Director, FP&A

Overview

Who We Are

Because health is personal. That's why Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.

Learn even more about the work that drives us at personifyhealth.com.

Responsibilities

Ready to Drive Financial Excellence Across Complex Wellbeing Operations? 

Why This Role Matters

Every big decision we make, from where we invest to which initiatives we back, runs through the financial story you tell. As Director of FP&A, you’ll sit alongside executive leaders and our private equity sponsor, New Mountain Capital, translating ambition into plans the whole company can execute. The clarity you create helps leaders move faster, spot risks early, and put resources where they’ll do the most good for our clients and members. When your models, metrics, and recommendations are sharp, the entire organization makes better bets and delivers on its mission.

What You’ll Actually Do

• Own the long-term plan: Build and maintain the three-to-five-year financial model, grounding it in company metrics so leadership always has a current, accurate view of where the business is headed.
• Serve as New Mountain Capital’s finance lead: Manage intake and response for every recurring and ad hoc sponsor request, building a trusted relationship through responsive, consistent follow-through.
• Run PE-ownership activities: Prepare board materials and support M&A and diligence work, keeping quality high even when timelines are tight.
• Advise executive leadership: Assess business performance, surface risks and opportunities, and deliver clear recommendations that shape strategic decisions.
• Evaluate investments and initiatives: Use financial modeling and scenario analysis to weigh resource allocation and strategic initiatives, testing assumptions and asking the questions that sharpen the answer.
• Lead operating reviews and executive presentations: Turn financial results into clear, compelling narratives for executives, business unit leaders, and the board, so each audience understands what’s driving performance and what it means for the outlook.
• Own corporate metrics reporting: Define and report consolidated metrics, including ARR and retention, consistently enough that the company and its sponsor can trust the trends.
• Drive company-wide initiatives: Represent Finance on cross-functional teams and help business leaders hit their targets.
• Build repeatable reporting processes: Establish disciplined workflows for sponsor reporting, board materials, and diligence support that deliver accurate, timely results every cycle.

Qualifications

What You Bring to Our Team

Education & Experience:

• Bachelor’s degree in finance or a related field; master’s degree preferred
• 8+ years of experience in FP&A, corporate finance, or a similar role
• Experience in health, wellness, benefits, or healthcare SaaS preferred

Technical Skills:

• Advanced financial modeling and scenario analysis
• Experience with NetSuite and Anaplan preferred
• Proficiency with AI and automation tools to accelerate financial analysis, modeling, and reporting, plus a point of view on where they drive efficiency
• Proficiency in MS Office and dashboard or visualization tools to present results to executive audiences

Benefits

The Highlights:

• Competitive base salary and benefits effective day one
• Comprehensive medical and dental through our own health solutions (yes, we use what we build)
• Unlimited PTO—rest and recharge time is non-negotiable
• Mental health support, retirement planning, and financial protection
• Professional development with clear career progression and learning budgets
• Mission-driven culture where diverse perspectives drive real impact on people's health

Want the full picture? Visit personifyhealthbenefits.com to explore our complete benefits package, wellness programs, and other employee perks.

Compensation: This position offers a base salary range of $175,000 - $220,000, depending on location, skills, and experience. You're eligible for our full benefits package starting day one.

Our Commitment: Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive—because diversity is core to who we are and critical to our work in health and wellbeing.

This role will be posted until 6/24 or until qualified applications are received.

Stay Safe: Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and or our secure applicant tracking system. Suspicious requests? Report them to talent@personifyhealth.com. View all legitimate openings at personifyhealth.com/careers.