Director, Financial Planning & Analysis

Job Summary : The Director of Finance will play an important role in the finance team, reporting to the VP of Finance. This visible role will partner with a general manager to provide in-depth financial insight to the leadership team while helping create business strategies. You will lead the forecasting, analysis, strategic planning, and preparing materials for important partners in the business. You will manage two finance professionals who will lead the financial modeling work and help prioritize the work. Being a working manager while coaching the team will be critical for evolving the team and development of the staff. You will need to be a thought leader, challenging existing processes and assumptions to generate new ideas and process improvements. In partnership with the General Management team and the VP of Finance you will develop and enhance the financial management of the business.

Duties and Responsibilities :

• Be a strategic finance partner to executives, general managers and functional leaders across the business.
• Lead a finance team that drives outcomes, promoting a culture of ownership, continuous improvement and innovation.
• Provide financial reporting, analysis and KPI metrics to the business teams, helping them manage their businesses to achieve or exceed financial and operational targets.
• Provide financial models and analysis to guide the organization to make decisions that create the highest return on investment, including scenario planning for organic and inorganic growth.
• Manage scale projects across the finance organization and the greater business.
• Present internally and externally, including development of best-in-class board and investor materials.
• Own the monthly forecast and the annual planning processes for the business unit. You will review and consolidate results with your team to produce revenue and gross margin forecasts.
• Manage cost structure and support your team in identifying solutions to deliver on targets
• Drive structure and efficiency within the forecast and close process, by creating timelines and helping to manage workflow.
• Drive forecast quality, by making sure the forecast is based on logical and defensible assumptions
• Proactive reporting of budget versus actuals.
• Track headcount (newly open recs to hires, temps, unbudgeted requests, etc.).
• Forecast and manage headcount (recruiting capacity and attrition) and non-headcount expenses with key drivers, where appropriate.
• Establish driver based analysis of each department, to drive appropriate scaling.
• Assist with preparation for the Board of Directors and Ops Review.
• Provide ad-hoc financial analysis as required.

Qualifications :

Physical / Cognitive Requirements :

The United States new hire base salary target ranges for this full-time position are : Zone A : $149,450 - 211,100 equity benefitsZone B : $164,395 - 232,210 equity benefitsZone C : $179,340 - 253,320 equity benefitsZone D : $194,285 - 274,430 equity benefitsThis range reflects the minimum and maximum target for new hire salaries for candidates based on their respective Zone. Below is additional information on Included Health's commitment to maintaining transparent and equitable compensation practices across our distinct geographic zones.Starting base salary for you will depend on several job-related factors, unique to each candidate, which may include education; training; skills; years and depth of experience; certifications and licensure; our needs; internal peer equity; organizational considerations; and understanding of geographic and market data. Compensation structures and ranges are tailored to each zone's unique market conditions to ensure that all employees receive fair and great compensation package based on their roles and locations. Your Recruiter can share your geographic zone upon inquiry.Benefits & Perks : In addition to receiving a great compensation package, the compensation package may include, depending on the role, the following and more :  Remote-first culture401(k) savings plan through FidelityComprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)Paid Time Off ("PTO") and Discretionary Time Off (“DTO")12 weeks of 100% Paid Parental leaveFamily Building & Compassionate Leave : Fertility coverage, $25,000 for surrogacy / adoption, and paid leave for failed treatments, adoption or pregnancies.Work-From-Home reimbursement to support team collaboration home office workYour recruiter will share more about the salary range and benefits package for your role during the hiring process.

Salary : $25,000