Director, Revenue Strategy (FP&A)

Valenz • Phoenix, AZ

8d • Remote

About The Position

As the Director, Revenue Strategy (FP&A), you’ll serve as the strategic financial leader responsible for driving revenue planning, growth analysis, and executive decision support across Valenz. Valenz operates across multiple products and service lines, with revenue driven by standalone offerings, cross-sell, and bundled solutions, creating a dynamic and complex commercial environment. This role partners closely with Sales, Operations, and Executive leadership to translate commercial strategy into financial outcomes, providing insight into revenue performance, growth opportunities, investment decisions, and enterprise value creation. The Director will lead the evolution of Valenz’s revenue planning capabilities while helping shape the strategic decisions that drive long-term growth.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 8+ 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
• Experience leading revenue forecasting and planning within a complex, multi-product business, including development of driver-based models tied to pipeline and commercial performance
• Proven ability to influence executive decision-making through financial analysis, strategic partnership, and executive-level communication
• Ability to operate with a high degree of autonomy, step into existing leadership gaps, and bring structure to evolving processes
• Experience building scalable planning processes, forecasting frameworks, and reporting capabilities within a growing organization
• 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
• Must be US based, in a location where you can work effectively and comply with company policies such as HIPAA.

Nice To Haves

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

Responsibilities

• Lead enterprise revenue planning and long-range growth modeling across all business lines
• Evaluate growth opportunities, investment priorities, and strategic initiatives through rigorous financial analysis
• Partner with executive leadership to establish revenue targets and growth assumptions
• Build scenario models that assess potential outcomes, risks, and strategic tradeoffs
• Serve as the strategic finance partner to Sales, Revenue Operations, Product, and Executive Leadership
• Assess the financial impact of pricing strategies, product launches, market expansion, and cross-sell initiatives
• Prepare and present strategic analyses and recommendations for executive leadership, board meetings, and private equity stakeholders
• Challenge assumptions, identify risks and opportunities, and improve visibility into business performance
• Lead enterprise revenue performance analysis across product lines, bundled offerings, and cross-sell activity
• Develop actionable insights that improve business decision-making and resource allocation
• Establish scalable forecasting methodologies, performance metrics, and governance processes
• Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure
• Build and develop a high-performing Revenue Strategy and FP&A function
• Establish priorities, operating rhythms, and accountability frameworks that support business objectives
• Champion a culture of data-driven decision making and continuous improvement

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

What This Job Offers

• Job Type: Full-time
• Career Level: Director