Director, Financial Planning & Analysis

ParetoHealth•Philadelphia, PA

6d•Hybrid

About The Position

We’re in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits. The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions. But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Position Summary: We are seeking a dynamic and strategic Director of Financial Planning & Analysis (FP&A) for the Commercial Organization, which includes Marketing, Sales, Customer Management, and related Go-to-Market functions. This individual will serve as a key business partner to the Chief Financial Officer (CFO), Chief Revenue Officer (CRO) and extended commercial leadership team, driving insights, performance metrics, and investment strategies that enable sustainable growth and operational excellence. This role manages two commercial FP&A analysts.

Requirements

Bachelor’s degree, with preference for Finance, Accounting, Economics, or related field; MBA preferred
8+ years of analytically-focused FP&A or strategic finance experience, with at least 3 years supporting commercial teams
Understanding of channel-driven business models, ideally in the healthcare or insurance industry
Advanced analytical, Excel and financial modeling skills; proficiency in BI platforms (e.g., Tableau)
Exceptional communication and stakeholder management skills
Proven track record of influencing senior leadership and driving financial rigor across organizations

Responsibilities

Service as the primary FP&A business partner for the CRO and senior commercial leaders
Provide decision support for go-to-market strategies, sales incentive design, marketing investments, and client retention initiatives
Lead the annual & quarterly forecast and long-range planning processes for commercial functions
Analyze sales pipeline, win/loss trends, pricing models, and customer acquisition costs to drive actionable insights.
Support scenario planning and investment cases for new market strategies, tools, and partnerships.
Develop KPIs and dashboards to track commercial performance and productivity
Drive monthly and quarterly business reviews with actionable insights and data-driven recommendations
Collaborate with internal stakeholders such as Revenue Operations and Technology to enhance visibility and data integrity
Partner with Underwriting/Risk FP&A, Product, and Core Accounting to develop full-company financial models & strategies
Drive management & Board reporting on quarterly basis