Vice President, FP&A

helloheart; United States; Sur place; USD 230 000 - 350 000; Plein temps

Résumé du poste

Hello Heart is seeking a hands-on, AI-savvy VP of FP&A to modernize planning, forecasting and reporting. You will design how FP&A works, automate budgeting and board materials, and partner with leaders to evaluate investments as the company scales.

You will lead a small FP&A team, drive AI-enabled processes, and ensure accurate financial storytelling for executives and investors.

Qualifications

• 10+ years of FP&A experience
• 3–5 years leading an FP&A team in a growth-stage environment
• Forecasting of recurring revenue (Bookings, ARR) and unit economics
• Proven track record presenting plans, variances and recommendations to executives/boards
• ERP experience (NetSuite preferred)
• Experience moving FP&A toward automated, AI-enabled processes

Responsabilités

• Lead the financial planning cycle: long-range plan, annual operating plan, monthly/quarterly forecasts
• Establish operating rhythms and accountability across Finance and business leaders
• Build and maintain integrated financial model with three statements and key metrics
• Own bottoms-up revenue forecasting with GTM, CS, Revenue Ops, and Data teams
• Prepare monthly/quarterly management reports and board materials; explain variances and risks
• Model P&L impact of initiatives and advise on capital/resource allocation
• Partner with CFO and executives; translate complex data into actionable insights
• Lead FP&A software selection and automate budgeting/forecasting workflows
• Support investor/lender reporting with data and narrative
• Lead and mentor a small FP&A team; ensure accuracy and timeliness
• Provide business-partner coverage for go-to-market, product, and G&A

Connaissances

FP&A leadership

Three-statement modeling

Forecasting experience (recurring rev)

Executive communication to boards

Excel & Google Sheets

AI forecasting tools

Business judgment

Formation

Bachelor's in finance / accounting / economics

MBA / CFA / CPA preferred

Outils

Adaptive

Anaplan

Planful

NetSuite

Description du poste

About Hello Heart:

Hello Heart is on a mission to make heart attacks a thing of the past.

We're an AI company focused exclusively on heart health, building a platform that predicts and prevents cardiac events before they happen-identifying risk up to 10 days in advance versus 10 years in traditional clinical models.

This is already working at scale. Hello Heart has been shown to reduce inpatient hospital days by 47% and deliver ~$1,800 in annual savings per member. Hello Heart is the cardiac prevention partner to over 80% of large U.S. health plans and serves hundreds of public and private employers.

We're defining how the #1 cause of death-heart disease-is managed in the AI era. Join us.

About the Role

Hello Heart's finance team has built a strong foundation for planning and reporting. As we scale, the next step is to give our business leaders faster insight, less manual effort and a deeper finance partnership. We're looking for a hands-on, AI-savvy VP of FP&A to lead that evolution.

You'll design how modern FP&A works at Hello Heart. You'll use automation, our planning platform and emerging AI tools to take manual work out of reporting, forecasting and deck-building, so the team can spend its time on forward-looking analysis. You'll partner closely with leaders across the organization to evaluate investment opportunities, use our resources efficiently, and help us continue to accelerate growth.

This is a chance to build a modern, scalable finance function alongside a talented team. The ideal candidate combines financial expertise, a strong instinct for technology and automation, and the business acumen to be a true strategic partner.

Responsibilities

• Lead the company's financial planning cycle, including the long-range financial plan, annual operating plan, and monthly and quarterly forecasts.
• Establish clear operating rhythms, accountability, and decision-making processes across Finance and business leaders, driving adoption of new tools and ways of working as the company grows.
• Build and maintain the company's integrated financial model, including three-statement modeling, key operating metrics, and scenario analysis.
• Own bottoms-up revenue forecasting in partnership with Go-To-Market, Customer Success, Revenue Operations, and Data teams, including bookings, ARR, and revenue at the client and cohort level.
• Prepare monthly and quarterly management reporting packages and board materials, and lead financial reviews with executives to explain variances, trends, and forecast risks.
• Model the P&L impact of business initiatives and provide recommendations that support capital and resource allocation decisions.
• Serve as a trusted thought partner to the CFO and executive team, translating complex financial information into clear, actionable insight for non-finance audiences.
• Partner with the Controller on accounting alignment, reporting accuracy, and process improvements that make the close and forecasting faster and more reliable.
• Lead the selection, implementation, and ongoing use of FP&A planning software and drive automation of budgeting and forecasting workflows.
• Support investor and lender reporting requests, working with Investor Relations and the CFO on data, metrics, and financial narrative.
• Lead a small but strategic FP&A team, setting clear standards for accuracy, timeliness, and business partnership, and mentor team members as the function grows.
• Provide dedicated business-partner coverage for go-to-market, product, and G&A, pressure-testing assumptions and owning the financial story for each area.
• Lead the move from spreadsheet-based processes to automated, AI-enabled planning, reporting, and board-material production.

Qualifications

• 10+ years of FP&A experience, including at least 3 to 5 years leading an FP&A team in a fast-paced, growth-stage environment.
• Strong three-statement modeling skills and a working understanding of accounting principles.
• Experience forecasting recurring revenue businesses, including bookings, ARR, and unit economics.
• Proven track record of presenting financial plans, variances, and recommendations to executives and boards.
• Expert-level proficiency in Excel and Google Sheets, with hands-on experience implementing or running FP&A planning tools (such as Adaptive, Anaplan, or Planful).
• Experience with NetSuite or another ERP is preferred.
• Experience scaling a company through $200M or more in revenue, and moving FP&A from manual spreadsheets toward automated, AI-enabled processes.
• Experience in B2B2C, digital health, or another regulated healthcare environment is a plus.
• Investment banking, strategic finance, or venture/growth-equity experience is a plus.
• Strong business judgment, executive presence, and the ability to influence cross-functional stakeholders and guide change.
• Bachelor's degree in finance, accounting, economics, or a related field. MBA, CFA, or CPA preferred.
• Comfort using approved AI tools to improve forecasting, analysis, a