The Role
Own forecasting methodology, driver-based financial models, and planning frameworks for revenue, reimbursement, budgeting, and long-range planning. Identify data, systems, and billing gaps limiting forecast accuracy and drive cross-functional improvements. Build scalable reporting and planning infrastructure, support investor/board materials, and manage the annual budget and forecasting cycles as a senior individual contributor.
Summary Generated by Built In
Join a team that’s transforming mental healthcare. Founded by psychiatrists, Headlight is more than a company: it’s a movement. A movement that exists on the front lines of the mental health crisis, transforming the way people access care and the way clinicians deliver it. In order to help people in their time of need and ensure that every person who comes to us has options, we are transparent about our capabilities, treatments, and coverage, we champion innovation, and we leverage our rich data to continuously implement better ways of delivering care. Our mission is simple but powerful: Improving lives, one session at a time.
Our highly skilled and principled clinical team enjoys autonomy and institutional support so they can put their focus where it should be: on improving patient outcomes. Our clinicians want to do more than help individual clients, so they work to affect the system as a whole, elevating standards of care so that their efforts reverberate far beyond what they could do in private practice.
As the most trusted behavioral health partner in the Western U.S., we’ve established deep relationships that give us unparalleled access, interoperability, and first-priority referrals. This exclusivity, combined with our best-in-class coordinated care and feedback loops, results in superior outcomes and cost savings.
Our services are convenient, accessible, and expert, combining personalized client engagement with advanced technology to enhance, not replace, human connection. Indeed, we hold that human-to-human relationships are indispensable, so from the match to the session to the time between sessions, we provide whole person care so nobody falls through the cracks and there is a brighter path forward for all.
We're looking for a Director of Financial Planning & Analytics to own the systems, models, and processes that power financial decision-making at Headlight Health. Reporting to the CFO, you'll own the forecasting and analytics function that drives revenue visibility, budgeting, and long-range planning across a growing multi-site behavioral health organization.
This is not a traditional FP&A role, and it is not a people management role. You'll operate as a senior individual contributor owning the analytical infrastructure — developing scalable models and planning frameworks that help leadership understand where the business is going, not just where it's been. You'll work at the intersection of finance, billing operations, and data, building the forecasting capabilities that a scaling healthcare company needs.Success in this role depends on your ability to continuously identify what's preventing our financial picture from being accurate, timely, and actionable. Sometimes that means improving a model. More often, it means uncovering gaps in upstream data quality, billing processes, or systems — and driving cross-functional solutions to fix them. We're looking for someone who understands how finance, operations, and data come together in a healthcare environment, and who has built planning capabilities from the ground up.
This role is for remote applicants. For local candidates this role will be hybrid. Apply here.
This is a role where the work evolves constantly. We're still building a lot of our processes, and the person in this seat will have real influence over how they take shape. If you want a defined playbook to execute, this probably isn't the right fit. If you want to understand a complex system and help make it better, we'd love to talk.
Our Pillars
- Make things easier.
- Forge genuine connections.
- Elevate the standard.
Roles and Responsiblities
- Own the company's forecasting methodology across revenue, reimbursement, and long-range planning — partnering closely with our Sales & Operations Planning function on provider productivity.
- Improve, build, and evolve driver-based financial models that support executive decision-making, budgeting, scenario analysis, and growth planning.
- Continuously identify gaps in data, systems, and billing processes that limit forecasting accuracy or scalability, and drive cross-functional efforts to resolve them.
- Influence stakeholders across Finance, Operations, Billing, and Clinical to implement process improvements, strengthen data quality, and improve the inputs that power planning.
- Lead the evolution of financial reporting from manual, spreadsheet-driven workflows toward scalable, repeatable processes and modern planning tools.
- Partner with billing and operations teams to operationalize financial models and build reporting infrastructure that reflects how the business actually works.
- Establish governance, documentation, and feedback loops that measure forecast performance, identify variance root causes, and drive continuous improvement.
- Support investor reporting, board materials, and fundraising with clear, well-supported financial narratives.
- Own the annual budget, forecast, and long-range planning cycle end-to-end.
Required Qualifications
- 5+ years of experience in financial planning, strategic finance, or financial analytics — ideally in healthcare, MSO, or a complex multi-site services environment.
- Deep expertise building forecasting models for revenue, operating expenses, and long-range planning.
- Strong understanding of healthcare revenue cycle economics — reimbursement, payer contracts, and AR dynamics. Familiarity with provider productivity metrics is a plus; you'll partner with our S&OP function rather than own that domain.
- Demonstrated ability to identify root causes behind forecasting or planning challenges and drive improvements to business processes, systems, or data quality.
- Proven success influencing cross-functional stakeholders without direct authority to implement operational or analytical change.
- Advanced Excel proficiency; SQL experience preferred or strong willingness to learn.
- Experience with modern planning or BI tools (Adaptive Planning, Anaplan, Pigment, Power BI, Tableau, or similar) preferred.
- Self-directed and comfortable operating with ambiguity in a fast-moving environment.
- This role is for remote applicants. For local candidates this role will be hybrid. Apply here.
What Success Looks Like
- Forecast accuracy improves because you've identified and resolved underlying data, process, and systems gaps — not just refined spreadsheet formulas.
- Revenue and reimbursement forecasts become trusted inputs for executive and board decision-making because assumptions are transparent and business inputs are reliable.
- Finance evolves from a reactive reporting function to a proactive planning capability, with scalable models and repeatable workflows.
- Cross-functional teams — billing, operations, clinical — adopt new processes that improve the quality and timeliness of financial inputs.
- Leadership has a clear, reliable picture of where the business is going, with the scenario analysis and risk visibility to make confident decisions.
- You operate as a force multiplier — a senior individual contributor who drives the quality of financial thinking across the organization who helps build the finance team out over time.
Benefits
- W2 role with competitive compensation
- Medical, Dental and Vision on the first of the month after employment
- Paid Vacation, Sick, and Holiday time
- Employee Assistance Program (EAP) provides confidential counseling services, resources, and support to help you navigate personal or professional challenges.
- 401(k) plan with company contribution
- Hybrid work schedule
- Opportunity to work in a cutting-edge healthcare technology environment
- Professional development opportunities and training
- Collaborative and supportive work culture
- Impactful role contributing to the enhancement of patient care and healthcare processes
If you need any accommodations for your interview please email [email protected] prior to scheduling.
Not meeting all the requirements? Research indicates that women, communities of color, and historically underrepresented individuals are often hesitant to apply for jobs unless they meet every qualification. We are committed to cultivating a diverse, inclusive, and genuine workplace. If you're enthusiastic about this position but your previous experience doesn't precisely match every qualification listed, we enthusiastically encourage you to submit your application. You could be the ideal candidate for this role or others!
Headlight is committed to the principles of diversity, equity, and inclusiveness and seeks to create a working environment reflective of this commitment. We seek to provide a diverse clinician base to support the diversity of our clients. Headlight supports and respects diversity of people, culture, and ideas throughout our organization. Headlight thrives to be a welcoming, diverse and discrimination- and harassment-free workplace.
By applying for this position, you consent to receive future communications from Headlight via email or text regarding this application and related employment opportunities. You may opt-out at anytime by contacting us directly.
Job Postings on Indeed and other job boards may post with total compensation (base + bonus). For the exact base salary range please check our website or our job-site
Skills Required
- 5+ years of experience in financial planning, strategic finance, or financial analytics
- Experience in healthcare, MSO, or complex multi-site services environment
- Deep expertise building forecasting models for revenue, operating expenses, and long-range planning
- Strong understanding of healthcare revenue cycle economics, reimbursement, payer contracts, and AR dynamics
- Demonstrated ability to identify root causes behind forecasting or planning challenges and drive process/system/data improvements
- Proven success influencing cross-functional stakeholders without direct authority
- Advanced Excel proficiency
- SQL experience or strong willingness to learn
- Experience with modern planning or BI tools (Adaptive Planning, Anaplan, Pigment, Power BI, Tableau, or similar)
- Self-directed and comfortable operating with ambiguity in a fast-moving environment
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The Company
What We Do
Headlight is a mental healthcare provider founded by psychiatrists that offers a full-circle approach to mental wellness, including therapy, medication management, and support groups. They operate through both virtual and in-person sessions, aiming to simplify access to care and improve patient outcomes by combining personalized clinical engagement with advanced technology. They are recognized as a trusted behavioral health partner in the Western U.S.
