Director, Financial Planning And Analysis

Summary

Join Zus Health as their Director of Financial Planning & Analysis (FP&A)! Reporting to the CFO, you will be a key financial leader driving strategic planning, budgeting, forecasting, and financial analysis across all departments. This high-impact role offers the chance to shape financial and business operations, influence leadership decisions, and directly contribute to the company's business strategy. You'll own the budgeting process, develop financial models, and present comprehensive financial reporting packages. This is a remote-first position requiring monthly presence in Boston. The ideal candidate possesses extensive FP&A experience, exceptional analytical skills, and a passion for improving the US healthcare system.

Requirements

• 8+ years in FP&A, corporate finance, or similar roles; experience in software/B2B SaaS, healthcare, or start-ups
• Exceptional analytical skills with the ability to translate complex financial data into actionable business insights
• A powerhouse in Excel and financial modeling with the ability to derive insights from complex datasets
• Hands-on experience working with and analyzing data (SQL a plus) and using BI platforms (e.g., Looker, Tableau, Microsoft Power BI)
• Experience using Financial planning tools (e.g., Mosaic, Datarails, Cube, Pigment, Vena, Adaptive Insights, Anaplan, etc.)
• Familiarity with ERP and financial & accounting software systems (Quickbooks, Netsuite, etc.)
• Proven ability to influence senior leaders and contribute to business strategy
• Strong cross-functional collaboration skills, working effectively with Product, Engineering, Commercial, and G&A teams
• Process oriented with a focus on developing and implementing scalable solutions and systems in a fast-growing, fast-moving environment
• Passion for improving the US healthcare system

Responsibilities

• Own the budgeting process for the company across all departments, including developing staffing and vendor spend model
• Partner with department heads to align financial goals with organizational objectives
• Develop, maintain, and refine financial models to ensure accurate forecasting and scenario planning, including monthly and quarterly forecasts, and long-term strategic planning for the company
• Help the organization make data driven decisions. Provide actionable insights and recommendations to senior leadership to guide decision-making and optimize resource allocation
• Develop and present comprehensive financial reporting packages for senior management, including variance analysis, deep analysis of revenue and cost drivers, key performance indicators (KPIs), and ad-hoc financial models
• Build and enhance financial reporting capabilities using Excel, BI tools, and financial planning software
• Partner with other team members in finance & accounting to ensure timely and accurate delivery of monthly, quarterly, and annual financial reports
• Drive the development, implementation, and automation of processes to improve financial planning efficiency
• Prepare presentations, analyses, and reports for senior company leadership, Board of Directors, and other investors/external stakeholders during fundraising processes
• Identify and mitigate financial risks while ensuring compliance with best practices
• Foster a culture of accountability and collaboration within the organization
• Take on other tasks as assigned

Preferred Qualifications

Experience with B2B SaaS and utilization revenue models is a strong plus

Benefits

• Competitive compensation that reflects the value you bring to the team a combination of cash and equity
• Robust benefits that include health insurance, wellness benefits, 401k with a match, unlimited PTO
• Opportunity to work alongside a passionate team that is determined to help change the world (and have fun doing it)