Director, Financial Planning & Analysis

Director, Financial Planning & Analysis

We're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.

The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savingsand we continue to lead with a growing ecosystem of partners and world-class cost control solutions.

But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.

Position Summary :

We are seeking a dynamic and strategic Director of Financial Planning & Analysis (FP&A) for the Commercial Organization, which includes Marketing, Sales, Customer Management, Marketing, and related Go-to-Market functions. This individual will serve as a key business partner to the Chief Financial Officer (CFO), Chief Revenue Officer (CRO) and extended commercial leadership team, driving insights, performance metrics, and investment strategies that enable sustainable growth and operational excellence. This role manages two commercial FP&A analysts.

Key Responsibilities :

Strategic Finance & Business Partnership :

• 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

Financial Modeling & Analysis :

Performance Management :

Cross-Functional Collaboration :

Required Skills & Experience :

We are guided by our values :

Fire in the belly

The drive to learn, to improve, and to deliver outstanding value every day.

See the field

The ability to see the big picture and prepare to meet tomorrow's needs.

Get it done right

The passion to produce at higher rates and to the highest standards.

For the greater good

A united community creating better health benefit solutions for all.