Principal FP&A (SaaS Healthcare Technology)
Opportunity & Impact
We are hiring a Principal FP&A to serve as the strategic and operational owner of our financial planning and analysis function. This is a highly visible, high-impact individual contributor role at a ~130-person, high-growth SaaS company, partnering directly with executive leadership.
As the primary finance business partner across the organization. This role is designed for a senior, hands-on operator who can both set strategy and execute -owning everything from forecasting and modeling to board-level insights.
You’ll work closely with the Chief of Staff and collaborate across Product, Engineering, Sales, Customer Success, Marketing, and Operations to drive data-informed decision-making.
This is not a “support” role—this is full ownership of FP&A.
Own and evolve company-wide financial planning, budgeting, and forecasting processes
Build, maintain, and continuously improve financial models to support growth and strategic planning
Deliver monthly reporting packages and dashboards with clear, actionable insights
Lead scenario planning and develop materials for executive and board-level discussions
Act as a strategic partner to leadership, translating financial data into business decisions
Partner cross-functionally to align financial plans with company objectives
Support close processes in collaboration with Accounting
Contribute to investor reporting, fundraising support, and long-range planning
10+ years of progressive finance experience, with strong SaaS FP&A expertise
Proven ability to independently own and scale FP&A in a high-growth environment
Deep expertise in financial modeling, forecasting, and scenario analysis
Strong understanding of SaaS metrics (ARR, CAC, LTV, retention, gross margin, etc.)
Experience partnering with executive stakeholders and influencing decision-making
Ability to operate with high autonomy in fast-paced, ambiguous environments
Track record of driving initiatives end-to-end with minimal direction
Excellent communication skills with a proactive, stakeholder-oriented mindset
Advanced proficiency in Excel or Google Sheets
Experience in a fast-paced healthcare technology
Familiarity with tools such as Salesforce and QuickBooks
Experience supporting board meetings, investor updates, or fundraising processes
Operate as an owner, not a task-taker
Take full accountability for outcomes, not just deliverables
Communicate proactively and clearly with stakeholders
Balance speed and accuracy to meet business-critical timelines
Act as a trusted thought partner across the leadership team
Ramp quickly on the business model, key drivers, and financial landscape
Take ownership of forecasting, reporting, and financial models
Lead planning cycles with minimal oversight
Identify gaps and implement immediate improvements
Build strong cross-functional relationships
Deliver clear, timely, and accurate insights to leadership
Ongoing:
Continuously improve forecasting accuracy and planning processes
Act as a trusted advisor on financial and strategic decisions
Lead forward-looking analysis to support company growth
Elevate FP&A into a proactive, strategic function across the organization