Director FP&A

The role

You will build the forward-looking FP&A infrastructure, long-range financial models, and operational dashboards to scale the business. You will act as a strategic partner to the C-suite to drive capital efficiency and revenue expansion.

What you will do

• Act as a strategic thought partner to the C-suite and executive team.
• Identify growth levers, unit economic improvements, and gross margin expansion opportunities.
• Evaluate strategic tradeoffs across GTM investments, product roadmap, and headcount.
• Own the multi-year long-range financial model, annual budgeting, and rolling re-forecasts.
• Own budget and forecast variance analysis and strategic monthly business reviews.
• Build dynamic, scenario-based financial models.
• Standardize core business metrics across departments.
• Partner with Growth, Product, Customer Success, and Operations leadership.
• Design, implement, and automate a modern FP&A tech stack.
• Own the preparation of monthly executive dashboards, quarterly Board presentations, and investor communications.

Required qualifications

• 8–12+ years of progressive finance experience.
• At least 5+ years of pure-play FP&A and strategic finance leadership.
• Experience helping scale a B2B SaaS or HealthTech company.
• Track record as a proactive strategic business partner to C-level executives.
• Expert knowledge of enterprise SaaS unit economics, go-to-market mechanics, net retention drivers, and complex multi-product financial modeling.
• Proven experience leveraging frontier models in day to day processes and larger project initiatives.
• Experience implementing and optimizing modern FP&A planning platforms and building scalable financial infrastructure from scratch.
• Direct experience producing Board-level decks and managing executive stakeholders.

Nice to have

• Familiarity with the commercial and financial dynamics of US healthcare, provider systems, usage-based API platforms, or healthcare data infrastructure.
• Direct involvement in Series B/C capital raises, debt financing, M&A execution, or IPO readiness workflows.
• Experience modeling and managing financial operations across cross-border structures.
• Direct experience communicating complex financial strategy to institutional investors.

Benefits

• 100% coverage of health, dental, and vision insurance premiums for employees.
• Unlimited PTO, with at least two weeks off each year for US-based team.
• Health insurance for employees in India.
• Statutory leave benefits in India.
• Additional wellness (menstrual) leave for women in India.

About the company

CertifyOS is building the data infrastructure that powers modern healthcare. Their API-first platform automates provider licensing, enrollment, credentialing, and network monitoring.