VP, Financial Planning & Analysis

About OpenLoop

OpenLoop was co-founded by CEO, Dr. Jon Lensing, and COO, Christian Williams, with the vision to bring care anywhere. Our telehealth support solutions are thoughtfully designed to streamline and simplify go-to-market care delivery for companies offering meaningful virtual support to patients across an expansive array of specialties, in all 50 states.

About the Role

OpenLoop powers the clinical and operational infrastructure behind virtual care brands across all 50 states. As VP, Financial Planning & Analysis, you'll report to the CFO and own the company's FP&A function, setting its financial planning strategy, performance expectations and long-term direction across a fast-growing, multi-business organization.

OpenLoop has grown quickly through new businesses and acquisitions, and the finance function is evolving to match that scale. You'll own the company's financial plan end to end, from revenue and operating performance through to telling the story behind the numbers. You'll establish the financial discipline, forecasting infrastructure and decision-making frameworks that guide the company's growth, while leading an established team and remaining close enough to the detail to challenge assumptions and solve complex problems.

What You'll Do

•  Set the strategy and direction for FP&A across the company, leading annual planning, rolling forecasts and long-range financial planning to establish clear financial targets, accountability and alignment with the company's growth strategy.

• Own the consolidated financial forecast across revenue, expenses, profitability and cash flow through to GAAP and non-GAAP EPS, ensuring financial plans reflect operational drivers, strategic priorities and the risks and opportunities facing the business.

• Partner with the CFO on Board, investor and executive reporting, shaping the financial narrative, communicating business performance and providing forward-looking insights that influence strategic decisions.

• Work closely with the Chief Accounting Officer to connect forecasts with actual results, understand variances, and establish consistent performance management and financial accountability across business units.

• Serve as a strategic finance partner to the executive leadership team, connecting revenue drivers, unit economics, margins and operational performance to company-wide financial outcomes and business decisions.

• Lead and develop the established FP&A team of a director and analysts, setting the function's long-term direction, building leadership capability and establishing a culture of ownership, commercial judgment and continuous improvement.

• Own financial modeling and scenario analysis for acquisitions and new businesses in partnership with Corporate Development, evaluating long-term financial implications, investment returns and integration into the consolidated financial plan.

• Advise C-suite leaders on investment priorities, resource allocation and financial trade-offs, challenging assumptions and helping balance growth opportunities, profitability and financial risk across the enterprise.

• Shape the future of FP&A systems, decision support and financial analytics, building scalable processes, transparent models and reporting capabilities that strengthen financial visibility without creating single-person dependencies.

• Drive the practical adoption of AI and automation across FP&A, using tools such as Claude or ChatGPT to improve forecasting, analysis and planning workflows while building on a team that already uses AI daily.

Who You Are

• 10 to 15+ years of progressive FP&A or corporate finance experience, including leadership of a company-wide FP&A function or ownership of an enterprise-level consolidated forecast, rather than solely divisional or cost-centre budgets.

• Public-company FP&A experience, including forecasts that informed external financial guidance, earnings or investor reporting. Experience working directly with, or one or two levels below, the CFO is relevant.

• Strong technical financial modeling capabilities, with the ability to build, explain and stress-test a complete P&L through to EPS, while connecting financial assumptions to business strategy and operating performance.

• A demonstrated track record of building reliable forecasts, establishing financial accountability and influencing business performance through planning, analysis and executive decision support.

• Experience leading and developing FP&A teams, setting functional priorities and driving improvements in financial planning processes and capabilities, while remaining comfortable working directly in the financial detail.

• Executive-level judgment and the ability to operate autonomously, influence C-suite stakeholders and make recommendations on complex, enterprise-wide financial decisions.

• Experience working across multiple business lines, navigating competing priorities, assessing financial risk and aligning business leaders around a coherent financial strategy.

• Practical, day-to-day fluency with AI tools including examples of how you've used them to improve your work.

• The ability to bring structure, consistency and sound judgment to a fast-moving business where priorities shift, new opportunities emerge and acquisitions create additional complexity.

Qualifications

• Experience preparing Board and investor materials or partnering with Investor Relations teams.

• Experience with M&A financial evaluation, integration modeling or strategic investments.

• A background in a large, complex or multi-business organization, including rotational finance leadership programs.

• An accounting foundation, such as a CPA qualification or early-career audit experience.

• Experience building or modernizing FP&A processes, systems and reporting infrastructure.

• Healthcare, health technology or another regulated industry background.

Our Benefits

In addition, for salaried positions you would also be eligible for:

• Medical, Dental, and Vision plans

• Flexible Spending/Health Savings Accounts

• Flexible PTO

• 401(k) + Company Match

• Life Insurance, Pet insurance, and more

Our Company

We have a relatively flat organizational structure here at OpenLoop. Everyone is encouraged to bring ideas to the table and make things happen. This fits in well with our core values of Autonomy, Competence and Belonging, as we want everyone to feel empowered and supported to do their best work.

Sound like a good fit? We’d love to meet you.