Senior Manager, Strategic Finance - Planning Systems

The company & the company is the leading health and wellness platform, on a mission to help the world feel great through the power of better health. We are redefining healthcare by putting the customer first and delivering access to care that is affordable, accessible, and personal, from diagnosis to treatment to delivery. No two people are the same, so we provide access to personalized care designed for results. By normalizing health & wellness challenges and innovating on their solutions, we’re making better health outcomes easier to achieve.

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ABOUT THE ROLE

The company & the company is looking to hire a Senior Manager of Planning Systems to join our Strategic Finance organization. Reporting to the VP, FP&A, you will own the architecture behind the company's consolidated planning and reporting cycles and lead a small team responsible for how inputs from across the FP&A pillars flow into a coherent, system-based corporate view that informs decisions made by senior leadership, the executive team, and the Board.

This is a player-coach role for someone who pairs strong financial and business acumen with deep experience in planning tools and finance transformation. You will stay hands-on in the model and the data while managing and developing a team of analysts, owning the planning systems roadmap, and setting the standard for how planning and reporting scale across the broader FP&A team. We're looking for someone who thrives in a fast-moving, high-growth environment and gets energy from building durable infrastructure and the people who run it.

YOU WILL

• Lead, hire, and develop a team of 1–2 analysts to lead finance transformation efforts across finance and accounting, spanning planning systems, consolidation, and executive reporting, setting clear priorities and a high bar for accuracy and timeliness

• Own the consolidated planning and reporting engine behind the annual operating plan, long-range plan, and monthly/quarterly forecast cycles, covering data intake, consolidation, and on-time delivery of the outputs reviewed by senior leadership, and lead its evolution into a scalable, system-based architecture

• Serve as the functional and technical owner of the financial planning platform, leading EPM tool evaluation and selection, design, implementation, enhancement, administration, and team enablement

• Own the planning systems roadmap end-to-end, including prioritization, sequencing against the planning calendar, governance, and change management, and communicate progress and trade-offs to Finance leadership

• Design data flows and integrations connecting the planning platform to the ERP, data warehouse, and BI stack, partnering with Accounting, Data Engineering, Data Science and Analytics on architecture and data ownership

• Support executive-facing financial deliverables, including the Weekly Business Review, monthly OpEx review, and quarterly Board and Audit Committee materials, and build dashboards and reporting that surface KPIs and business insights with minimal manual assembly

• Partner with category, marketing, and ops finance leads to standardize how their inputs are gathered, pressure-tested, and consolidated into a single corporate view

• Establish and enforce best practices across systems controls, data governance, and planning process documentation

YOU HAVE

• B.S. in Finance, Accounting, Economics, or equivalent experience

• 8+ years of progressive experience spanning strategic finance / FP&A and finance systems or finance transformation roles, including 2+ years managing or formally developing analysts

• Strong financial and business acumen, including command of P&L mechanics, budgeting, forecasting, and the consolidation mechanics behind a company-wide planning cycle

• Hands-on experience implementing, administering, or owning an EPM / planning platform (Anaplan, Pigment, Adaptive, Planful, or similar), including model design and integrations

• Demonstrated success leading a finance transformation initiative end-to-end, standing up or materially scaling planning systems and automated reporting, not just contributing components

• Ability to manipulate large datasets and translate them into clear, structured, decision-ready outputs

• Strong project management instincts, with the ability to run multiple workstreams simultaneously and delegate effectively

• Excellent written and verbal communication, with the ability to bridge technical and non-technical audiences, from system administrators to the executive team

• Highly organized and detail-oriented, with a bias toward action in ambiguous, fast-changing environments

• Track record of leveraging AI and automation to improve finance workflows

NICE TO HAVE

• Proficiency with SQL and experience with BI tools (Looker); NetSuite or similar ERP integration experience

• Experience at a high-growth public company (recent IPO) or late-stage startup (Series C+) that has scaled through significant revenue and organizational growth

• Exposure to a public company's external reporting cycle (Board, Audit Committee, earnings/guidance)

OUR BENEFITS (THERE ARE MORE BUT HERE ARE SOME HIGHLIGHTS)

• Competitive salary & equity compensation for full-time roles

• Unlimited PTO, company holidays, and quarterly mental health days

• Comprehensive health benefits including medical, dental & vision, and parental leave

• Employee Stock Purchase Program (ESPP)

• 401k benefits with employer matching contribution

• Offsite team retreats

We are committed to building a workforce that reflects diverse perspectives and prioritizes ethics, wellness, and a strong sense of belonging. If you're excited about this role, we encourage you to apply—even if you're not sure if your background or experience is a perfect match.

The company considers all qualified applicants for employment, including applicants with arrest or conviction records, in accordance with the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, and any similar state or local fair chance laws.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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