Strategic FP&A Lead — SaaS, Forecasting & Board Materials

ambiencehealthcare; United States; On-site; USD 170,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

Remote-friendly culture + equipment

Parental leave

Company-wide off-sites and team events

Flexible time off

Job summary

Ambience Healthcare is seeking a Strategic Finance / FP&A Lead to own forecasting, planning, and reporting infrastructure. You will build models that guide GTM, Product, and Executive decisions, drive investor storytelling, and partner with accounting for GAAP readiness.

This embedded, cross-functional role operates in a fast-growing SaaS environment, translating operational reality into forward-looking financial visibility and enabling data-driven leadership decisions.

Qualifications

• 6-10 years in strategic finance, FP&A, or investment banking with progression into operating roles at high-growth SaaS or technology companies.
• Direct experience owning company-wide financial models and annual planning processes, including multi-year P&L forecasting and scenario analysis.
• Strong fluency in SaaS metrics, cohort-based revenue modeling, and enterprise sales finance (pipeline conversion, rep productivity, CARR/ARR).
• Demonstrated ability to partner cross-functionally with GTM, Product, and G&A leaders to align financial planning with business strategy.
• Excellent executive communication: translates complex financial models into crisp, defensible insights for leadership and board audiences.
• High ownership mentality: independently manages forecast updates, builds repeatable processes, and drives automation without hand-holding.

Responsibilities

• Fully own and maintain Ambience's 2-year financial model and rolling P&L forecast, including version control, updates, and internal distribution.
• Lead the annual planning process end-to-end, including bottoms-up budgeting, goal alignment with department leads, and integration into the operating model.
• Establish and run a monthly reporting cadence for forecast vs. actuals, including budget variance analysis, cash forecasting, and key variance commentary.
• Lead financial preparation for quarterly board meetings, including top-line forecast updates, performance narratives, and investor-ready materials.
• Build forecasting engines that link rep capacity, pipeline stages, and pricing into revenue forecasting, partnering with GTM and RevOps to validate assumptions.
• Represent finance at deal desk to ensure effective margin representation across customer engagements.

Skills

Strategic finance

FP&A

SaaS metrics

Revenue modeling

Executive communication

Cross-functional partner

Forecasting

Tools

Adaptive

Sigma

Pigment

Job description

Ambience Healthcare is seeking a Strategic Finance / FP&A Lead to own forecasting, planning, and reporting infrastructure. You will build models that guide GTM, Product, and Executive decisions, drive investor storytelling, and partner with accounting for GAAP readiness.

This embedded, cross-functional role operates in a fast-growing SaaS environment, translating operational reality into forward-looking financial visibility and enabling data-driven leadership decisions.