Director, Financial Planning – Analysis

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and manage the financial models and analyses that drive decision-making at a rapidly growing, AI-centric healthcare technology firm.

• Oversee company-wide financial planning, budgeting, and long-term forecasting activities.

• Construct and sustain the organization's primary financial model, encompassing the dynamics of success-fee contracts, at-risk revenue, and multi-year health system partnerships, in addition to standard SaaS metrics.

• Deliver financial analysis to the CFO regarding the impacts of strategic decisions, including pricing strategies, new product offerings, market expansion, and resource distribution.

• Proactively identify insights related to financial and operational drivers, highlighting risks, excesses, and optimization prospects before they escalate into issues.

• Create and manage fundraising documentation, investor models, and due diligence support for equity and debt transactions.

• Direct financial due diligence and integration modeling for mergers and acquisitions.

• Collaborate with Accounting on revenue recognition for intricate, multi-element contracts.

• Manage Annual Recurring Revenue (ARR) tracking and reporting.

• Work alongside Sales and Operations on quote-to-cash processes and related sales operations tasks.

• Prepare timely and accurate Budget vs. Actual (BVA) analysis for the CFO to present to Clarify's leadership team, Board of Directors, and external stakeholders.

⛳️ Requirements

• 6-10+ years of progressive finance experience, including significant time in a demanding, high-accountability environment such as investment banking, private equity, hedge funds, or specialized/credit lending, followed by a successful transition into an operating company.

• Expertise in advanced financial modeling and diligence skills – capable of constructing a complex three-statement model or scenario analysis from scratch, under tight deadlines, without supervision.

• Practical experience in automating budgeting and forecasting processes – transitioning a company from manual, spreadsheet-dependent cycles, evaluating and selecting FP&A/planning tools, and utilizing AI tools like Claude for streamlined modeling and reporting.

• Proven ability to quickly self-educate in a new domain – your career reflects at least one significant shift (industry, function, or company stage) where you rapidly adapted and delivered results.

• An AI-first mindset – regularly utilizing AI tools (Claude, ChatGPT, or similar) to enhance modeling, diligence, and reporting; able to provide specific instances of employing AI to expedite timelines.

• Strong business acumen – quickly establishes credibility with the leadership team and translates financial analyses into clear, actionable recommendations.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• Comfort with ambiguity and a complex, evolving business model – you thrive in a dynamic environment where the company is actively redefining its revenue mechanisms.

🏝️ Benefits

• Competitive compensation package (base salary + bonus + equity).

• Comprehensive health insurance coverage.

• Traditional 401K retirement plan.

• Vision, dental, disability, and life insurance options.

• Flexible Spending Accounts and Commuter Benefits.

• Generous paid time off (PTO).

• Work-life flexibility.

• Monthly wellness stipend.

• Remote-friendly work environment.

• A collaborative workplace that will challenge you and recognize your contributions.

• The chance to design the financial infrastructure for a fundamentally new business model in healthcare, rather than merely maintaining existing spreadsheets.

• Access to enterprise AI tools (Claude, cloud platforms) with an expectation that you will use them to enhance efficiency and effectiveness.