Financial Planning & Analysis Manager, Fullscript

• 8+ years of experience in FP&A, Strategic Finance, or a closely related role, with meaningful exposure to revenue modeling
• Working knowledge of SQL, enough to query (and analyze) raw data from data warehouses, is a very strong plus
• Strong grounding in cohort-based analysis, unit economics, and driver-based forecasting
• Experience in a high-growth, product-led, or marketplace/platform business or investment banking strongly preferred
• Excellent financial modeling skills, including experience building and owning revenue models end-to-end and working with complex, interdependent assumptions
• Ability to independently recreate and adapt models to validate results and support budget vs. actuals, cohort, and scenario analysis
• Clear, confident communicator who can translate complexity into action
• This role is ideal for a high-performing FP&A or Strategic Finance professional who wants real business ownership, thrives in cross-functional environments, and is motivated by impact

Desirable

• We’re looking for a Manager of FP&A with deep ownership of our revenue model, budget, rolling forecast, and performance reporting
• This role sits at the center of how we understand, plan for, and act on revenue outcomes across the business
• This role carries senior-level accountability for revenue planning and results analysis by deeply understanding our underlying model, stress-testing assumptions, identifying risk and opportunity, and ensuring leadership has a clear, current view of where the business is headed and why
• We are a high-growth, product-led whole-person wellness platform serving practitioners and their patients
• Our product roadmap, go-to-market strategy, and revenue outcomes are tightly linked — and this role helps ensure that linkage is explicit, measurable, and actionable
• This role reports to the Director of FP&A
• Manage the end-to-end annual revenue budget and rolling forecast, including scenario modeling and ongoing updates based on business performance and external factors
• Be accountable for forecast accuracy and narrative: understand what changed, why it changed, and what to do about it
• Own and continuously refine the revenue model and underlying assumptions, ensuring alignment with product roadmap decisions, go-to-market execution, market or external dynamics, and observed cohort behavior
• Escalate when action is required — not just when numbers miss
• Own the end-to-end revenue model used for budgeting, rolling forecasts, and performance analysis, including the ability to independently operate, modify, and recreate the model as assumptions and business dynamics evolve
• Maintain deep fluency in the revenue metrics, including embedded assumptions, drivers, and interdependencies that influence outcomes
• Partner closely with the Strategic Finance and Data teams to: Validate assumptions, logic, inputs, and outputs
• Leverage advanced analytics and alternative perspectives
• Pressure-test results and improve model rigor
• Act as the accountable owner of revenue planning and outcomes, ensuring the revenue model remains accurate, relevant, and decision-ready
• Translate complex model outputs into clear, actionable business implications
• Deliver regular, executive-ready revenue reporting, including:
• Performance vs budget and forecast
• Leading indicators and cohort behavior
• Variance explanations that are driver-based, not surface-level
• Ensure revenue reporting and insights are directly traceable to underlying model logic and assumptions
• Strategic & Cross-Functional Partnership
• New initiatives
• Strategic pillars
• Investment cases tied to revenue growth
• How roadmap decisions affect practitioner and patient acquisition, activation, and retention
• Align revenue assumptions to GTM strategy
• Translate pipeline, conversion, and pricing dynamics into forecast implications
• Help the business understand how growth happens; not just how much