Manager, Strategic Finance & Capacity Planning

Position Overview

Manager, Strategic Finance & Capacity Planning is responsible for leading revenue forecasting, capacity planning, cost modeling, and margin optimization for the Price Optimization business. This role integrates client demand signals, sales pipeline inputs, and operational capacity into actionable forecasts and strategic plans that enable scalable, profitable growth.

This leader partners closely with Finance (FP&A), Operations, Technology, and Executive Leadership to drive data‑informed decision‑making, investment prioritization, and operational efficiency. The role owns key sales operations processes, tools, and analytics that directly impact revenue performance, cost structure, and margin outcomes.

• Lead end‑to‑end revenue forecasting processes incorporating client schedules, pipeline data, and operational capacity
• Translate business drivers into forecast assumptions, timelines, and scenario models
• Align sales expectations with operational capacity

• Own budget planning and expense management
• Perform variance analysis to identify risks and opportunities
• Ensure alignment between spend, revenue, and margin targets

• Develop and manage workforce and capacity planning models
• Identify and mitigate capacity constraints
• Establish scalable frameworks for growth

• Own costing models and unit economics visibility
• Support price structure evaluation
• Drive margin improvement initiatives

• Develop business cases for investments
• Evaluate ROI and financial impact
• Support Make vs. Buy vs. Automate analyses

• Own Finance Operations processes impacting forecast accuracy, capacity alignment, and margin performance
• Drive improvements in forecast accuracy, cost discipline, and profitability
• Act as a cross‑functional strategic partner
• Influence senior leadership decision‑making
• Establish best practices and scalable frameworks

• 10+ years of experience in Sales Operations, Finance, FP&A, or Commercial Finance
• Bachelor's degree in Finance, Accounting, Economics, or related field
• Experience in US healthcare or related industry preferred
• Solid financial modeling and analytical skills
• Familiarity with pricing strategy and deal economics
• Experience using AI‑powered tools (e.g., Claude or similar large language models) to enhance analysis, automate workflows, and improve decision‑making efficiency

Please note at this time we are unable to proceed with candidates who require visa sponsorship now or in the future.

Zelis is headquartered in the U.S., with multiple locations across the country and in Hyderabad, India. The location expectations vary by role, but candidates within approximately 50 miles of a U.S. office are generally preferred to support collaboration when needed. Our hybrid approach is flexible, and in‑office presence is guided by team and business needs rather than a fixed weekly schedule.

Zelis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We welcome applicants from all backgrounds and encourage you to apply even if you don't meet 100% of the qualifications for the role. We believe in the value of diverse perspectives and experiences and are committed to building an inclusive workplace for all.

We are dedicated to ensuring our application process is accessible to all candidates. If you are a qualified individual with a disability or a disabled veteran and require a reasonable accommodation with any part of the application and/or interview process, please email

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities, duties, and skills from time to time.