confidentialSan Diego, CA
Vice President, Financial Planning & Analysis
Vice President, Financial Planning & Analysis
Vice President, Financial Planning & Analysis
confidentialSan Diego, CA
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Vice President, Financial Planning & Analysis
About the Company:
- Industry-shaping mobile application empowering employees to improve heart health
- IndustryHealth, Wellness and Fitness
- TypePrivately Held, VC-backed
- Founded2013Employees201-500 Categories
- Health & Wellness
- FitnessHealth Care
- MedicalmHealthWellnessSpecialtieshealthcare aihealth aiheart healthhealth techhealth benefitsand preventive health
About the Role:
The Company is seeking a hands-on Vice President of Financial Planning & Analysis to lead and modernize its financial planning function. Responsibilities include overseeing long-range planning, annual budgets, forecasts, integrated financial modeling, and recurring-revenue projections. The role will deliver management and board reporting, guide investment and resource-allocation decisions, and partner with executives and cross-functional leaders to turn financial analysis into actionable insights. The VP will also lead a small FP&A team, improve planning processes through automation and AI-enabled tools, and support investor reporting and accounting alignment. Candidates should have at least 10 years of FP&A experience, including 3–5 years leading a team in a fast-paced, growth-stage environment. Required qualifications include strong three-statement modeling, knowledge of accounting principles, experience forecasting recurring revenue, and a record of presenting financial plans and recommendations to executives and boards. Expert Excel and Google Sheets skills, along with experience implementing FP&A planning software, are required; ERP experience is preferred. A bachelor's degree in finance, accounting, economics, or a related field is required, while an MBA, CFA, or CPA is preferred. Experience scaling a business, automating FP&A processes, and using approved AI tools responsibly is also valued. Hiring Manager TitleCFOFunctionsFinance
Also on the board Same function, level within a rung
Level
Manager
Location
San Diego, CA
Occupation
Financial Managers
Industry
General Medical and Surgical Hospitals
Posted
today