Director, Revenue Strategy; FP&A

Director, Revenue Strategy (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.

About This Opportunity:
As the Director, Revenue Strategy (FP&A), you'll serve as the strategic financial leader responsible for driving revenue planning, growth analysis, and executive decision support across Valenz. Valenz operates across multiple products and service lines, with revenue driven by standalone offerings, cross-sell, and bundled solutions, creating a dynamic and complex commercial environment. This role partners closely with Sales, Operations, and Executive leadership to translate commercial strategy into financial outcomes, providing insight into revenue performance, growth opportunities, investment decisions, and enterprise value creation.

The Director will lead the evolution of Valenz's revenue planning capabilities while helping shape the strategic decisions that drive long-term growth.

• Lead enterprise revenue planning and long-range growth modeling across all business lines
• Evaluate growth opportunities, investment priorities, and strategic initiatives through rigorous financial analysis
• Partner with executive leadership to establish revenue targets and growth assumptions
• Build scenario models that assess potential outcomes, risks, and strategic tradeoffs

• Serve as the strategic finance partner to Sales, Revenue Operations, Product, and Executive Leadership
• Assess the financial impact of pricing strategies, product launches, market expansion, and cross-sell initiatives
• Prepare and present strategic analyses and recommendations for executive leadership, board meetings, and private equity stakeholders
• Challenge assumptions, identify risks and opportunities, and improve visibility into business performance

• Lead enterprise revenue performance analysis across product lines, bundled offerings, and cross-sell activity
• Develop actionable insights that improve business decision-making and resource allocation
• Establish scalable forecasting methodologies, performance metrics, and governance processes
• Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure

• Build and develop a high-performing Revenue Strategy and FP&A function
• Establish priorities, operating rhythms, and accountability frameworks that support business objectives
• Champion a culture of data-driven decision making and continuous improvement

Reasonable 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 field
• 8+ 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
• Experience leading revenue forecasting and planning within a complex, multi-product business, including development of driver-based models tied to pipeline and commercial performance
• Proven ability to influence executive decision-making through financial analysis, strategic partnership, and executive-level communication
• Ability to operate with a high degree of autonomy, step into existing leadership gaps, and bring structure to evolving processes
• Experience building scalable planning…