Director, Financial Planning and Analysis (FP&A)

Who we are:

Founded in 2016, K Health's mission is to deliver accessible, high-quality healthcare at scale. As a leading clinical AI company in primary care, K Health has developed a suite of clinical AI agents that enhance provider efficiency and improve patient outcomes across both online and in-person primary care settings. K Health's primary care platform engages patients through a personalized investigation, informed by relevant medical history from the EMR, to provide primary care providers with comprehensive insights and automated workflows at the point of care. Coupled with patient insights, K Health’s technology empowers providers to make individualized diagnoses and treatment decisions and deliver high-quality medicine at scale.

As a venture-backed startup trusted with nearly $400 million in funding, and a $900 million valuation as of July 2024, K Health is well-positioned for sustained future growth. We continue to partner with a growing roster of major health systems (Cedars-Sinai, Hackensack Meridian Health, Hartford HealthCare), enhancing accessibility and quality of care by pairing people with technology. 

K Health is a modern healthcare company that is reinventing the patient, provider, and AI cooperative for a singular, digitally unified, high-quality care delivery mission. Our cross-functional approach integrates deep expertise in clinical care, operations, data science, product, consumer marketing, and engineering into one team that is transforming the experience of patients, providers, and the overall care delivery system. Join us in our mission to deliver smarter, simpler healthcare!

About the role:

The finance team is a small yet impactful group of smart and dynamic people who are passionate about building a finance and accounting organization that supports K Health.  We are building processes and reporting from the ground up. You will have a chance to make a substantial impact on the organization by designing processes and teams around our expertise and know-how. Our culture is supportive and emphasizes teamwork; we are looking to support one another, proactively problem solve and communicate openly and regularly.

As a Director, FP&A you will be responsible for defining, building, delivering and maintaining the financial planning, reporting & analysis requirements of the business.

This role requires in-office presence in our New York office four days per week.

What you’ll do: 

• The FP&A Director will be responsible for driving business performance and predictability through financial planning, value-added reporting and analysis, and financial partnership with key stakeholders throughout the organization
• Every day you'll partner and collaborate with stakeholders across the org to review financial performance and to update rolling forecasts on an ongoing basis
• As part of this fast-paced team, you'll view financials through a critical eye, constantly looking for variances or anomalies in data and trends
• You'll use this analysis to ensure financial accuracy, provide insight on business performance, and discuss strategies for improvement
• Collaborate directly with stakeholders across the organization, analyzing and projecting KPIs and all facets of revenue/expense, with the objective of accurately forecasting performance and nurturing sound financial decision-making
• Build and manage the company’s long-term financial models, including forecasting, budgeting, resource allocation, and long-range planning
• Develop KPIs to track team/company-level performance and identify opportunities for growth or increased efficiency
• Build, maintain, and improve financial reporting to measure and track results against expectations
• Partner with analytics team to define data needs and ensure data accuracy
• Communicate results and trends to management with appropriate recommendations for action when results drift from the forecast
• Partner with Accounting to identify and execute on key milestones as the company matures

What we’re looking for:  

• Undergraduate or graduate degree in finance, accounting, economics, or another business-related field, or equivalent related experience
• 5+ years of relevant experience in FP&A, financial forecasting, modeling, strategic planning, and financial analysis experience in a multi-location organization
• Demonstrated proficiency communicating verbally and in writing both within the corporation and externally
• Strong interpersonal skills including demonstrated ability create and maintain collaborative professional relationships
• SaaS and/or healthcare experience is a plus
• Expert proficiency with Microsoft Office Suite (i.e Excel, Word, and Powerpoint)
• Advanced Excel skills associated with large volumes of data, data management and reporting
• Experience implementing financial database systems
• Good knowledge of financial and accounting principles
• Ability to understand both cash and GAAP-based accounting and modeling
• Enjoy working in a fast-paced environment and handle multiple tasks concurrently
• Excellent time management, planning, communication, decision-making, and presentation skills
• Excellent problem solving and analytical skills with good intuition

Benefits & Perks:  #LI-Hybrid

• Hybrid work schedule with weekly lunches and stocked fridges 
• 18 vacation days, 9 company holidays, 5 sick days, and 2 personal days 
• Stock options for every full-time employee 
• Paid parental leave
• 401k benefit
• Commuter Benefits 
• Competitive health, dental, and vision insurance options 

We offer competitive compensation packages based on industry benchmarks for function, level, and geographic location. Offer amounts are determined by multiple factors such as a candidate's experience and expertise.  

We are proud to be an Equal Opportunity Employer and consider applicants for employment regardless of race, ethnicity, religion, color, national origin, ancestry, disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, sexual orientation, pregnancy, childbirth and breastfeeding, age, citizenship, military or veteran status, or any other class protected by applicable federal, state, and local laws. We’re deeply committed to building teams as diverse as the patients we serve and strive to cultivate an environment where everyone can bring their most authentic self to work. We depend on our differences to make our team stronger, our workplace more dynamic, and our product accessible to all of our users.

We are committed to maintaining the integrity of our hiring process and ensuring a safe environment for all candidates. All communication for job offers from K Health will come from email addresses ending in @khealth.com. K Health will never ask you to provide financial information about yourself during the recruitment process. We will never use personal email accounts or other domains for official correspondence. Our official job postings are only listed on our official website and reputable job boards. Be cautious of job offers from sources other than these platforms.