Senior Financial Planning and Analysis Manager jobs in United States
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Sana · 1 month ago

Senior Financial Planning and Analysis Manager

Sana is a company focused on simplifying healthcare for its members. They are seeking a Senior Financial Planning and Analysis Manager to drive growth and enhance financial management processes, collaborating closely with the VP of Finance and other teams.

Employee BenefitsHealth CareInsurance
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Comp. & Benefits

Responsibilities

Own the monthly financial management process, analyzing actual vs. expected results. Collaborate cross-functionally to define and track actions necessary to achieve desired financial outcomes
Create and manage monthly performance reports and KPI dashboards for both internal leadership and external stakeholders. Manage the monthly internal and external reporting process
Drive the development of accurate and reliable annual budgets, rolling forecasts and multi-year cash flow projections. Develop a deep understanding of the key financial levers that drive the business performance
Collaborate with leadership on insightful analytics including deep dives into unit economics, customer acquisition cost (CAC), and lifetime value. Proactively identify and model new avenues for growth and operational efficiency
Partner with the People Team on critical cross-functional activities, including compensation plans, managing headcount planning, and tracking equity distribution
Respond to vendor and regulatory inquiries concerning financial data
Lead financial preparation for future fundraising rounds, manage ongoing investor relations, and oversee existing debt facilities

Qualification

Financial PlanningForecastingModelingExcel/Google SheetsKPI DashboardsBachelor’s DegreeHealthcare Industry ExperienceCommunication SkillsRelationship BuildingProblem Solving

Required

Minimum of 6 years of relevant, hands-on professional experience, with strong expertise in financial planning, forecasting and modeling, preferably in a high-growth startup environment
First principles thinker who approaches challenges creatively and flexibly to find the right process solutions aligned with our business model and stage of growth
Strong proficiency in Excel/Google Sheets. Knowledgeable about a variety of database, planning and forecasting software tools and the ability to critically assess which tools are appropriate for our needs
Excellent verbal and written communication skills – be able to explain complex financial concepts in easy-to-understand terms to people at different levels across the organization
Strong relationship building skills across departments and levels
Bachelor's Degree in Accounting, Finance or related field

Preferred

Bonus points for experience in the health insurance or broader healthcare industry

Benefits

Remote company with a fully distributed team – no return-to-office mandates
Flexible vacation policy (and a culture of using it)
Medical, dental, and vision insurance with 100% company-paid employee coverage
401(k), FSA, and HSA plans
Paid parental leave
Short and long-term disability, as well as life insurance
Competitive stock options are offered to all employees
Transparent compensation & formal career development programs
Paid one-month sabbatical after 5 years
Stipends for setting up your home office and an ongoing learning budget
Direct positive impact on members’ lives – wait until you see the positive feedback members share every day

Company

Sana makes healthcare simpler, more affordable, and higher quality for small and midsize businesses.

Funding

Current Stage
Growth Stage
Total Funding
$106.76M
Key Investors
Gigafund
2022-06-15Series B· $60M
2021-10-25Series A· $20M
2020-09-09Series A· $20.8M

Leadership Team

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Will Young
CEO & Co-founder
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Nathan Hackley
Co-Founder
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Company data provided by crunchbase