FP&A Manager, Clinical Platform Group
About The Position
Reporting to the Senior Manager, FP&A, the FP&A Manager will act as the primary finance business partner for the Clinical Platform Group, one of WELLSTAR’s most strategic and high growth business units. In this role, you will drive financial visibility, support data-driven decision-making, and help unlock growth across the Clinical Platform Group portfolio. You will own the full planning, forecasting, and performance analysis cycle, partnering closely with product, engineering, and operational leaders to translate financial data into actionable insights. A key focus of this role will be identifying and executing opportunities to optimize revenue and gross margin. This is an excellent opportunity for a finance professional to deepen their business partnering experience in a fast-paced, mission-driven environment on the path to public markets.
Requirements
- Bachelor’s degree in finance, Accounting, or a related field; CPA, CFA, or MBA in progress is an asset
- 3–5 years of experience in FP&A, strategic finance, or a finance business partner role, ideally within SaaS, technology, or health tech
- Strong understanding of SaaS metrics and subscription-based revenue models
- Proven ability to analyze revenue and cost structures to drive margin improvement
- Experience partnering cross-functionally with Product, Engineering, and Operations teams
- Comfortable operating in a fast-moving, dynamic environment with competing priorities
- Advanced Excel skills and experience with FP&A or BI tools (e.g., Adaptive, Anaplan, Power BI, Tableau)
- Experience or strong interest in leveraging AI and automation to streamline FP&A processes and generate deeper analytical insights
- Strong communication, analytical thinking, and problem-solving skills
Responsibilities
- Act as the dedicated finance partner to the Clinical Platform Group leadership team, including Product, Engineering, and Operations
- Participate in operational and strategic reviews and provide financial insights to guide resource allocation and prioritization
- Support decision-making through analysis of ROI, pricing, and go-to-market initiatives
- Ensure alignment between the Clinical Platform Group and broader corporate financial goals, metrics, and priorities
- Help build financial literacy across the business unit by educating stakeholders on key financial concepts and drivers
- Lead the annual budget process, monthly forecasts, and long-range planning for the Clinical Platform Group
- Build and maintain driver-based financial models that support scenario planning and strategic decisions
- Deliver monthly and quarterly management reporting, identifying trends, risks, and opportunities
- Perform variance analysis and translate findings into clear, actionable recommendations
- Track and analyze key SaaS metrics (ARR, churn, NRR, CAC, LTV) relevant to the Clinical Platform Group portfolio
- Contribute to building scalable FP&A processes and reporting infrastructure through automation and continuous improvement to support public-company readiness
- Analyze revenue streams to identify growth levers, pricing opportunities, and areas of underperformance
- Develop and maintain gross margin reporting by product line, customer segment, and delivery models
- Partner with Product and Engineering leaders to evaluate the financial impact of product roadmap decisions, packaging changes, and feature prioritization
- Support go-to-market teams with financial analysis on pricing strategy, bundling, discounting, and unit economics
- Build frameworks to assess cost-to-serve by product and identify opportunities to improve hosting, support, and implementation margins
- Track and report on margin improvement initiatives, quantifying impact and recommending next steps
- Support financial due diligence and integration modeling for Clinical Platform Group-related acquisitions
- Lead or contribute to cross-functional initiatives to improve efficiency, scalability, and financial performance
- Assist in establishing KPIs and financial processes for new products, partnerships, or business models
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
