Director, Financial Planning & Analysis

The Opportunity

Clarify is looking for a Director, Financial Planning & Analysis to build and own the financial models and analyses that power decision-making at a fast-scaling, AI-first healthcare technology company. This role sits within Finance and reports to the CFO. You'll build the financial models and analyses that inform the CFO's decisions, help shape how Clarify's financial story is told to the company, the Board, and outside stakeholders, and support the CFO on fundraising, M&A, and other high-stakes work. This is a hands-on, individual-contributor role for someone trained in a demanding, high-accountability environment - investment banking, private equity, hedge funds, or specialty/credit lending - who is ready to move from advising or evaluating businesses to owning the financial engine of one.

We recently acquired Loyal Health to build the industry's first closed-loop network intelligence and patient activation platform, and we are actively transitioning our commercial model from traditional SaaS subscriptions to Meridian, a tech-enabled outcomes partnership where our economics are tied to the results we deliver for health systems. That shift - modeling success-fee revenue, at-risk contracts, and multi-year outcomes-based partnerships alongside our existing SaaS book - is exactly the kind of complex, non-linear financial modeling problem that will keep this role interesting for years, not months.

You'll work directly on fundraising, M&A evaluation and integration, and long-range forecasting for a business model most finance professionals have never had to model before - the kind of access and trust that comes from being the person whose numbers the CFO relies on. You'll also partner closely with Operations and Sales on revenue recognition, ARR tracking, and the sales-ops-adjacent mechanics that keep our commercial engine honest. Healthcare experience is not required but the analytical rigor and self-taught intensity to get there fast absolutely is.

Does this sound like you?

• You were trained in a demanding, detail-intensive finance environment - investment banking, private equity, hedge funds, or specialty/credit lending
• You're a self-directed learner who has successfully made a hard pivot before - from banking or investing into an operating company, a new industry, or a new function - and you figured it out fast without a playbook
• You're quantitatively fearless - three-statement models, scenario analysis, and complex revenue mechanics don't intimidate you, and you'd rather build the model yourself than wait for someone else to hand you one
• You're AI-native in your workflow - you use Claude, ChatGPT, or similar tools daily to accelerate modeling, diligence, and reporting, and you're always looking for the faster way to get to a defensible answer
• You bring rigor and ownership to the numbers, not just back-office analysis - the CFO relies on you because your models hold up under scrutiny and your work is airtight
• You're comfortable being the most rigorous person in the room on structure and diligence, while still moving at startup speed - you default to shipping a solid answer today over a perfect one next week
• You want ownership, not oversight - you'd rather build the financial infrastructure for a company you can point to than be one more analyst on someone else's deal

The role

The Director, Financial Planning & Analysis will be responsible for:

Immediate Priority: Budget & Forecast Automation

• Our budgeting and forecasting process today runs almost entirely in Excel and is highly manual; this role's first mandate is to redesign and automate that process end-to-end
• Evaluate and select FP&A / planning tools to replace manual spreadsheet-based workflows, and lead implementation and adoption across Finance
• Use AI tools, including Claude, to automate recurring modeling, data consolidation, and reporting work within the budget and forecast cycle

Strategic Forecasting & Financial Modeling (35%)

• Lead corporate-wide financial planning, budgeting, and long-range forecasting, including scenario modeling across our blended SaaS and outcomes-based revenue streams
• Build and maintain the company's core financial model, capturing the mechanics of success-fee contracts, at-risk revenue, and multi-year health system partnerships alongside traditional SaaS metrics (ARR, gross margin, retention, unit economics)
• Provide the CFO with financial analysis on the implications of strategic decisions - pricing models, new product lines, market expansion, and resource allocation
• Proactively surface insights on financial and operational drivers, flagging risks, overages, and optimization opportunities before they become surprises

Fundraising & M&A Support (25%)

• Build and own fundraising materials, investor models, and diligence support for equity and debt processes, working directly with the CFO, in support of the CFO's engagement with the CEO and COO.
• Lead financial diligence and integration modeling for M&A activity, drawing on our recent acquisition of Loyal Health as a template for evaluating future targets
• Develop board- and investor-ready analyses that translate complex operating data into clear, defensible narratives on growth, margin, and capital efficiency
• Support the CFO on cap table management, valuation considerations, and capital structure planning

Revenue Recognition & Commercial Finance Operations (25%)

• Partner with Accounting on revenue recognition for complex, multi-element contracts spanning traditional SaaS subscriptions and outcomes-based success fees, ensuring ASC 606 compliance
• Own ARR tracking and reporting, building the infrastructure to cleanly separate contracted revenue, at-risk success fees, and probability-weighted bookings as our business model evolves
• Partner with Sales and Operations on quote-to-cash and sales-ops-adjacent processes - deal structuring support, pricing mechanics, and SFDC-sourced reporting - to keep commercial and financial data in sync
• Drive process rigor and controls across revenue operations to ensure the accuracy, integrity, and auditability of financial data as deal complexity increases

Reporting, Systems & Cross-Functional Partnership (15%)

• Prepare timely, accurate BVA analysis that the CFO uses to brief Clarify's leadership team, Board of Directors, and external stakeholders

• Continuously improve reporting infrastructure, dashboards, and tools - leveraging AI wherever possible - to increase visibility and decision-making speed across the organization

• Build strong working relationships with Sales, Product, Engineering, and People & Culture leaders, representing Finance as a cross-functional partner rather than a gatekeeper

What we offer you
• Competitive compensation (base + bonus + equity)
• Quality health insurance
• Traditional 401K plan
• Vision, dental, disability and life insurance
• Flexible Spending Accounts and Commuter Benefits
• Generous PTO
• Flexibility
• Monthly wellness stipend
• Remote friendly
• A collaborative workplace which will challenge you and celebrate your work
• The opportunity to design the financial infrastructure for a fundamentally new business model in healthcare, rather than maintain someone else's spreadsheet
• Enterprise AI tools (Claude, cloud platforms) and an expectation that you'll use them to work faster and smarter

What we are looking for

We are always looking for new team members who will add to our culture and have a strong passion for impact. In particular, the Director, Financial Planning & Analysis will have:

Must-haves:

• 6-10+ years of progressive finance experience, with meaningful time in a rigorous, high-accountability environment - investment banking, private equity, hedge funds, or specialty/credit lending - followed by a successful transition into an operating company
• Advanced financial modeling and diligence skills - can build a complex three-statement model or scenario analysis from scratch, under time pressure, without hand-holding
• Hands-on experience automating budgeting and forecasting processes - moving a company off manual, spreadsheet-based cycles, evaluating and selecting FP&A/planning tools, and using AI tools like Claude to streamline modeling and reporting
• Demonstrated ability to teach yourself a new domain quickly - your career shows at least one hard pivot (industry, function, or company stage) where you got up to speed fast and delivered
• An AI-first mindset - active daily use of AI tools (Claude, ChatGPT, or similar) to accelerate modeling, diligence, and reporting; can cite specific examples of using AI to compress timelines
• Strong business acumen - builds credibility quickly with the leadership team and translates financial analysis into clear, actionable recommendations
• Bachelor's degree in Finance, Accounting, Economics, or related field
• Comfort with ambiguity and a complex, evolving business model - you're energized, not unsettled, by a company that is actively redesigning its own revenue mechani

Strongly preferred:

• Prior experience at a bank, private equity fund, hedge fund, or healthcare/life sciences credit lender, with direct exposure to healthcare, life sciences, or tech-enabled services companies
• Experience supporting fundraising processes (equity or debt) and/or M&A diligence and integration, ideally in a venture-backed or sponsor-backed environment
• Familiarity with SaaS metrics and valuation frameworks (ARR, NRR, CAC/LTV, magic number) and eagerness to extend that fluency to outcomes-based and success-fee revenue models
• Strong working knowledge of GAAP and revenue recognition standards (ASC 606), particularly for complex or multi-element contracts
• Experience implementing or scaling financial systems, dashboards, or reporting infrastructure
• CPA, CFA, or MBA
• Prior experience operating in a venture-backed, high-growth environment

What we offer you

• Competitive compensation (base + bonus + equity)
• Quality health insurance
• Traditional 401K plan
• Vision, dental, disability and life insurance
• Flexible Spending Accounts and Commuter Benefits
• Generous PTO
• Flexibility
• Monthly wellness stipend
• Remote friendly
• A collaborative workplace which will challenge you and celebrate your work
• The opportunity to design the financial infrastructure for a fundamentally new business model in healthcare, rather than maintain someone else's spreadsheet
• Enterprise AI tools (Claude, cloud platforms) and an expectation that you'll use them to work faster and smarter

$182,000 - $215,000 a year