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FP&A Lead



Accounting & Finance
San Mateo, CA, USA
Posted on Thursday, June 20, 2024

Notable is the leading intelligent automation company for healthcare. Customers use Notable to help patients navigate the complex web of healthcare while automating the admin work so they can focus on caring for patients.

We are on a mission to fix the broken US healthcare system by helping to eliminate the massive administrative burden that is placed on our nation’s healthcare staff. We need a very experienced PM to help us get there.

We are looking for an FP&A Lead to partner with executive leaders across the company to provide insights into our financial performance. In this position, you will lead budgeting, investor reporting, and financial analysis for key stakeholders across Notable. At Notable, finance is more than just a scorekeeper. We leverage financial information to ask informed questions, make better decisions, and achieve our lofty aspiration to better healthcare for humanity.

You will…

  • Lead Annual Budgeting and Quarterly Forecasting: Oversee the annual budgeting process and quarterly forecasting efforts, ensuring accuracy and alignment with organizational goals.

  • Financial & Operational Reporting: Develop and present monthly financial reporting packages, quarterly board materials, and key performance indicators (KPIs) for the executive leadership team and Board of Directors.

  • Department Collaboration: Partner with department heads to understand and address their financial requirements, providing insights and support to drive financial performance.

  • Sales and Marketing Partnership: Collaborate with sales and marketing leadership to analyze the sales pipeline, historical win rates, and customer pricing to ensure data-driven decision-making.

  • Cash Management: Monitor cash flow, liquidity, and working capital, driving optimal cash management and funding strategies.

  • KPI Dashboard Improvement: Lead the enhancement of KPI dashboards in Mosaic, ensuring they effectively support leaders across the organization in monitoring their performance metrics.

  • Workflow Ownership: Take full ownership of your workflows, identifying and removing any obstacles that may hinder progress. We believe in empowering our team members to drive success.

  • Strategic Finance Processes: Build out other strategic finance processes and lead ambitious projects that shape the future of the business.

You’re a great fit for our team because…

  • Education: Bachelors in finance, accounting or similar

  • Relevant experience: 4-7 years of relevant experience; ideally experience at high-growth organizations, investment banks, or consulting firms

  • Financial Modeling Expertise: Be an expert in developing and maintaining financial models in Excel / Google Sheets, and understand GAAP financial statements. Prior experience in implementation and/or management of a budgeting and planning software is a plus

  • Data Analysis Expertise: Be an expert in analyzing data and creating charts, in either Excel, Google Sheets, or another data analysis tool.

  • Strategic Thinking: Proactively perform strategic analysis and make data-driven recommendations that shape the future of the business.

  • Continuous Learning and Curiosity: Demonstrate genuine curiosity with a strong desire to continuously learn and help others grow.

  • Collaborative Communication: Possess a collaborative style and the ability to communicate with executives across the organization.

  • Self-Starter and Agility: Demonstrate enthusiasm, agility, and the ability to manage multiple responsibilities effectively. Commit to building and automating financial operations.

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