Senior FP&A Manager

San Francisco, United StatesRemote

Responsibilities

Run monthly, quarterly, and annual planning across revenue, OpEx, headcount, and cash.
Lead the implementation and ongoing evolution of our planning platform (Pigment, Anaplan, or similar).
Design the model architecture, data integrations, and reporting layer that will scale with us through the next several stages of growth. - Board and executive reporting.
Produce the board deck, monthly operating reviews, and investor reporting.
Drive initiatives to improve gross margin, optimize COGS, and increase operational leverage.
Build sophisticated models to evaluate unit economics, ROI of various investments, and capital efficiency.

That’s why we’re building a new foundation for how patients and providers connect, driven by AI, built to embrace the complexities of healthcare, and tailored to each provider’s unique needs.
experience platform powered by specialty-specific agentic AI.
Assort’s omnichannel AI agents seamlessly integrate with EHR/PMS and complicated provider preferences to eliminate lengthy hold times and inefficiencies that stand in the way of patients getting the care they need.
experience leading financial analysts - Strong grasp of SaaS metrics — CAC/LTV, magic number, net retention, unit economics, rule of 40.
Experience with both GAAP and non-GAAP reporting.
- Excel and BI-native: you move fast in spreadsheets and know how to build dashboards that tell a clear story.
Experience with systems such as Campfire, NetSuite, Salesforce, and FP&A platforms (Pigment, Anaplan, Adaptive, etc.) - Familiarity with SQL and low/no-code dashboarding tools (Omni, Equals, etc.)

WHAT WE'RE LOOKING FOR: - 7+ years in progressive positions within FP&A, investment banking, or consulting, with 3+ years in operating finance at a high-growth, tech company. - 1+ years of people management