Financial Planning & Analysis (FP&A) Manager
HealthVerity
How you will help
The Financial Planning & Analysis Manager will develop and lead a variety of financial modeling, analysis, and budgeting initiatives. Key responsibilities include partnering with departments across the organization to provide valuable insights, creating compelling data-driven analyses, and ensuring forecast projections and financial models match the organization’s overall goals. This position will be integral to providing innovative ideas that will improve how the organization looks at financial and non-financial data.
What you will do
- Responsible for developing, maintaining, and refining financial models, forecasts, analyses, and reports to better understand financial trends and financial opportunities (to inform quarterly forecasts, budgeting/planning across the P&L, investment evaluations and prioritization, and operational decision-making)
- Manage the annual budget process, including developing and documenting key assumptions, working with business partners to ensure budgets are appropriate, and that internal partners establish action plans that achieve the necessary financial outputs
- Support the monthly financial closing process and assist in the preparation of financial analyses and monthly reporting package for leadership team and Board of Directors
- Analyze actual results and forecasts/budgets to better understand variances, business drivers, and work with business leaders to promote informed decision making within the business
- Assist VP, Finance with improving processes, systems, data analysis and outputs including managing the implementation of a financial planning and reporting tool
- Work to enhance automated reporting capabilities within Oracle NetSuite and through the use of an FP&A software solution
- Support senior staff in partnering with business, product, and support teams to track business performance, exercise expenditure and investment controls, and identify risks and opportunities to our financial outlook
- Collaborate with finance team members to build cash forecasting models to optimize cash management
- Proactively research and resolve financial inquiries, issues and perform other ad-hoc duties as required
Required skills and experience
- Bachelor’s Degree with Accounting or Finance concentration
- 5+ years of relevant experience with prior experience at a high-growth SaaS start-up preferred and experience in Investment Banking, Consulting or Strategic Finance a plus
- Exceptional financial modeling skills and a very high level proficiency with Microsoft Excel/Google Sheets with a deep understanding of model architecture, formula efficiency, and pivot tables
- Experience analyzing data sets, working with accounting systems (Oracle NetSuite a plus) and utilizing a financial planning and reporting tool
- Solid grasp of three financial statements, with a high aptitude and enthusiasm for problem-solving through quantitative modeling and analysis
- Excellent communication skills, with the ability to concisely articulate complex accounting and reporting concepts to audiences with varying degrees of financial knowledge
- Possess a high sense of urgency, ability to interact with multiple levels within the organization and be an effective team player
- Excellent attention to detail and ability to thrive in a fast-paced, results-oriented environment
- CPA / CMA / MBA is a plus
Base salary for the role is commensurate with experience and can range between $100,000 - 143,000 + annual bonus opportunity.
Hiring Locations
Our main office is located in Center City, Philadelphia, where we operate on a hybrid model with in-office work required three days a week for local employees. We believe collaboration is most effective when teams come together, which is why we prioritize hiring in the Philadelphia area.
For certain roles, we also hire from hub locations—regions where we have an established presence with multiple team members working remotely. While these employees primarily work from home, we bring them together in person at lease once a year for team-building, collaboration, and strategic planning.
Due to tax and labor regulations, we can only hire from specific states. Remote work is supported in the following key hub locations and approved states:
Hub Locations:
- Philadelphia, Pennsylvania
- Boston, Massachusetts
- New York City, New York
- Baltimore, Maryland
- Washington, D.C.
- Charlotte, North Carolina
- Raleigh-Durham, North Carolina
- Atlanta, Georgia
- Chicago, Illinois
Approved States for Remote Work:
CT, DE, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, TN, and VA.
About HealthVerity
HealthVerity is the leader in privacy-protected real-world data exchange, transforming how healthcare and life sciences organizations connect and analyze disparate healthcare and consumer data. We continue to innovate HealthVerity Marketplace, the nation's first and largest real-world data ecosystem comprising more than 75 leading data providers and over 340 million US patients. Combined with Identity Manager, the industry's most accurate and efficient solution for patient identity, privacy and governance, we support critical applications in clinical development, commercial strategy, regulatory decision-making, population health, underwriting and more. HealthVerity has raised more than $140 million to date and works closely with its data providers, partners and clients to Synchronize the Science. To learn more about HealthVerity, visit healthverity.com.
Why you'll love working here
We are making a difference – Our technology is at the forefront of some of the biggest healthcare challenges in the world.
We are one team – Our people define our culture and always will. We take time out to celebrate each other, and acknowledge the value that each of us adds towards our greater mission. Come share all you have to offer.
We are learners – Every team member is continually learning, no matter if we've been in a role for one year or much longer. We are committed to learning and implementing what is best for our clients, partners, and each other.
Benefits & Perks
Our benefits package is thoughtfully designed to support and enrich the experience of our full-time employees, with eligibility limited to those in permanent positions.
- Compensation: competitive base salary & annual bonus opportunity (for non-commissioned roles)
- Benefits: We offer a 401(k) plan and stock options. Health, dental, and vision coverage start on day 1, while 401(k) eligibility and stock options follow soon after.
- Flexible location: Remote workdays and 3 days a week of in-office collaboration for team members in the Philadelphia area. Check location requirements with the recruiting team.
- Generous PTO: Take time off as needed, targeted at 4 weeks per year, including vacation, personal and sick time, plus paid parental leave.
- Parental Leave: 12 weeks paid leave for childbearing, surrogacy, and adoption; 6 weeks for non-childbearing parents.
- Comprehensive and individualized onboarding: mentorship program, departmental talks, and a library of resources are available beginning day 1 for each new team member to minimize the stress of starting a new job
- Professional development: biweekly 1:1s, hands-on leadership that is goal-and growth-oriented for each team member, and an annual budget to support professional development pursuits
We believe incorporating different ideas, perspectives and backgrounds make us stronger and encourages an environment where ageism, racism, sexism, ableism, homophobia, transphobia or any other form of discrimination are not tolerated. All qualified job applicants will be given consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability. At HealthVerity, we’re working towards an innovative and connected future for healthcare data and believe the future is better together. We can only do that if everyone has a seat at the table.
If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to careers@healthverity.com
Remote opportunities are not available in all areas and require team members to work from a fixed location due to tax and labor law implications - specific questions about remote positions can be discussed during the interview process with your recruiter.
