Vālenz® Health is the platform to simplify healthcare – the destination for employers, payers, providers and members to reduce costs, improve quality, and elevate the healthcare experience. The Valenz mindset and culture of innovation combine to create a distinctly different approach to an inefficient, uninspired health system. With fully integrated solutions, Valenz engages early and often to execute across the entire patient journey – from care navigation and management to payment integrity, plan performance and provider verification. With a 99% client retention rate, we elevate expectations to a new level of efficiency, effectiveness and transparency where smarter, better, faster healthcare is possible.About This Opportunity:As Director, Revenue FP&A, you will own the company’s revenue planning, forecasting, and performance management processes. This role is responsible for continuing to build and mature a structured, scalable forecasting approach while maintaining accuracy and insight in a dynamic, growth-oriented environment.Valenz operates across multiple products and service lines, with revenue driven by standalone offerings, cross-sell, and bundled solutions. You will translate complex commercial activity into clear financial outcomes and serve as the primary revenue partner to Sales, Revenue Operations, and Executive Leadership. This role includes regular preparation and delivery of executive- and sponsor-level materials, with visibility to senior leadership and private equity stakeholders.Things You’ll Do Here: Revenue Forecasting & PlanningOwn the end-to-end revenue forecasting process across multiple revenue streamsBuild and maintain driver-based models reflecting pipeline activity, conversion, implementation timing, and product mixEstablish and lead a consistent forecasting cadence to improve accuracy, transparency, and accountabilityTranslate pipeline activity and bookings into actionable financial forecastsCommercial Finance PartnershipServe as the primary finance partner to Sales and Revenue OperationsLead pipeline and forecast reviews, ensuring alignment across commercial and finance teamsChallenge assumptions, identify risks and opportunities, and provide clear visibility into performanceRevenue Performance & DriversAnalyze performance across product lines, bundled offerings, and cross-sell activityIdentify key drivers impacting revenue and provide actionable insightsTranslate complex revenue dynamics into clear, decision-ready outputsExecutive-Level Insights & ReportingPrepare and present materials for executive leadership and private equity stakeholdersOwn the revenue forecast narrative, clearly articulating performance, risks, and outlook to executive and board-level audiencesTranslate large, multi-source datasets into concise, actionable insightsElevate the quality, consistency, and clarity of revenue reportingInfrastructure & KPIsDefine and standardize revenue KPIs across systems and stakeholdersPartner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructureSupport pricing, deal evaluation, and go-to-market decisions through structured financial analysisTeam Leadership and DevelopmentManage and develop the revenue FP&A teamEstablish structure, prioritization, and accountability to support business needsReasonable accommodation may be made to enable individuals with disabilities to perform essential duties.What You’ll Bring to the Team:Bachelor’s degree in Finance, Accounting, Economics, or a related field12+ years of experience in FP&A or commercial finance, with significant ownership of revenue forecasting and planning5+ years of leadership experience managing and developing high-performing teams, with the ability to set direction, elevate capability, and drive accountabilityProven experience operating in complex revenue environments with multiple products, service lines, and interdependent revenue streamsDemonstrated ability to build and manage sophisticated, driver-based revenue models that translate pipeline activity into accurate financial forecastsStrong understanding of sales pipelines, funnel metrics, and revenue conversion dynamics, with the ability to challenge assumptions and improve forecast accuracyTrack record of serving as a trusted partner to Sales, Revenue Operations, and Executive Leadership, driving alignment between commercial performance and financial outcomesExperience preparing and presenting executive- and sponsor-level materials, with the ability to clearly communicate revenue performance, risks, and outlookAbility to operate with a high degree of autonomy, step into existing leadership gaps, and bring structure to evolving processesStrong 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 environmentsA plus if you have…MBA or advanced degreeExperience in a private equity-backed environmentBackground in healthcare, insurance, or similarWhere You’ll Work: This is a fully remote position, and we’ll provide all the necessary equipment!Work Environment: You’ll need a quiet workspace that is free from distractions.Technology: Reliable internet connection—if you can use streaming services, you’re good to go!Security: Adherence to company security protocols, including the use of VPNs, secure passwords, and company-approved devices/software.Location: You must be US based, in a location where you can work effectively and comply with company policies such as HIPAA.Why You'll Love Working HereValenz is proud to be recognized by Inc. 5000 as one of America’s fastest-growing private companies. Our team is committed to delivering on our promise to engage early and often for smarter, better, faster healthcare. With this commitment, you’ll find an engaged culture – one that stands strong, vigorous, and healthy in all we do.BenefitsGenerously subsidized company-sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book and KISx Card.Spending account options: HSA, FSA, and DCFSA401K with company match and immediate vestingFlexible working environmentGenerous Paid Time Off to include vacation, sick leave, and paid holidaysEmployee Assistance Program that includes professional counseling, referrals, and additional servicesPaid maternity and paternity leavePet insuranceEmployee discounts on phone plans, car rentals and computersCommunity giveback opportunities, including paid time off for philanthropic endeavorsAt Valenz, we celebrate, support, and thrive on inclusion, for the benefit of our associates, our partners, and our products. Valenz is committed to the principle of equal employment opportunity for all associates and to providing associates with a work environment free of discrimination and harassment. All employment decisions at Valenz are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social, or ethnic origin,
