VP, Financial Planning – Analysis
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Job Description
VP leading FP&A strategy, forecasting, and financial modeling for OpenLoop’s nationwide telehealth infrastructure business. Advising executives and guiding growth across multiple businesses and acquisitions.
Responsibilities:
- Set the strategy and direction for company-wide FP&A
- Lead annual planning, rolling forecasts, and long-range financial planning
- Own the consolidated financial forecast across revenue, expenses, profitability, cash flow, GAAP EPS, and non-GAAP EPS
- Partner with the CFO on Board, investor, and executive reporting
- Connect forecasts with actual results, understand variances, and establish performance management and financial accountability
- Advise executive leadership on revenue drivers, unit economics, margins, operational performance, investment priorities, resource allocation, and financial trade-offs
- Lead and develop the FP&A team of a director and analysts
- Own financial modeling and scenario analysis for acquisitions and new businesses
- Shape FP&A systems, decision support, financial analytics, scalable processes, models, and reporting capabilities
- Drive adoption of AI and automation across forecasting, analysis, and planning workflows
Requirements:
- 10 to 15+ years of progressive FP&A or corporate finance experience
- Leadership of a company-wide FP&A function or ownership of an enterprise-level consolidated forecast
- Public-company FP&A experience, including forecasts informing external financial guidance, earnings, or investor reporting
- Strong technical financial modeling capabilities, including building, explaining, and stress-testing a complete P&L through EPS
- Track record of reliable forecasting, financial accountability, and executive decision support
- Experience leading and developing FP&A teams
- Executive-level judgment and ability to operate autonomously and influence C-suite stakeholders
- Experience across multiple business lines and alignment of business leaders around financial strategy
- Practical, day-to-day fluency with AI tools, including Claude or ChatGPT
- Experience preparing Board and investor materials or partnering with Investor Relations teams
- Experience with M&A financial evaluation, integration modeling, or strategic investments
- Experience in a large, complex, or multi-business organization
- Accounting foundation, such as a CPA qualification or early-career audit experience
- Experience building or modernizing FP&A processes, systems, and reporting infrastructure
- Healthcare, health technology, or another regulated industry background
Benefits:
- Medical, Dental, and Vision plans
- Flexible Spending/Health Savings Accounts
- Flexible PTO
- 401(k) + Company Match
- Life Insurance
- Pet insurance
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