Principal FP&A (SaaS Healthcare Technology)
RedoxAbout the role
Opportunity & Impact
We are hiring a Principal FP&A to serve as the strategic and operational owner of our financial planning and analysis function. This is a highly visible, high-impact individual contributor role at a ~130-person, high-growth SaaS company, partnering directly with executive leadership.
As the primary finance business partner across the organization. This role is designed for a senior, hands-on operator who can both set strategy and execute -owning everything from forecasting and modeling to board-level insights.
You’ll work closely with the Chief of Staff and collaborate across Product, Engineering, Sales, Customer Success, Marketing, and Operations to drive data-informed decision-making.
This is not a “support” role—this is full ownership of FP&A.
What You’ll Do
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Own and evolve company-wide financial planning, budgeting, and forecasting processes
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Build, maintain, and continuously improve financial models to support growth and strategic planning
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Deliver monthly reporting packages and dashboards with clear, actionable insights
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Lead scenario planning and develop materials for executive and board-level discussions
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Act as a strategic partner to leadership, translating financial data into business decisions
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Partner cross-functionally to align financial plans with company objectives
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Support close processes in collaboration with Accounting
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Contribute to investor reporting, fundraising support, and long-range planning
What We’re Looking For
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10+ years of progressive finance experience, with strong SaaS FP&A expertise
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Proven ability to independently own and scale FP&A in a high-growth environment
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Deep expertise in financial modeling, forecasting, and scenario analysis
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Strong understanding of SaaS metrics (ARR, CAC, LTV, retention, gross margin, etc.)
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Experience partnering with executive stakeholders and influencing decision-making
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Ability to operate with high autonomy in fast-paced, ambiguous environments
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Track record of driving initiatives end-to-end with minimal direction
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Excellent communication skills with a proactive, stakeholder-oriented mindset
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Advanced proficiency in Excel or Google Sheets
Nice to Have
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Experience in a fast-paced healthcare technology
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Familiarity with tools such as Salesforce and QuickBooks
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Experience supporting board meetings, investor updates, or fundraising processes
How You’ll Work
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Operate as an owner, not a task-taker
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Take full accountability for outcomes, not just deliverables
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Communicate proactively and clearly with stakeholders
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Balance speed and accuracy to meet business-critical timelines
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Act as a trusted thought partner across the leadership team
What Success Looks Like
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First 30 Days:
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Ramp quickly on the business model, key drivers, and financial landscape
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Take ownership of forecasting, reporting, and financial models
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Lead planning cycles with minimal oversight
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Identify gaps and implement immediate improvements
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Build strong cross-functional relationships
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Deliver clear, timely, and accurate insights to leadership
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Continuously improve forecasting accuracy and planning processes
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Act as a trusted advisor on financial and strategic decisions
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Lead forward-looking analysis to support company growth
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Elevate FP&A into a proactive, strategic function across the organization
Ongoing:
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