Hello Heart - Vice President, FP&A
Requirements
• 10+ years of FP&A experience, including at least 3 to 5 years leading an FP&A team in a fast-paced, growth-stage environment. • Strong three-statement modeling skills and a working understanding of accounting principles. • Experience forecasting recurring revenue businesses, including bookings, ARR, and unit economics. • Proven track record of presenting financial plans, variances, and recommendations to executives and boards. • Expert-level proficiency in Excel and Google Sheets, with hands-on experience implementing or running FP&A planning tools (such as Adaptive, Anaplan, or Planful). • Experience with NetSuite or another ERP is preferred. • Experience scaling a company through $200M or more in revenue, and moving FP&A from manual spreadsheets toward automated, AI-enabled processes. • Experience in B2B2C, digital health, or another regulated healthcare environment is a plus. • Investment banking, strategic finance, or venture/growth-equity experience is a plus. • Strong business judgment, executive presence, and the ability to influence cross-functional stakeholders and guide change. • Bachelor's degree in finance, accounting, economics, or a related field. MBA, CFA, or CPA preferred. • Comfort using approved AI tools to improve forecasting, analysis, and reporting, with careful review of accuracy and protection of confidential information.
Responsibilities
• Lead the company's financial planning cycle, including the long-range financial plan, annual operating plan, and monthly and quarterly forecasts. • Establish clear operating rhythms, accountability, and decision-making processes across Finance and business leaders, driving adoption of new tools and ways of working as the company grows. • Build and maintain the company's integrated financial model, including three-statement modeling, key operating metrics, and scenario analysis. • Own bottoms-up revenue forecasting in partnership with Go-To-Market, Customer Success, Revenue Operations, and Data teams, including bookings, ARR, and revenue at the client and cohort level. • Prepare monthly and quarterly management reporting packages and board materials, and lead financial reviews with executives to explain variances, trends, and forecast risks. • Model the P&L impact of business initiatives and provide recommendations that support capital and resource allocation decisions. • Serve as a trusted thought partner to the CFO and executive team, translating complex financial information into clear, actionable insight for non-finance audiences. • Partner with the Controller on accounting alignment, reporting accuracy, and process improvements that make the close and forecasting faster and more reliable. • Lead the selection, implementation, and ongoing use of FP&A planning software and drive automation of budgeting and forecasting workflows. • Support investor and lender reporting requests, working with Investor Relations and the CFO on data, metrics, and financial narrative. • Lead a small but strategic FP&A team, setting clear standards for accuracy, timeliness, and business partnership, and mentor team members as the function grows. • Provide dedicated business-partner coverage for go-to-market, product, and G&A, pressure-testing assumptions and owning the financial story for each area. • Lead the move from spreadsheet-based processes to automated, AI-enabled planning, reporting, and board-material production.
Benefits
• The US base salary range for this full-time position is $225,000 to $275,000. Salary ranges are determined by role and level. Compensation is determined by additional factors, including job-related skills, experience, and relevant education or training. The compensation details listed in US role postings reflect the salary only and do not include bonus, equity, or benefits. • Hello Heart has a positive, diverse, and supportive culture - we look for people who are collaborative, creative, and courageous. Oh, and if you want to see some recent evidence of the fun things we do at Hello Heart, check out our Instagram page.
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