Director of Financial Planning & Analysis

Our health system is broken, and it’s a huge problem. Costs are rising out of control while the patient experience gets worse. At Sana, we're passionate about fixing this problem by bringing accessible and affordable health plans to small and medium businesses. We've built an innovative team with top talent from across the health insurance and tech industries to create engaging, modern plans for our clients. This allows our customers to offer competitive benefits packages while paying an average of 20% less than traditional plans.

Sana is seeking a driven, strategic, and collaborative Director of Financial Planning and Analysis to lead its FP&A team. A successful candidate will demonstrate the in-depth financial modeling and analysis skills crucial to strategic decision-making, long-term budgeting, and financing strategy. In addition to a rock solid analytical toolset, the right candidate will understand how to seamlessly work cross-functionally, build clear, scalable systems and processes, and effectively lead a team to accomplish the same.  

We are building a distributed team and encourage all applicants to apply, regardless of location.

What you will do

  • Develop, scale, and relentlessly improve Sana’s financial modeling capabilities. You’ll own the forecasting model for the entire company. Capture the nuances of the company’s business model, push for increasing clarity around key business drivers, and serve as a financial thought leader to multiple strategic functions.
  • Lead, plan and direct the development and analysis of budgets, forecasts and strategic plans. Work across all functional areas of the business, developing and enhancing our weekly/monthly reporting.
  • Work within the Finance team to build robust financial systems and processes that seamlessly integrate accounting, cash management, and forecasting.
  • Partner with senior leadership to evolve our overall strategy and evaluate risks and strategic scenarios, providing knowledge of financial drivers, risks, sensitivities, trade-offs and opportunities.
  • Lead, develop, and expand a high-performing FP&A team.
  • Work closely with department leaders to report, manage and control operating results, identifying areas of both growth potential, and cost efficiency.
  • Define / monitor business KPIs. Establish high standards of performance and create a climate of mutual accountability that delivers expected business results.
  • Build analytical frameworks, forecasts, and dashboards, along with tools, processes, and communication touch-points, to support transparency and smart and quick decision-making across and within the team.

About you

  • 8+ years of experience with previous roles in investment banking, private equity, or management consulting. In-house FP&A experience, preferably in a high-growth technology company.
  • Advanced skills in financial modeling in Excel or equivalent. Experience with more specialized financial modeling and planning software and tools is a plus. You’ve built many financial models from scratch.
  • Excellent people manager and strong team player with a track record of working cross-functionally. You know how to identify, recruit, and maximize your team’s talent. People love working with and for you.
  • Exceptional analytical skills with demonstrated ability to look at KPIs on a regular basis to find trends, drill down into cases as needed, and to take data-informed decisions accordingly.
  • Experience with SQL and using business intelligence tools such as Mode or Tableau. You should be comfortable using these tools to develop / examine KPIs on a regular basis to find trends, drill down into cases as needed, and to make data-informed decisions accordingly.
  • Comfortable developing clear and insightful presentations and speaking in front of the general company, executive leadership, and the board of directors.
  • Unparalleled attention to detail. You love getting in the weeds to get things done.
  • Fast learner. Entrepreneurial. Self-directed. Excited to build something from scratch.
  • Unphased by change. We are a startup and we need people who are okay doing things outside of their traditional job description.


  • Competitive compensation, including company equity.
  • Medical, dental, and vision insurance for all employees and their dependents.
  • Flexible vacation policy
  • 401(k) and HSA plans
  • Parental leave
  • The flexibility and autonomy of a remote-first culture, with an allowance for working from the coworking space of your choice.
  • Periodic paid travel to company offsites.
  • The opportunity to work with a high-performing team to fix our broken healthcare system!

About Sana

Sana is a modern health plan solution for small and medium businesses. We use a more efficient financing structure and integrated technology solutions to cut out wasteful spending and get members access to better quality care at lower cost. Founded in 2017, we are an experienced team of engineers, designers and health system operators. We have the financial backing of Silicon Valley venture firms and innovative reinsurance partners. If you are excited about building something new and being a part of fixing our broken healthcare system from the inside, please reach out!

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