Director of Finance, Financial Planning & Analysis (FP&A)

Rectangle Health•White Plains, NY

5h•$160,000 - $210,000

About The Position

The Director of Finance, FP&A is a revenue-focused finance leader responsible for forecasting, modeling, and analyzing revenue performance across products, customers, and go-to-market motions. The role requires payments industry experience and the ability to translate revenue and customer economics into clear business insights. The Director partners with senior leaders to support key business decisions and manages a Senior-level analyst. The Director leads revenue planning, budgeting, and forecasting; analyzes performance and revenue drivers; and prepares revenue materials for executive, Board, investor, and lender presentations. The role also partners with Sales, Revenue Intelligence, Product, Pricing, Enterprise Data, and BI to improve revenue decisions, forecast accuracy, data quality, reporting infrastructure, and FP&A processes. It includes developing an analytical culture focused on partnership, accountability, continuous improvement, and value creation. Rectangle Health is a financial technology company serving medical, dental, and specialty practices with technology for patient payments, practice management, and payment processing. Founded in 1992, the company states that its solutions help reduce administrative burden and that it processes billions of dollars in payments annually for healthcare providers in the United States.

Requirements

At least 8 years of FP&A, revenue finance, strategic finance, or related experience.
Payments industry experience, including payment revenue models, pricing, transaction volume, take rate, and customer/product profitability.
Ability to operate as a self-starter in a hands-on, fast-paced environment.
Advanced financial modeling and analytical skills, with strong Excel proficiency.
Strong executive communication skills and experience presenting insights to senior leadership.
Ability to manage multiple priorities and partner effectively across functions.
Working knowledge of U.S. GAAP and revenue recognition concepts.
Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Nice To Haves

Experience managing or mentoring analysts.
Experience with NetSuite, NSPB, Salesforce, BI, or similar systems.

Responsibilities

Lead revenue planning, budgeting, and forecasting across products and go-to-market motions.
Build revenue models using current trends, KPIs, and operating metrics to forecast future performance.
Partner with Sales and leadership to translate budget assumptions into revenue targets, sales capacity needs, and achievable growth expectations.
Analyze revenue and volume performance versus forecast, budget, and prior year across channels and products.
Track revenue KPIs and explain key variances, trends, and business impact.
Own revenue bridge analysis across new business, attrition, pricing, volume, product mix, and customer changes.
Support ad hoc analysis of customer profitability, product economics, pricing, volume, take rate, and transaction trends.
Compare economics across products, customers, segments, and go-to-market channels.
Prepare revenue materials for executive, Board, investor, and lender presentations.
Own revenue reporting for the Monthly Operating Review, providing a clear financial narrative supported by metrics and business context.
Serve as a trusted finance partner for product, pricing, go-to-market, and revenue decisions.
Partner with Sales and Revenue Intelligence to assess pipeline quality, conversion trends, timing risk, forecast risk, and revenue achievability.
Improve forecast accuracy by tracking variances, identifying root causes, and refining revenue assumptions.
Improve FP&A processes by reducing manual effort, increasing accuracy, and standardizing recurring reporting.
Partner with Enterprise Data and BI to improve data quality, reporting infrastructure, and forecasting capabilities.
Manage and develop a Senior-level analyst, setting clear ownership, consistent deliverables, and strong analytical standards.
Foster an analytical culture focused on partnership, accountability, continuous improvement, and value creation.

Benefits

Competitive medical health plans with low, mid, and high options.
Employer-paid low medical plan for employee and dependents; HSA eligible.
Employer-paid dental and vision coverage for the employee.
Employer-paid life insurance for the employee.
Employer-paid long-term disability coverage for the employee.
Employer-paid hospital confinement coverage for the employee if enrolled in medical coverage.
Voluntary supplemental insurance coverage options.
20 days of PTO and 7 sick days annually.
10 fixed paid holidays annually.
401(k) matching up to 3%.