Director, Financial Planning and Analysis– Job Description

Who we are:

At Herself Health, we're on a mission to help women get more life out of life, together. We are building a new model of primary care for women 50+ to solve long-standing problems: rushed appointments, long wait times, and care that's generalized rather than specialized towards women’s needs later in life such as menopause, post-menopausal care, bone density, weight management, and mental, social and emotional well-being.

Our patient-centric Primary Care clinics are dispersed across Minneapolis/St. Paul, MN. We are thrilled to serve the Twin Cities metro and Eagan. Our team of colleagues is on a mission to innovate the primary care landscape for women 50+. We’re seeking like-minded individuals who share this passion to join us!

About you:

We are seeking strategic thought leaders who have a passion for building and innovating. We foster a culture of collaboration, excellence and the willingness to roll up our sleeves and learn as we grow. We have a customer first mindset, and we are looking for team members who share that. Our ideal candidates have strategic prowess and the ability to use data to build best practices and implement great ideas in collaboration with our team and our community.

About the Director, Financial Planning and Analysis Role:

As the Director, Financial Planning and Analysis, you will be responsible for developing, maintaining, and overseeing execution of finance-related processes. You will report to our Chief Financial Officer. This is a highly visible role that includes frequent interaction with senior management and other key internal stakeholders.

Core Responsibilities:

• Serve as Head of financial planning and analysis and run day-to-day operations of FP&A

• Lead a team and scale as the business grows

• Create monthly forecasts and build operating models, short-term and long-term financial plans

• Be responsible for budgeting /planning processes and perform detailed department-specific budget and forecast reports

• Partner with senior leadership to translate financial analysis into actionable business strategy and recommendations

• Track key performance indicators (KPIs) and business metrics to drive accountability and performance

• Oversee monthly, quarterly, and annual financial reporting, including variance analysis against budget and forecast

• Lead the annual budgeting process and ongoing reforecasting in partnership with department leaders

• Support fundraising, board reporting, and investor relations with financial models, analyses, and presentations

• Establish and improve FP&A processes, systems, and internal controls to support a scaling organization

Must-have Qualifications and Skills:

• Bachelor's degree in accounting or finance

• Progressive experience in FP&A, corporate finance, or a related discipline, with at least 3 years in a leadership or people-management capacity

• Demonstrated experience building and owning operating models, forecasts, and annual budgets from the ground up

• Experience presenting financial results and analysis to executives, boards, and investors

• Experience scaling FP&A processes and systems in a high-growth environment

• Healthcare industry experience

• In-depth knowledge in the interpretation and application of accounting principles and practices

• Previous experience managing a team

• Strong communication skills

• Ability to work in a fast-paced collaborative environment

We support Equal Employment Opportunities (EEO). We are committed to an inclusive workplace. We do not discriminate on the basis of race, religion, color, national origin, gender identity or expression, age, marital status, veteran status, disability status, parental status, political affiliation, or any other status protected by federal, state, or local laws.