Senior FP&A Business Partner & Strategy Leader

Valeris; United States; Remote; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) match

PTO & sick leave

Paid holidays

Career growth

Job summary

Valeris is seeking a senior FP&A leader to own the PSS financials, build forecasting models, and partner with senior operations to drive margin improvement. The role blends hands-on analysis with strategic influence across a growing business unit in a fast-paced, PE-backed environment.

You will directly manage forecasting, BvA analysis, and reporting, while shaping investment cases and automation initiatives. This is a high-visibility, hands-on leadership position with meaningful impact.

Qualifications

• 10+ years of experience in FP&A, corporate finance, or similar.
• Proven ownership of financials for a complex business unit.
• Strong modeling, forecasting, and analytical skills (both standard and ad-hoc analysis).
• Ability to operate both strategically and in the details.
• Experience building or managing small, high-impact teams.
• Strong communication and business partnership skills.
• Demonstrated willingness and ability to remain hands-on in a leadership role.
• Prior experience implementing FP&A tools or AI solutions (nice to have).

Responsibilities

• Lead end-to-end financial oversight for PSS (Hub & Copay).
• Translate operational drivers into revenue, cost, and margin outcomes.
• Provide clear insights on performance, risks, and opportunities.
• Maintain direct ownership of the business unit income statement and underlying drivers (volume, pricing, cost structure).
• Personally build and update forecast models, including key client-level assumptions and roll-ups.
• Lead monthly Budget vs. Actual (BvA) analysis, including root cause investigation and clear articulation of drivers.
• Improve forecast accuracy and transparency across the business.
• Regularly review and explain margin performance at both aggregate and program/client levels.
• Identify and drive opportunities to improve financial performance.
• Partner with leadership on pricing, volume, and cost decisions.
• Build and support business cases to support investment initiatives proposed by the BU.
• Establish structure and priorities for a growing FP&A team.
• Directly manage an existing contractor supporting reporting and forecasting; an FP&A Analyst will be added after this role is onboarded.
• Initially operate in a lean environment with limited leverage, requiring direct execution of core deliverables.
• Improve reporting, reduce manual work, and drive automation by partnering with FP&A team to build out future FP&A tools (planning tools, AI, etc.).
• Work directly with Directors and VPs to support decision-making.
• Translate complex financial data into clear, actionable insights.
• Build strong credibility and influence across the organization.
• Serve as the primary source of truth for financial performance, with the ability to confidently explain results and assumptions in detail.

Skills

FP&A

Corporate finance

Forecasting

Financial modeling

Leadership

Communication

Tools

Excel

Job description

Valeris is seeking a senior FP&A leader to own the PSS financials, build forecasting models, and partner with senior operations to drive margin improvement. The role blends hands-on analysis with strategic influence across a growing business unit in a fast-paced, PE-backed environment.

You will directly manage forecasting, BvA analysis, and reporting, while shaping investment cases and automation initiatives. This is a high-visibility, hands-on leadership position with meaningful impact.