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Personify Health

Director, FP&A

Personify Health

. Build and maintain the three-to-five-year financial model .

Posted 11/9/2026full-timeRemote • United StatesLead💰 $175,000 - $220,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in financial modeling, scenario analysis, and performance assessment to support executive decision-making and drive business success. Proficient in utilizing AI and automation tools for enhanced financial analysis and reporting.

Highest-signal resume keywords
Financial ModelingScenario AnalysisFP&A ExperienceNetSuite ProficiencyAnaplan Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial ModelingScenario AnalysisFP&ACorporate FinancePerformance AssessmentInvestment EvaluationMetric ReportingWorkflow EstablishmentBoard Material PreparationM&A Support
Soft Skills
LeadershipCommunicationCollaborationProblem-SolvingRecommendation Delivery
Tools & Technologies
NetSuiteAnaplanMS OfficeAI ToolsAutomation ToolsDashboard ToolsVisualization Tools
Industry Keywords
Healthcare SaaSHealthWellnessBenefits

About the role

Key responsibilities & impact
  • Build and maintain the three-to-five-year financial model
  • Manage recurring and ad hoc finance requests from New Mountain Capital
  • Prepare board materials
  • Support M&A and diligence work
  • Assess business performance and surface risks and opportunities
  • Deliver recommendations to executive leadership
  • Evaluate investments and initiatives using financial modeling and scenario analysis
  • Lead operating reviews and executive presentations
  • Define and report consolidated metrics, including ARR and retention
  • Represent Finance on cross-functional teams
  • Help business leaders hit their targets
  • Establish repeatable workflows for sponsor reporting, board materials, and diligence support

Requirements

What you’ll need
  • Bachelor’s degree in finance or a related field
  • 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
  • Experience with NetSuite and Anaplan preferred
  • Proficiency with AI and automation tools to accelerate financial analysis, modeling, and reporting
  • Point of view on where AI and automation tools drive efficiency
  • Proficiency in MS Office
  • Proficiency with dashboard or visualization tools to present results to executive audiences

Benefits

Comp & perks
  • Competitive base salary and benefits effective day one
  • Comprehensive medical and dental through our own health solutions
  • Unlimited PTO
  • Mental health support
  • Retirement planning
  • Financial protection
  • Professional development with clear career progression and learning budgets
  • Mission-driven culture where diverse perspectives drive real impact
  • Wellness programs
  • Other employee perks