Vice President, FP&A
About The Position
Hello Heart is an AI company focused on heart health, building a platform designed to predict and prevent cardiac events. The company works with more than 80% of large U.S. health plans and serves public and private employers. The Vice President of FP&A will lead the evolution of Hello Heart’s finance function as the company scales. This hands-on role will use automation, the company’s planning platform, and emerging AI tools to reduce manual work in reporting, forecasting, and presentation development, enabling the team to focus more on forward-looking analysis. The VP will partner with leaders across the organization to evaluate investment opportunities, use resources effectively, and support growth. The role leads financial planning and forecasting, develops and maintains the integrated financial model, owns bottoms-up revenue forecasting, and delivers management and board reporting. It serves as a strategic partner to the CFO, executive team, and business leaders, and works with the Controller to improve reporting accuracy and finance processes. The VP will also lead FP&A planning software selection and implementation, develop the FP&A team, and move spreadsheet-based processes toward automated, AI-enabled planning and reporting.
Requirements
- At least 10 years of FP&A experience, including at least 3 to 5 years leading an FP&A team in a fast-paced, growth-stage environment.
- Strong three-statement modeling skills and a working understanding of accounting principles.
- Experience forecasting recurring-revenue businesses, including bookings, ARR, and unit economics.
- A proven track record presenting financial plans, variances, and recommendations to executives and boards.
- Expert-level proficiency in Excel and Google Sheets.
- Hands-on experience implementing or running FP&A planning tools.
- Strong business judgment, executive presence, and ability to influence cross-functional stakeholders and guide change.
- Bachelor’s degree in finance, accounting, economics, or a related field.
- Comfort using approved AI tools to improve forecasting, analysis, and reporting, with careful review of accuracy and protection of confidential information.
Nice To Haves
- Experience with NetSuite or another ERP.
- Experience scaling a company through $200 million or more in revenue and moving FP&A from manual spreadsheets toward automated, AI-enabled processes.
- Experience in B2B2C, digital health, or another regulated healthcare environment.
- Investment banking, strategic finance, or venture/growth-equity experience.
- MBA, CFA, or CPA.
Responsibilities
- Lead the long-range financial plan, annual operating plan, and monthly and quarterly forecasts.
- Establish operating rhythms, accountability, and decision-making processes across Finance and business leaders; drive adoption of new tools and ways of working.
- Build and maintain the integrated financial model, including three-statement modeling, operating metrics, and scenario analysis.
- Own bottoms-up revenue forecasting with Go-To-Market, Customer Success, Revenue Operations, and Data teams, including bookings, ARR, and revenue at the client and cohort level.
- Prepare monthly and quarterly management reporting packages and board materials, and lead executive financial reviews covering variances, trends, and forecast risks.
- Model the P&L impact of business initiatives and recommend capital and resource allocation decisions.
- Advise the CFO and executive team by translating complex financial information into actionable insight for non-finance audiences.
- Partner with the Controller on accounting alignment, reporting accuracy, and process improvements to make close and forecasting faster and more reliable.
- Lead selection, implementation, and ongoing use of FP&A planning software; automate budgeting and forecasting workflows.
- Support investor and lender reporting requests in partnership with Investor Relations and the CFO.
- Lead and mentor a small FP&A team, setting standards for accuracy, timeliness, and business partnership.
- Provide business-partner coverage for go-to-market, product, and G&A, pressure-testing assumptions and owning the financial story for each area.
- Lead the transition from spreadsheet-based processes to automated, AI-enabled planning, reporting, and board-material production.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
