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Sana · 1 month ago

Senior Financial Planning and Analysis Manager

United States

Full-time

Remote

Senior Level

$140K/yr - $170K/yr

6+ years exp

Sana Benefits is committed to making healthcare easy and affordable. They are seeking a Senior Financial Planning and Analysis Manager to enhance their financial management processes and drive the company's growth through data-driven decision-making.

Employee BenefitsHealth CareInsurance

Comp. & Benefits

Responsibilities

Own the monthly financial management process, analyzing actual vs. expected results

Collaborate cross-functionally to define and track actions necessary to achieve desired financial outcomes

Create and manage monthly performance reports and KPI dashboards for both internal leadership and external stakeholders

Manage the monthly internal and external reporting process

Drive the development of accurate and reliable annual budgets, rolling forecasts and multi-year cash flow projections

Develop a deep understanding of the key financial levers that drive the business performance

Collaborate with leadership on insightful analytics including deep dives into unit economics, customer acquisition cost (CAC), and lifetime value

Proactively identify and model new avenues for growth and operational efficiency

Partner with the People Team on critical cross-functional activities, including compensation plans, managing headcount planning, and tracking equity distribution

Respond to vendor and regulatory inquiries concerning financial data

Lead financial preparation for future fundraising rounds, manage ongoing investor relations, and oversee existing debt facilities

Qualification

Financial PlanningForecastingModelingExcel/Google SheetsKPI DashboardsBudget DevelopmentCash Flow ProjectionsHealthcare Industry ExperienceCommunication SkillsRelationship BuildingProblem Solving

Required

Minimum of 6 years of relevant, hands-on professional experience, with strong expertise in financial planning, forecasting and modeling, preferably in a high-growth startup environment

First principles thinker who approaches challenges creatively and flexibly to find the right process solutions aligned with our business model and stage of growth

Strong proficiency in Excel/Google Sheets

Knowledgeable about a variety of database, planning and forecasting software tools and the ability to critically assess which tools are appropriate for our needs

Excellent verbal and written communication skills – be able to explain complex financial concepts in easy-to-understand terms to people at different levels across the organization

Strong relationship building skills across departments and levels

Bachelor's Degree in Accounting, Finance or related field