FP&A Lead

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San Francisco, CA
In-Office
Software
Join our mission to accelerate innovation in healthcare.
The Role

About NexHealth

NexHealth’s mission is to accelerate innovation in healthcare. Fixing healthcare is the challenge of our generation. This industry is stuck in the 1990s while affordability and accessibility are spiraling out of control. We currently spend ~20% of GDP on healthcare, while the 25% of the world's data is stuck on legacy and antiquated health systems. NexHealth’s goal is to create an open and modern ecosystem to accelerate innovation in the space. We make it easier for everybody to build in healthcare, and ultimately empower ordinary people with access to more modern, efficient and affordable healthcare solutions.

Founded: 2017
Headquarters: San Francisco, CA
Funding: $177M through Series C
Employees: 190
Website: https://www.nexhealth.com/

Finance at NexHealth

Finance at NexHealth operates as an internal strategy team—lean, high-leverage, and embedded across the business. We build the systems, models, and insights that power our next phase of growth. Whether it’s advising the C-Suite on resource allocation or designing GTM capacity plans, our work shapes every major strategic decision. The FP&A Lead will report directly to the Head of Strategic Finance and partner closely with the CFO and executive team.

What You’ll Do:

  • Data Analytics - Define which metrics matter, implement systems to track them, and build analytics that uncover actionable insights. You’ll bring clarity to complexity and help operators move with precision.
  • Embedded FP&A - Extend finance’s reach across GTM, Product, and Ops to ensure every major initiative—whether it’s a new integration, feature launch, or pricing change—has a financial lens from day one.
  • Build the FP&A Engine - Lay the foundation for a company-wide financial operating system. You'll design and implement a consistent monthly rhythm that aligns budget owners around forecasting, variance analysis, and performance reviews. This isn’t just about process—it’s about building the muscle for financial accountability, empowering teams to make smarter decisions, and creating the rigor we need to scale with confidence.

What You’ll Bring:

  • 6–8 years of experience in finance, strategic planning, or analytics. Backgrounds in SaaS, investment banking, or management consulting are highly valued.
  • Strong academic foundation with a degree in Finance, Economics, or a quantitative field such as Math, Computer Science, or Physics.
  • Advanced Excel skills are a must; experience with Salesforce, HubSpot, SQL, and Sigma is a plus—especially if you’ve used them to build scalable, self-serve reporting.
  • Founder mindset—you’re proactive, resourceful, and don’t wait for permission. You anticipate problems, get to the root of issues, and own outcomes from insight to execution.
  • Exceptional project management skills, with the ability to prioritize, manage multiple stakeholders, and thrive in a fast-paced, high-growth environment.
  • Clear, concise communicator—able to turn complex data into compelling narratives for executives and operators alike.

NexHealth Values

  • Solve the customer’s problems, not yours
    When making decisions, think from the perspective of the customer. It’s easy to make decisions that make our lives simpler, but not the customers.
  • Do the things others are not willing to do
    As a Nexer, always go after the hardest problems. Pursue things at the highest quality. Move at the fastest pace. 
  • Take ownership
    Act like a founder. Own your roles, destinies, mistakes, behavior, and our mission. The buck stops with each of us - no blaming or excuses.
  • Say what’s on your mind, with positive intent
    Be direct, proactive, transparent, and frequent in your communication. 
  • Default trust
    As a Nexer, you do not have to earn trust, trust is given to you by default. If we by default trust each other, our speed of communication, feedback, information sharing, and overall improvements will be a lot faster.
  • Think in first principles
    We first identify the problem and then break it down to its fundamentals before diving into solutions. We constantly ask “why” to validate our assumptions.

Benefits

  • Competitive salary plus equity
  • Commuter benefits
  • 401K
  • Full Medical, Dental and Vision
  • Unlimited PTO

Salary Range Disclaimer
The salary range for this role is $170k to $190k for this position. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of NexHealth’s total compensation package for employees. Other benefits may include stock options, an unlimited paid time off policy, and 90% coverage on medical, vision and dental insurance.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender expression, sexual orientation, age, marital status, veteran status or disability status. We will provide reasonable accommodation to individuals with disabilities to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation at [email protected].

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The Company
HQ: San Francisco, CA
210 Employees
Year Founded: 2017

What We Do

NexHealth’s mission is to accelerate innovation in healthcare by connecting patients, providers, and developers. We’re building the infrastructure layer for modern healthcare, connecting thousands of fragmented, on-premise, and closed EHR systems into a single, modern platform that powers software, APIs, payments, and patient experiences across the ecosystem.

Why Work With Us

At NexHealth, we encourage employees to take initiative, learn through doing, and contribute in meaningful ways from the start. If you’re looking for a place where your work matters and where you can grow alongside a team that values trust, transparency, and purpose, NexHealth is a great place to build your career.

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