Director, Financial Planning and Analysis (FP&A) at arcadia

<div><em style="font-size: 15px;">Arcadia is dedicated to happier, healthier days for all. We believe that there is a better healthcare world – one powered by data. Our platform transforms complex, diverse data into a unified foundation for health, helping organizations deliver better care, boost revenue, and lower costs. </em></div> <div>&nbsp;</div> <div><em style="font-size: 15px;">We’re a team of fiercely driven individuals committed to making healthcare more sustainable—and we’re looking for passionate people to help us get there.</em></div> <div>&nbsp;</div> <div><em style="font-size: 15px;">For more information, visit&nbsp;</em><em><a rel="noopener noreferrer" href="[Upgrade to PRO to see link]" style="font-size: 15px;" class="postings-link">arcadia.io</a></em>.</div> <div>&nbsp;</div> <div>&nbsp;</div> <div> <div><strong style="font-size: 18px;">Why This Role Is Important to Arcadia&nbsp;</strong></div> <p>The Director of Financial Planning &amp; Analysis (FP&amp;A) will serve as a key partner to the CFO and senior leaders, translating financial data into actionable insights that drive business performance. This role owns the company’s planning processes—including annual budgeting, rolling forecasts, and long-range planning—while ensuring accuracy, transparency, and accountability across the organization.</p> <p>This individual will lead the development and maintenance of Arcadia’s financial models, provide clear visibility into business performance, and identify risks and opportunities to support strategic decision-making. As a player/coach, the Director will balance hands-on analytical work with team leadership, helping to scale FP&amp;A capabilities as the business grows.</p> <div> <div><strong style="font-size: 18px;">What Success Looks Like</strong></div> <div>&nbsp;</div> <div><strong>In 3 months</strong></div> <div>&nbsp;</div> <div> <ul style="margin-top: 4.0pt; margin-bottom: 2.0pt;"> <li style="margin: 4pt 0in 2pt 0px; line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 10.0pt; line-height: 105%; font-family: 'Hellix Medium'; color: black;">Develop a strong understanding of Arcadia’s SaaS and services business model, key drivers, and financial structure</span></li> <li style="margin: 4pt 0in 2pt 0px; line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 10.0pt; line-height: 105%; font-family: 'Hellix Medium'; color: black;">Build relationships with CFO, Controller, Director of Finance, cross-functional leaders and entire Finance team</span></li> <li style="margin: 4pt 0in 2pt 0px; line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 10.0pt; line-height: 105%; font-family: 'Hellix Medium'; color: black;">Take ownership of monthly reporting, variance analysis, and forecasting cadence</span></li> <li style="margin: 4pt 0in 2pt 0px; line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 10.0pt; line-height: 105%; font-family: 'Hellix Medium'; color: black;">Gain fluency in financial systems (e.g., Workday Adaptive, NetSuite)</span></li> </ul> </div> <div>&nbsp;</div> <div><strong>In 6 months</strong></div> <div>&nbsp;</div> <div> <ul style="margin-top: 4.0pt; margin-bottom: 2.0pt;"> <li style="margin: 4pt 0in 2pt 0px; line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 10.0pt; line-height: 105%; font-family: 'Hellix Medium'; color: black;">Lead the forecasting process with improved accuracy and transparency into key drivers</span></li> <li style="margin: 4pt 0in 2pt 0px; line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 10.0pt; line-height: 105%; font-family: 'Hellix Medium'; color: black;">Deliver clear, actionable insights to senior leadership on performance, risks, and opportunities</span></li> <li style="margin: 4pt 0in 2pt 0px; line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 10.0pt; line-height: 105%; font-family: 'Hellix Medium'; color: black;">Partner effectively with business leaders to support decision-making and resource allocation</span></li> <li style="margin: 4pt 0in 2pt 0px; line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 10.0pt; line-height: 105%; font-family: 'Hellix Medium'; color: black;">Identify and implement improvements in reporting and planning processes</span></li> </ul> <div style="line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif; margin: 4pt 0in 2pt 0px;">&nbsp;</div> </div> <div>&nbsp;<strong style="font-size: 16px;">In 12 months</strong> <div>&nbsp;</div> <div> <ul style="margin-top: 4.0pt; margin-bottom: 2.0pt;"> <li style="margin: 4pt 0in 2pt 0px; line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 10.0pt; line-height: 105%; font-family: 'Hellix Medium'; color: black;">Fully own the annual budgeting and long-range planning processes</span></li> <li style="margin: 4pt 0in 2pt 0px; line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 10.0pt; line-height: 105%; font-family: 'Hellix Medium'; color: black;">Enhance financial modeling to support scale, growth, and scenario planning</span></li> <li style="margin: 4pt 0in 2pt 0px; line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 10.0pt; line-height: 105%; font-family: 'Hellix Medium'; color: black;">Provide high-quality materials for executive leadership and Board discussions</span></li> <li style="margin: 4pt 0in 2pt 0px; line-height: 105%; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 10.0pt; line-height: 105%; font-family: 'Hellix Medium'; color: black;">Develop and mentor FP&amp;A team members while elevating overall function maturity</span></li> </ul> </div> </div> </div> </div> What You'll Be Doing • Modernize FP&A Practices: Integrate advanced analytics, modern planning tools, and real-time data to transform FP&A into a proactive, strategic partner to the Business. Implement processes that enable continuous forecasting and agile decision-making. Develop, maintain, and enhance the company’s financial models (including full P&L and key SaaS metrics). • Enable SaaS Revenue Insights: Incorporate key metrics such as ARR, CARR, churn, and healthcare-specific performance indicators / KPIs into financial planning and analysis. Develop customer-centric metrics and leverage external benchmarking to improve forecasting accuracy to surface trends and support business planning. • Lead Planning & Forecasting: Drive the annual operating plan, rolling forecasts and long-range planning process, incorporating scenario modeling, sensitivity analysis, and strategic investment recommendations. Ensure plans are granular, dynamic, and aligned with evolving business models. • Deliver Actionable Insights & Reporting: Source and monitor core KPIs, identify internal and external industry trends, and translate complex data into clear, compelling narratives for senior leadership and private equity investors. Provide insights that influence resource allocation, operational efficiency, and create business activities to improve revenue growth. • Collaborate Across Functions: Partner closely with Sales Operations, Marketing, Product, Development, and Customer teams to validate assumptions, align financial strategies with business goals, and challenge inputs constructively to improve accuracy and impact. • Build High-Performing Team: Recruit, mentor, and develop FP&A talent, fostering a culture of analytical rigor, collaboration, and continuous improvement. Champion best practices and innovation within the team. What You'll Bring Education • Bachelor’s degree in Finance, Accounting, Economics, or related field Experience • 8–12+ years of progressive experience in FP&A or corporate finance, including experience scaling FP&A processes in a high-growth and / or investor-backed business • Expertise in SaaS and subscription-based metrics to support scenario planning and advanced financial modeling • Experience owning budgeting and forecasting processes • Experience managing or mentoring team members • Experience supporting Board-level reporting Qualities • Strong business partnership mindset with the ability to influence decision-making • High integrity, ownership, and attention to detail • Comfortable operating in a fast-paced, evolving environment • Player/coach mentality—willing to roll up sleeves while leading others Skills • Advanced financial modeling and analytical skills, including fluency with Microsoft Excel (Claude AI + Excel experience a plus) • Strong communication skills, with the ability to translate financial data into clear insights • Experience working with core financial planning & ERP systems (e.g., Workday Adaptive, NetSuite, Salesforce) • Ability to manage multiple priorities and drive projects to completion Would Love For You To Have • MBA or advanced degree What You'll Get • Be a part of a mission driven company that is transforming the healthcare industry by changing the way patients receive care • A flexible, remote friendly company with personality and heart • Employee driven programs and initiatives for personal and professional development • Become a member of the talented, energized, diverse and purpose-driven Arcadian Community. About Arcadia Arcadia.io helps innovative providers and payers across the country transform healthcare to reduce cost while improving patient health. We do this by aggregating large amounts of disparate data, applying algorithms to identify opportunities to provide better patient care, and making those opportunities actionable by physicians at the point of care in near-real time. We are passionate about helping our customers drive meaningful outcomes. We are growing fast and have emerged as a market leader in the highly competitive population health management software market and have been recognized by industry analysts KLAS, IDC, Forrester, and Chilmark for our leadership. For a better sense of our brand and products, please explore our website. Protect Yourself If you have concerns about the authenticity of a job offer or recruitment-related communication claiming to be from Arcadia, we encourage you to verify by contacting us directly at (781) 202-3600 and select option 3. For more information, visit our website. This position is responsible for following all Security policies and procedures in order to protect all PHI under Arcadia's custodianship as well as Arcadia Intellectual Properties.  For any security-specific roles, the responsibilities would be further defined by the hiring manager.