Director of Financial Planning and Analysis at

About the Role

The Director, FP&A serves as a strategic finance partner and people leader, bridging the gap between financial discipline and business execution. Reporting to the VP of Finance, this role is pivotal in translating functional strategy into actionable financial plans for Product Development, Infrastructure & Operations, SG&A, and Professional Services. You will lead a team of financial analysts and business partners, driving accountability across the organization while navigating complex, undefined challenges where standard approaches may not suffice.

This position is designed for a candidate who balances rigorous financial modeling with practical business judgment. You will guide execution, resolve intricate issues, and foster a culture of intellectual curiosity and continuous improvement within the finance function. The role requires deep credibility to partner effectively with senior functional leaders, ensuring that financial insights directly inform roadmap prioritization, investment strategies, and operational efficiency.

About the Team

You will lead a team of financial analysts and business partners embedded within key business units. Your mission is to build a scalable team structure capable of handling increasing organizational complexity. By investing in both technical and professional growth, you will cultivate a culture where the team excels in financial modeling, business partnership, and clear communication. This team will be instrumental in driving the company's annual operating plan, long-range financial planning, and strategic initiatives, including M&A due diligence and integration.

Hiring Process

Candidates selected for this role will engage in a comprehensive interview process designed to assess both technical expertise and cultural fit. The process typically includes:

Initial Screening: A conversation with a recruiter to discuss background and role alignment.
Deep-Dive Interview: A technical and strategic discussion with the VP of Finance and key stakeholders.
Case Study or Presentation: A scenario-based assessment to demonstrate financial modeling and business partnership capabilities.
Team Fit: Meetings with potential direct reports and cross-functional partners to ensure alignment.
Final Review: Final approval and offer discussion.

Our Culture & Commitment

HealthEdge is an equal opportunity employer committed to workforce diversity. We actively encourage applications from all qualified persons, including racial and ethnic minorities, women, veterans, and persons with disabilities. We believe that a diverse team drives better financial outcomes and innovation.

We operate in a distributed environment, working across multiple time zones with a focus on collaboration and flexibility. While this is a remote position, we value periodic travel for team off-sites, business reviews, and leadership meetings to strengthen our connections.

Note: HealthEdge reserves the right to modify duties and assign other tasks as necessary. Reasonable accommodations are available for individuals with disabilities in compliance with the Americans with Disabilities Act.

Work location

Work model: Remote

Planifyr

Key Responsibilities

check_circleLead and develop a team of financial analysts and business partners
check_circleOwn annual budgeting, quarterly forecasting, and long-range planning processes
check_circleLead monthly close activities including variance analysis and management reporting
check_circleDesign and maintain financial models for scenario planning and investment prioritization
check_circleAct as primary finance business partner to Product Development leadership
check_circlePartner with Infrastructure and Operations on cloud cost management and unit economics
check_circleDrive accountability for SG&A spending and identify cost optimization opportunities
check_circleSupport project-based revenue, margin analysis, and resource planning for Professional Services
check_circlePrepare financial analyses and investment recommendations for senior leadership

Requirements

verifiedBachelor's degree in finance, Accounting, Economics, or related field
verified8–10+ years of progressive FP&A or finance business partnering experience
verifiedAt least 3 years managing a team of two or more direct reports
verifiedExperience supporting at least two of: Product Development/R&D, Infrastructure/Engineering, SG&A, or Professional Services
verifiedStrong financial modeling skills
verifiedExperience with Workday Adaptive Planning, Anaplan, or similar platforms preferred
verifiedMBA, CPA, or CFA preferred
verifiedBackground in SaaS, technology, or software company preferred
verifiedExperience supporting M&A due diligence and post-merger financial integration preferred

Nice to Have

MBA, CPA, or CFA. Background in a SaaS, technology, or software company. Experience in healthcare technology. Experience supporting M&A due diligence and post-merger financial integration. Experience with Workday Adaptive Planning, Anaplan, or similar platforms.

Company

HealthEdge

Industry

Software Development

Headquarters

Boston, Massachusetts

Open Roles

HealthEdge is a software development company headquartered in Boston, Massachusetts, dedicated to driving digital transformation within the healthcare sector. The organization provides end-to-end digital technology solutions designed to connect health plans, providers, and patients. These tools support the adoption of new business models, help reduce administrative costs, and aim to improve overall health outcomes for individuals. The company offers a portfolio of products including HealthRules Payer, HealthEdge Source, HealthEdge Provider Data Management, GuidingCare, and Wellframe. With a workforce of over 2,000 professionals operating globally, HealthEdge focuses on innovation that allows healthcare systems to prioritize people. The company creates opportunities for employees to lead change and make a lasting impact across the industry. This scale and international footprint enable HealthEdge to deliver technology solutions that address complex challenges in the modern healthcare landscape while supporting the mission of a people-focused future.

Skills, education and keywords

Skills: Financial Modeling, Workday Adaptive Planning, Anaplan, Fp&a, Cpa, Cfa, Mba, M&a Due Diligence, Cloud Cost Management, Variance Analysis.

Education: Bachelor's degree in finance, Accounting, Economics, or a related field required; MBA preferred.

Frequently asked questions about Director, FP&A at HealthEdge

What does a Director, FP&A at HealthEdge do?expand_more

In this Director, FP&A at HealthEdge role, you will lead and develop a team of financial analysts and business partners; own annual budgeting, quarterly forecasting, and long-range planning processes; lead monthly close activities including variance analysis and management reporting; and design and maintain financial models for scenario planning and investment prioritization.

What are the requirements for this Director, FP&A role?expand_more

HealthEdge is looking for candidates who meet the following requirements: Bachelor's degree in finance, Accounting, Economics, or related field; 8–10+ years of progressive FP&A or finance business partnering experience; At least 3 years managing a team of two or more direct reports; Experience supporting at least two of: Product Development/R&D, Infrastructure/Engineering, SG&A, or Professional Services; Strong financial modeling skills; and Experience with Workday Adaptive Planning, Anaplan, or similar platforms preferred.

Where is the Director, FP&A role at HealthEdge located?expand_more

Director, FP&A at HealthEdge is based in Planifyr. This is a remote role.

Is this Director, FP&A job remote, hybrid, or on-site?expand_more

HealthEdge has listed this Director, FP&A role as remote.

How much experience is required for this Director, FP&A role?expand_more

Director, FP&A at HealthEdge typically requires 8+ years of relevant experience at the lead level.

What skills do you need for the Director, FP&A role at HealthEdge?expand_more

Key skills for Director, FP&A at HealthEdge include Financial Modeling; Workday Adaptive Planning; Anaplan; Fp&a; Cpa; Cfa; Mba; and M&a Due Diligence.

What education is required for Director, FP&A at HealthEdge?expand_more

Educational requirements for this role: Bachelor's degree in finance, Accounting, Economics, or a related field required; and MBA preferred.

What category does the Director, FP&A role belong to?expand_more

Director, FP&A at HealthEdge is part of the accounting & finance job category on Recrutus.

About HealthEdge

With a workforce of over 2,000 professionals operating globally, HealthEdge focuses on innovation that allows healthcare systems to prioritize people. The company creates opportunities for employees to lead change and make a lasting impact across the industry. This scale and international footprint enable HealthEdge to deliver technology solutions that address complex challenges in the modern healthcare landscape while supporting the mission of a people-focused future.

Browse more roles: All HealthEdge jobs, accounting & finance jobs on Recrutus.

Director, FP&A