Director of Financial Planning and Analysis

About 9amHealth

Were creating a new standard of care.

9amHealth is specialized cardiometabolic care : a first of its kind, whole body approach to preventing and treating obesity, diabetes, high blood pressure, and high cholesterol, and help with weight management. We offer custom care plans, prescription medications, and expert guidance to help our members live healthier every day.

9amHealth is a San Diego, California, based company led by the team behind mySugr, a successful diabetes management app acquired by Roche in 2017. 7Wire Ventures, Human Capital, Founders Fund, Define Ventures, Speedinvest, iSeed Ventures, and StartUp Health have backed 9amHealth, with a total funding of 25 million dollars. We are on a growth trajectory to achieve our mission of a more connected care approach for cardiometabolic health.

About the role :

9amHealth seeks an exceptional Director of Financial Planning and Analysis to serve as a strategic financial leader driving data driven decision making across our rapidly scaling organization. Reporting directly to the CFO, this role will be instrumental in building world class FP&A capabilities that support our mission to democratize access to cardiometabolic care while maintaining sustainable unit economics and profitable growth.

This is a high impact leadership position requiring both strategic thinking and hands on execution. The successful candidate will partner closely with executive leadership, including the CEO and department heads, to provide financial insights that guide strategic initiatives, optimize resource allocation, and prepare the company for future funding rounds and potential exit opportunities.

is a high impact leadership position requiring both strategic thinking and hands on execution. The successful candidate will partner closely with executive leadership, including the CEO and department heads, to provide financial insights that guide strategic initiatives, optimize resource allocation, and prepare the company for future funding rounds and potential exit opportunities.

What youll do

Strategic Financial Planning & Analysis

Lead the development and execution of comprehensive financial planning processes, including annual budgeting, quarterly forecasting, and long-range strategic planning (3-5 years)

Build and maintain sophisticated three-statement financial models that accurately reflect 9amHealth's unique healthcare business model and revenue streams

Develop scenario planning and sensitivity analyses to support strategic decision-making around market expansion, product development, and capital allocation

Create and maintain key performance indicators (KPIs) and metrics dashboards specific to virtual healthcare, including unit economics development, clinical outcomes, clinical operations KPIs and employer / health plan ROI

Business Partnership & Strategic Support

Serve as the primary financial partner to business unit leaders across Sales, Marketing, Clinical Operations, and Product Development

Provide analytical support for pricing strategy and customer contract negotiations

Lead financial analysis for strategic initiatives, including market expansion, partnership opportunities, and potential M&A activities

Support customer facing quarterly business review with guidance on financial insights and outcomes / ROI

Investor Relations & Board Reporting

Prepare comprehensive board packages and investor updates that clearly communicate financial performance, key metrics, and strategic progress

Support fundraising activities including due diligence preparation, financial data room management, and investor presentation development

Lead quarterly business reviews with executive leadership and board members, providing insights on financial performance and strategic recommendations

Healthcare Specific Financial Analysis

Develop deep expertise in healthcare economics, including an understanding of value-based care models and clinical outcome measurement

Model and analyze unit economics across different customer segments (employers, health plans, direct-pay patients)

Evaluate the financial impact of clinical programs and patient outcomes on overall business performance

Support contract negotiations with health plans and PBMs by providing financial analysis and modeling

Team Leadership & Development

Perspectively build and lead a high-performing FP&A team, including hiring and developing senior analysts and managers

Establish best-in-class FP&A processes, systems, and reporting infrastructure to support rapid scaling

Drive continuous improvement in financial planning tools, methodologies, and reporting accuracy

Foster a culture of data-driven decision making across the organization

What youll need

Education & Experience

Bachelor's degree in Finance, Accounting, Economics, or related field; CPA, CFA, or MBA from top tier program preferred

7+ years of progressive experience in financial planning and analysis, with at least 3 years in a leadership role

Minimum 2 years of experience in high growth technology companies, preferably in healthcare technology, SaaS, or venture backed startups

Background in investment banking, private equity, or management consulting

Demonstrated experience supporting Series B+ funding rounds and working with venture capital investors

Technical Skills

Expert level proficiency in financial modeling, including three statement models and scenario planning

Advanced Excel skills with experience in financial planning software (Mosaic, Anaplan, or similar platforms preferred)

Experience with business intelligence tools (Tableau, Power BI, Looker) and data visualization

Demonstrated experience and strong interest in leveraging AI applications, including predictive analytics, GenAI, and ML, for FP&A tasks.

Strong understanding of GAAP and financial reporting principles.

Knowledge of healthcare economics, value-based care models, and clinical outcomes measurement strongly preferred

Familiarity with SaaS metrics, unit economics, and subscription business models

Leadership & Communication

Proven ability to influence and collaborate with C level executives and board members

Exceptional written and verbal communication skills with ability to translate complex financial concepts for non finance stakeholders

Experience building and leading finance teams in fast-paced, high growth environments

Strong project management and cross functional collaboration skills

Industry Knowledge

Understanding of healthcare regulatory environment and compliance requirements preferred

Knowledge of virtual care delivery models and telehealth business economics

Familiarity with employer benefits and health plan operations advantageous

Growth Opportunities

Direct exposure to executive leadership and board of directors

Opportunity to build and scale FP&A function at a rapidly growing healthcare company

Clear path for career advancement as the company scales toward Series B and beyond

Chance to work on cutting edge healthcare delivery models and value based care initiatives

Competitive base salary aligned with experience and location, up to $175,000.

What you can expect at 9amHealth

At 9amHealth, you'll join the exciting environment of a startup with the stability of highly experienced founders that have successfully built a business from scratch. We foster a collaborative learning mindset and a passion for improvement. You'll work with a brand-new product alongside a small, flexible team of people eager to shape technology, infrastructure, and culture.

Our team members are spread across the globe, with physical sites in San Diego, California, and Vienna, Austria, but we value your culture regardless of where you work.

We offer a comprehensive benefits package, including health, dental, and vision insurance, along with flexible PTO and work from home options. We provide a professional development budget and support continuing education, empowering our team to grow alongside the company. Team members have the opportunity to make a meaningful impact on chronic disease management and patient outcomes while contributing to a collaborative, mission driven culture focused on improving healthcare accessibility and affordability.

Our commitment to diversity and inclusion

Diabetes disproportionately impacts BIPOC (black, indigenous, and people of color) communities. We are committed to creating a workforce that reflects our patients and creating a positive healthcare experience for them. We welcome applications from people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, and foreign born residents.