Manager, FP&A - Revenue

Vālenz^® Health is the platform to simplify healthcare – the destination for employers, payers, providers and members to reduce costs, improve quality, and elevate the healthcare experience. The Valenz mindset and culture of innovation combine to create a distinctly different approach to an inefficient, uninspired health system. With fully integrated solutions, Valenz engages early and often to execute across the entire patient journey – from care navigation and management to payment integrity, plan performance and provider verification. With a 99% client retention rate, we elevate expectations to a new level of efficiency, effectiveness and transparency where smarter, better, faster healthcare is possible.
 

• Develop and maintain detailed revenue forecasts, budgets, and long-range planning models in collaboration with FP&A leadership and business stakeholders.
• Analyze weekly/monthly revenue results, providing clear variance analyses and actionable insights.
• Partner with Sales, Operations, and Accounting to refine key assumptions, improve forecast accuracy, and align on business strategies.
• Create and maintain executive dashboards and KPIs to support data-driven decision-making.
• Conduct ad hoc financial modeling and analysis for pricing, profitability, and strategic initiatives.
• Support contract modeling, scenario analysis, and revenue recognition considerations.
• Perform customer-level profitability analyses to support pricing, retention, and sales incentive strategies.
• Continuously improve planning tools and financial models for scalability and efficiency.
• Align with Accounting on month-end close and revenue recognition processes.
• Monitor external and internal factors affecting revenue, identifying risks and opportunities.
• Drive automation and process improvement for reporting and planning workflows.
• Perform additional duties and special projects as required to support evolving business needs.

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 6+ years of experience in FP&A or corporate finance, with 2+ years in a supervisory role.
• Strong financial modeling and analytical skills with advanced Excel proficiency.
• Familiarity with GAAP and revenue recognition principles (ASC 606).
• Excellent interpersonal and communication skills; highly effective in cross-functional collaboration.
• Proactive, organized, detail-oriented, and adaptable with a growth mindset.

• Experience in a private equity-backed environment.
• Background in healthcare or health services.
• Hands-on experience with planning tools such as Adaptive Insights, NetSuite, or Power BI.

• Work Environment: You’ll need a quiet workspace that is free from distractions.
• Technology: Reliable internet connection—if you can use streaming services, you’re good to go!
• Security: Adherence to company security protocols, including the use of VPNs, secure passwords, and company-approved devices/software.
• Location: You must be US based, in a location where you can work effectively and comply with company policies such as HIPAA.

Why You'll Love Working Here

Valenz is proud to be recognized by Inc. 5000 as one of America’s fastest-growing private companies. Our team is committed to delivering on our promise to engage early and often for smarter, better, faster healthcare. With this commitment, you’ll find an engaged culture – one that stands strong, vigorous, and healthy in all we do.

Benefits

• Generously subsidized company-sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book and KISx Card.
• Spending account options: HSA, FSA, and DCFSA
• 401K with company match and immediate vesting
• Flexible working environment
• Generous Paid Time Off to include vacation, sick leave, and paid holidays
• Employee Assistance Program that includes professional counseling, referrals, and additional services
• Paid maternity and paternity leave
• Pet insurance
• Employee discounts on phone plans, car rentals and computers
• Community giveback opportunities, including paid time off for philanthropic endeavors

At Valenz, we celebrate, support, and thrive on inclusion, for the benefit of our associates, our partners, and our products. Valenz is committed to the principle of equal employment opportunity for all associates and to providing associates with a work environment free of discrimination and harassment. All employment decisions at Valenz are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social, or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics.