ParetoHealth · 12 hours ago
Director, Financial Planning & Analysis
Philadelphia, Pennsylvania, United States
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expParetoHealth is committed to transforming employee health benefits for small and medium-sized businesses. The Director of Financial Planning & Analysis will partner with senior leadership to drive insights and strategies that enable sustainable growth and operational excellence.
Employee BenefitsEmploymentHealth Care
No H1B
Responsibilities
Service as the primary FP&A business partner for the CRO and senior commercial leaders
Provide decision support for go-to-market strategies, sales incentive design, marketing investments, and client retention initiatives
Lead the annual & quarterly forecast and long-range planning processes for commercial functions
Analyze sales pipeline, win/loss trends, pricing models, and customer acquisition costs to drive actionable insights
Support scenario planning and investment cases for new market strategies, tools, and partnerships
Develop KPIs and dashboards to track commercial performance and productivity
Drive monthly and quarterly business reviews with actionable insights and data-driven recommendations
Collaborate with internal stakeholders such as Revenue Operations and Technology to enhance visibility and data integrity
Partner with Underwriting/Risk FP&A, Product, and Core Accounting to develop full-company financial models & strategies
Drive management & Board reporting on quarterly basis
Qualification
Required
Bachelor's degree, with preference for Finance, Accounting, Economics, or related field; MBA preferred
8+ years of analytically-focused FP&A or strategic finance experience, with at least 3 years supporting commercial teams
Understanding of channel-driven business models, ideally in the healthcare or insurance industry
Advanced analytical, Excel and financial modeling skills; proficiency in BI platforms (e.g., Tableau)
Exceptional communication and stakeholder management skills
Proven track record of influencing senior leadership and driving financial rigor across organizations
Benefits
Fully paid medical, dental, and vision benefits.
Flexible PTO
401k company contribution
Tuition reimbursement
Professional development allowance
Transportation allowance and daily parking reimbursement
Engaging hybrid work environment
Company
ParetoHealth
Traditional health insurance is failing small and midsize employers.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Warburg Pincus
2023-06-05Private Equity
Leadership Team
Will Bondurant
Chief Financial Officer
Christine Lui Chen
Chief Marketing Officer
Recent News
2025-09-06
Company data provided by crunchbase