Note: The job is a remote job and is open to candidates in USA. Personify Health is a company focused on creating personalized health platforms that improve health outcomes and reduce costs. The Senior Director of Finance for Wellbeing Operations will lead financial operations and collaborate with leadership to drive operational efficiency and business growth.
Responsibilities
- Drive Wellbeing financial excellence: Coordinate between Finance and Wellbeing leadership to enhance operational excellence while overseeing financial planning and analysis for core Wellbeing functions
- Manage strategic initiatives: Track unit cost metrics, identify cost drivers, and implement performance improvement initiatives while evaluating investments in tooling and staffing
- Support business development: Lead financial modeling for RFPs, renewals, and client-specific proposals while providing financial oversight for large client implementations
- Optimize vendor relationships: Evaluate vendor contracts and outsourcing models for financial efficiency and scalability while partnering with Commercial and Product teams on pricing implications
- Drive cross-functional collaboration: Serve as key Wellbeing Leadership Team member, contributing to strategic planning and decision-making while supporting operational capacity planning
- Lead pricing strategy: Develop and own pricing frameworks for Wellbeing services, including maintaining comprehensive Wellbeing pricing models and ensuring alignment with margin targets
- Own the metrics that matter: Define and track the KPIs behind Wellbeing performance — member engagement and participation rates, product margin, and retention and renewal economics — and turn them into decisions leadership can act on
Skills
- Bachelor's degree in finance related field
- Minimum 7 years work experience in similar finance leadership position
- 7+ years progressive responsibility with demonstrated leadership abilities through work progression
- Experience producing results using varied media including MS Office formats and dashboard/visualization tools
- Master's degree
- Experience with NetSuite and Anaplan platforms
- Comfort using AI and automation tools to speed up financial analysis, modeling, and reporting
Benefits
- Competitive base salary and benefits effective day one
- Comprehensive medical and dental through our own health solutions (yes, we use what we build)
- Unlimited PTO—rest and recharge time is non-negotiable
- Mental health support, retirement planning, and financial protection
- Professional development with clear career progression and learning budgets
- Mission-driven culture where diverse perspectives drive real impact on people's health
- You're eligible for our full benefits package starting day one
Company Overview