The Role
The Director, FP&A will lead financial planning, forecasting, and decision support, create models for growth scenarios, and collaborate with various departments to drive execution and improve insights.
Summary Generated by Built In
Kontakt.io is building the platform that care operations run on.
We reduce waste, cut costs, and improve throughput by automating and orchestrating clinical workflows. Using AI, real-time location data (RTLS), and EHR integration, our platform empowers care teams with self-learning agents that adapt in real time — enhancing operational performance and transforming patient care.
We’re trusted by HCA, Dignity Health, Mercy Health, Trinity Health, and the U.S. Department of Veterans Affairs, and we’ve quadrupled our ARR in the last 24 months. Backed by Goldman Sachs, we’re scaling toward $100M+ ARR in the next two years — and we’re looking for a Director, FP&A to build the financial engine that scales our next phase of growth.
As Director, FP&A, you’ll lead the planning, forecasting, and decision-support muscle of the company — turning data into clarity, and clarity into action across every function.
What You’ll Do
- Own the company planning rhythm: annual plan, quarterly forecasts, and long-range model — tying financial targets to operational levers and measurable outcomes.
- Build and maintain dynamic models for growth scenarios, capital allocation, hiring plans, and unit economics; pressure-test assumptions and surface the “so what.”Be the financial storyteller for the business: synthesize performance into insights and recommendations for executives and the Board; craft clear, compelling materials for monthly/quarterly reviews and board meetings.
- Partner with Sales, RevOps, Marketing, Product, and the CTO Office to align investments with pipeline, adoption, and retention — creating a common language for ARR, NRR, CAC, payback, and productivity.
- Collaborate with Accounting to shorten close-to-insight cycles, improve forecast accuracy, and strengthen revenue recognition and expense accrual processes.
- Co-own the revenue and demand attribution (data cube) with RevOps/Analytics to illuminate sources of growth and ROI across the funnel.
- Stand up standardized KPI dashboards and variance analysis — delivering timely, actionable views of performance and leading indicators.
- Drive process and systems excellence across FP&A (e.g., Adaptive Planning, NetSuite, Power BI or similar) to automate, scale, and improve data quality.
- Build and mentor a high-performing FP&A team known for analytical rigor, speed, and pragmatism.
What Success Looks Like
- 30 Days: Deep grasp of our model, metrics, and data sources. Establish operating cadences with CFO, Accounting, and GTM leaders. Baseline forecast and reporting.
- 60 Days: First forecast refresh and standardized monthly reporting live. Initial KPI dashboard (ARR, NRR, churn, CAC/payback) in place; common definitions adopted across functions.
- 90 Days: Lead preparation of the Board package; implement variance analysis that ties results to drivers and actions. Close-to-insight timeline shortened and forecast accuracy improving.
- 6 Months: FP&A is the operating system for planning and decisions: predictable forecasts, clear investment frameworks, and a shared view of growth levers across the company.
You’re a Fit If You…
- Bring 10+ years of progressive finance experience including investment banking and 3+ years leading FP&A at a B2B SaaS company.
- Have owned the full planning cycle end-to-end — plan, forecast, LRP — and partnered cross-functionally to drive execution.
- Know SaaS unit economics cold (ARR, NRR, churn, CAC, LTV, payback) and how to operationalize them with GTM and Product.
- Are an exceptional modeler and communicator — turning complex analysis into simple narratives and concrete recommendations.
- Have advanced Excel / modeling chops; experience with NetSuite and a BI tool (e.g., Power BI or similar).
- Experience with planning tools is a plus.
- Thrive in fast-moving, high-ownership environments where the bar is high and impact is tangible.
- Bonus: exposure to IPO readiness, investor relations, diligence, or public-company-level reporting.
Benefits
- Equity in a high-growth company on a clear trajectory toward $400M+ ARR
- Health, dental, and vision insurance
- Paid time off plus 10 paid holidays
- The tools, autonomy, and space to do your best work
Our 7 Virtues
We think people-first
We are direct and empathetic about customers, individuals, and experiences. Valued & seen.
We are effective
Act with urgency, in light of the mission. We do what is useful & not wasteful. We run lean.
We innovate
We go beyond & think about doing better. If we decide to do it, we want to be the best. “Can’t be done” excites us.
Simplicity wins
Precise. No unnecessary complexity. 80/20. Simplicity ≠ easy.
No ego
Strong opinions, loosely held. Open-minded, analytical, and flexible with purpose. Let data tell the story.
Let me take care of it
We own our goals. Whatever is assigned to you, just nail it. Get it done.
We win and lose together
We create an environment where people get shit done, execute fast, speak up, and fail/learn faster.
Top Skills
Adaptive Planning
Excel
NetSuite
Power BI
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The Company
What We Do
Kontakt is the only AI platform in healthcare that delivers operational predictability — maximizing capacity, safety, and decision making to enhance care delivery for patients and caregivers.
Why Work With Us
Collaborative, mission-driven team solving real healthcare challenges. Build impactful tech, grow fast, and make a difference—together.
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