Director, FP&A

Personify Health•Remote,

1d•$175,000 - $220,000

About The Position

Personify Health is seeking a Director of FP&A to guide financial planning and analysis across its health and wellbeing operations. The role partners with executive leaders and private equity sponsor New Mountain Capital, translating company strategy into financial plans and recommendations that support informed decisions, risk identification, and effective resource allocation. The Director owns the three-to-five-year financial model and consolidated corporate metrics reporting, including ARR and retention. The role manages recurring and ad hoc sponsor requests, prepares board materials, and supports M&A and diligence activities. It also evaluates investments and initiatives through financial modeling and scenario analysis, advises executives on business performance, and leads operating reviews and presentations. The Director represents Finance on company-wide initiatives and establishes repeatable processes for sponsor reporting, board materials, and diligence support.

Requirements

Bachelor’s degree in finance or a related field.
At least 8 years of experience in FP&A, corporate finance, or a similar role.
Advanced financial modeling and scenario analysis skills.
Proficiency with AI and automation tools to accelerate financial analysis, modeling, and reporting, and a point of view on where they drive efficiency.
Proficiency in MS Office and dashboard or visualization tools for presenting results to executive audiences.

Nice To Haves

Master’s degree.
Experience in health, wellness, benefits, or healthcare SaaS.
Experience with NetSuite and Anaplan.

Responsibilities

Build and maintain the three-to-five-year financial model, grounding it in company metrics.
Manage intake and responses for recurring and ad hoc requests from New Mountain Capital.
Prepare board materials and support M&A and diligence work.
Assess business performance, surface risks and opportunities, and provide recommendations to executive leadership.
Use financial modeling and scenario analysis to evaluate investments, resource allocation, and strategic initiatives.
Lead operating reviews and executive presentations, turning financial results into clear narratives for executives, business unit leaders, and the board.
Define and report consolidated corporate metrics, including ARR and retention.
Represent Finance on cross-functional teams and help business leaders achieve their targets.
Establish disciplined, repeatable workflows for sponsor reporting, board materials, and diligence support.