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Director, Revenue Strategy – FP&A
Vālenz® Health. Lead enterprise revenue planning and long-range growth modeling across all business lines .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in enterprise revenue planning, financial analysis, and strategic partnership with executive leadership. Proficient in developing forecasting methodologies and actionable insights to drive business decision-making and resource allocation.
Highest-signal resume keywords
Revenue ForecastingFinancial AnalysisLeadership ExperienceFP&A Tools ProficiencyData-Driven Decision-Making
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningRevenue ModelingScenario AnalysisPerformance Metrics DevelopmentDriver-Based ModelingAdvanced Excel ProficiencyForecasting FrameworksStrategic AnalysisRisk AssessmentInvestment Prioritization
Soft Skills
Executive CommunicationTeam DevelopmentAutonomyInfluencing Decision-MakingContinuous Improvement
Tools & Technologies
AdaptivePlanfulVenaHyperionCRM Systems
Certifications & Qualifications
MBA or Advanced Degree
Industry Keywords
Private EquityHealthcareInsuranceRevenue OperationsData Quality
About the role
Key responsibilities & impact- Lead enterprise revenue planning and long-range growth modeling across all business lines
- Evaluate growth opportunities, investment priorities, and strategic initiatives through rigorous financial analysis
- Partner with executive leadership to establish revenue targets and growth assumptions
- Build scenario models assessing potential outcomes, risks, and strategic tradeoffs
- Serve as strategic finance partner to Sales, Revenue Operations, Product, and Executive Leadership
- Assess financial impacts of pricing strategies, product launches, market expansion, and cross-sell initiatives
- Prepare and present strategic analyses and recommendations for executive leadership, board meetings, and private equity stakeholders
- Challenge assumptions and identify risks and opportunities
- Lead enterprise revenue performance analysis across product lines, bundled offerings, and cross-sell activity
- Develop actionable insights to improve business decision-making and resource allocation
- Establish scalable forecasting methodologies, performance metrics, and governance processes
- Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure
- Build and develop a high-performing Revenue Strategy and FP&A function
- Establish priorities, operating rhythms, and accountability frameworks
- Champion data-driven decision-making and continuous improvement
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 8+ years of experience in FP&A or commercial finance, with significant ownership of revenue forecasting and planning
- 5+ years of leadership experience managing and developing high-performing teams
- Experience leading revenue forecasting and planning within a complex, multi-product business
- Experience developing driver-based models tied to pipeline and commercial performance
- Proven ability to influence executive decision-making through financial analysis, strategic partnership, and executive-level communication
- Ability to operate with a high degree of autonomy and bring structure to evolving processes
- Experience building scalable planning processes, forecasting frameworks, and reporting capabilities within a growing organization
- Strong systems and technical proficiency
- Experience with FP&A and planning tools such as Adaptive, Planful, Vena, or Hyperion
- Advanced Excel proficiency
- Familiarity with CRM and data environments
- MBA or advanced degree is a plus
- Experience in a private equity-backed environment is a plus
- Background in healthcare or insurance is a plus
- US-based work location required
- Quiet workspace free from distractions
- Reliable internet connection
- Adherence to company security protocols, including VPNs, secure passwords, and company-approved devices/software
- Ability to comply with company policies such as HIPAA
Benefits
Comp & perks- Generous compensation commensurate with experience and performance
- Competitive benefits package with generous employer subsidies
- Flexible and remote working options
- 401k with generous employer match and immediate vesting
- Personal and professional development opportunities
- Supportive family benefits, including paid leave for new family members
- Companywide philanthropic program, Valenz Communities Connection
- Fully remote position with necessary equipment provided
- Medical, Dental, and Vision insurance with generous company subsidies
- HSA, FSA, and DCFSA spending account options
- Flexible working environment
- Generous Paid Time Off, including vacation, sick leave, and paid holidays
- Employee Assistance Program including professional counseling, referrals, and additional services
- Paid maternity and paternity leave
- Pet insurance
- Employee discounts on phone plans, car rentals, and computers
- Community giveback opportunities, including paid time off for philanthropic endeavors