Director of Financial Planning and Analysis, 9amHealth
$148.8-175k
Provider of cardiometabolic healthcare
Be an early applicant
Provider of cardiometabolic healthcare
21-100 employees
Be an early applicant
$148.8-175k
21-100 employees
Company mission
To deliver unlimited care from specialists across diabetes, obesity, and heart health to help our members live healthier every day.
Role
Who you are
- Bachelor's degree in Finance, Accounting, Economics, or related field; CPA, CFA, or MBA from top tier program preferred
- 7+ years of progressive experience in financial planning and analysis, with at least 3 years in a leadership role
- Minimum 2 years of experience in high growth technology companies, preferably in healthcare technology, SaaS, or venture backed startups
- Background in investment banking, private equity, or management consulting
- Demonstrated experience supporting Series B+ funding rounds and working with venture capital investors
- Expert level proficiency in financial modeling, including three statement models and scenario planning
- Advanced Excel skills with experience in financial planning software (Mosaic, Anaplan, or similar platforms preferred)
- Experience with business intelligence tools (Tableau, Power BI, Looker) and data visualization
- Demonstrated experience and strong interest in leveraging AI applications, including predictive analytics, GenAI, and ML, for FP&A tasks
- Strong understanding of GAAP and financial reporting principles
- Knowledge of healthcare economics, value-based care models, and clinical outcomes measurement strongly preferred
- Familiarity with SaaS metrics, unit economics, and subscription business models
- Proven ability to influence and collaborate with C level executives and board members
- Exceptional written and verbal communication skills with ability to translate complex financial concepts for non finance stakeholders
- Experience building and leading finance teams in fast-paced, high growth environments
- Strong project management and cross functional collaboration skills
- Understanding of healthcare regulatory environment and compliance requirements preferred
- Knowledge of virtual care delivery models and telehealth business economics
- Familiarity with employer benefits and health plan operations advantageous
What the job involves
- 9amHealth seeks an exceptional Director of Financial Planning and Analysis to serve as a strategic financial leader driving data driven decision making across our rapidly scaling organization
- Reporting directly to the CFO, this role will be instrumental in building world class FP&A capabilities that support our mission to democratize access to cardiometabolic care while maintaining sustainable unit economics and profitable growth
- This is a high impact leadership position requiring both strategic thinking and hands on execution
- The successful candidate will partner closely with executive leadership, including the CEO and department heads, to provide financial insights that guide strategic initiatives, optimize resource allocation, and prepare the company for future funding rounds and potential exit opportunities
- Lead the development and execution of comprehensive financial planning processes, including annual budgeting, quarterly forecasting, and long-range strategic planning (3-5 years)
- Build and maintain sophisticated three-statement financial models that accurately reflect 9amHealth's unique healthcare business model and revenue streams
- Develop scenario planning and sensitivity analyses to support strategic decision-making around market expansion, product development, and capital allocation
- Create and maintain key performance indicators (KPIs) and metrics dashboards specific to virtual healthcare, including unit economics development, clinical outcomes, clinical operations KPI’s and employer/health plan ROI
- Serve as the primary financial partner to business unit leaders across Sales, Marketing, Clinical Operations, and Product Development
- Provide analytical support for pricing strategy and customer contract negotiations
- Lead financial analysis for strategic initiatives, including market expansion, partnership opportunities, and potential M&A activities
- Support customer facing quarterly business review with guidance on financial insights and outcomes/ROI
- Prepare comprehensive board packages and investor updates that clearly communicate financial performance, key metrics, and strategic progress
- Support fundraising activities including due diligence preparation, financial data room management, and investor presentation development
- Lead quarterly business reviews with executive leadership and board members, providing insights on financial performance and strategic recommendations
- Develop deep expertise in healthcare economics, including an understanding of value-based care models and clinical outcome measurement
- Model and analyze unit economics across different customer segments (employers, health plans, direct-pay patients)
- Evaluate the financial impact of clinical programs and patient outcomes on overall business performance
- Support contract negotiations with health plans and PBMs by providing financial analysis and modeling
- Perspectively build and lead a high-performing FP&A team, including hiring and developing senior analysts and managers
- Establish best-in-class FP&A processes, systems, and reporting infrastructure to support rapid scaling
- Drive continuous improvement in financial planning tools, methodologies, and reporting accuracy
- Foster a culture of data-driven decision making across the organization
- Direct exposure to executive leadership and board of directors
- Opportunity to build and scale FP&A function at a rapidly growing healthcare company
- Clear path for career advancement as the company scales toward Series B and beyond
- Chance to work on cutting edge healthcare delivery models and value based care initiatives
Our take
The high cost of GLP-1 medications, used to treat diabetes and weight management, poses a challenge for both patients and employers. This expensive medication, while highly effective, creates a burden on healthcare systems and limits access for many who could benefit.
9amHealth steps in to address this issue by offering an affordable solution for cardiometabolic care. It provides patients with personalized care plans, medication delivery, at-home lab tests, and unlimited access to specialists. This not only simplifies the healthcare experience for patients but also boasts impressive clinical outcomes. Additionally, 9am partners with businesses to offer these benefits to their employees, helping manage healthcare costs and improve employee health.
Recently acquired capital will help the company fuel expansion, allowing it to reach more patients, improve its existing solutions, and strengthen its team of specialists. With a strong foundation and promising future, 9am is well-positioned to become a leader in affordable and effective cardiometabolic care.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Health, vision, and dental plans
- 20 vacation days (for full-time employees)
- Flexible, hybrid working model
Company HQ
Encinitas, CA
Leadership
Frank Westermann
(Co-CEO)Alongside 9amHealth, they are the founder and CEO of Whitewater Ventures. Previously co-founded mySugr (acquired by Roche) and Zense-Life.
Anton Kittelberger
(Co-CEO)Currently an Investor and Non-Executive Chairman at BOYDSense. Previously worked at mySugr for over 7 years in a number of roles, including CEO. They also worked at Roche and Detecon International.
Paul Geevarghese
(COO)Previously held Vice President roles at Roche and mySugr. They were also a Senior Manager of Medical Affairs at Novo Nordisk.
Bernhard Schandl
(CTO)Co-founder and Tech Advisor at inoqo. Previously the Head of Technology, CTO, and VP of Engineering at mySugr. They were also a Lecturer at Fachhochschule Technikum Wien for over 6 years.
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