Vice President of Finance - Personal Caregiving

🏢 Summary: Full-time Vice President of Finance role for a multi-entity healthcare practice, responsible for leading financial operations, owning GAAP-compliant reporting, and optimizing the end-to-end healthcare revenue cycle across multiple clinics. The position partners with executive and clinical leadership to improve revenue integrity, cash flow predictability, and scalable financial infrastructure. Offers competitive compensation, performance bonus, equity, and potential promotion to CFO. 🗂️ Requirements: Active CPA license, 7+ years progressive accounting/finance experience, Proven ownership of financial reporting and monthly close, Deep expertise in healthcare revenue cycle management, Strong knowledge of GAAP and technical accounting, Experience with internal controls and audit readiness, Experience in healthcare or multi-site medical practice environment, Experience with practice management, billing, and ERP systems 📃 Skills: GAAP, CPA, Accounting, FinancialReporting, RevenueCycle, Billing, Coding, Collections, AccountsReceivable, PayerReconciliation, Audit, InternalControls, ERP, Compliance, CashFlowForecasting 🏢 Description: Position Summary We are seeking a Vice President of Finance to lead financial operations for a rapidly growing, multi-entity medical practice and research organization across San Diego, Los Angeles, and Arizona. This role requires a hands-on, technically strong CPA with deep expertise in healthcare revenue cycle management, including billing, collections, payer reconciliation, and multi-site financial performance optimization. The ideal candidate brings a strong command of GAAP, internal controls, and audit readiness, combined with the ability to drive revenue integrity, cash flow predictability, and scalable financial infrastructure in a high-growth environment. You will partner directly with the CEO and physician leadership to build a best-in-class finance function, with particular focus on optimizing the end-to-end revenue cycle and ensuring financial accuracy, compliance, and scalability across all locations. This role is exempt (salary) and full-time, working 40 hours per week, Monday through Friday, onsite/hybrid in San Diego, CA. Key Responsibilities Financial Leadership & CPA Ownership - Serve as the lead CPA responsible for financial integrity, ensuring strict adherence to GAAP, tax regulations, and audit standards - Own the monthly close process, ensuring timely, accurate financial statements across multiple entities - Design and enforce robust internal controls, audit trails, and accounting policies - Oversee external audits and manage relationships with auditors, tax advisors, and CPA firms - Lead technical accounting decisions, including revenue recognition and entity structuring Revenue Cycle Leadership - Own the full healthcare revenue cycle, including: - Charge capture - Coding and billing accuracy - Claims submission and denial management - Collections and A/R optimization - Payer contract performance and reconciliation - Establish and track core revenue cycle KPIs, such as: - Days in A/R - Net collection rate - Denial rates and recovery rates - Payer mix and reimbursement trends - Partner with operations and clinical teams to identify leakage points and improve yield per visit/provider - Implement technology-driven automation and reporting tools to streamline billing and collections - Drive standardization of revenue cycle processes across all locations Multi-Clinic Financial Oversight - Ensure consistent revenue recognition and reporting practices across all entities - Analyze clinic-level profitability with a focus on revenue cycle efficiency and margin optimization - Identify operational and financial risks tied to billing inefficiencies or payer variability Compliance, Risk & Controls - Ensure compliance with healthcare billing regulations (e.g., payer requirements, coding compliance) - Maintain audit-ready financials and documentation at all times - Implement fraud prevention, billing compliance checks, and risk mitigation protocols - Oversee multi-entity tax strategy and regulatory filings Cash Flow & Working Capital - Drive improvements in cash flow through optimized collections and reduced A/R cycles - Forecast cash with revenue cycle visibility and payer timing considerations - Align capital planning with revenue predictability and reimbursement trends Qualifications - Active CPA license - 7+ years of progressive accounting/finance experience with significant ownership of financial reporting and close processes - Deep expertise in healthcare revenue cycle management (required) - Experience in multi-site medical practice or healthcare services environment strongly preferred - Proven ability to improve collections, reduce A/R days, and optimize payer performance - Strong knowledge of: - GAAP and technical accounting - Healthcare billing workflows and compliance - Internal controls and audit readiness - Experience working with practice management systems, billing platforms, and ERP systems Core Competencies - CPA-level technical excellence and financial rigor - Revenue cycle mastery with a data-driven mindset - Ability to translate revenue cycle data into actionable operational improvements - Strong partnership with clinical and operational leadership - High accountability and ability to scale systems in a growth environment Benefits - Performance-based bonus opportunity - Growth Opportunity: Promotion to CFO from this role is possible - Health benefits - 401k retirement plan with company match - Paid time off, including vacation, floating holidays, and sick leave - Equity participation included - Promotion to CFO and commensurate raises possible Compensation The annual salary range for this position is $180,000–200,000/year. The actual compensation for this role will be determined by a variety of factors, including but not limited to the candidate's skills, education, and experience. Physical Requirements Ability to stand, walk, and move throughout the clinic, if applicable, for extended periods; occasionally lift objects up to 25 lbs., bend, stoop, or reach as needed. Frequent use of hands and fingers for patient care and equipment operation. Must have normal (or corrected) vision and hearing and be able to respond quickly in a fast-paced clinical environment, if applicable. What We Offer - Competitive salary and benefits package, including medical, dental & vision insurance, 401(k) retirement plan with employer matching, and professional development opportunities - Paid time off (PTO), sick time, floating holiday and holiday pay - Opportunity to shape the future of a thriving allergy and asthma practice across an expanding network - A supportive, mission-focused culture where contributions directly impact patient outcomes and team growth California Consumer Privacy Act (CCPA) Notice Modena Health ("MH") and Modena Allergy & Asthma ("MAA") complies with the California Consumer Privacy Act ("CCPA"). Personal information provided in the job application process will be collected, used, and retained in accordance with applicable privacy laws. Candidates may request additional information regarding the categories of personal information collected and the purposes for which it is used during the hiring process.

🏢 Summary: Senior Manager of Financial Planning and Analysis responsible for leading strategic finance in a highly regulated 503A/503B environment, driving AI-enabled forecasting, budgeting, and performance management. The role focuses on optimizing financial operations, ensuring regulatory compliance, and delivering executive-level insights to support growth. Requires strong leadership, advanced financial modeling expertise, and experience integrating AI into financial processes. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration or related field, Proven experience in Financial Planning and Analysis (FP&A), Expertise in financial modeling and forecasting, Experience integrating AI into financial processes, Knowledge of 503A/503B regulatory compliance, Executive-level financial reporting experience, Strong analytical and strategic decision-making skills, Leadership and team management experience 📃 Skills: FP&A, FinancialModeling, Forecasting, Budgeting, AI, DataAnalytics, RiskManagement, RegulatoryCompliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will own financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights. - Develop strategic recommendations aligned with growth objectives and regulatory compliance requirements. - Develop risk management frameworks and contingency plans aligned with organizational risk appetite. - Integrate AI into financial forecasting and modeling to improve scalability and insight quality. Financial Operations - Optimize financial processes through AI automation and continuous improvement initiatives. - Oversee budgeting processes and ensure alignment with strategic goals and financial targets. - Monitor budget adherence and provide actionable performance insights. - Design and implement performance metrics to track financial health and business performance. Leadership and Collaboration - Foster a high-performance team culture emphasizing strategic thinking and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear, data-driven insights using AI-enhanced visualization tools. Innovation and Growth - Drive growth strategies leveraging financial insights and AI capabilities. - Ensure all financial activities comply with 503A/503B regulatory requirements. - Promote continuous improvement in financial planning capabilities and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decisions. - Strong leadership and communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibility. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. Employee Benefits, Health and Wellness: - Medical, dental, and vision coverage. - Paid time off. - 401(k) matching. - Wellness perks, IV therapy, and compounded medications. Physical Requirements: - Ability to remain in a stationary position for extended periods. - Frequent use of hands and fingers to operate computers and office equipment. - Regular movement within the office and corporate campus. - Ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as required.

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a 503A/503B pharmaceutical environment. The position leads budgeting, performance metrics, risk management, and executive reporting while integrating AI to enhance accuracy, scalability, and decision-making. Requires strong FP&A leadership experience, financial modeling expertise, and knowledge of regulated healthcare environments. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration, or related field, Proven experience in financial planning and analysis, Demonstrated expertise in AI-driven financial processes, Experience with regulatory compliance in regulated environments (503A/503B), Expertise in financial modeling and forecasting, Executive-level reporting experience, Strong analytical and strategic decision-making skills 📃 Skills: FP&A, FinancialModeling, Forecasting, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. You will spearhead initiatives to optimize financial performance, ensure regulatory compliance, and deliver insights that facilitate informed decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop risk management frameworks and contingency plans aligned with organizational risk tolerance. - Champion the integration of artificial intelligence in financial planning processes to enhance forecasting accuracy and efficiency. Financial Operations - Optimize financial operations through process improvements and AI automation. - Oversee the budgeting process, ensuring alignment with strategic goals and financial targets. - Design and implement performance metrics to track financial health and organizational performance. Leadership and Collaboration - Foster a high-performance team culture focused on strategic thinking and execution. - Build cross-functional partnerships to align financial strategies with business objectives. - Provide executive-level reporting with clear analyses and strategic recommendations. Innovation and Growth - Drive development and execution of growth strategies leveraging financial insights and AI capabilities. - Ensure compliance with 503A/503B regulatory requirements in all financial activities. - Champion continuous improvement in financial planning capabilities. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decisions. - Strong leadership and communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibility. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. - Strong analytical, strategic thinking, and decision-making abilities. Employee Benefits, Health and Wellness: - Medical, dental, and vision coverage - Paid time off - 401(k) matching - Wellness perks - IV therapy - Compounded medications Physical Requirements: - Ability to remain in a stationary position for extended periods. - Frequent use of hands and fingers to operate computer and office equipment. - Regular movement around the office and corporate campus. - Ability to stand, walk, reach, climb or balance, and stoop, kneel, crouch, or crawl as needed.

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a highly regulated 503A/503B environment. The position leads financial planning, risk management, budgeting, performance metrics, and executive reporting while embedding AI into financial processes. It partners cross-functionally to optimize performance, support growth strategies, and ensure financial excellence at scale. 🗂️ Requirements: Bachelor’s degree in Finance, Business Administration, or related field, Proven experience in financial planning and analysis, Demonstrated expertise in AI-driven financial processes, Experience with financial modeling, forecasting, and analysis, Knowledge of regulatory compliance in regulated environments (503A/503B), Executive-level financial reporting experience, Strong analytical and strategic decision-making abilities 📃 Skills: FinancialModeling, Forecasting, FinancialAnalysis, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop strategic recommendations aligned with growth objectives and regulatory compliance requirements. - Build risk management frameworks and contingency plans aligned with organizational risk appetite. - Integrate AI into financial planning processes to improve forecasting accuracy, scalability, and workflow efficiency. Financial Operations - Optimize financial operations through process improvements and AI automation. - Oversee budgeting processes aligned with strategic goals and financial targets. - Monitor budget adherence and provide actionable financial insights. - Design and implement performance metrics to track financial health and organizational performance. Leadership and Collaboration - Foster a high-performance, collaborative team culture focused on innovation and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear analyses and strategic recommendations using AI-enhanced data visualization tools. Innovation and Growth - Drive development and execution of financially sound growth strategies. - Ensure all financial activities comply with 503A/503B regulatory standards. - Promote continuous improvement in financial planning capabilities and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decision-making. - Strong leadership and executive communication skills. Experience and Qualifications: - Bachelor’s degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibilities. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. - Strong analytical, strategic thinking, and decision-making abilities. Benefits: Comprehensive benefits package including medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Role requires extended periods of sitting, frequent computer use, regular movement around the office and corporate campus, and the ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as needed.

🏢 Summary: Senior leadership role responsible for driving commercial growth by leading sales operations strategy, systems, forecasting, analytics, and compensation design. Acts as a strategic partner to the Chief Commercial Officer, owning CRM, sales technology stack, and data-driven insights to optimize performance across commercial and RWD/E business lines. Oversees forecasting models, automation, and sales analytics while leading a high-performing Sales Operations team. 🗂️ Requirements: 10+ years experience in Sales Operations, Strategy, or related field, Minimum 3 years in senior leadership role, Experience partnering with senior commercial executives, Expertise in Salesforce administration and optimization, Advanced proficiency in SQL and/or Python, Experience with BI tools (Tableau, Power BI, or QuickSight), Experience designing sales compensation programs, People management and team leadership experience, Bachelor's degree 📃 Skills: Salesforce, SQL, Python, Tableau, PowerBI, QuickSight, CRM, CPQ, CLM, ABM 🏢 Description: The Opportunity As Vice President, Sales Operations, you will be a key strategic partner to the Chief Commercial Officer and a driving force behind commercial growth. This role sits at the intersection of strategy, operations and execution, owning the systems, processes and insights that enable the sales organization to perform at its best across commercial and RWD/E business. You will serve as a trusted right hand to the CCO and lead a high-performing Sales Operations team. What You'll Do Chief of Staff to the CCO - Serve as a strategic partner and operational extension of the CCO, helping to drive commercial priorities, prepare for key leadership meetings, and ensure cross-functional follow-through on commercial initiatives - Translate CCO vision into structured plans, track progress against commercial goals, and surface risks and opportunities proactively - Represent the CCO in cross-functional forums as needed and manage key commercial communications Sales Operations - Define and lead the commercial rhythm of business, including forecasting, pipeline management, quota setting, territory planning, renewal strategies, and annual planning - Continuously evolve forecasting methodologies, managing multiple concurrent forecast models including pipeline yield, sales leader call and bottoms-up build, to deliver accurate and actionable insights to leadership - Own and evolve the CRM and broader sales technology stack, driving adoption, automation, and continuous improvement across the commercial organization - Identify and implement new technologies and process optimizations to improve the velocity, efficiency, and win rates of the sales process - Build, maintain, and automate sales metric pipelines and dashboards, serving as the technical SME on all sales analytics - Lead the design and execution of business analytics and reporting cadences, providing transparency into performance drivers and growth opportunities - Drive sales enablement initiatives, ensuring the sales team has the tools, training, and processes needed to perform effectively - Design and execute sales compensation programs, including quota design and commission calculations - Partner closely with Finance and Marketing to ensure alignment on revenue performance and growth initiatives - Partner closely with the Director of Proposals to ensure a disciplined, high-quality response process that positions the organization competitively across commercial and RWD/E opportunities - Support RFP prioritization decisions and cross-functional coordination across sales, product, legal and subject matter experts - Serve as the single point of accountability for day-to-day sales operations business continuity, ensuring all critical functions, analytics, and technologies remain operational and resilient - Lead, coach, and develop a high-performing Sales Operations team What You'll Bring Required skills and experience - 10+ years of progressive experience in Sales Operations, Strategy, or a related field, with at least 3 years in a senior leadership role - Proven ability to serve as a strategic partner to senior commercial leaders, with strong executive presence and communication skills - Familiarity with pharma commercial analytics, RWD/E, and life sciences buying cycles - Deep expertise in Salesforce administration and optimization, including integrations, workflows, and process automation - Advanced proficiency in SQL and/or Python to support data transformation and metric automation - Expertise in BI tools such as Tableau, Power BI, or QuickSight - Experience designing and managing sales compensation programs, including quota setting and commission calculations - Proven people leadership skills with experience coaching, developing, and managing teams - Comfortable navigating ambiguity and driving clarity in a fast-paced, high-growth environment - Bachelor's degree required Desired skills and experience - Advanced degree (MBA or related field) - Experience with CPQ, CLM, or ABM platforms - Salesforce Admin certification Benefits & Perks - Competitive base salary and annual bonus opportunity - Health, dental, and vision coverage starting on day 1 - 401(k) plan and equity program (new hire equity grants beginning at Director level and above) - Flexible location model with hybrid work for Philadelphia-based employees - Generous PTO targeted at 4 weeks per year plus paid parental leave - 12 weeks paid parental leave for childbearing, surrogacy, and adoption; 6 weeks for non-childbearing parents - Comprehensive onboarding with mentorship and structured learning resources - Professional development support including regular 1:1s and annual development budget

🏢 Summary: Executive Sales Operations leadership role partnering with the Chief Commercial Officer to drive commercial strategy, forecasting, CRM optimization, and analytics across a high-growth healthcare data business. Owns sales systems, compensation design, forecasting models, and performance reporting while leading a Sales Operations team. Responsible for ensuring operational rigor, technology enablement, and data-driven insights that accelerate revenue growth. 🗂️ Requirements: 10+ years Sales Operations or Strategy experience, 3+ years in senior leadership role, Expertise in Salesforce administration and optimization, Advanced SQL and/or Python proficiency, Experience with BI tools (Tableau, Power BI, or QuickSight), Experience designing sales compensation programs, Familiarity with pharma commercial analytics and RWD/E, Bachelor's degree 📃 Skills: Salesforce, SQL, Python, Tableau, PowerBI, QuickSight, CPQ, CLM, ABM, CRM, Analytics, Forecasting, Compensation 🏢 Description: The Opportunity As Vice President, Sales Operations, you will be a key strategic partner to the Chief Commercial Officer and a driving force behind commercial growth. This role sits at the intersection of strategy, operations and execution, owning the systems, processes and insights that enable the sales organization to perform at its best across commercial and RWD/E business. You will serve as a trusted right hand to the CCO and lead a high-performing Sales Operations team. What You'll Do Chief of Staff to the CCO - Serve as a strategic partner and operational extension of the CCO, helping to drive commercial priorities, prepare for key leadership meetings, and ensure cross-functional follow-through on commercial initiatives - Translate CCO vision into structured plans, track progress against commercial goals, and surface risks and opportunities proactively - Represent the CCO in cross-functional forums as needed and manage key commercial communications Sales Operations - Define and lead the commercial rhythm of business, including forecasting, pipeline management, quota setting, territory planning, renewal strategies, and annual planning - Continuously evolve forecasting methodologies, managing multiple concurrent forecast models including pipeline yield, sales leader call and bottoms-up build - Own and evolve the CRM and broader sales technology stack, driving adoption, automation, and continuous improvement - Identify and implement new technologies and process optimizations to improve sales velocity, efficiency, and win rates - Build, maintain, and automate sales metric pipelines and dashboards, serving as the technical SME on sales analytics - Lead the design and execution of business analytics and reporting cadences - Drive sales enablement initiatives and ensure effective tools, training, and processes - Design and execute sales compensation programs, including quota design and commission calculations - Partner with Finance and Marketing on revenue performance and growth initiatives - Support RFP prioritization decisions and cross-functional coordination across sales, product, legal and subject matter experts - Ensure day-to-day sales operations business continuity across analytics and technologies - Lead, coach, and develop a high-performing Sales Operations team What You'll Bring Required skills and experience - 10+ years of progressive experience in Sales Operations, Strategy, or related field, with at least 3 years in a senior leadership role - Proven ability to serve as a strategic partner to senior commercial leaders - Familiarity with pharma commercial analytics, RWD/E, and life sciences buying cycles - Deep expertise in Salesforce administration and optimization, including integrations, workflows, and process automation - Advanced proficiency in SQL and/or Python for data transformation and metric automation - Expertise in BI tools such as Tableau, Power BI, or QuickSight - Experience designing and managing sales compensation programs, including quota setting and commission calculations - Proven people leadership skills - Ability to navigate ambiguity in a fast-paced, high-growth environment - Bachelor's degree required Desired skills and experience - Advanced degree (MBA or related field) - Experience with CPQ, CLM, or ABM platforms - Salesforce Admin certification Compensation Base salary commensurate with experience: $240,000 - $275,000 plus annual bonus opportunity. Hiring Locations Main office located in Center City, Philadelphia with hybrid model requiring three in-office days per week for local employees. Remote work supported in designated hub locations and approved states, with periodic in-person collaboration requirements. Benefits & Perks - Competitive base salary and annual bonus opportunity - Health, dental, and vision coverage starting on day 1 - 401(k) plan and equity program (equity grants beginning at Director level and above) - Flexible location model with hybrid collaboration - Generous PTO targeted at 4 weeks per year plus paid parental leave - 12 weeks paid parental leave for childbearing, surrogacy, and adoption; 6 weeks for non-childbearing parents - Comprehensive onboarding with mentorship and resources - Professional development support including annual budget

🏢 Summary: Senior Manager of Financial Planning and Analysis responsible for leading strategic finance initiatives in a highly regulated 503A/503B environment, integrating AI into financial planning, forecasting, and reporting processes. The role drives budgeting, risk management, performance metrics, and executive reporting to support growth and regulatory compliance. This position requires strong leadership, advanced financial modeling expertise, and experience with AI-driven analytics to enhance decision-making and operational efficiency. 🗂️ Requirements: Bachelor's degree in Finance, Business Administration, or related field, Proven experience in Financial Planning and Analysis, Experience in strategic financial leadership, Expertise in financial modeling and forecasting, Experience integrating AI into financial processes, Knowledge of regulatory compliance (503A/503B), Experience with budgeting and performance metrics, Ability to deliver executive-level financial reporting 📃 Skills: FinancialModeling, Forecasting, FinancialAnalysis, Budgeting, AI, DataAnalytics, RiskManagement, RegulatoryCompliance, DataVisualization, Reporting 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. You will spearhead initiatives to optimize financial performance, ensure regulatory compliance, and deliver insights that facilitate informed decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop risk management frameworks and contingency plans aligned with regulatory requirements. - Integrate artificial intelligence into financial planning processes to improve forecasting accuracy and efficiency. Financial Operations - Drive process optimization and AI automation to improve financial reporting accuracy and efficiency. - Oversee the budgeting process and ensure alignment with strategic goals. - Design and implement performance metrics to track financial health and organizational performance. Leadership and Collaboration - Foster a high-performance team culture focused on strategic thinking and execution rigor. - Partner cross-functionally to align financial strategies with organizational objectives. - Deliver executive-level reporting with clear financial insights and strategic recommendations. Innovation and Growth - Develop and execute growth strategies leveraging financial insights and AI capabilities. - Ensure compliance with 503A/503B regulatory standards in all financial activities. - Champion continuous improvement in financial planning tools and methodologies. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decision-making. - Strong leadership and communication skills. Experience and Qualifications: - Bachelor's degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibilities. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. Employee Benefits, Health and Wellness: - Medical, dental, and vision coverage. - Paid time off. - 401(k) matching. - Wellness perks, IV therapy, and compounded medications. Physical Requirements: - Ability to remain stationary for extended periods and use computer equipment. - Frequent movement within the office and corporate campus. - Ability to stand, walk, reach, climb, balance, stoop, kneel, crouch, or crawl as needed.

🏢 Summary: Senior executive role leading enterprise revenue strategy, strategic accounts, regional sales, and cross-sell initiatives for a SaaS organization. The position focuses on scaling go-to-market operations, optimizing revenue performance, and driving cross-functional alignment across Sales, Marketing, Product, and Customer Success. Responsibilities include forecasting, sales operations, leadership development, and expansion strategy execution. 🗂️ Requirements: 15+ years in sales, revenue operations, or go-to-market leadership, 5+ years in SVP or equivalent executive role, Experience scaling SaaS or recurring revenue organizations, Experience leading multi-layered revenue teams, Experience developing cross-sell or customer expansion strategies, Knowledge of SaaS metrics and enterprise sales methodologies, Bachelor's degree, Willingness to travel approximately 25% 📃 Skills: SaaS, Sales, Forecasting, Analytics, KPIs, Operations, Revenue, Marketing, Finance, Leadership, CRM, Strategy 🏢 Description: At Varicent, we're not just transforming the Sales Performance Management (SPM) market—we're redefining how organizations achieve revenue success. Our cutting-edge SaaS solutions empower revenue leaders globally to design smarter go-to-market strategies, maximize seller performance, and unlock untapped potential. Varicent stands at the forefront of innovation, celebrated as a market leader in the 2025 Forrester Wave Report for SPM, 2023 Ventana Research Revenue Performance Management (RPM) Value Index, Gartner Peer Insights, 2024 Gartner SPM Market Guide, and G2. Our solutions are trusted by a diverse range of global industry leaders like T-Mobile, ServiceNow, Wawanesa Bank, Shaw Industries, Moody's, Stryker and hundreds more. Here's why you'll thrive at Varicent: Innovate with Purpose: Build impactful solutions for customers worldwide. Join Excellence: Work in a diverse, collaborative, and innovative team. Shape the Future: Lead in redefining revenue optimization. Grow Together: Unlock your potential in a supportive environment. Join us at Varicent—where your talent and ambition meet limitless opportunities for success!As the Senior Vice President, Revenue Strategy, you will act as a key executive leader and strategic advisor to the Chief Revenue Officer. You will oversee Strategic Accounts, Regional Sales, and lead the creation and execution of a company-wide Cross-Sell strategy. In this role, you will be responsible for shaping Varicent's overall revenue model and go-to-market effectiveness, driving cohesion across teams, and establishing the foundation for scalable, repeatable growth. This role serves as a unifying force across Sales, Marketing, Product, and Customer Success—ensuring every part of the customer journey is optimized to deliver value, retention, and expansion. What You'll Do: Enterprise Revenue Leadership Co-lead revenue strategy alongside the CRO, defining long-term vision and execution across all customer segments and regions. Ensure cross-functional alignment between Sales, Product, Marketing, Customer Success, Finance, and Operations to support growth objectives. Design and optimize organizational structure, coverage models, segmentation, and incentive strategies to support a scalable go-to-market engine. Strategic Accounts & Regional Sales Oversight Lead and mentor the Strategic Accounts and Regional Sales leadership teams, providing unified direction and accountability for quota attainment and customer impact. Drive consistency in sales methodologies, value-based selling, and pipeline management across geographies and verticals. Serve as executive sponsor in high-stakes negotiations and top-tier client relationships. Cross-Sell Strategy Ownership Develop and lead a new company-wide Cross-Sell program focused on driving expansion within the existing customer base across all product lines. Build and scale a dedicated cross-functional team to operationalize the program—including process design, enablement, reporting, and accountability. Establish KPIs and feedback loops to continuously refine cross-sell performance and customer outcomes. Forecasting, Performance, and Operational Excellence Own enterprise-wide sales forecasting discipline in partnership with Revenue Operations. Provide the CRO and executive leadership with insight into pipeline health, conversion rates, and growth opportunities. Oversee implementation of scalable systems, tools, and analytics to support performance management. Executive Representation & Thought Leadership Act as a strategic representative of the CRO in internal leadership forums, board updates, and external-facing events. Engage directly with strategic customers, prospects, partners, and industry influencers to advance Varicent's position as a leader in Sales Performance Management. Represent the revenue function in M&A diligence and integration planning as appropriate. Talent, Culture & Leadership Development Build and strengthen a high-performing, inclusive revenue leadership team with clear succession planning and development pathways. Foster a culture rooted in Varicent's values—Be Bold, Be Curious, Be Kind—while driving accountability, innovation, and measurable outcomes. Lead organizational change management initiatives to evolve the revenue team structure as the business grows. What You'll Bring: 15+ years of progressive leadership experience in sales, revenue operations, or go-to-market functions, with at least 5+ years in an SVP or equivalent-level role. Demonstrated success scaling SaaS or recurring revenue organizations from mid-stage to enterprise (e.g., $100M+ ARR). Proven ability to build and lead high-performing, multi-layered revenue teams, including direct oversight of VP-level leaders. Experience creating and implementing successful cross-sell or customer expansion strategies. Track record of influencing company-wide decisions and partnering effectively with cross-functional peers (Product, Marketing, Customer Success, Finance). Strong executive presence with experience in board-level or investor-facing interactions. Deep understanding of SaaS metrics, customer lifecycle economics, and enterprise sales methodologies. Bachelor's degree required; MBA or equivalent preferred. Willingness to travel (~25%) to engage with customers, team members, and key stakeholders. Success Factors: In the first 3 months: Establish trust with CRO and executive leadership team. Assess current GTM and revenue operations maturity. Design and begin implementation of the Cross-Sell program and define enterprise-level KPIs. By 6 months: Deliver forecast accuracy and improved visibility across Strategic and Regional Sales segments. Demonstrate early results and traction from Cross-Sell initiatives. Launch integrated planning cycles with key stakeholders (Marketing, Product, Customer Success). Beyond 6 months: Deliver sustained growth through cross-sell, upsell, and new logo acquisition. Create leadership continuity plans and strengthen organizational depth. Lead ongoing evolution of revenue strategy to support Varicent's long-term scale. For this role, the estimated annual base salary range is between $237,000 - $311,000 USD. In addition to base salary, our compensation package may include bonuses, commissions for eligible sales roles, and a comprehensive benefits package. The actual base salary will vary based on factors including individual qualifications and market data, as objectively assessed during the interview process. This posting is for a new/existing vacancy. This hiring process utilizes artificial intelligence tools to assist in candidate screening and assessment. Our AI tools are designed to complement — not replace — human decision-making. Overview of Benefits: Health & Wellness — Comprehensive medical, dental, and vision coverage tailored to your local needs Time Off — PTO and public holidays to rest, recharge, and do what matters most Volunteer Days — Dedicated time to give back and support the communities that matter to you Ignite Days — Dedicated learning days to support continuous growth, skill development, and professional learning Financial — Compensation that reflects your market and your value Retirement — Retirement plans designed to help you build long-term financial security Tuition Assistance — Invest in your growth with support for continuing education and professional development Flexibility — Work where you thrive, with remote and hybrid options available across most regions. Varicent is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you require accommodation at any time during the recruitment process please email accomodations@varicent.com Varicent is also committed to compliance with all fair employment practices regarding citizenship and immigration status. By applying for a position at Varicent and/or by using this portal, you declare and confirm that you have read and agree to our Job Applicant Privacy Notice and that the information provided by you as part of your application is true and complete and includes no misrepresentation or material omission of fact

🏢 Summary: Senior Manager of Financial Planning and Analysis role driving strategic finance, AI-enabled forecasting, and regulatory-compliant financial operations in a highly regulated 503A/503B pharmaceutical environment. The position leads financial planning, risk management, budgeting, performance metrics, and executive reporting while integrating AI to optimize decision-making and scalability. It requires strong strategic leadership to support growth, compliance, and operational excellence. 🗂️ Requirements: Bachelor's degree in Finance, Business Administration or related field, Proven experience in financial planning and analysis, Experience with AI-driven financial processes, Expertise in financial modeling and forecasting, Experience in regulatory compliance (503A/503B environment), Strong analytical and strategic thinking skills, Executive-level financial reporting experience, Leadership and team management experience 📃 Skills: FinancialModeling, Forecasting, FinancialAnalysis, AI, DataAnalytics, Budgeting, RiskManagement, Compliance, Reporting, Visualization 🏢 Description: Position Summary: As the Senior Manager of Financial Planning and Analysis, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment. You will take ownership of financial planning processes, leveraging AI to enhance speed, scale, quality, and decision-making. The role focuses on optimizing financial performance, ensuring regulatory compliance, and delivering insights that support informed executive decision-making. Responsibilities: Strategic Finance - Lead comprehensive financial analysis to identify trends, variances, and opportunities, integrating AI-driven insights to enhance decision-making. - Develop strategic recommendations aligned with growth objectives and regulatory compliance. - Develop risk management frameworks leveraging AI technologies and create contingency plans. - Champion AI integration in financial planning, forecasting, and modeling. Financial Operations - Drive process optimization and AI automation to improve reporting accuracy and efficiency. - Oversee the budgeting process and ensure alignment with strategic goals. - Monitor budget adherence and provide actionable financial insights. - Design and implement performance metrics using AI-derived data. Leadership and Collaboration - Foster a high-performance, collaborative team culture. - Build cross-functional partnerships to align financial strategies. - Deliver executive-level reporting using AI-enhanced data visualization tools. Innovation and Growth - Develop and execute growth strategies using financial insights and AI capabilities. - Ensure compliance with 503A/503B regulatory requirements in financial planning. - Drive continuous improvement in financial planning processes and tool adoption. Knowledge and Skills: - Expertise in financial modeling, forecasting, and analysis with AI integration. - Proficiency in AI and data analytics for strategic financial decisions. - Strong communication skills for executive-level reporting. Experience and Qualifications: - Bachelor's degree in Finance, Business Administration, or related field; MBA or CFA preferred. - Proven experience in financial planning and analysis with strategic leadership responsibilities. - Demonstrated expertise in AI-driven financial processes and regulatory compliance. Employee Benefits, Health and Wellness: Comprehensive benefits include medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Role requires extended periods of sitting, frequent computer use, verbal communication, and occasional standing, walking, reaching, climbing, balancing, stooping, kneeling, crouching, or crawling within the office environment.

🏢 Summary: The Financial Planning & Analysis Manager supports enterprise-wide budgeting, forecasting, pricing analytics, and strategic decision-making, partnering with executive and cross-functional leaders to drive revenue growth and profitability. The role focuses on advanced financial modeling, pricing strategy evaluation, commercial performance analysis, and management reporting. It plays a key role in improving forecasting processes, optimizing pricing, and enhancing business performance across the organization. 🗂️ Requirements: Bachelor's degree in Finance, Accounting, Economics, Business, or related field, 5–8+ years of experience in FP&A, Corporate Finance, Commercial Finance, or Pricing Analytics, Advanced financial modeling, forecasting, budgeting, and scenario analysis experience, Experience in pricing, profitability, and revenue performance analysis, Proficiency in Excel and BI tools (Power BI, Sigma, Tableau or similar), Experience with ERP systems and financial planning tools, Ability to analyze large datasets and deliver actionable insights, Strong knowledge of forecasting methodologies and KPI development, Experience supporting executive leadership and cross-functional teams 📃 Skills: Excel, PowerBI, Sigma, Tableau, ERP, FinancialModeling, Forecasting, Budgeting, ScenarioAnalysis, PricingAnalytics, ProfitabilityAnalysis, KPI, BI 🏢 Description: POSITION SUMMARY The Financial Planning & Analysis Manager is responsible for supporting enterprise-wide financial planning, forecasting, management reporting, pricing analytics, and strategic decision support. This role serves as a key business partner to executive leadership, sales, operations, fleet, and commercial teams by delivering actionable insights that drive revenue growth, margin expansion, and capital efficiency. They will combine strong financial planning expertise with advanced analytical capabilities, particularly in pricing, profitability, and business performance management. This position plays a critical role in developing financial forecasts, evaluating pricing strategies, supporting S&OP processes, and improving decision-making across the organization. LOCATION Onsite in Fort Wayne, IN Candidates located in or willing to relocate to the Fort Wayne, IN market are prioritized. Exceptional remote candidates may be considered on a case-by-case basis. COMPENSATION This position offers a competitive compensation package benchmarked to regional market standards. It includes a base salary plus the opportunity for quarterly profit sharing after one year of employment. RESPONSIBILITIES FINANCIAL PLANNING & ANALYSIS Support the annual budgeting, monthly forecasting, and long-range planning processes across the organization. Develop and maintain financial models that support strategic planning, scenario analysis, and operational decision-making. Prepare monthly management reporting packages, including executive KPI dashboards, board materials, variance analysis, and forecast-to-actual reporting. Analyze revenue, margins, operating expenses, EBITDA, and capital expenditures to identify trends, risks, and opportunities. Partner with business leaders to evaluate financial performance and recommend actions that improve profitability and operational efficiency. Support strategic initiatives, acquisitions, investments, and capital allocation decisions through financial modeling and business case analysis. Drive continuous improvement of forecasting, planning, and reporting processes, including support for BI modernization and reporting automation efforts. PRICING & COMMERCIAL ANALYTICS Lead pricing and profitability analysis across customers, products, locations, and market segments. Evaluate pricing strategies, discount structures, and revenue optimization opportunities to maximize growth and margin performance. Analyze key commercial metrics, including price realization, utilization, customer profitability, yield, competitive pricing trends, and adherence to pricing guidelines. Develop pricing dashboards, scorecards, and executive reporting that provide actionable business insights. Conduct pricing studies, sensitivity analyses, and scenario modeling to support commercial decision-making and strategic initiatives. BUSINESS PARTNERSHIP Serve as a trusted finance partner to leaders across Sales, Operations, Fleet, and Corporate Functions. Translate complex financial and operational data into clear, actionable recommendations for business stakeholders. Facilitate monthly business reviews, forecast discussions, and performance management conversations. Drive accountability around financial targets, operational metrics, and key business objectives. REQUIREMENTS MUST HAVE Bachelor's degree in Finance, Accounting, Economics, Business, or a related field. 5–8+ years of progressive experience in FP&A, Corporate Finance, Commercial Finance, Pricing Analytics, or a related discipline. Demonstrated experience supporting executive leadership and cross-functional business partners. Advanced financial modeling, forecasting, budgeting, and scenario analysis experience. Experience analyzing pricing, profitability, revenue performance, or other commercial business drivers. Strong proficiency with Excel and business intelligence tools such as Power BI, Sigma, Tableau, or similar platforms. Experience working with ERP systems and financial planning tools. Ability to analyze large datasets and translate findings into actionable business recommendations. Strong understanding of forecasting methodologies, profitability analysis, KPI development, and financial performance management. Excellent communication and presentation skills with the ability to influence stakeholders across all levels of the organization. Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. Demonstrated ability to lead change, improve processes, and drive continuous improvement initiatives. NICE TO HAVE MBA, Master's degree, or other advanced business or finance-related degree. Experience within transportation, fleet management, equipment rental, logistics, industrial services, or other asset-intensive industries. Experience supporting pricing strategy, revenue management, utilization analysis, or commercial finance functions. EMPLOYEE BENEFITS Wellness & Fitness On-site CrossFit-style gym with a full-time personal trainer offering group classes, virtual personal training, personalized workout plans, and nutrition coaching. Exclusive Employee Perks PTR swag and uniform/boot allowance. On-site micro-markets with snacks and essentials. Discounts on phone plans, supplier vehicles, mobile detailing, tools, and equipment. Additional partner and vendor discounts. Performance Incentives Commission structures, bonuses, or profit-sharing opportunities based on performance, depending on the role. Comprehensive Benefits — Starting Day One Premium healthcare coverage (medical, dental, vision, mental health, virtual healthcare). 401(k) matching and long-term financial planning support. Paid time off. Life, accidental death, and disability coverage. Ongoing learning and development opportunities. Training, Growth & Recognition Use of the Predictive Index behavioral assessment tool to support hiring decisions, team development, and employee engagement. Culture & Connection Field days and team events. The Extra Mile Recognition Program. Text alerts and open communication initiatives. Employment Classification Full-time, part-time, contractor, and intern positions available depending on business needs. Benefits eligibility varies by employment classification. Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to legally protected characteristics.