Sr. Director, Financial Planning & Analysis

Finance – Financial Planning & Analysis /
Full-time /
We are seeking a passionate and highly motivated individual to be a Sr. Director in Included Health’s Financial Planning & Analysis function. Working in partnership with cross-functional partners and stakeholders, this role will have three main functions: corporate FP&A modeling, corporate M&A and joint venture analysis and modeling, budgeting, and analysis of company results. This role will report directly to the VP of Financial Planning & Analysis.

This individual will have strong technical skills, transaction execution experience and a proven ability to analyze complex problems. The individual will be given autonomy and should be able to operate independently with their teams and cross-functional partners. They will also work closely with the VP of Financial Planning & Analysis to engage in development and enhancements to financial models and forecasts, establishing KPI’s and other success metrics. The individual will also partner closely with General Managers and other stakeholders to provide insights and financial analysis to support business decisions and operations. There will also be opportunities to partner with our SVP of Corporate Development to perform due diligence, analyze and model potential M&A, JV and partnership opportunities. This is a highly influential role across the org and requires someone with a true passion for healthcare, technology, understanding of our core drivers of the business and appreciation of our mission. 

This individual will also manage a small team of analysts. Passion for coaching, mentorship and team development will be essential as the business becomes more sophisticated and the need for more granular understanding of financial metrics and performance deepens.

Duties and Responsibilities:

    • Act as a thought leader and business partner across the company, in particular with executives, general managers and functional leaders across the organization.
    • Build, and lead a high-performing finance team, fostering a culture of continuous improvement, accountability, and innovation.
    • Attract and develop top finance and accounting talent that will produce strategic guidance through a disciplined approach.
    • Provide the financial reporting, analysis and metrics to ensure the business teams are getting timely insight into business performance, and can manage their businesses effectively to hit their financial and operational targets.
    • Provide financial models and analysis that will guide the organization to make decisions that drive the best ROI for the company, including scenario planning for organic and inorganic growth.
    • Drive scale initiatives across the finance organization, as well as cross-functional initiatives that support scale across the company.
    • Craft and lead effective planning, budgeting, and reporting practices across the business.


    • Experience at a private equity firm, investment bank, management consulting firm or an equivalent corporate development group
    • At least 6+ years of total professional experience with at least 2+ years as an analyst at an investment bank
    • Experience executing M&A or private equity transactions
    • Strong financial modeling and analysis skills
    • Proven ability to build business cases supporting thesis with numerical and qualitative analysis
    • Experience operating in a healthcare or digital healthcare environment
    • Highly motivated, high impact, self-starter, who can thrive in a high performance, results-driven environment
    • Excellent quantitative, written, verbal and presentation skills
    • Strong technical and market knowledge across healthcare
    • MBA preferred
The United States new hire base salary target ranges for this full-time position are:

Zone A: $150,800 - $230,000 + equity + benefits  
Zone B: $181,000 - $276,000 + equity + benefits  

This range reflects the minimum and maximum target for new hire salaries for candidates based on their respective Zone. Below is additional information on Included Health's commitment to maintaining transparent and equitable compensation practices across our distinct geographic zones.

Starting base salary for the successful candidate will depend on several job-related factors, unique to each candidate, which may include, but not limited to, education; training; skill set; years and depth of experience; certifications and licensure; business needs; internal peer equity; organizational considerations; and alignment with geographic and market data. Compensation structures and ranges are tailored to each zone's unique market conditions to ensure that all employees receive fair and competitive compensation based on their roles and locations. Your Recruiter can share your geographic zone alignment upon inquiry.

In addition to earning a base salary, this role is eligible for a performance-based bonus. Details of the Annual Bonus Plan, including performance metrics, target incentives, and potential earnings, will be discussed during the interview process.

In addition to receiving a competitive base salary, the compensation package may include, depending on the role, the following: 

Remote-first culture
401(k) savings plan through Fidelity
Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
Full suite of Included Health telemedicine (e.g. behavioral health, urgent care, etc.) and health care navigation products and services offered at no cost for employees and dependents 
Generous Paid Time Off ("PTO") and Discretionary Time Off (“DTO")
12 weeks of 100% Paid Parental leave
Family Building Benefit with fertility coverage and up to $25,000 for Surrogacy & Adoption financial assistance
Compassionate Leave (paid leave for employees who experience a failed pregnancy, surrogacy, adoption or fertility treatment) 
11 Holidays Paid with one Floating Paid Holiday
Work-From-Home reimbursement to support team collaboration and effective home office work 
24 hours of Paid Volunteer Time Off (“VTO”) Per Year to Volunteer with Charitable Organizations

#LI-remote #LI-SF

About Included Health

Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more at

Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.