Director of Financial Planning & Analytics (SLC)
About The Position
Headlight is a movement transforming mental healthcare by improving how people access care and how clinicians deliver it. They are committed to transparency, innovation, and leveraging data to improve care delivery. Their mission is to improve lives, one session at a time. The clinical team is highly skilled and principled, enjoying autonomy and institutional support to focus on patient outcomes and systemic change. Headlight is the most trusted behavioral health partner in the Western U.S., with deep relationships providing unparalleled access and interoperability. Their services are convenient, accessible, and expert, combining personalized client engagement with advanced technology while emphasizing human connection. They provide whole-person care to ensure no one falls through the cracks. This role is for a Director of Financial Planning & Analytics who will own the systems, models, and processes that power financial decision-making at Headlight Health. Reporting to the CFO, this individual will lead the forecasting and analytics function, driving revenue visibility, budgeting, and long-range planning for a growing multi-site behavioral health organization. This is a senior individual contributor role focused on the analytical infrastructure, developing scalable models and planning frameworks. The role operates at the intersection of finance, billing operations, and data, building essential forecasting capabilities for a scaling healthcare company. Success requires identifying and resolving issues in data quality, billing processes, or systems that impact financial accuracy, timeliness, and actionability. The ideal candidate understands the interplay of finance, operations, and data in healthcare and has experience building planning capabilities from the ground up. This is a dynamic role with significant influence over shaping processes.
Requirements
- 5+ years of experience in financial planning, strategic finance, or financial analytics — ideally in healthcare, MSO, or a complex multi-site services environment.
- Deep expertise building forecasting models for revenue, operating expenses, and long-range planning.
- Strong understanding of healthcare revenue cycle economics — reimbursement, payer contracts, and AR dynamics.
- Demonstrated ability to identify root causes behind forecasting or planning challenges and drive improvements to business processes, systems, or data quality.
- Proven success influencing cross-functional stakeholders without direct authority to implement operational or analytical change.
- Advanced Excel proficiency.
- Self-directed and comfortable operating with ambiguity in a fast-moving environment.
Nice To Haves
- Familiarity with provider productivity metrics is a plus; you'll partner with our S&OP function rather than own that domain.
- SQL experience preferred or strong willingness to learn.
- Experience with modern planning or BI tools (Adaptive Planning, Anaplan, Pigment, Power BI, Tableau, or similar) preferred.
Responsibilities
- Own the company's forecasting methodology across revenue, reimbursement, and long-range planning — partnering closely with our Sales & Operations Planning function on provider productivity.
- Improve, build, and evolve driver-based financial models that support executive decision-making, budgeting, scenario analysis, and growth planning.
- Continuously identify gaps in data, systems, and billing processes that limit forecasting accuracy or scalability, and drive cross-functional efforts to resolve them.
- Influence stakeholders across Finance, Operations, Billing, and Clinical to implement process improvements, strengthen data quality, and improve the inputs that power planning.
- Lead the evolution of financial reporting from manual, spreadsheet-driven workflows toward scalable, repeatable processes and modern planning tools.
- Partner with billing and operations teams to operationalize financial models and build reporting infrastructure that reflects how the business actually works.
- Establish governance, documentation, and feedback loops that measure forecast performance, identify variance root causes, and drive continuous improvement.
- Support investor reporting, board materials, and fundraising with clear, well-supported financial narratives.
- Own the annual budget, forecast, and long-range planning cycle end-to-end.
Benefits
- W2 role with competitive compensation
- Medical, Dental and Vision on the first of the month after employment
- Paid Vacation, Sick, and Holiday time
- Employee Assistance Program (EAP) provides confidential counseling services, resources, and support to help you navigate personal or professional challenges.
- 401(k) plan with company contribution
- Hybrid work schedule
- Opportunity to work in a cutting-edge healthcare technology environment
- Professional development opportunities and training
- Collaborative and supportive work culture
- Impactful role contributing to the enhancement of patient care and healthcare processes
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
