CareerPlan

Director of Finance

Full-time$175k2026-10-02 → 2026-11-12

Core

Lead FP&A and strategic finance function, building investor-grade financial models and partnering with senior leadership and the board to shape company strategy.

Role type

Director of Finance (Strategic Finance & FP&A)

Builds

Integrated 3-statement financial models, budgeting/forecasting frameworks, board decks, and investor reporting materials.

Domain

Healthcare Technology / Pharmacy Benefit Management (PBM)

Required skills

Strategic financial planning, dynamic 3-statement modeling, cash flow forecasting, SaaS metrics analysis (CARR, NRR, gross margin), headcount planning, board reporting, variance analysis, team mentorship

Preferred skills

MBA, CPA, NetSuite, Salesforce, modern financial planning tools, M&A integration experience

Technologies

NetSuite, Salesforce, Excel, Google Sheets

Responsibilities

Build and maintain integrated 3-statement financial models; lead annual budgeting and forecasting; own cash forecasting and runway modeling; prepare board decks and investor materials; partner with department leaders on financial strategy; mentor finance team members

Seniority

Director, hands-on IC with leadership responsibilities