Director, Financial Planning and Analysis (FP&A)

Arcadia is dedicated to happier, healthier days for all. We believe that there is a better healthcare world – one powered by data. Our platform transforms complex, diverse data into a unified foundation for health, helping organizations deliver better care, boost revenue, and lower costs.   We’re a team of fiercely driven individuals committed to making healthcare more sustainable—and we’re looking for passionate people to help us get there.   For more information, visit arcadia.io.     Why This Role Is Important to Arcadia 

The Director of Financial Planning & Analysis (FP&A) will serve as a key partner to the CFO and senior leaders, translating financial data into actionable insights that drive business performance. This role owns the company’s planning processes—including annual budgeting, rolling forecasts, and long-range planning—while ensuring accuracy, transparency, and accountability across the organization.

This individual will lead the development and maintenance of Arcadia’s financial models, provide clear visibility into business performance, and identify risks and opportunities to support strategic decision-making. As a player/coach, the Director will balance hands-on analytical work with team leadership, helping to scale FP&A capabilities as the business grows.

What Success Looks Like   In 3 months  

• Develop a strong understanding of Arcadia’s SaaS and services business model, key drivers, and financial structure
• Build relationships with CFO, Controller, Director of Finance, cross-functional leaders and entire Finance team
• Take ownership of monthly reporting, variance analysis, and forecasting cadence
• Gain fluency in financial systems (e.g., Workday Adaptive, NetSuite)

  In 6 months  

• Lead the forecasting process with improved accuracy and transparency into key drivers
• Deliver clear, actionable insights to senior leadership on performance, risks, and opportunities
• Partner effectively with business leaders to support decision-making and resource allocation
• Identify and implement improvements in reporting and planning processes

   In 12 months  

• Fully own the annual budgeting and long-range planning processes
• Enhance financial modeling to support scale, growth, and scenario planning
• Provide high-quality materials for executive leadership and Board discussions
• Develop and mentor FP&A team members while elevating overall function maturity

What You'll Be Doing

• Modernize FP&A Practices: Integrate advanced analytics, modern planning tools, and real-time data to transform FP&A into a proactive, strategic partner to the Business. Implement processes that enable continuous forecasting and agile decision-making. Develop, maintain, and enhance the company’s financial models (including full P&L and key SaaS metrics).
• Enable SaaS Revenue Insights: Incorporate key metrics such as ARR, CARR, churn, and healthcare-specific performance indicators / KPIs into financial planning and analysis. Develop customer-centric metrics and leverage external benchmarking to improve forecasting accuracy to surface trends and support business planning.
• Lead Planning & Forecasting: Drive the annual operating plan, rolling forecasts and long-range planning process, incorporating scenario modeling, sensitivity analysis, and strategic investment recommendations. Ensure plans are granular, dynamic, and aligned with evolving business models.
• Deliver Actionable Insights & Reporting: Source and monitor core KPIs, identify internal and external industry trends, and translate complex data into clear, compelling narratives for senior leadership and private equity investors. Provide insights that influence resource allocation, operational efficiency, and create business activities to improve revenue growth.
• Collaborate Across Functions: Partner closely with Sales Operations, Marketing, Product, Development, and Customer teams to validate assumptions, align financial strategies with business goals, and challenge inputs constructively to improve accuracy and impact.
• Build High-Performing Team: Recruit, mentor, and develop FP&A talent, fostering a culture of analytical rigor, collaboration, and conti