SVP, Financial Planning

Somatus; McLean (VA); On-site; USD 265,000 - 300,000; Full time

Benefits offered by this job

Subsidized health coverage

Flexible PTO

Professional development

Job summary

Somatus is seeking a Senior Vice President of Financial Planning to lead Corporate FP&A and operational finance, guiding the financial engine behind a mission-driven organization. You’ll partner with cross-functional teams to align strategy with performance, drive capital planning, and prepare the company for scalable growth and a future IPO.

You will own budgeting, forecasting, analytics, and performance reporting to executives and the Board, while shaping pricing, contracts, and incentives to

Qualifications

• 10+ years progressive experience in accounting or finance, with growth in rapidly evolving environments.
• MBA and CPA strongly preferred.
• Experience with publicly listed companies and audits is a plus.

Responsibilities

• Lead Corporate FP&A and operational finance to drive smarter decisions and outcomes.
• Deliver forecasting, budgeting, and resource planning for executive and board review.
• Manage enterprise budget process and consolidate brand budgets into a single plan.
• Improve systems and processes to enhance efficiency and data quality.
• Support capital-raising by preparing due diligence materials and presenting the data.
• Develop long-term financial strategies to position the company for IPO.
• Collaborate with teams to structure pricing and contracts for profitability.
• Monitor analytics to identify cost trends and opportunities.
• Guide implementation teams on solution architecture and project delivery.
• Develop provider incentives and contracts in collaboration with operations teams.
• Communicate data insights in provider meetings using Renal IQ.

Skills

Financial leadership

Strategic thinking

Education

MBA

CPA certification

Job description

How We Show Up For Our Patients

As a leading provider of outcomes-driven care for individuals and communities living with chronic conditions, Somatus is helping patients across the country enjoy More Healthy Days at Home. Care at Somatus goes beyond treatment. Through a whole-person approach, we deliver outcomes-driven integrated care and show up SomatusStrong for our patients and teammates. We partner closely with health plans, health systems, and provider groups to support patients with, or at risk of developing, cardio, kidney, metabolic, or other chronic conditions. We hire the brightest and boldest — talent driven by purpose and impact. Since our founding in 2016, our growth trajectory isn’t just a milestone — it’s a signal. Our leadership values culture and leads with intention as we remain dedicated to driving clinical excellence. Does this sound like you? Keep reading.

How We’ll Support You:

• Subsidized personal healthcare coverage: Medical, Dental & Vision, plus Wellness programs
• Flexible PTO plan
• Professional development: CEU and tuition reimbursement

How You’ll Make An Impact

Somatus is on the hunt for a visionary Senior Vice President of Financial Planning to lead at the crossroads of strategy, innovation, and impact. This isn’t just a finance role. This is a chance to architect the financial engine behind a mission-driven organization poised for growth and a future IPO. In this high-impact position, you’ll steer Corporate FP&A and operational finance, partnering with leaders across MedEcon, Analytics, Clinical Performance, and Provider Finance. Your work will fuel smarter decisions, sharper execution, and stronger outcomes.

You’ll craft bold strategies and operational plans that align with Somatus’ short- and long-term goals, across population health and product innovation. If you thrive on blending strategic insight with hands‑on leadership and want to build financial discipline that drives performance and improves lives, this is your moment. We refer to our employees as Teammates, and we treat them as such. It’s more than a title; it’s how we work, support one another, and show up for our mission.

• Lead performance management tied to key metrics and business drivers that inform strategic decisions.
• Deliver timely, reliable financial analysis and performance metrics to executive and senior leadership and the Board, including forecasting, budgeting, and resource planning.
• Manage the enterprise budget process and consolidate brand‑level budgets into a unified financial plan.
• Streamline systems and processes to improve efficiency and quality.
• Support capital raising by preparing due diligence materials and presenting data in a clear and compelling way that supports the company’s narrative.
• Develop long‑term financial strategies to position the company for a successful IPO.
• Collaborate with Actuary and MedEcon to structure pricing and contract terms for profitability.
• Improve data alignment and reconciliation to enhance contract and member performance.
• Use analytics to identify healthcare cost trends and drivers.
• Partner with teams to evaluate initiatives addressing cost trends.
• Design provider incentives that balance impact and budget.
• Payment Integrity Product Areas: Clinical Claim Review, Payment Analytics, Fraud Capture, Utilization Review.

Product Management

• Lead product development strategy and execution.
• Ensure product roadmaps and documentation are in place.
• Build business cases to secure development funding.

Revenue and Expense

• Own revenue and expense targets.
• Integrate product portfolio into recurring revenue forecasts.
• Maintain systems to monitor risks and opportunities.
• Apply financial analysis to optimize revenue.
• Track product expansion and yield against targets.

Implementations

• Guide implementation team on solution architecture and project delivery.
• Develop provider incentives and contracts in collaboration with engagement and operations teams.
• Demonstrate proficiency in Renal IQ and communicate data insights in provider meetings.

Required Qualifications

How You’ll Strengthen Our Team:

• A financial leader with a growth mindset – Minimum of 10 years of progressive experience in accounting or finance, with demonstrated ability to lead in rapidly evolving environments or scaling public companies.
• A credentialed professional with business insight - MBA and CPA certification or equivalent strongly preferred.

Knowledge, Skills, And Abilities

• A public company expert with audit experience – Previous experience working for a publicly listed organization or within an audit firm, such as Big 4 or similar.
• A compliance advocate with reporting expertise – Strong knowledge of private and public company reporting, audits, and regulatory compliance.
• A systems‑focused problem solver – Strong experience with cloud‑based accounting platforms, ideally with a background in system implementation.
• A clear communicator and collaborative partner – Excellent communication and team leadership abilities to work effectively with internal teams and external auditors.
• A strategic contributor with hands‑on experience – Proven ability to manage both strategic initiatives and detailed financial tasks in a dynamic environment.
• A team developer with long‑term impact – Demonstrated history of career growth and retention in previous roles.

Compensation

$265,000 to $300,000 per year

We offer competitive compensation that reflects market conditions and recognizes the skills, experience, and contributions of our team members. Compensation for the role will depend on a number of factors, including a candidate’s qualifications, skills, competencies, experience, and geographic location and may fall outside of the range shown above. In addition, this position may be eligible for a discretionary performance‑based bonus in accordance with the Company's applicable incentive compensation plans.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Our Commitment To Diversity

At Somatus, we celebrate what makes us unique — our people. We believe that a culture intentionally built to foster and support our unique passions, experiences, and perspectives helps fuel us in the pursuit of our mission.

Somatus, Inc. provides equal employment opportunity to all individuals regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law. Discrimination of any type will not be tolerated.