Director, Revenue FP&A

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.

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.

• Own the end‑to‑end revenue forecasting process across multiple revenue streams
• Build and maintain driver‑based models reflecting pipeline activity, conversion, implementation timing, and product mix
• Establish and lead a consistent forecasting cadence to improve accuracy, transparency, and accountability
• Translate pipeline activity and bookings into actionable financial forecasts

• Serve as the primary finance partner to Sales and Revenue Operations
• Lead pipeline and forecast reviews, ensuring alignment across commercial and finance teams
• Challenge assumptions, identify risks and opportunities, and provide clear visibility into performance

• Analyze performance across product lines, bundled offerings, and cross‑sell activity
• Identify key drivers impacting revenue and provide actionable insights
• Translate complex revenue dynamics into clear, decision‑ready outputs

• Prepare and present materials for executive leadership and private equity stakeholders
• Own the revenue forecast narrative, clearly articulating performance, risks, and outlook to executive and board‑level audiences
• Translate large, multi‑source datasets into concise, actionable insights
• Elevate the quality, consistency, and clarity of revenue reporting

• Define and standardize revenue KPIs across systems and stakeholders
• Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure
• Support pricing, deal evaluation, and go‑to‑market decisions through structured financial analysis

• Manage and develop the revenue FP&A team
• Establish structure, prioritization, and accountability to support business needs

Reasonable accommodation may be made to enable individuals with disabilities to perform essential duties.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 12+ years of experience in FP&A or commercial finance, with significant ownership of revenue forecasting and planning
• 5+ years of leadership experience managing and developing high‑performing teams, with the ability to set direction, elevate capability, and drive accountability
• Proven experience operating in complex revenue environments with multiple products, service lines, and interdependent revenue streams
• Demonstrated ability to build and manage sophisticated, driver‑based revenue models that translate pipeline activity into accurate financial forecasts
• Strong understanding of sales pipelines, funnel metrics, and revenue conversion…