Director, Financial Planning and Analysis (FP&A)

Socotra, Inc.; Dallas (TX); On-site; USD 200,000 - 230,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401(k) retirement plan

Commuter benefits

Flexible vacation policy

Job summary

Prenuvo seeks a Director of FP&A - Revenue to own revenue forecasting, planning, and performance analytics. You will partner with Sales, Marketing, Expansion, and Data teams to develop an integrated view of revenue, pricing, mix, and revenue recognition.

This highly visible role requires strong financial judgment, driver-based modeling, and the ability to explain insights to senior leadership and the Board.

Qualifications

• 7+ years FP&A or related analytical field with revenue ownership.
• 3+ years leading people or cross-functional workstreams.
• Ability to build driver-based models and translate data into decisions.

Responsibilities

• Own revenue planning, budgeting, forecasting, and long-range planning.
• Develop driver-based models linking leads, bookings, pricing, mix, and revenue recognition.
• Lead reviews of revenue performance and provide actionable insights.
• Partner with Sales, Marketing, Expansion, and Data teams for forecasts.
• Prepare executive and Board-facing revenue materials.

Skills

Financial modeling

Forecasting

Executive communication

Data partnering

Excel/Sheets

Pricing and revenue

Cross-functional leadership

Education

Bachelor's degree in Finance/Accounting/Economics/Business

MBA/CPA/CFA (a plus)

Tools

Pigment

Anaplan

Adaptive

Planful

Job description

About Us

At Prenuvo, we are on a mission to flip the paradigm from reactive “sick-care” to proactive health care. Our award-winning whole body scan is fast (under 1 hour), safe (MRI has no ionizing radiation), and non-invasive (no contrast). Our unique integrated stack of optimized hardware, software, and increasingly AI, coupled with the patient-centric experience across our domestic and global clinics, have allowed us to lead the change against “we caught it too late again".

We are changing healthcare and bringing a slow moving goliath of an industry into the present while blazing a trail into the future of radiology and clinical operations through software, automation and AI.

We are looking for a Director of FP&A - Revenue. The Director of FP&A — Revenue will own the company’s revenue forecasting, planning, and performance analytics. This leader will partner closely with Sales, Marketing, Expansion, and Data teams to develop an integrated view of revenue, sales, pricing, mix, and recognized revenue.

This highly visible role requires strong financial judgment, operational curiosity, and the ability to turn complex data into clear recommendations. The ideal candidate is equally comfortable building detailed driver-based models, challenging assumptions with business partners, and explaining the implications to senior leadership and the Board.

This role does not provide visa sponsorship. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship for a work visa (current or future).

Help reshape the world through proactive healthcare while working with cutting-edge technology and high performing teams with deep expertise - join us to make a difference in people’s lives!

What You’ll Do

Revenue Planning and Forecasting

• Own annual budget, quarterly forecasts, long-range plan, and scenario analysis for revenue and related operating metrics.
• Build and maintain driver-based models connecting leads, bookings, cancellations, completed scans, pricing, discounts, product and channel mix, location capacity, and revenue recognition.
• Collaborate with Sales leadership, Sales Ops, Growth Marketing, Life Cycle Marketing and Accounting to forecast sales, bookings and revenue.
• Develop forecasts by location, geography, product, customer type, and acquisition channel.
• Establish a clear forecasting cadence with business owners, including documented assumptions, risks, opportunities, and accountability for outcomes.
• Evaluate the financial impact of new locations, products, pricing changes, partnerships, promotions, and other growth initiatives.

Performance Management and Business Partnership

• Serve as the Finance lead partner to revenue-generating teams: Sales, Marketing, and Expansion.
• Lead weekly and monthly reviews of revenue performance, identifying the operational drivers behind variances to budget, forecast, and prior year.
• Translate commercial and operating data into actionable insights on demand, conversion, utilization, capacity, pricing, mix, customer behavior, and unit economics.
• Identify emerging risks and opportunities early and recommend specific actions to improve growth, predictability, and profitability.
• Partner with Marketing to assess acquisition efficiency, channel performance, return on investment, and customer lifetime value.
• Partner with Product and Strategy to develop business cases and post-launch performance measurement for new offerings.

Executive and Board Reporting

• Develop concise, decision-oriented revenue reporting for the executive team and Board of Directors.
• Create clear bridges explaining changes in the revenue outlook, including volume, price, mix, timing, capacity, and execution impacts.
• Communicate complex findings in a way that is accurate, accessible, and focused on business decisions.
• Ensure consistency across financial forecasts, operating dashboards, management reporting, and Board materials.

Analytics, Systems, and Team Leadership

• Define the source-of-truth metrics, reporting standards, and controls used to manage revenue performance.
• Improve forecasting accuracy and scalability through stronger processes, automation, data governance, and planning tools.
• Partner with Accounting to ensure forecasts align with revenue-recognition policies and reported results.
• Manage, develop, and lead one direct report (Manager of FP&A) on growth path within the FP&A function.
• Collaborate with Data and Technology teams to improve data quality, reporting infrastructure, and self-service analytics.
• Foster a culture of ownership, constructive challenge, continuous improvement, and strong cross-functional partnership.

What You’ll Bring

• 7+ years of progressive experience in FP&A, strategic finance, investment banking, consulting, or a related analytical field, including meaningful ownership of revenue planning.
• 3+ years of experience leading and developing people or complex cross-functional workstreams.
• Demonstrated ability to build sophisticated, driver-based financial models and convert analysis into practical business recommendations.
• Strong understanding of revenue forecasting, pricing, unit economics, capacity planning, and performance measurement.
• Experience partnering with senior executives and preparing materials for executive leadership or Boards.
• Excellent communication skills, with the ability to explain complex financial and operational topics clearly and concisely.
• Advanced Excel or Google Sheets skills and experience building revenue models in FP&A planning tools required (Pigment (preferred), Anaplan, Adaptive, Planful, etc.) as well as experience working with enterprise planning, business intelligence, and financial systems.
• High standards for accuracy, controls, and data integrity, paired with the ability to operate effectively in a fast-paced, evolving environment.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; MBA, CPA, CFA, or Masters degree in a related field is a plus.

Our Values

First: we are Pioneers

• Transforming healthcare requires divergent thinking, bias for action, disciplined experimentation, and consistent grit and determination to maintain momentum. This journey is as challenging as it is rewarding.

Second: we are Platform-Builders

• We’re always building foundations that allow us to achieve tomorrow more than we did today. We never lose sight of what’s ahead – in a mindset of ownership and duty to our mission.

Above all: we are Patients

• We could all be the next person who walks through our very doors, seeking clarity or peace of mind. We are proud of our patients’ lives, and we won’t stop till everyone can benefit from our work.

What We Offer

• An avenue to make a positive impact on people's lives and their health
• We believe in preventative healthcare for everyone, including our team - Prenuvo provides free, whole-body scans to each team member
• Growth opportunities are at the heart of our people journey, we’re doing big things with bright minds - there is no single path to success, it can be shaped along the way
• Building strong relationships is at the core of everything we do - our team gets together each week to connect, share, and socialize
• Recognizing time away to restore is vital to our wellbeing - we have a flexible vacation policy and we will encourage you to use it
• We now offer the Prenuvo’s Commuter Benefits Plan to help cover your transit and parking costs. Whether you ride, drive, or park, we’ve got you covered—making your commute easier and more affordable!
• Retirement made easy! Prenuvo offers a 401(k) retirement savings plan to eligible employees, allowing team members to make pre-tax contributions toward their retirement. While Prenuvo facilitates access to the plan, the company does not currently offer matching contributions.
• We offer a comprehensive benefits package including health, dental, vision, including Mental Health coverage, to support you and your family
• The base salary for this role ranges from $200,000-$230,000 depending on experience and geographic location

We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

As part of the hiring process, successful candidates will undergo a background check in compliance to applicable federal, provincial, and state rules.

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