Director FP&A - CertifyOS

About CertifyOS

CertifyOS is building the data infrastructure that powers modern healthcare. Today, healthcare organizations rely on fragmented and outdated provider data, creating unnecessary administrative work, regulatory risk, and higher costs. Our API-first platform automates provider licensing, enrollment, credentialing, and network monitoring by connecting directly to hundreds of primary data sources.

Our vision is simple: One API. One provider ID. Frictionless provider data.

About the role

As our Director of FP&A, you will be the strategic architect of Certify’s financial planning and operational engine during a pivotal phase of hyper-growth. Reporting directly to the SVP of Finance, you will build the forward-looking FP&A infrastructure, long-range financial models, and operational dashboards needed to scale our business.

You are a strategic thought partner who thrives in the dynamic environment of a Series B startup, partnering directly with executive leadership to unlock growth, optimize enterprise SaaS unit economics, and shape high-stakes business decisions.

What you’ll do

1. Strategic Financial Leadership & Growth Architecture

• Act as the core strategic thought partner to the C-suite and executive team, translating complex financial data into forward-looking growth strategies.
• Proactively identify growth levers, unit economic improvements, gross margin expansion opportunities, and optimal capital allocation models.
• Evaluate strategic tradeoffs across GTM investments, product roadmap expansions, and global operational headcount to maximize ROI and long-term enterprise value.

2. Enterprise Forecasting, Planning & Strategic Modeling

• Own the multi-year long-range financial model, annual budgeting process, and continuous rolling re-forecasts across complex revenue structures (SaaS, usage-based, and hybrid).
• Own budget and forecast variance analysis and strategic monthly business reviews with core key stakeholders.
• Build dynamic, scenario-based financial models to stress-test business assumptions, price changes, market shifts, and scaling trajectories in real time.
• Standardize core business metrics (e.g., ARR, NRR, CAC payback, LTV:CAC, Magic Number) across departments.

3. Commercial & Operational Partnership

• Embed directly with Growth, Product, Customer Success, and Operations leadership as a proactive business partner to accelerate revenue velocity.
• Partner with the Growth team to design, analyze, and optimize deal packaging, tier pricing, and enterprise contract structures.
• Establish clear operational KPIs for functional leaders, translating company-level financial targets into team-level performance metrics.

4. FP&A Infrastructure, Systems & Scale

• Push technology with an AI and tooling-first mindset.
• Design, implement, and automate a modern FP&A tech stack (CPM/planning tools, BI dashboards, ERP integrations) to transition financial operations to real-time analytics.
• Recruit, develop, and mentor a lean, high-performing FP&A team over time (starts as an individual contributor role).

5. Executive & Board Reporting

• Own the preparation of monthly executive dashboards, quarterly Board of Directors presentations, and key investor communications.
• Frame complex financial insights into compelling narratives that articulate operational momentum, trade-offs, and strategic risks.

What you’ll need

Must-Have Experience

• Proven Scale Leadership: 8–12+ years of progressive finance experience with at least 5+ years of pure-play FP&A and strategic finance leadership, specifically helping scale a B2B SaaS or HealthTech company.
• Strategic Partner Mindset: Demonstrated track record as a proactive strategic business partner to C-level executives.
• Deep SaaS & Commercial Acumen: Expert knowledge of enterprise SaaS unit economics, go-to-market mechanics, net retention drivers, and complex multi-product financial modeling.
• AI, Systems & Automation Mastery: Proven experience leveraging frontier models in day-to-day processes and larger initiatives, plus implementing modern FP&A planning platforms.
• Board Communications: Direct experience producing Board-level decks and managing executive stakeholders.

Preferred Experience

• HealthTech Domain Nuance: Familiarity with US healthcare, provider systems, usage-based API platforms, or healthcare data infrastructure.
• Fundraising & Capital Markets: Direct involvement in Series B/C capital raises, debt financing, M&A execution, or IPO readiness.
• Global Operational Finance: Experience modeling and managing financial operations across cross-border structures.
• Investor Communications: Direct experience communicating financial strategy to institutional investors.