The role

The Director, Financial Planning & Analysis will be responsible for:

Immediate Priority: Budget & Forecast Automation

Our budgeting and forecasting process today runs almost entirely in Excel and is highly manual; this role's first mandate is to redesign and automate that process end-to-end

Evaluate and select FP&A / planning tools to replace manual spreadsheet-based workflows, and lead implementation and adoption across Finance

Use AI tools, including Claude, to automate recurring modeling, data consolidation, and reporting work within the budget and forecast cycle

Strategic Forecasting & Financial Modeling (35%)

Lead corporate-wide financial planning, budgeting, and long-range forecasting, including scenario modeling across our blended SaaS and outcomes-based revenue streams

Build and maintain the company's core financial model, capturing the mechanics of success-fee contracts, at-risk revenue, and multi-year health system partnerships alongside traditional SaaS metrics (ARR, gross margin, retention, unit economics)

Provide the CFO with financial analysis on the implications of strategic decisions - pricing models, new product lines, market expansion, and resource allocation

Proactively surface insights on financial and operational drivers, flagging risks, overages, and optimization opportunities before they become surprises

Fundraising & M&A Support (25%)

Build and own fundraising materials, investor models, and diligence support for equity and debt processes, working directly with the CFO, in support of the CFO's engagement with the CEO and COO.

Lead financial diligence and integration modeling for M&A activity, drawing on our recent acquisition of Loyal Health as a template for evaluating future targets

Develop board- and investor-ready analyses that translate complex operating data into clear, defensible narratives on growth, margin, and capital efficiency

Support the CFO on cap table management, valuation considerations, and capital structure planning

Revenue Recognition & Commercial Finance Operations (25%)

Partner with Accounting on revenue recognition for complex, multi-element contracts spanning traditional SaaS subscriptions and outcomes-based success fees, ensuring ASC 606 compliance

Own ARR tracking and reporting, building the infrastructure to cleanly separate contracted revenue, at-risk success fees, and probability-weighted bookings as our business model evolves

Partner with Sales and Operations on quote-to-cash and sales-ops-adjacent processes - deal structuring support, pricing mechanics, and SFDC-sourced reporting - to keep commercial and financial data in sync

Drive process rigor and controls across revenue operations to ensure the accuracy, integrity, and auditability of financial data as deal complexity increases

Reporting, Systems & Cross-Functional Partnership (15%)

Prepare timely, accurate BVA analysis that the CFO uses to brief Clarify's leadership team, Board of Directors, and external stakeholders

Continuously improve reporting infrastructure, dashboards, and tools - leveraging AI wherever possible - to increase visibility and decision-making speed across the organization

Build strong working relationships with Sales, Product, Engineering, and People & Culture leaders, representing Finance as a cross-functional partner rather than a gatekeeper

What we offer you

• Competitive compensation (base + bonus + equity)

• Quality health insurance

• Traditional 401K plan

• Vision, dental, disability and life insurance

• Flexible Spending Accounts and Commuter Benefits

• Generous PTO

• Flexibility

• Monthly wellness stipend

• Remote friendly

• A collaborative workplace which will challenge you and celebrate your work

• The opportunity to design the financial infrastructure for a fundamentally new business model in healthcare, rather than maintain someone else's spreadsheet

• Enterprise AI tools (Claude, cloud platforms) and an expectation that you'll use them to work faster and smarter

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

What we are looking for 

We are always looking for new team members who will add to our culture and have a strong passion for impact. In particular, the Director, Financial Planning & Analysis will have:

Must-haves:

6-10+ years of progressive finance experience, with meaningful time in a rigorous, high-accountability environment - investment banking, private equity, hedge funds, or specialty/credit lending - followed by a successful transition into an operating company

Advanced financial modeling and diligence skills - can build a complex three-statement model or scenario analysis from scratch, under time pressure, without hand-holding

Hands-on experience automating budgeting and forecasting processes - moving a company off manual, spreadsheet-based cycles, evaluating and selecting FP&A/planning tools, and using AI tools like Claude to streamline modeling and reporting

Demonstrated ability to teach yourself a new domain quickly - your career shows at least one hard pivot (industry, function, or company stage) where you got up to speed fast and delivered

An AI-first mindset - active daily use of AI tools (Claude, ChatGPT, or similar) to accelerate modeling, diligence, and reporting; can cite specific examples of using AI to compress timelines

Strong business acumen - builds credibility quickly with the leadership team and translates financial analysis into clear, actionable recommendations

Bachelor's degree in Finance, Accounting, Economics, or related field

Comfort with ambiguity and a complex, evolving business model - you're energized, not unsettled, by a company that is actively redesigning its own revenue mechani

Strongly preferred:

Prior experience at a bank, private equity fund, hedge fund, or healthcare/life sciences credit lender, with direct exposure to healthcare, life sciences, or tech-enabled services companies

Experience supporting fundraising processes (equity or debt) and/or M&A diligence and integration, ideally in a venture-backed or sponsor-backed environment

Familiarity with SaaS metrics and valuation frameworks (ARR, NRR, CAC/LTV, magic number) and eagerness to extend that fluency to outcomes-based and success-fee revenue models

Strong working knowledge of GAAP and revenue recognition standards (ASC 606), particularly for complex or multi-element contracts

Experience implementing or scaling financial systems, dashboards, or reporting infrastructure

CPA, CFA, or MBA

Prior experience operating in a venture-backed, high-growth environment

What we offer you 

Competitive compensation (base + bonus + equity)
Quality health insurance
Traditional 401K plan
Vision, dental, disability and life insurance
Flexible Spending Accounts and Commuter Benefits
Generous PTO
Flexibility
Monthly wellness stipend
Remote friendly
A collaborative workplace which will challenge you and celebrate your work
The opportunity to design the financial infrastructure for a fundamentally new business model in healthcare, rather than maintain someone else's spreadsheet
Enterprise AI tools (Claude, cloud platforms) and an expectation that you'll use them to work faster and smarter