Director, Revenue Strategy (FP&A)

Overview

Vālenz® Health is a platform designed to simplify healthcare. It serves employers, payers, providers, and members to reduce costs, improve quality, and enhance the healthcare experience. The company's innovative mindset and culture focus on creating a more efficient, effective, and transparent health system through integrated solutions that engage throughout the patient journey.

About the Role

As the Director, Revenue Strategy (FP&A), you will lead the strategic financial planning and analysis for revenue growth across Valenz's diverse product and service lines. This role requires deep collaboration with Sales, Operations, and Executive leadership to ensure alignment on revenue targets, investment priorities, and strategic initiatives. You will also be responsible for assessing the financial impacts of various business decisions and presenting insights to executive teams.

Responsibilities

• Lead enterprise revenue planning and long-range growth modeling across all business lines
• Evaluate growth opportunities, investment priorities, and strategic initiatives through rigorous financial analysis
• Partner with executive leadership to establish revenue targets and growth assumptions
• Build scenario models that assess potential outcomes, risks, and strategic tradeoffs
• Serve as the strategic finance partner to Sales, Revenue Operations, Product, and Executive Leadership
• Assess the financial impact of pricing strategies, product launches, market expansion, and cross-sell initiatives
• Prepare and present strategic analyses and recommendations for executive leadership, board meetings, and private equity stakeholders
• Establish scalable forecasting methodologies, performance metrics, and governance processes
• Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure
• Build and develop a high-performing Revenue Strategy and FP&A function
• Establish priorities, operating rhythms, and accountability frameworks that support business objectives
• Champion a culture of data-driven decision making and continuous improvement

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 8+ years of experience in FP&A or commercial finance, with significant ownership of revenue forecasting and planning
• 5+ years of leadership experience managing and developing high-performing teams, with the ability to set direction, elevate capability, and drive accountability
• Experience leading revenue forecasting and planning within a complex, multi-product business, including development of driver-based models tied to pipeline and commercial performance
• Proven ability to influence executive decision-making through financial analysis, strategic partnership, and executive-level communication
• Experience building scalable planning processes, forecasting frameworks, and reporting capabilities within a growing organization
• Strong systems and technical proficiency, including experience with FP&A and planning tools (Adaptive, Planful, Vena, Hyperion, etc.), advanced Excel, and familiarity with CRM and data environments
• MBA or advanced degree
• Experience in a private equity-backed environment
• Background in healthcare, insurance, or similar

Qualifications

• Experience in a fully remote setting
• Quiet workspace with minimal distractions
• Reliable internet connection
• Compliance with company security protocols
• US-based residency

Benefits

• Generously subsidized Medical, Dental, and Vision insurance
• Spending account options: HSA, FSA, and DCFSA
• 401K with company match and immediate vesting
• Flexible working environment
• Generous Paid Time Off
• Employee Assistance Program
• Paid maternity and paternity leave
• Pet insurance
• Employee discounts on phone plans, car rentals, and computers
• Community giveback opportunities