Director, Revenue FP&A

Valenz•Phoenix, AZ

2d•Remote

About The Position

As Director, Revenue FP&A, you will own the company’s revenue planning, forecasting, and performance management processes. This role is responsible for continuing to build and mature a structured, scalable forecasting approach while maintaining accuracy and insight in a dynamic, growth-oriented environment. Valenz operates across multiple products and service lines, with revenue driven by standalone offerings, cross-sell, and bundled solutions. You will translate complex commercial activity into clear financial outcomes and serve as the primary revenue partner to Sales, Revenue Operations, and Executive Leadership. This role includes regular preparation and delivery of executive- and sponsor-level materials, with visibility to senior leadership and private equity stakeholders.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field
12+ years of experience in FP&A or commercial finance, with significant ownership of revenue forecasting and planning
5+ years of leadership experience managing and developing high-performing teams, with the ability to set direction, elevate capability, and drive accountability
Proven experience operating in complex revenue environments with multiple products, service lines, and interdependent revenue streams
Demonstrated ability to build and manage sophisticated, driver-based revenue models that translate pipeline activity into accurate financial forecasts
Strong understanding of sales pipelines, funnel metrics, and revenue conversion dynamics, with the ability to challenge assumptions and improve forecast accuracy
Track record of serving as a trusted partner to Sales, Revenue Operations, and Executive Leadership, driving alignment between commercial performance and financial outcomes
Experience preparing and presenting executive- and sponsor-level materials, with the ability to clearly communicate revenue performance, risks, and outlook
Ability to operate with a high degree of autonomy, step into existing leadership gaps, and bring structure to evolving processes
Strong systems and technical proficiency, including experience with FP&A and planning tools (Adaptive, Planful, Vena, Hyperion, etc.), advanced Excel, and familiarity with CRM and data environments

Nice To Haves

MBA or advanced degree
Experience in a private equity-backed environment
Background in healthcare, insurance, or similar

Responsibilities

Own the end-to-end revenue forecasting process across multiple revenue streams
Build and maintain driver-based models reflecting pipeline activity, conversion, implementation timing, and product mix
Establish and lead a consistent forecasting cadence to improve accuracy, transparency, and accountability
Translate pipeline activity and bookings into actionable financial forecasts
Serve as the primary finance partner to Sales and Revenue Operations
Lead pipeline and forecast reviews, ensuring alignment across commercial and finance teams
Challenge assumptions, identify risks and opportunities, and provide clear visibility into performance
Analyze performance across product lines, bundled offerings, and cross-sell activity
Identify key drivers impacting revenue and provide actionable insights
Translate complex revenue dynamics into clear, decision-ready outputs
Prepare and present materials for executive leadership and private equity stakeholders
Own the revenue forecast narrative, clearly articulating performance, risks, and outlook to executive and board-level audiences
Translate large, multi-source datasets into concise, actionable insights
Elevate the quality, consistency, and clarity of revenue reporting
Define and standardize revenue KPIs across systems and stakeholders
Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure
Support pricing, deal evaluation, and go-to-market decisions through structured financial analysis
Manage and develop the revenue FP&A team
Establish structure, prioritization, and accountability to support business needs

Benefits

Generously subsidized company-sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book and KISx Card.
Spending account options: HSA, FSA, and DCFSA
401K with company match and immediate vesting
Flexible working environment
Generous Paid Time Off to include vacation, sick leave, and paid holidays
Employee Assistance Program that includes professional counseling, referrals, and additional services
Paid maternity and paternity leave
Pet insurance
Employee discounts on phone plans, car rentals and computers
Community giveback opportunities, including paid time off for philanthropic endeavors