Director of Financial Planning

Job Summary

To drive financial excellence across complex wellbeing operations, the full-time salaried Director of Financial Planning will manage long-term financial models, serve as the finance lead for private equity sponsorship, and advise executive leadership on strategic decisions while working closely with cross-functional teams.

Key responsibilities

• Build and maintain a three-to-five-year financial model to provide leadership with an accurate view of business direction
• Prepare board materials and support M&A and diligence work while managing sponsor requests effectively
• Deliver clear recommendations and narratives from financial results to guide executive and board decision-making

Required qualifications

• Bachelor's degree in finance or a related field; master's degree preferred
• 8+ years of experience in FP&A, corporate finance, or a similar role
• Experience in health, wellness, benefits, or healthcare SaaS preferred
• Advanced financial modeling and scenario analysis skills
• Proficiency with MS Office and dashboard or visualization tools for executive presentations