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Grand Rounds Health

Sr. Manager, FP & A

The Sr. Manager, Financial Planning and Analysis (FP&A) will be an integral part of the finance and accounting team performing financial analysis, reporting into a Director of FP&A. The Sr Manager, FP&A will assist with the preparation of financial models, Board of Directors materials, monthly financial analysis materials, and provide ad hoc analysis for the organization. 


  • Company Gross Margin Planning & Forecasting
  • Strategic partner to the Operations leadership team
  • Providing guidance in cost efficiency improvements - planning & tracking of improvements
  • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, capital expenditures and cash flows
  • Assist in preparing quarterly operations review by partnering with management team
  • Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, pricing models as well as new projects
  • Develop financial models and analyses to assist product development and patient care operations with business decisions and strategic initiatives
  • Closely manage to the hiring plan, including understanding relationships to bookings, quota and commissions
  • Work with sales ops to accurately reflect and update bookings forecast
  • Recommend and develop policies, procedures and systems to meet company objectives
  • Gather insights by benchmarking against industry metrics and keep up to date on competitive landscape
  • Support management team and departments heads with in-depth analysis
  • Prepare presentations to board of directors and senior management team
  • Provide ad-hoc financial analysis as required

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  • At least 8-12 years of experience in finance and accounting with emphasis on budgeting, forecasting, planning, financial analysis, and financial modeling with relevant work experience as an FP&A business partner within a SAAS company
  • Demonstrated ability to analyze and interpret data and develop strategic recommendations
  • Excellent communication and interpersonal skills
  • Demonstrated collaboration and proactive consultation skills
  • Positive can-do attitude in approaching complex problems
  • Ability to influence leadership through clear presentation and communication of complex data analysis
  • Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity
  • Strong systems and excel skills (Anaplan, Salesforce, Workday or other comparable financial and ERP systems)
  • Master 's degree in Finance, Accounting or related field, with focus of activity based costing


About Included Health

Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more at

Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants in accordance with the San Francisco Fair Chance Ordinance.
Job ID: f77f7655-4ad2-4e21-9fab-3c70813cdb2b
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
  • Vacation and Time Off

    • Leave of Absence
    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
  • Financial and Retirement

    • Company Equity
    • 401(K)
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program