Director, Financial Planning and Analysis

Overview

Overview

The Director, FP&A is a people leader and strategic finance partner responsible for delivering financial planning, analysis, and business partnership across four key functions: Product Development, Infrastructure & Operations, SG&A, and Professional Services. Reporting to the VP of Finance, this role leads a team of financial analysts and business partners, translates functional strategy into actionable financial plans, and drives accountability across the business.

The ideal candidate brings strong FP&A expertise, a track record of developing finance talent, and credibility to partner effectively with senior functional leaders. They balance rigorous financial discipline with practical business judgment, guiding execution while identifying and resolving complex issues where problems are not clearly defined and standard approaches do not fully apply.

Essential Duties And Responsibilities

People Leadership & Team Development

• Lead, develop, and retain a team of financial analysts and business partners supporting multiple functional areas.
• Set clear performance expectations, deliver regular coaching and feedback, and build a culture of accountability, intellectual curiosity, and continuous improvement.
• Develop team capabilities in financial modeling, business partnership, and communication investing in both technical and professional growth.
• Build team structure and capacity to scale with organizational complexity; lead development of new methods to solve complex finance challenges.
• Contribute to organizational design and talent planning for the finance function in partnership with the VP of Finance.
  
  

Financial Planning & Analysis

• Own the annual budgeting, quarterly forecasting, and long-range planning processes for Product Development, Infrastructure & Operations, SG&A, and Professional Services.
• Lead monthly close activities including variance analysis, management reporting, and executive commentary translating financial results into clear business narratives.
• Design and maintain financial models that enable scenario planning, headcount optimization, and investment prioritization across all covered functions.
• Develop and continuously improve planning assumptions, cost allocation methodologies, and KPI frameworks aligned to each function's operating model.
• Ensure the accuracy, integrity, and timeliness of all financial deliverables produced by the team.
• Translate business segment strategy into functional financial plans and guide execution against those plans.
  
  

Business Partnership — Product Development

• Act as the primary finance business partner to Product Development leadership, providing financial insight to support roadmap prioritization, build-vs-buy decisions, and R&D investment strategy.
• Develop and maintain reporting on capitalized software development costs, R&D expenses, and product-specific P&L metrics.
• Synthesize and communicate drivers of Product Development spend to senior leadership.
• Partner with product leaders to identify, track, and measure strategic development investments and their return.
  
  

Business Partnership — Infrastructure & Operations

• Serve as the embedded finance partner for Infrastructure and Operations, supporting cloud cost management, vendor spend optimization, and operational efficiency initiatives.
• Build and maintain visibility into infrastructure unit economics, cost-per-customer metrics, and gross margin attribution.
• Partner with Engineering and Operations leadership to model capacity investments and evaluate total cost of ownership for technology platforms.
  
  

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Business Partnership — SG&A

• Own finance partnership for all SG&A functions including HR, Finance, Legal, Marketing, and G&A.
• Drive accountability for SG&A spending through clear reporting, variance analysis, and regular business reviews with functional heads.
• Identify and evaluate opportunities for cost optimization and efficiency improvements across overhead functions.
  
  

Business Partnership — Professional Services

• Partner with Professional Services leadership to provide financial support for project-based revenue, margin analysis, utilization reporting, and resource planning.
• Develop financial models to evaluate project profitability, pricing decisions, and capacity investments.
• Build reporting infrastructure to track delivery metrics, billable utilization, and services contribution margin against plan.
  
  

Strategic Planning & Reporting

• Contribute to the company's annual operating plan and long-range financial plan, bringing a cross-functional perspective across all covered business areas.
• Prepare and present financial analyses, business cases, and investment recommendations to the VP of Finance and senior leadership.
• Ensure budgets and schedules meet corporate requirements; reconcile multiple stakeholder views to drive aligned business outcomes.
• Support M&A activities including financial due diligence, integration modeling, and go-forward planning for acquired entities.
• Identify and drive process improvement and automation initiatives within FP&A to increase reporting velocity and analytical depth.
  
  

Minimum Required Qualifications

Education

• Bachelor’s degree in finance, Accounting, Economics, or a related field required.
• MBA, CPA, or CFA preferred.
  
  

Experience

• 8–10+ years of progressive FP&A or finance business partnering experience, with at least 3 years managing a team of two or more direct reports.
• Demonstrated experience supporting at least two of the following: Product Development / R&D, Infrastructure / Engineering, SG&A, or Professional Services.
• Background in a SaaS, technology, or software company preferred; experience in healthcare technology is a plus.
• Proven track record of operating as a strategic business partner to senior leaders, with the ability to translate strategy into functional plans and guide execution.
• Experience supporting M&A due diligence and post-merger financial integration preferred.
  
  

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Skills & Competencies

• Strong financial modeling skills with the ability to build and communicate complex multi-scenario models clearly.
• Solid command of FP&A systems and tools; experience with Workday Adaptive Planning, Anaplan, or similar platforms preferred.
• Strong communication skills able to synthesize financial data into concise, actionable insights for non-finance audiences.
• Demonstrated ability to lead and develop a finance team in a fast-paced, growth-oriented environment.
• Strong cross-functional collaboration skills with the ability to build trusted relationships across Engineering, Product, Operations, and G&A.
• Attention to detail and commitment to financial accuracy balanced with speed of delivery.
• Comfort operating with ambiguity, shifting priorities, and evolving organizational structure.
• Ability to reconcile competing stakeholder priorities and drive decisions that serve broader business results.
  
  

WORK ENVIRONMENT

• S.-based remote position with periodic travel as required by business needs.
• Work across multiple time zones in a distributed team environment.
• Extended use of video conferencing and collaborative technology platforms.
• Occasional travel for team off-sites, business reviews, or leadership meetings.
  
  

Geographic Responsibility: Hybrid - Boston

Type of Employment: Full-time, permanent

FLSA Classification (USA Only): Exempt

Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: 

• The employee is occasionally required to move around the office. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
• Work across multiple time zones in a hybrid or remote work environment.
• Long periods of time sitting and/or standing in front of a computer using video technology.
• May require travel dependent on company needs.
  
  

The above statements are intended to describe the general nature and level of the job being performed by the individual(s) assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required . HealthEdge reserves the right to modify , add, or remove duties and to assign other duties as necessary. In addition, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position in compliance with the Americans with Disabilities Act of 1990 . Candidates may be required to go through a pre-employment criminal background check.

HealthEdge is an equal opportunity employer. We are committed to workforce diversity and actively encourage all qualified persons to seek employment with us, including, but not limited to, racial and ethnic minorities, women, veterans and persons with disabilities.

• The annual US base salary range for this position is $191,000 to $208,000 . This salary range may cover multiple career levels at HealthEdge . Final compensation will be  determined  during the interview process and is based on a combination of factors including, but not limited to, your skills, experience,  qualifications  and education.