Director, Financial Planning and Analysis (FP&A)

• Modernize FP&A Practices: Integrate advanced analytics, modern planning tools, and real-time data to transform FP&A into a proactive, strategic partner to the Business. Implement processes that enable continuous forecasting and agile decision-making. Develop, maintain, and enhance the company’s financial models (including full P&L and key SaaS metrics).
• Enable SaaS Revenue Insights: Incorporate key metrics such as ARR, CARR, churn, and healthcare-specific performance indicators / KPIs into financial planning and analysis. Develop customer-centric metrics and leverage external benchmarking to improve forecasting accuracy to surface trends and support business planning.
• Lead Planning & Forecasting: Drive the annual operating plan, rolling forecasts and long-range planning process, incorporating scenario modeling, sensitivity analysis, and strategic investment recommendations. Ensure plans are granular, dynamic, and aligned with evolving business models.
• Deliver Actionable Insights & Reporting: Source and monitor core KPIs, identify internal and external industry trends, and translate complex data into clear, compelling narratives for senior leadership and private equity investors. Provide insights that influence resource allocation, operational efficiency, and create business activities to improve revenue growth.
• Collaborate Across Functions: Partner closely with Sales Operations, Marketing, Product, Development, and Customer teams to validate assumptions, align financial strategies with business goals, and challenge inputs constructively to improve accuracy and impact.
• Build High-Performing Team: Recruit, mentor, and develop FP&A talent, fostering a culture of analytical rigor, collaboration, and continuous improvement. Champion best practices and innovation within the team.

Education

• Bachelor’s degree in Finance, Accounting, Economics, or related field

Experience

• 8–12+ years of progressive experience in FP&A or corporate finance, including experience scaling FP&A processes in a high-growth and / or investor-backed business
• Expertise in SaaS and subscription-based metrics to support scenario planning and advanced financial modeling
• Experience owning budgeting and forecasting processes
• Experience managing or mentoring team members
• Experience supporting Board-level reporting

Qualities

• Strong business partnership mindset with the ability to influence decision-making
• High integrity, ownership, and attention to detail
• Comfortable operating in a fast-paced, evolving environment
• Player/coach mentality—willing to roll up sleeves while leading others

Skills

• Advanced financial modeling and analytical skills, including fluency with Microsoft Excel (Claude AI + Excel experience a plus)
• Strong communication skills, with the ability to translate financial data into clear insights
• Experience working with core financial planning & ERP systems (e.g., Workday Adaptive, NetSuite, Salesforce)
• Ability to manage multiple priorities and drive projects to completion

• MBA or advanced degree

Arcadia.io helps innovative providers and payers across the country transform healthcare to reduce cost while improving patient health. We do this by aggregating large amounts of disparate data, applying algorithms to identify opportunities to provide better patient care, and making those opportunities actionable by physicians at the point of care in near-real time. We are passionate about helping our customers drive meaningful outcomes. We are growing fast and have emerged as a market leader in the highly competitive population health management software market and have been recognized by industry analysts KLAS, IDC, Forrester, and Chilmark for our leadership. For a better sense of our brand and products, please explore our website.

If you have concerns about the authenticity of a job offer or recruitment-related communication claiming to be from Arcadia, we encourage you to verify by contacting us directly at (781) 202-3600 and select option 3. For more information, visit our website.