SVP, Financial Planning

About the role

As a visionary Senior Vice President of Financial Planning, you’ll lead at the crossroads of strategy, innovation, and impact. This isn’t just a finance role—it’s a chance to architect the financial engine behind a mission-driven organization poised for growth and a future IPO. You’ll steer Corporate FP&A and operational finance, partnering with leaders across MedEcon, Analytics, Clinical Performance, and Provider Finance to fuel smarter decisions, sharper execution, and stronger outcomes.

Responsibilities

• Lead performance management tied to key metrics and business drivers that inform strategic decisions.
• Deliver timely, reliable financial analysis and performance metrics to executive and senior leadership and the Board, including forecasting, budgeting, and resource planning.
• Manage the enterprise budget process and consolidate brand-level budgets into a unified financial plan.
• Streamline systems and processes to improve efficiency and quality.
• Support capital raising by preparing due diligence materials and presenting data in a clear and compelling way that supports the company’s narrative.
• Develop long-term financial strategies to position the company for a successful IPO.
• Collaborate with Actuary and MedEcon to structure pricing and contract terms for profitability.
• Improve data alignment and reconciliation to enhance contract and member performance.
• Use analytics to identify healthcare cost trends and drivers; partner with teams to evaluate initiatives addressing cost trends.
• Design provider incentives that balance impact and budget.
• Lead product development strategy and execution; ensure product roadmaps and documentation are in place; build business cases to secure development funding.
• Own revenue and expense targets; integrate product portfolio into recurring revenue forecasts; maintain systems to monitor risks and opportunities; apply financial analysis to optimize revenue; track product expansion and yield against targets.
• Guide implementation team on solution architecture and project delivery; develop provider incentives and contracts in collaboration with engagement and operations teams; demonstrate proficiency in Renal IQ and communicate data insights in provider meetings.

Required Qualifications

• A financial leader with a growth mindset—minimum of 10 years of progressive experience in accounting or finance, with demonstrated ability to lead in rapidly evolving environments or scaling public companies.
• A credentialed professional with business insight—MBA and CPA certification or equivalent strongly preferred.

Knowledge, Skills, And Abilities

• A public company expert with audit experience—previous experience working for a publicly listed organization or within an audit firm, such as Big 4 or similar.
• A compliance advocate with reporting expertise—strong knowledge of private and public company reporting, audits, and regulatory compliance.
• A systems-focused problem solver—strong experience with cloud-based accounting platforms, ideally with a background in system implementation.
• A clear communicator and collaborative partner—excellent communication and team leadership abilities to work effectively with internal teams and external auditors.
• A strategic contributor with hands-on experience—proven ability to manage both strategic initiatives and detailed financial tasks in a dynamic environment.
• A team developer with long-term impact—demonstrated history of career growth and retention in previous roles.

Compensation

$265,000 to $300,000 per year. Compensation for the role will depend on a number of factors, including a candidate’s qualifications, skills, competencies, experience, and geographic location and may fall outside of the range shown above. In addition, this position may be eligible for a discretionary performance-based bonus in accordance with the Company's applicable incentive compensation plans.