Overview

Overview:

The Senior Director, FP&A is an enterprise-level finance leader with full strategic ownership of financial planning, revenue and margin analysis, and cross-functional business partnership across HealthEdge's SaaS and BPaaS lines of business. Reporting to the SVP of Finance, this role is accountable not only for delivering financial insight but for shaping the strategic direction of the finance function and influencing how the organization allocates capital, manages performance, and drives growth.

 

This leader brings a combination of deep FP&A expertise, executive presence, and transformational leadership. They are a thought leader in financial strategy capable of anticipating business headwinds, challenging conventional thinking, and introducing new frameworks that elevate decision-making across the enterprise. They operate with high autonomy and are expected to bring a point of view, proactively shape the agenda, and hold themselves and their team accountable to outcomes, not just outputs. . They are a trusted advisor, capable people leader, and a catalyst for organizational change.

ABOUT CENTERS OF EXCELLENCE

Centers of Excellence (COE) are teams whose primary goal is to provide expertise in a specific field. COEs provide support through training, research, and skilled leadership. At HealthEdge, our Centers of Excellence span Human Resources, IT, Legal, and Finance — each providing strategic support to our Product divisions and enabling the enterprise to move forward and achieve its goals.

ESSENTIAL DUTIES & RESPONSIBILITIES

Strategic Ownership & Thought Leadership

The Senior Director is expected to be a visible thought leader bringing proactive ideas, financial strategy, and business intelligence to the executive leadership table.

• Drives continuous improvement across covered business lines, including gaps in processes, tools, and team capabilities and leading initiatives to close them in alignment with the broader finance strategy.
• Serve as the primary financial voice and strategic advisor for the SaaS and BPaaS business lines, with accountability for how financial insights influence commercial and operational decisions.
• Introduce industry best practices and emerging frameworks (e.g., SaaS and BPaaS profitability models) to continuously elevate the finance function.
• Anticipate financial and market risks before they materialize; present proactive mitigation strategies and scenario analysis to the SVP of Finance and CFO.
• Act as a thought partner to the SVP of Finance on enterprise strategy, capital allocation, and organizational design contributing meaningfully beyond the boundaries of the traditional FP&A function.

People Leadership & Team Development

• Lead, develop, and retain a team of financial analysts and business partners supporting multiple functional areas across the organization.
• Set clear performance expectations, provide regular coaching and feedback, and build a culture of accountability, intellectual curiosity, and continuous improvement.
• Develop team capabilities in financial modeling, business partnership, and executive communication investing in both technical and professional growth.
• Build and manage team structure and capacity to scale with organizational complexity, ensuring spans of control and role clarity keep pace with business growth.
• Create succession pipelines within the team identifying high-potential analysts and investing in their development toward senior roles.
• Model an ownership mindset: holding the team accountable for the quality, accuracy, and timeliness of all financial deliverables.

Financial Planning & Analysis

• Own the annual budgeting, quarterly forecasting, and long-range planning processes for all covered functions, including Product Development, SaaS, and BPaaS.
• Lead monthly close activities including variance analysis, management reporting, and executive commentary translating financial results into clear business narratives.
• Design and maintain financial models that enable scenario planning, headcount optimization, and investment prioritization across all covered functions.
• Develop and continuously improve planning assumptions, cost allocation methodologies, and KPI frameworks aligned to each function's business model.
• Ensure the accuracy, integrity, and timeliness of all financial deliverables produced by the team.
• Champion automation and self-service reporting — reducing manual effort and enabling real-time access to financial data across the organization.

Business Partnership Revenue & Product

• Partner with Sales, Customer Success, and Professional Services leadership to develop revenue forecasts, track pipeline c