Senior Financial Planning & Analysis Associate

Our Mission

Healthcare should work for patients, but it doesn’t. In their time of need, they call down outdated insurance directories. Then wait on hold. Then wait weeks for the privilege of a visit. Then wait in a room solely designed for waiting. Then wait for a surprise bill. In any other consumer industry, the companies delivering such a poor customer experience would not survive. But in healthcare, patients lack market power. Which means they are expected to accept the unacceptable.

 

Zocdoc’s mission is to give power to the patient. To do that, we’ve built the leading healthcare marketplace that makes it easy to find and book in-person or virtual care in all 50 states, across +200 specialties and +12k insurance plans. By giving patients the ability to see and choose, we give them power. In doing so, we can make healthcare work like every other consumer sector, where businesses compete for customers, not the other way around. In time, this will drive quality up and prices down. 

 

We’re 17 years old and the leader in our space, but we are still just getting started. If you like solving important, complex problems alongside deeply thoughtful, driven, and collaborative teammates, read on.

 

Your Impact on our Mission

Zocdoc’s most important asset is our people.  As a Senior FP&A Associate you’ll play a meaningful role as a key finance partner to the Tech & Product organizations, driving departmental budgeting, monthly forecasting, and influencing business strategy. Zocdoc is seeking someone who is proactive in analyzing financial variances, identifying cost efficiencies, and delivering data-driven recommendations to influence the product and engineering initiatives. This position will have direct exposure to department leaders and corporate executive management.

 

You’ll enjoy this role if you are…

• A strong cross-functional partner who builds trusted relationships with stakeholders at all levels, including senior leadership
• Proactive and action-oriented—you don’t just analyze numbers, you use them to drive outcomes
• Comfortable leading projects independently, prioritizing initiatives, and managing competing deadlines in a fast-paced environment
• Excited to leverage technology, systems, and automation to improve forecasting, reporting, and planning processes
• Motivated by seeing your work translate into real business impact—both on financial performance and company-wide priorities

 

Your day to day is…

• Owning the development of the annual financial plan and rolling forecasts, partnering with budget owners to provide actionable financial insights
• Partnering with department leaders and Technology and Product teams to develop driver-based financial models for budgeting, forecasting, and headcount planning
• Providing department leaders with tailored financial and operational reporting necessary to optimize performance within their departments
• Investigating financial variances, trends and drivers to influence business strategy
• Independently driving cost optimization initiatives, including vendor efficiency, SaaS spend analysis, and R&D budget alignment, ensuring financial resources are prioritized effectively
• Leading meetings with stakeholders and prepare relevant content to support forecasting & budgeting processes and provide necessary financial analysis to support the business
• Owning core FP&A processes, proactively defining priorities and project approaches while continuously improving financial planning capabilities
• Leveraging financial systems to analyze financial results and budget as well as provide timely and relevant reporting 
• Playing a lead role in company-wide budgeting and FP&A initiatives, working cross-functionally to drive alignment on financial goals.

 

You’ll be successful in this role if you have…

• 4+ years of experience in FP&A, corporate finance, or strategic finance, with a track record of driving financial strategy and business decision-making in a fast-paced environment
• Experience in technology, healthcare, and/or consumer marketplaces a plus
• The ability to stay highly organized, self-motivated, and are able to manage multiple high-impact projects simultaneously
• Excellent communication and executive presentation skills, with the ability to translate financial insights into clear, actionable recommendations
• Expertise in financial modeling and analytics, with advanced proficiency in Excel
• Strong leadership and influencing skills, with the ability to collaborate effectively across functions and levels of the organization
• A solid u