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The Role
Leads corporate FP&A and serves as a principal strategic finance deputy to senior leadership. Owns enterprise strategy modeling, five-year planning, forecasting, capital allocation, performance reporting, scenario analysis, investor and board materials, and value-creation initiatives. Provides global leadership across a 25-person FP&A organization, partners with executive and functional leaders, supports M&A, and drives finance transformation, automation, analytics, and AI adoption. The role manages a four-person corporate FP&A team and is based in Chicago with two days per week onsite.
Summary Generated by Built In
RLDatix is on a mission to transform care delivery worldwide, ensuring every patient receives the safest, highest-quality care. Through our innovative Healthcare Operations Platform, we’re connecting data to unlock trusted insights that enable improved decision-making and help deliver safer healthcare for all.
RLDatix is on a mission to transform care delivery worldwide, ensuring every patient receives the safest, highest-quality care. Through our innovative Healthcare Operations Platform, we're connecting data to unlock trusted insights that enable improved decision-making and help deliver safer healthcare for all.
Job Description
RLDatix (RLD) is on a mission to help raise the standard of care…everywhere. Trusted by over 10,000 healthcare organizations around the world, our solutions help improve health and care. Our applications ensure that patients receive the best and safest care while supporting the providers who deliver it. Joining TeamRLD means being part of a global effort of over 2,000 team members in making a difference in healthcare…every day.
The VP, Corporate FP&A will serve as a direct report and the principal deputy of the SVP Finance & Sales Operations, and as a central leader in global reporting, forecasting, planning and executive decision-making. Partnering with the CFO, CEO and Executive Leadership Team, the VP, Corporate FP&A will shape financial direction, guide investment decisions and translate Investors' priorities into measurable outcomes.
This is a broad global finance leadership role, extending beyond planning and reporting. The VP, Corporate FP&A will connect market, commercial and operational drivers to financial outcomes; evaluate growth investments, portfolio priorities, M&A and performance improvement; and use planning, forecasting, reporting and finance technology to support faster, higher-quality decisions.
The VP, Corporate FP&A will lead the four-person Corporate FP&A team and provide dotted-line leadership and guidance to the wider global FP&A organization of 25. The Corporate team also partners with Regional and Business Unit Finance Business Partners, the People Team and the Corporate Information Systems Team. The VP, Corporate FP&A will strengthen commercial acumen, talent and succession while building an integrated Finance organization focused on growth and long-term value.
Given the location of key executive stakeholders across North America, APAC and Europe, the successful candidate will operate as a critical executive finance leader within the Chicago headquarters and across the global organization.
How You'll Spend Your Time
Enterprise Strategy, Growth and Value Creation
- Serve as the SVP Finance & Sales Operations' principal deputy and strategic right-hand partner, helping shape the enterprise agenda, aligning the global Finance organization and representing the SVP Finance & Sales Operations in senior forums when delegated.
- Act as a key strategic advisor to the SVP Finance & Sales Operations and CFO, helping shape enterprise investment decisions, growth strategy, priorities and long-term value creation.
- Partner with the CEO, CFO, SVP Finance & Sales Operations and Executive Leadership Team to evaluate strategic choices, identify the most important enterprise value drivers and convert strategy into clear financial objectives, investment priorities and execution plans.
- Develop and challenge initiatives to accelerate organic growth, improve customer retention, expand margins, strengthen cash generation and enhance return on invested capital.
- Own the enterprise capital-allocation framework, evaluating trade-offs across growth investment, product and technology, go-to-market capacity, transformation, M&A, debt and other uses of capital.
- Translate private equity value-creation priorities into measurable plans, milestones and outcomes, and provide Investors with transparent insight into progress, risks and opportunities.
- As required, support M&A due diligence, integration planning, synergy tracking and post-investment performance review.
CEO, CFO and Executive Decision Support
- Act as a trusted advisor to the CEO, CFO and Executive Leadership Team, bringing independent financial judgment, constructive challenge and clear recommendations to high-impact decisions.
- Lead enterprise scenario analysis and integrated decision modeling across growth, pricing, product investment, organizational capacity, profitability, liquidity and strategic transactions.
- Frame complex choices clearly, quantify risk and upside, define decision criteria and ensure approved actions are translated rapidly into accountable execution.
- Lead the preparation of Executive Leadership Team, Board and investor materials, ensuring the narrative is strategic, balanced and focused on performance, outlook and value creation rather than reporting alone.
Global Finance Leadership and Integration
- Provide financial leadership across a global software organization operating across North America, Europe, Asia Pacific and the Middle East.
- Provide visible dotted-line leadership and guidance across the global FP&A organization of 25 people, aligning regional, business-unit and corporate teams behind enterprise priorities, consistent standards and a strong performance culture.
- Build organizational capability through coaching, talent development, succession planning and deployment of resources to the highest-value priorities.
- Coordinate with the Global Controller, Treasury, Tax, Procurement, CIS, Sales Operations and other Finance and Strategic Operations leaders to integrate financial disciplines and resolve cross-functional priorities.
- Act as a senior escalation point and delegated leader across Finance, exercising judgment on matters that require the SVP Finance & Sales Operations' attention and personally driving resolution where appropriate.
Strategic Performance, Planning and Insight
- Own the integrated rolling five-year model as the financial expression of enterprise strategy, connecting market, commercial, product, workforce, P&L, balance sheet and cash-flow drivers.
- Lead the annual financial plan (AOP), forecasts and performance outlook as dynamic management tools that test strategic assumptions, reveal risks and opportunities and support timely resource reallocation.
- Define and interpret the enterprise performance framework across growth, ARR, retention, bookings, revenue, margin, EBITDA, billings, cash conversion and return metrics, linking outcomes to actionable operational drivers.
- Deliver concise, decision-useful insight that explains what is changing, why it matters, what management should do and how it affects long-term enterprise value.
Finance Business Partnering and Transformation
- Lead finance business partnering for Finance, People/HR and IT/CIS, ensuring functional strategies, workforce plans, technology investments and transformation programs deliver measurable enterprise value.
- Partner closely with the PMO Function to prioritize the investment portfolio, challenge business cases, track delivery and benefits realization, and redirect resources where returns are not being achieved.
- Own the FP&A technology and planning ecosystem, with SAP Analytics Cloud currently serving as the core planning platform.
- Champion transformation, automation, advanced analytics and AI across Finance to improve decision quality, scalability and the organization's capacity to support growth.
- Build and mentor a high-performing Corporate FP&A team of four, while influencing capability, collaboration and performance across the wider global FP&A organization.
What Kind of Things We're Most Interested in You Having
- Bachelor's degree in Finance, Accounting, Economics or a related discipline; MBA, CPA or equivalent professional qualification preferred.
- At least 12 years of progressive finance experience, including significant leadership responsibility in corporate FP&A within a complex global organization.
- Demonstrated leadership of enterprise strategy, long-range value-creation planning, capital allocation and integrated financial modeling, including a rolling five-year model.
- Proven ability to advise and influence CEOs, CFOs, Boards and investors, challenge assumptions and translate complex strategic and financial analysis into clear decisions and actions.
- Demonstrated success acting as a senior finance leader's principal deputy, with the judgment, discretion and executive presence to represent leadership, coordinate cross-functional priorities and drive outcomes through influence.
- Strong functional business-partnering experience, ideally supporting Finance, People/HR and IT/CIS leaders through resource planning, operating expense management, technology investment and transformation decisions.
- Strong knowledge of SaaS economics and recurring-revenue metrics, including ARR, retention, bookings, revenue, gross margin, EBITDA and cash flow.
- Advanced financial modeling, scenario analysis and executive communication skills, with a record of improving forecast accuracy and business outcomes.
- AI-forward, curious and technology-minded, with demonstrated experience and a strong predisposition to applying AI, automation and other emerging technologies to improve performance, speed, efficiency and decision quality across Finance.
- Proven leadership of high-performing teams and the ability to shape capability, culture and performance across a global finance organization in a matrixed, fast-changing environment.
- Ability to commute to Chicago, IL two days a week.
Preferred Qualifications
- Significant experience in a private equity-backed, high-growth SaaS or healthcare technology company, including development and execution of value-creation plans, investor reporting and capital-allocation decisions.
- Demonstrated ownership of an enterprise FP&A technology and planning ecosystem, including platform strategy, roadmap, governance, implementation, model design and user adoption; experience with SAP Analytics Cloud, SAP BPC, Adaptive, Salesforce, NetSuite and modern business-intelligence tools is advantageous.
- Track record of leading finance transformation, reporting automation and data governance, with practical, hands-on use of AI and other technologies to accelerate insight, improve productivity and create scalable ways of working.
- Exposure to M&A, integration planning, investor reporting or preparation for a strategic transaction.
By enabling flexibility in how we work and prioritizing employee wellness, we empower our team to do and be their best. Our benefits package includes health, dental, vision, life, disability insurance, 401K, paid time off, and paid holidays.
RLDatix is an equal opportunity employer, and our employment decisions are made without regard to race, color, religion, age, gender, national origin, disability, handicap, marital status or any other status or condition protected by Federal and/or State laws.
As part of RLDatix's commitment to the inclusion of all qualified individuals, we ensure that persons with disabilities are provided reasonable accommodation in the job application and interview process. If reasonable accommodation is needed to participate in either step, please don't hesitate to send a note to [email protected].
Salary offers are based on a wide range of factors including location, relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also taken into consideration.
Skills Required
- Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
- At least 12 years of progressive finance experience
- Significant leadership responsibility in corporate FP&A within a complex global organization
- Experience with enterprise strategy, long-range value-creation planning, capital allocation, and integrated financial modeling
- Experience building or managing a rolling five-year financial model
- Ability to advise and influence CEOs, CFOs, boards, and investors
- Experience acting as a senior finance leader’s principal deputy
- Strong finance business-partnering experience supporting Finance, People/HR, and IT/CIS leaders
- Strong knowledge of SaaS economics and recurring-revenue metrics, including ARR, retention, bookings, revenue, gross margin, EBITDA, and cash flow
- Advanced financial modeling, scenario analysis, and executive communication skills
- Experience applying AI, automation, or emerging technologies to improve Finance performance
- Proven leadership of high-performing teams in a global, matrixed organization
- Ability to commute to Chicago, Illinois two days per week
- MBA, CPA, or equivalent professional qualification
- Experience in a private equity-backed, high-growth SaaS or healthcare technology company
- Experience with SAP Analytics Cloud, SAP BPC, Adaptive, Salesforce, NetSuite, or modern business-intelligence tools
- Experience leading finance transformation, reporting automation, and data governance
- Exposure to M&A, integration planning, investor reporting, or strategic transactions
RLDatix Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about RLDatix and has not been reviewed or approved by RLDatix.
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Affordable Benefits — Health coverage is often described as affordable, with HSA/FSA options and efforts to offset plan changes. Feedback suggests core medical, dental, and vision offerings deliver solid value.
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Leave & Time Off Breadth — Generous PTO and paid holidays are consistently highlighted, supporting work-life balance. Feedback suggests time-off policies are a clear strength alongside hybrid/remote flexibility.
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Retirement Support — A 401(k) with company matching is recognized as a meaningful component of total rewards. Feedback suggests retirement benefits are straightforward and dependable.
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The Company
What We Do
At RLDatix, we believe that what flows through our software is more than bits and bytes — it’s human lives. This is our mantra, our mindset, our passion and our purpose. We deliver comprehensive healthcare software solutions designed to raise the standard of care for patients, providers and healthcare organizations around the world. What sets us apart: 🌎 Global reach, local impact — We serve over 10,000 organizations across 30+ countries. 💙 Culture of purpose — Our team is united by the conviction that healthcare work is a privilege. 🤝 Partnership mindset — We see ourselves as more than a vendor; we strive to be a trusted ally in improving patient safety and care. 💡 Innovation-driven — We continuously evolve our platform to help our customers stay ahead in compliance, safety, outcomes and efficiency. Join us as we continue to empower healthcare systems to do more — for their patients, staff and communities.
