Vice President of Financial Planning & Analysis, Included Health

• The ideal candidate will bring a deep understanding of financial strategy, business planning, and corporate finance, with a track record of success in high-growth, technology-focused healthcare environments
• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or advanced degree preferred
• 12-15+ years of professional experience, with a focus on financial planning and analysis and a strong background in strategic financial planning and corporate finance
• Proven experience in a senior financial leadership role within a high-growth technology or healthcare company at scale
• Entrepreneurial spirit; able to effectively manage ambiguity and operate in build mode
• Track record of consistently driving results and exceeding goals
• Expertise in developing and managing long-term strategic financial plans
• Strong understanding of financial modeling, analysis, and reporting
• Experience preparing and managing financial materials to a Board of Directors
• Excellent communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization
• Demonstrated ability to lead and develop high-performing teams to achieve common goals

Desirable

• Included Health is seeking a highly skilled and strategic Vice President of Financial Planning & Analysis (VP, FP&A) to join our finance leadership team
• Reporting directly to the Senior Vice President of Financial Planning & Analysis, this role will focus on both traditional and strategic financial planning and analysis
• The VP, FP&A will be instrumental in developing the company’s 5-year business strategic financial plan and preparing critical financial materials for the Board of Directors and investors, in addition to traditional FP&A
• Lead the development and execution of traditional financial planning processes, including budgeting, forecasting, and variance analysis
• Collaborate with senior leadership to create and refine the company’s 5-year business strategic financial plan annually, ensuring alignment with corporate goals and objectives
• Provide financial insights and recommendations to drive strategic decision-making and support long-term business growth
• Develop and manage the company’s 5-year strategic financial plan, including long-term revenue projections, expense management, and capital allocation
• Work closely with cross-functional teams and corporate development to align financial planning with business strategy, product development, and market expansion efforts
• Continuously assess and refine the strategic financial plan to reflect changes in market conditions, business priorities, and corporate objectives
• Lead the preparation of comprehensive financial materials and presentations for the Board of Directors and key investors
• Ensure accuracy, clarity, and alignment of all materials with the company’s financial performance, strategic objectives, and market positioning
• Collaborate with the SVP, FP&A, and executive leadership to deliver clear, concise and high quality presentations
• Oversee the preparation of detailed financial analysis and reports to support business units and executive decision-making
• Develop and maintain financial models to evaluate business performance, investment opportunities, and strategic initiatives
• Ensure the accuracy and timeliness of financial reporting, while continuously improving processes and systems
• Lead and mentor a team, fostering a culture of excellence, collaboration, and continuous improvement
• Set clear objectives and performance expectations for the team, ensuring alignment with broader company goals
• Promote the professional growth and development of team members through training, feedback, and career development opportunities
• Build a culture of belonging that represents diverse perspectives, attracting and retaining top financial talent