Director, FP&A
Personify Health
Summary
Every big decision we make, from where we invest to which initiatives we back, runs through the financial story you tell. As Director of FP&A, you'll sit alongside executive leaders and our private equity sponsor, New Mountain Capital, translating ambition into plans the whole company can execute. The clarity you create helps leaders move faster, spot risks early, and put resources where they'll do the most good for our clients and members.
Job description
Why This Role Matters
Every big decision we make, from where we invest to which initiatives we back, runs through the financial story you tell. As Director of FP&A, you'll sit alongside executive leaders and our private equity sponsor, New Mountain Capital, translating ambition into plans the whole company can execute. The clarity you create helps leaders move faster, spot risks early, and put resources where they'll do the most good for our clients and members.
What You'll Actually Do
- Own the long-term plan: Build and maintain the three-to-five-year financial model, grounding it in company metrics so leadership always has a current, accurate view of where the business is headed.
- Serve as New Mountain Capital's finance lead: Manage intake and response for every recurring and ad hoc sponsor request, building a trusted relationship through responsive, consistent follow-through.
- Run PE-ownership activities: Prepare board materials and support M&A and diligence work, keeping quality high even when timelines are tight.
- Advise executive leadership: Assess business performance, surface risks and opportunities, and deliver clear recommendations that shape strategic decisions.
- Evaluate investments and initiatives: Use financial modeling and scenario analysis to weigh resource allocation and strategic initiatives, testing assumptions and asking the questions that sharpen the answer.
- Lead operating reviews and executive presentations: Turn financial results into clear, compelling narratives for executives, business unit leaders, and the board.
- Own corporate metrics reporting: Define and report consolidated metrics, including ARR and retention, consistently enough that the company and its sponsor can trust the trends.
- Drive company-wide initiatives: Represent Finance on cross-functional teams and help business leaders hit their targets.
- Build repeatable reporting processes: Establish disciplined workflows for sponsor reporting, board materials, and diligence support that deliver accurate, timely results every cycle.
Education & Experience
- Bachelor's degree in finance or a related field; master's degree preferred
- 8+ years of experience in FP&A, corporate finance, or a similar role
- Experience in health, wellness, benefits, or healthcare SaaS preferred
Technical Skills
- Advanced financial modeling and scenario analysis
- Experience with NetSuite and Anaplan preferred
- Proficiency with AI and automation tools to accelerate financial analysis, modeling, and reporting
- Proficiency in MS Office and dashboard or visualization tools to present results to executive audiences
Requirements
- Bachelor's degree in finance or a related field
- 8+ years of experience in FP&A, corporate finance, or a similar role
- Advanced financial modeling and scenario analysis
- Proficiency with AI and automation tools for financial analysis, modeling, and reporting
- Proficiency in MS Office and dashboard or visualization tools
- Master's degree preferred
- Experience in health, wellness, benefits, or healthcare SaaS preferred
- Experience with NetSuite and Anaplan preferred
Benefits
- Medical & Dental Insurance
- Unlimited PTO
- Mental Health Support
- Retirement Planning
- Financial Protection
- Professional Development Budget
- Benefits Day One
Company overview
Personify Health is a pioneering personalized health platform company that integrates health plan administration, holistic wellbeing solutions, and comprehensive health navigation into a unified digital ecosystem. Founded in 2023 and headquartered in Providence, Rhode Island, the company represents a transformative approach to healthcare by breaking down traditional industry silos and rejecting one-size-fits-all solutions. With approximately 1,001-5,000 employees, Personify Health combines decades of healthcare experience with global operations to deliver an end-to-end platform that proactively addresses individuals' unique health needs across their lifespan. The company's innovative platform leverages data-driven personalization capabilities, science-backed methodologies, and concierge-level clinical services to help businesses optimize their healthcare investments while empowering members to engage more deeply with their health. Personify Health specializes in health plan administration, wellbeing technology, navigation and advocacy, payment integrity, care and condition management, case management, and claims processing. By connecting digital intelligence with human support, the company guides members toward healthier decisions and lower costs, resulting in measurable savings and improved health outcomes for self-funded employers and their workforces. The platform serves employers, health plans, health systems, brokers, and consultants, positioning Personify Health as a leader in the digital health transformation movement.