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 savings—and 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.

Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future.

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 

• 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.

Performance Management 

• 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

Cross-Functional Collaboration 

• Partner with Underwriting/Risk FP&A, Product, and Core Accounting to develop full-company financial models & strategies 
• Drive management & Board reporting on quarterly basis 

Required Skills & Experience: 

• 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

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.

Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information.

We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.

_Disclosures:

_{ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.}

_{California Applicants:  See Pareto’s CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, “Pareto”) collects and uses personal information submitted by employment applicants.}