VP Finance, Wellbeing

Personify Health•Newark, NJ

4d•$220,000 - $245,000

About The Position

The VP of Finance for Wellbeing leads financial planning and analysis for core Wellbeing functions and partners with Finance and Wellbeing leadership to support operational efficiency, pricing, investment, and growth. The role is a member of the Wellbeing Leadership Team and connects member engagement, program delivery, and platform economics to business decisions. Responsibilities include tracking unit costs and performance, developing financial models for RFPs, renewals, client proposals, and large implementations, and owning pricing frameworks for Wellbeing services in line with margin targets. The VP evaluates vendor contracts and outsourcing models, supports capacity planning and strategic initiatives, and defines and tracks KPIs such as engagement, participation, product margin, retention, and renewal economics.

Requirements

Degree in finance, accounting, or a related field.
Progressive experience in finance leadership, including FP&A, pricing, and business partnering.
Advanced financial modeling skills, including pricing models and scenario analysis.
Experience building models for RFPs, renewals, and client-specific proposals.
Expertise in unit cost analysis, margin management, and capacity planning.
Knowledge of engagement, participation, retention, and renewal metrics in a platform and services model.
Experience evaluating vendor contracts and outsourcing models.

Nice To Haves

MBA or CPA.
Background in wellbeing, health, benefits, or healthcare SaaS and services businesses.

Responsibilities

Oversee financial planning and analysis for core Wellbeing functions, partnering with Finance and Wellbeing leadership to improve operational efficiency.
Track unit cost metrics, identify cost drivers, and launch performance improvement initiatives while evaluating investments in tooling and staffing.
Build financial models for RFPs, renewals, and client proposals, and provide financial oversight for large client implementations.
Develop and maintain pricing frameworks and comprehensive pricing models for Wellbeing services, ensuring deals align with margin targets.
Evaluate vendor contracts and outsourcing models for financial efficiency and scalability, partnering with Commercial and Product teams on pricing implications.
Contribute to strategic initiative planning and decision-making as a member of the Wellbeing Leadership Team.
Support operational capacity planning to prepare the business to scale.
Define and track Wellbeing performance KPIs, including member engagement and participation, product margin, and retention and renewal economics, and translate results into actionable decisions.