Sr. Manager, Financial Planning & Strategy

Who we are  

Transcarent is the One Place for Health and Care. We cut through complexity, making it easy for people to access high-quality, affordable health and care. We create a personalized experience tailored for each Member, including an on-demand care team, and a connected ecosystem of high-quality, in-person care and virtual point solutions. Transcarent eliminates the guesswork and empowers Members to make better decisions about their health and care.

Transcarent is aligned with those who pay for healthcare and takes accountability for results – offering at-risk pricing models and transparent impact reporting to ensure incentives support a measurably better experience, better health, and lower costs. 

At Transcarent, you will be part of a world-class team, supported by top tier investors like 7wireVentures and General Catalyst, and founded by a mission-driven team committed to transforming the health and care experience for all. In May 2024, we closed our Series D with $126 million, propelling our total funding to $450 million and fueling accelerated AI capabilities and strategic growth opportunities. 

We are looking for teammates to join us in building our company, culture, and Member experience who:  

• Put people first, and make decisions with the Member’s best interests in mind 
• Are active learners, constantly looking to improve and grow 
• Are driven by our mission to measurably improve health and care each day 
• Bring the energy needed to transform health and care, and move and adapt rapidly 
• Are laser focused on delivering results for Members, and proactively problem solving to get there 

About this role  

As Sr. Manager, FP&S (SG&A), you will play a pivotal role in shaping the financial future and strategic direction of our organization. You will lead financial planning, strategic growth, and efficiency initiatives for our customer-facing operations and internal-facing departments to propel our company forward. Reporting to our SVP, FP&A, this role offers an exciting opportunity to be a strategic planner and business partner in a high-growth environment with a focus on growth.     

What you'll do  

• Lead and oversee all aspects of go-to-market and G&A financial planning, including budgeting, long-range planning, forecasting, and financial reporting to provide actionable insights and support strategic decision-making 
• Serve as a member of our SG&A leadership team and act as a strategic business partner to the CCO, COO, CMO, CFO, CHRO, and General Counsel 
• Develop and administer commissions plans that drive profitable growth for the organization 
• Review new and existing vendor agreements and software usage to call out to leadership areas to negotiate before the signing of the agreement or renewal 
• Prepare monthly and quarterly management and board reporting 
• Assist with some pricing desk requests with unit economic pricing analysis  

What we’re looking for  

• 5+ plus years of relevant experience in Sales Finance/FP&A at a high-growth company (healthcare is a plus), investment banking, or investing 
• Advanced excel modeling abilities 
• Can articulate with excellent verbal and written communication skills. Capable of presenting complex financial information in an easy-to-understand format 
• Collaboratively-focused, able to maintain a positive personality and work well with others in a fast-paced and ever-changing business 
• Ability to think creatively; self-driven and motivated. The highest standards of integrity and transparency; highly organized 
• Comfortable completing projects requiring individual initiative and flexibility in tight time frames 
• Bachelor’s degree or equivalent professional experience  
• Although we are fully