Vice President, Financial Planning and Analysis
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Job Description
Vice President leading FP&A for EverHealth, EverCommerce’s healthcare software business. Owning forecasts, financial planning, executive reporting, and strategic decision support across the vertical.
Responsibilities:
- Serve as the senior finance leader for EverHealth
- Advise EverHealth and corporate finance leadership on financial performance, risks, opportunities, and strategic tradeoffs
- Lead annual operating planning, budget development, rolling forecasts, long-range planning inputs, and monthly reforecast processes
- Build and maintain financial narratives covering actuals, forecast variances, bookings risk, revenue conversion, expense pacing, and investment capacity
- Provide primary finance support for quarterly board materials and ad hoc earnings-process support
- Translate financial and operating data into recommendations for executive decisions, resource allocation, prioritization, and performance improvement
- Lead monthly and quarterly financial review processes, including forecast-to-actuals reviews, variance analysis, dashboard interpretation, and follow-up actions
- Partner with Revenue Operations and commercial leaders on bookings, pipeline, pricing, retention, implementation capacity, bad debt, credits, and revenue forecast accuracy
- Partner with Product and Engineering on capitalization, product investment, operating metrics, roadmap affordability, headcount planning, and strategic-initiative ROI
- Partner with Accounting, Legal, and Corporate Finance on close alignment, EBITDA adjustments, accruals, indemnity/litigation matters, and finance governance
- Oversee financial review and approval workflows for headcount, requisitions, OpEx, vendor spend, travel, and other budget-impacting decisions
- Prepare executive materials for SLT sessions, CFO/Finance ELT meetings, board materials, AOP presentations, QBR/MBR content, and strategic planning discussions
- Develop and maintain financial models supporting revenue planning, expense management, business cases, commercial strategy, operating metrics, and acquisition/integration or portfolio decisions
- Ensure dashboards, reporting packages, and recurring analytics provide reliable performance visibility
- Lead, coach, and develop the EverHealth FP&A team
- Establish planning calendars, review cadences, task ownership, and quality standards
- Improve FP&A processes, systems usage, data quality, and automation
- Build relationships across vertical and corporate functions and challenge assumptions constructively
Requirements:
- 12+ years of progressive finance, FP&A, strategic finance, or business-unit finance leadership experience
- SaaS, healthcare technology, healthcare services, or multi-business portfolio experience preferred
- Demonstrated ownership of budgeting, forecasting, variance analysis, executive reporting, long-range planning, and operating performance management with executive level exposure
- Strong revenue forecasting and commercial finance experience, including comfort with bookings, pipeline, retention, implementation, and revenue conversion dynamics
- Proven ability to partner with senior operating leaders and translate ambiguous business issues into rigorous financial analysis and practical recommendations
- Experience managing and developing finance professionals, including setting operating cadences, raising quality standards, and building team capability
- Advanced financial modeling, Excel/Google Sheets, presentation, and data interpretation skills
- Experience with ERP, planning, BI, and HR/workflow systems such as Workday, Looker, Power BI, OneStream, NetSuite, or similar platforms preferred
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required
- Must be eligible to work without sponsorship
- Must be based in the United States or Canada
Benefits:
- Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
- Robust health and wellness benefits, including an annual wellness stipend
- Continued investment in your professional development through Udemy
- 401k or RRSP with company match
- Flexible and generous paid time off
- Employee Stock Purchase Program
- Bonus
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