Senior Vice President, Financial Planning & Analysis

Included Health is seeking a strategic and results-oriented Senior Vice President of Financial Planning & Analysis (SVP, FP&A) to join our dynamic leadership team.

Reporting directly to the Chief Financial Officer, this role is critical to driving our financial performance and supporting current and future business growth.

The ideal candidate will bring a strong background in building teams and sustainable, scalable financial operations including core financial planning and analysis, business analytics, pricing, corporate strategy, and an understanding of technology and product-focused industries within healthcare.

This leader will be instrumental in guiding our financial decisions, ensuring the alignment of our capital deployment with our corporate strategy, and fostering a data-driven culture across the organization.

Responsibilities :

• Strategic Financial Leadership :
• Drive long-term strategic financial plan, partnering with executive leadership to develop and implement financial strategies that align with the company’s overall business growth objectives.
• In partnership with the executive leadership team, own the management of quarterly board meetings, providing guidance and creation of agenda and materials.
• Own reporting and business performance discussions with key investors.
• Team Leadership :
• Manage, mentor, and develop a high-performing FP&A team, fostering a collaborative and growth-oriented culture, aligned with the future needs of the company.
• Set clear objectives and performance expectations, ensuring alignment with broader company goals while fostering continuous learning and development.
• Instill trust and gain the confidence of others through honesty, integrity, and authenticity.
• Build a culture of belonging that represents diverse perspectives, as well as attracting and retaining top financial talent.
• Business Analytics and Deal Pricing :
• Oversee the development and utilization of advanced business analytics to identify trends, risks, and opportunities, providing actionable recommendations to drive profitable growth and operational efficiencies.
• Lead the financial evaluation and pricing of commercial deals, ensuring profitability and alignment with strategic goals.

Own managing standard commercial contracting terms and process for exception.

• Collaborate with sales, product, and technology teams to ensure pricing strategies are competitive and reflective of market conditions.
• Core Financial Planning & Analysis :
• Lead the Financial Planning and Analysis function, including budgeting, forecasting, and long-term strategic financial planning.
• Manage and improve the company’s financial planning processes, ensuring accuracy and timeliness, as well as variance analysis inclusive of operational actions.
• Develop and maintain robust financial models to support decision-making across the organization.
• Investment and Capital Strategy :
• Collaborate with senior leadership to formulate and execute the company’s financial and corporate strategy, including capital structure, M&A, and investment decisions.
• Partner with Corporate Development in the analysis of potential acquisitions, divestitures, and other strategic investments and partnerships.
• Oversee capital allocation and investment strategies to maximize returns and support strategic growth initiatives, ensuring alignment with corporate strategy and ROI objectives.
• Technology and Product Focus :
• Leverage a strong understanding of technology and product-focused industries to support financial planning and strategy with a deep market perspective.
• Understand and evaluate the financial implications of product decisions, including R&D investment and go-to-market strategies.

Qualifications :

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field; MBA or advanced degree preferred.
• 15-18+ years of total professional experience, with progressive experience in financial planning and analysis and a strong background in business analytics and operations.
• Proven experience in a senior financial leadership role within a technology, product-focused, or healthcare company. Experience in value based care is preferred.
• Deep understanding of corporate finance, financial strategy, and capital investment.
• Strong analytical skills with the ability to simplify complex data and create actionable insights.
• Motivated and impactful self-starter who can thrive in a high growth, high performance, results-driven environment.
• Track record of creating competitive and breakthrough strategies that show a clear connection between vision and action.
• Excellent communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization;

able to drive vision and purpose.

• Demonstrated success in driving financial performance and supporting business growth through strategic financial leadership at scale.
• Able to excel in ambiguity, effectively handle risk, and deal comfortably with the uncertainty of change.

The United States new hire base salary target ranges for this full-time position are : Zone A : $219,600 - $310,190 + equity + benefits Zone B : $252,540 - $356,719 + equity + benefitsZone C : $274,500 - $387,738 + equity + benefitsZone D : $285,480 - $403,247 + equity + benefitsThis range reflects the minimum and maximum target for new hire salaries for candidates based on their respective Zone.

Below is additional information on Included Health's commitment to maintaining transparent and equitable compensation practices across our distinct geographic zones.

• Starting base salary for the successful candidate will depend on several job-related factors, unique to each candidate, which may include, but not limited to, education;
• training; skill set; years and depth of experience; certifications and licensure; business needs; internal peer equity; organizational considerations;

and alignment with geographic and market data. Compensation structures and ranges are tailored to each zone's unique market conditions to ensure that all employees receive fair and competitive compensation based on their roles and locations.

Your Recruiter can share details of your geographic alignment upon inquiry.In addition to earning a base salary, this role is eligible for a performance-based bonus.

Details of the Annual Bonus Plan, including performance metrics, target incentives, and potential earnings, will be discussed during the interview process.

• In addition to receiving a competitive pay, the compensation package may include, depending on the role, the following : - Remote-first culture;
• 401(k) savings plan through Fidelity; - Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance);
• Full suite of Included Health telemedicine ( behavioral health, urgent care, etc.) and health care navigation products and services offered at no cost for employees and dependents;
• Generous Paid Time Off ("PTO") and Discretionary Time Off ( DTO"); - 12 weeks of 100% Paid Parental leave; - Up to $25,000 Fertility and Family Building Benefit- Compassionate Leave (paid leave for employees who experience a failed pregnancy, surrogacy, adoption or fertility treatment);
• 11 Holidays Paid with one Floating Paid Holiday; - Work-From-Home reimbursement to support team collaboration and effective home office work;

and - 24 hours of Paid Volunteer Time Off ( VTO ) Per Year to Volunteer with Charitable Organizations.Your recruiter will share more about the benefits package for your role during the hiring process.