Build reporting and KPI dashboards for leadership performance insights
Analyze unit economics to inform growth and investment decisions
Create scenario models for major strategic decisions
Act as finance partner to various departments, translating plans into financial impact
Align actuals, forecasts, and reporting with Accounting
Communicate complex financial analysis clearly to non-finance stakeholders
Develop scalable FP&A processes and tools to reduce manual work
Utilize automation and AI for efficient modeling and reporting
Shape the growth of the FP&A function as the company scales
Benefits
Opportunity to shape the FP&A function in a high-growth environment
Hands-on role with significant ownership and impact
Collaboration with cross-functional teams and senior leadership
Access to advanced tools and technologies for finance
Potential for professional growth and development in a dynamic company
Full Job Description
About the role:
We're looking for a Senior Manager, FP&A & Strategic Finance who understands the analytics behind a business as well as the numbers on the page. This is a hands-on, high-ownership role for someone who wants to turn data from every corner of the company into the financial model that guides how Phoenix grows.
Reporting to the VP Finance, you'll partner with leaders across the business to forecast their spend and headcount, and bring them together into one company-wide financial model. You'll own budgeting, forecasting and variance analysis end-to-end, and take on strategic finance work that shapes how we invest, from unit economics to scenario planning for leadership decisions. You'll own the full scope of the function with minimal oversight, and help build FP&A into a scalable function as the company grows.
What you'll do to support the company mission:
Financial Modelling and Forecasting
Own the company-level financial model, keeping it accurate, driver-based and trusted by leadership
Partner with department leads to build their financial models and expense and headcount forecasts, and roll them up into the company model
Run the rolling forecast process and keep it current as the business changes
Budgeting and Performance Management
Lead the annual budgeting process and own departmental budgets alongside their leads
Deliver monthly variance analysis (budget vs. actuals vs. forecast), explaining what moved and why
Build reporting and KPI dashboards that give leadership a clear view of performance
Strategic Finance
Analyze unit economics, including customer acquisition cost, lifetime value, contribution margin and payback, to inform growth and investment decisions
Build scenario and sensitivity models for major decisions, such as new products, pricing, market expansion and hiring plans
Support the founders and leadership with financial analysis for board materials, strategic planning and fundraising as needed
Cross-Functional Partnership
Act as the finance business partner to Marketing, Operations, Pharmacy and other teams, translating their plans into financial impact
Partner closely with Accounting so actuals, forecasts and reporting stay aligned
Explain complex financial analysis clearly to non-finance stakeholders
Process and Scalability
Build scalable FP&A processes, templates and tools that reduce manual work
Use automation and AI tools to speed up modelling, reporting and analysis
Help shape the growth of the FP&A function as the company scales
What will help you succeed in the role:
Bachelor's degree in business, commerce, finance, economics or a related field, or equivalent experience
6+ years of experience in FP&A, strategic finance or a similar finance role
Experience at a smaller, high-growth company where you owned a broad scope of the business, not just one slice of it
Expert financial modelling skills, including driver-based models, three-statement models and scenario analysis built from scratch
Hands-on experience owning budgeting, forecasting (including expense and headcount) and variance analysis
A strong analytical understanding of how a business runs, and the ability to connect operational data to financial outcomes
Advanced Excel or Google Sheets skills, and real enthusiasm for automation and AI tools to improve how finance works
Proven ability to partner with and influence department leads and senior leadership
Clear written and verbal communication skills, including turning complex analysis into simple recommendations
Able to move quickly, work with ambiguity, and adapt as the business scales
Nice to have
Experience in telehealth, digital health, consumer subscriptions, e-commerce or another direct-to-consumer business
Experience with DTC and subscription metrics, such as cohort retention, CAC, LTV and payback
Experience supporting board reporting or fundraising
Familiarity with SQL or BI tools (such as Looker, Lightdash or Tableau)
