Director, Financial Planning & Analysis

Summary

Join Honest Health as Director, FP&A and produce valuable insights to improve organizational decision-making. Develop complex financial models forecasting business needs and measuring performance. Partner cross-functionally to support critical business initiatives. Evaluate growth initiatives, optimize performance, and support scalable execution of Honest’s core offerings. Build and maintain financial models for risk contracts, implement the annual budgeting process, develop capacity models, lead reforecasting, and select and deploy a budgeting and forecasting solution. Develop materials for board and investor audiences, support executive decision-making, contribute to strategic planning, collaborate with the Actuarial team, and partner with business operations leaders. Serve as a thought partner to business leaders, translating complex financial data into actionable insights.

Requirements

• Bachelor’s degree in finance, economics, business, or related field required
• 8 + years of experience in investment banking, private equity, consulting, corporate finance, and/or corporate strategy experience in a high-performing, high-growth organization
• Demonstrated experience developing complex financial models for forecasting business performance and projecting project ROI/impact
• Strong understanding of healthcare economics, especially capitation, risk-sharing arrangements, and provider incentive models
• Experience producing presentation materials for executive and board of director audiences of financial insights and performance results
• Proven ability to work in a fast-paced, ambiguous environment and manage multiple priorities
• Able and willing to travel to Nashville, TN on an occasional basis

Responsibilities

• Build and maintain detailed financial models for existing and prospective risk contracts, including assumptions around attribution, per member per month (PMPM) revenue, medical expense trends, and quality initiatives
• Help implement and lead Honest’s annual budgeting process across all Joint Ventures, partnerships, and corporate business support functions
• Develop and manage capacity models across all Market Operations, Clinical, and Central Operations teams and ensure that Honest continues to achieve high levels of operating leverage through rapid growth
• Lead monthly and quarterly reforecasting
• Help lead the selection and deployment of an enterprise budgeting and forecasting solution and partnership with Accounting and Enterprise Technology teams
• Help develop materials for board and investor audiences including strategic analyses, financial updates, and key performance indicators
• Support executive decision-making through scenario modeling, risk analysis, and ROI assessments
• Contribute to strategic planning cycles and long-range financial outlooks
• Collaborate with the Actuarial team to interpret claims data, identify cost drivers, and track medical loss ratio (MLR) trends
• Partner with business operations leaders to measure performance against benchmarks and identify opportunities for cost savings and quality improvement
• Lead cross-functional initiatives to assess the financial implications of new programs, partnerships, or reimbursement models
• Serve as a thought partner to business leaders by translating complex financial data into actionable insights aligned with organizational goals
• Perform other related responsibilities as assigned

Preferred Qualifications

• Master’s-level degree considered a plus
• Experience working with SQL, Tableau, or other healthcare analytics tools preferred

Benefits

• Competitive Compensation
• Attractive base salary with performance-based bonuses and rewards
• 401(k) plan with a generous company match, fully vested from day one
• Comprehensive Health and Wellness Benefits
• Flexible health, dental, and vision insurance options tailored to your needs
• Company contribution towards health savings accounts (HSA) for high-deductible health plan (HDHP) participants
• 100% company-paid short-term disability, long-term disability, and life insurance
• Wellness programs and resources to support your physical and mental health
• Generous paid time off, including vacation, sick leave, and 11 paid holidays annually
• Two paid volunteer days to support causes you're passionate about
• Flexible work arrangements to accommodate your lifestyle
• Robust onboarding program and ongoing training opportunities
• Reimbursement for role-related continuing education and certifications
• Paid parental leave for new parents
• Dependent care flexible spending accounts
• Support for work-life integration
• Work alongside professionals who share your commitment to Honest's high-quality, value-based care model
• Opportunities to contribute to meaningful projects and initiatives
• Team member recognition programs
• Team-building events and social activities