SVP, Financial Planning

Somatus; Virginia (MN); On-site; USD 250,000 - 450,000; Full time

Benefits offered by this job

Subsidized healthcare coverage

Flexible PTO

Tuition reimbursement

Professional development

Job summary

Somatus is seeking a visionary Senior Vice President of Financial Planning to lead Corporate FP&A and operational finance, shaping the financial engine of the mission-driven kidney care company. In this role, you will drive performance management, forecasting, budgeting, and strategic pricing, collaborating with Analytics, Clinical Performance, and Provider Finance to fuel growth and an eventual IPO.

You will build long-term financial strategies to support population health initiatives and

Qualifications

• 10+ years in accounting or finance with leadership in scaling environments.
• MBA and CPA certification strongly preferred.
• Experience in publicly traded companies and audit functions.
• Ability to partner across functions to drive financial strategy.

Responsibilities

• Lead performance management tied to key metrics and business drivers.
• Deliver timely financial analysis, forecasting, budgeting, and resource planning.
• Manage the enterprise budget process and consolidate brand-level budgets.
• Develop pricing and contracts in collaboration with engagement and operations teams.
• Support capital raising by preparing due diligence materials and presenting data.
• Align financial plans with strategic goals and IPO readiness.

Skills

Financial leadership

Strategic planning

Corporate FP&A

Budgeting & forecasting

Data analytics

Cross-functional collaboration

Education

MBA

CPA

Tools

Renal IQ

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:

We offer 25+ health, growth, and wealth work perks to help teammates be the best version of themselves, including:

• 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:

Ready to shape the financial future of a company transforming kidney care?

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.

How You'll Strengthen Our Team:

Required Qualifications:

• 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 exp