Sr. Director, Corporate FP&A

Who we are  

Transcarent and Accolade have come together to create the One Place for Health and Care, the leading personalized health and care experience that delivers unmatched choice, quality, and outcomes. Transcarent’s AI-powered WayFinding, comprehensive Care Experiences – Cancer Care, Surgery Care, Weight – and Pharmacy Benefits offerings combined with Accolade’s health advocacy, expert medical opinion, and primary care, allows us to meet people wherever they are on their health and care journey. Together, more than 20 million people have access to the combined company’s offerings. Employers, health plans, and leading point solutions rely on us to provide trusted information, increase access, and deliver care.

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 

• Reporting to the SVP, FP&A - serve as a strategic business partner to executive leadership, shaping financial strategy and providing forward-looking, data-driven insights to guide decision-making and resource allocation. 
• Lead the entire corporate financial planning process, including annual budgeting, rolling forecasts, long-range planning, and scenario modeling. 
• Drive automation and systems optimization to deliver operational excellence across FP&A activities. 
• Champion auditability, transparency, and investor readiness 
• Please note that this role will be based in Chicago and will follow a hybrid office schedule

What you’ll do

• Lead development of the annual operating plan, monthly forecasts, and long-range models (P&L, cash flow, balance sheet, KPI tracking). 
• Conduct deep variance analysis and trend forecasting; deliver high-impact insights to executives and board members. 
• Build and maintain robust, scalable models—covering unit economics, ROI evaluations, product/channel-level financials, cost optimization, and capital allocation recommendations. 
• Streamline and automate financial planning processes using tools like Pigment/Adaptive, NetSuite, or Excel—improving speed, accuracy, and self-service reporting capabilities. 
• Prepare executive-level materials, including board reports, quarterly investor reporting, and EAC BvAs/FvAs—ensuring clarity and strategic alignment. 
• Partner cross-functionally with Accounting, HR/People Ops (e.g., headcount planning, benefits), Legal, and Corporate Development. 
• Lead, mentor, and scale a high-performing, world-class FP&A team across functions or geographies. 
• Drive strategic ad hoc initiatives—like business case evaluations, or project investments—to support corporate strategy and capital allocation. 

What we’re looking for 

• 13+ years of progressive experience in strategic finance/FP&A roles, including at least 5 years in leadership over corporate FP&A within high-growth or public environments. 
• Demonstrated success in optimizing planning cycles, implementing financial systems, and driving process excellence. 
• Advanced skills in financial modeling, scenario planning, KPI development, and strategic performance analysis. 
• Excellent communication and storytelling capabilities to present complex financial information to executives, boards, and investors. 
• Proven experience building, coaching, and retaining top-tier remote FP&A talent. 
• Hands-on user of financial planning tools and systems (e.g., Anaplan, Pigment, Adaptive Planning, NetSuite, Excel). 
• Agile, growth-oriented mindse