages, dashboards, and KPI frameworks for leadership and Board visibility
- Develop sophisticated models to analyze profitability, claims trends, reserves, staffing, and potential M&A or partnership opportunities
- Oversee financial planning systems and drive automation and efficiency improvements in reporting and forecasting processes
- Translate complex financial and operational data into clear insights and actionable recommendations for senior stakeholders
- Monitor financial performance against budget and forecasts, identifying risks and opportunities proactively
- Integrate insurance-specific financial analysis into FP&A processes, including claims dynamics and risk-adjusted pricing insights
- 10+ years of progressive financial experience, including at least 5 years in senior FP&A leadership roles
- Strong background in insurance, healthcare services, SaaS, or financial services industries preferred
- Bachelor’s degree in Finance, Accounting, or Economics required; MBA, CPA, or CFA strongly preferred
- Advanced expertise in Excel and financial modeling, including scenario and sensitivity analysis
- Experience with FP&A tools such as Anaplan, Adaptive Planning, or Vena
- Familiarity with ERP systems (e.g., NetSuite, Intacct) and BI tools such as Tableau or Power BI
- Proven ability to use AI-driven tools to enhance financial analysis, automation, and reporting
- Strong strategic thinking with the ability to balance big-picture vision and detailed financial analysis
- Excellent communication and storytelling skills to influence executive and cross-functional stakeholders
- Strong leadership, collaboration, and problem-solving abilities in fast-paced environments
- Competitive salary range: $160,000 – $200,000 annually
- 100% employer-covered medical, dental, and vision insurance for employees and dependents
- Fully remote work environment
- Flexible paid time off and holidays
- 401(k) retirement plan with company match
- Technology allowance to support remote work setup
- Strong focus on financial wellness and employee support programs
- High-impact role with direct influence on company strategy and growth
- Collaborative, mission-driven culture focused on innovation in healthcare access.