Vice President, Financial Planning & Analysis

Included Health is seeking a highly skilled and strategic Vice President of Financial Planning & Analysis (VP, FP&A) to join our finance leadership team. Reporting directly to the Senior Vice President of Financial Planning & Analysis, this role will focus on both traditional and strategic financial planning and analysis. The VP, FP&A will be instrumental in developing the company’s 5-year business strategic financial plan and preparing critical financial materials for the Board of Directors and investors, in addition to traditional FP&A. The ideal candidate will bring a deep understanding of financial strategy, business planning, and corporate finance, with a track record of success in high-growth, technology-focused healthcare environments.

Responsibilities:

• Strategic and Traditional Financial Planning:
• Lead the development and execution of traditional financial planning processes, including budgeting, forecasting, and variance analysis.
• Collaborate with senior leadership to create and refine the company’s 5-year business strategic financial plan annually, ensuring alignment with corporate goals and objectives.
• Provide financial insights and recommendations to drive strategic decision-making and support long-term business growth.




• 5-Year Business Strategic Financial Plan:
• Develop and manage the company’s 5-year strategic financial plan, including long-term revenue projections, expense management, and capital allocation.
• Work closely with cross-functional teams and corporate development to align financial planning with business strategy, product development, and market expansion efforts.
• Continuously assess and refine the strategic financial plan to reflect changes in market conditions, business priorities, and corporate objectives.




• Board of Directors and Investor Materials Preparation:
• Lead the preparation of comprehensive financial materials and presentations for the Board of Directors and key investors.
• Ensure accuracy, clarity, and alignment of all materials with the company’s financial performance, strategic objectives, and market positioning.
• Collaborate with the SVP, FP&A, and executive leadership to deliver clear, concise and high quality presentations.




• Financial Analysis and Reporting:
• Oversee the preparation of detailed financial analysis and reports to support business units and executive decision-making.
• Develop and maintain financial models to evaluate business performance, investment opportunities, and strategic initiatives.
• Ensure the accuracy and timeliness of financial reporting, while continuously improving processes and systems.




• Leadership and Team Development:
• Lead and mentor a team, fostering a culture of excellence, collaboration, and continuous improvement.
• Set clear objectives and performance expectations for the team, ensuring alignment with broader company goals.
• Promote the professional growth and development of team members through training, feedback, and career development opportunities.
• Build a culture of belonging that represents diverse perspectives, attracting and retaining top financial talent.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or advanced degree preferred.
• 12-15+ years of professional experience, with a focus on financial planning and analysis and a strong background in strategic financial planning and corporate finance.
• Proven experience in a senior financial leadership role within a high-growth technology or healthcare company at scale.
• Entrepreneurial spirit; able to effectively manage ambiguity and operate in build mode.
• Track record of consistently driving results and exceeding goals.
• Expertise in developing and managing long-term strategic financial plans.
• Strong understanding of financial modeling, analysis, and reporting.
• Experience preparing and managing financial materials to a Board of Directors.
• Excellent communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization.
• Demonstrated ability to lead and develop high-performing teams to achieve common goals.

Preferred Qualifications:

• Healthcare or digital healthcare experience.

The United States new hire base salary target ranges for this full-time position are:

Zone A: $203,330 - $287,210 + equity + benefits

Zone B: $233,830 - $330,292 + equity + benefits

Zone C: $254,163 - $359,013 + equity + benefits

Zone D: $264,329 - $373,373 + equity + benefits

This range reflects the minimum and maximum target for new hire salaries for candidates based on their respective Zone. Below is additional information on Included Health's commitment to maintaining transparent and equitable compensation practices across our distinct geographic zones.

Starting base salary for the successful candidate will depend on several job-related factors, unique to each candidate, which may include, but not limited to, education; training; skill set; years and depth of experience; certifications and licensure; business needs; internal peer equity; organizational considerations; and alignment with geographic and market data. Compensation structures and ranges are tailored to each zone's unique market conditions to ensure that all employees receive fair and competitive compensation based on their roles and locations. Your Recruiter can share details of your geographic alignment upon inquiry.

In addition to earning a base salary, this role is eligible for a performance-based bonus. Details of the Annual Bonus Plan, including performance metrics, target incentives, and potential earnings, will be discussed during the interview process.

In addition to receiving a competitive pay, the compensation package may include, depending on the role, the following:

- Remote-first culture;

- 401(k) savings plan through Fidelity;

- Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance);

- Full suite of Included Health telemedicine (e.g. behavioral health, urgent care, etc.) and health care navigation products and services offered at no cost for employees and dependents;

- Generous Paid Time Off ("PTO") and Discretionary Time Off (“DTO");

- 12 weeks of 100% Paid Parental leave;

- Up to $25,000 Fertility and Family Building Benefit;

- Compassionate Leave (paid leave for employees who experience a failed pregnancy, surrogacy, adoption or fertility treatment);

- 11 Holidays Paid with one Floating Paid Holiday;

- Work-From-Home reimbursement to support team collaboration and effective home office work; and

- 24 hours of Paid Volunteer Time Off (“VTO”) Per Year to Volunteer with Charitable Organizations.

Your recruiter will share more about the benefits package for your role during the hiring process.

About Included Health

Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more at includedhealth.com.

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Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.