Senior Vice President, Financial Planning & Analysis

Overview

symplr is seeking an exceptional Senior Vice President of Financial Planning & Analysis to join the senior leadership team reporting directly to the CFO. This is more than a finance leadership role; it is a mandate to build and modernize a world-class FP&A function.

The right candidate is intellectually curious, operationally sharp, and deeply motivated to diagnose root causes rather than paper over symptoms. You will assess the current state of the FP&A team, reimagine its structure and capability — including leveraging symplr's offshore resource center in Bengaluru and build a function that is a genuine engine of insight and decision-making for the enterprise.

You will be a trusted thought partner to the CFO, a collaborative peer to business unit leaders, and a coach and enabler to your team.

Duties & Responsibilities

STRATEGIC FINANCE & BUSINESS PARTNERSHIP

• Serve as the CFO's primary strategic partner on financial planning, long-range modeling, capital allocation, and business performance
• Develop deep fluency in symplr's product portfolio, go-to-market motion, and operational workflows: translating business dynamics into financial insight
• Build a forward-looking, scenario-driven planning process that integrates financial and operational assumptions in a coherent, rigorous model
• Lead the annual budgeting and quarterly forecasting cycles, driving accountability and accuracy across all business units

DATA ARCHITECTURE & DECISION-MAKING INFRASTRUCTURE

• Own and evolve symplr's financial data architecture, partnering with the Chief Accounting Officer, Data/BI and Technology to ensure clean, trusted, and accessible data for decision-making
• Champion a shift from reactive reporting to proactive, data-driven decision support across the business
• Establish KPI frameworks, dashboards, and operating cadences that give leaders real-time visibility into business health
• Drive AI-enabled improvements across FP&A processes, identifying opportunities to automate, accelerate, and enhance analytical output

UNIT ECONOMICS, PRICING & CAPITAL RETURNS

• Build and maintain robust unit cost and unit economics models across symplr's product lines and customer segments
• Partner with Product, Sales, and Marketing to support pricing strategy with analytical rigor: modeling volume, margin, and competitive dynamics
• Develop frameworks for evaluating capital ROI across M&A, technology investments, and strategic initiatives
• Provide decision support on build-versus-buy, vendor investments, and resource allocation trade-offs

WORKFORCE & CAPACITY PLANNING

• Lead the development of workforce planning and capacity planning models that link headcount to revenue drivers, operational output, and cost efficiency
• Partner with HR and functional leaders to build a dynamic view of talent requirements, hiring plans, and span-of-control optimization

TEAM LEADERSHIP & FUNCTION BUILDING

• Assess the current FP&A team with clear eyes, identifying gaps in talent, process, and tooling and develop a plan to close them
• Recruit, develop, and retain high-caliber finance talent; build a team culture grounded in curiosity, rigor, and continuous improvement
• Lead as an enabler: ask powerful questions, create the space for your team to think, and hold them accountable to quality and outcomes — not just outputs
• Cultivate a function that is viewed as a genuine value-add partner by the business, not a back-office reporting function

Skills Required

EXPERIENCE & BACKGROUND

• 12+ years of progressive finance experience, with at least 5 years in a senior FP&A leadership role
• Proven track record in PE-backed, high-growth, or scaling organizations with genuine operational intensity
• Exposure to diverse business models beyond pure SaaS. Services, usage-based, marketplace, or multi-product environments a strong plus
• Experience building or significantly restructuring a finance function, including talent assessment and process redesign
• Familiarity with healthcare technology, enterprise software, or similarly complex product environments is advantageous but not required

TECHNICAL & ANALYTICAL CAPABILITIES

• Deep command of financial modeling, scenario analysis, and long-range planning in complex, multi-segment businesses
• Strong grasp of unit economics, cost allocation, margin analysis, and pricing mechanics
• Hands-on experience with financial data infrastructure including being comfortable engaging deeply with data architecture, BI tools, and planning systems
• Working knowledge of AI-driven tools and automation in a finance context; intellectual excitement about where this is going

LEADERSHIP & WAYS OF WORKING

• A genuine enabler: someone who leads through questions and coaching, not directives, and who measures success by what their team can accomplish
• Intellectually curious: you go deep on problems, ask why three times before accepting an answer, and are energized by complexity
• Comfortable operating in ambiguity and rolling up your sleeves; equally effective in the boardroom and in the weeds of a model
• A builder mindset: you want to leave things materially better than you found them — not just keep the lights on
• Strong communicator who translates financial complexity into clear, compelling narratives for non-finance executives

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