Offer summary

Qualifications:

Bachelor's degree in Finance, Economics, Accounting, or related field., At least 5 years of experience in financial planning, analysis, and modeling within the tech industry., Strong analytical skills with proficiency in Excel, Google Sheets, and BI tools., Excellent communication skills and ability to work in a fast-paced, dynamic environment..

Key responsibilities:

Lead the company's annual budget, quarterly forecasts, and long-term financial plans.

Develop financial models and KPI dashboards to analyze business performance.

Collaborate with leadership to provide financial insights and identify cost-saving opportunities.

Perform ad-hoc analysis and contribute to process improvements in financial systems and procurement management.

Job description

Description

Navina is a fast-growing digital health SaaS company that’s on a mission to transform the way physicians interact with patient data. Thousands of clinicians across the United States already use Navina’s AI-powered solution that transforms complex and fragmented patient data into concise “patient portraits" and actionable clinical insights at the point of care. With Navina, physicians experience less burnout, reduce missed diagnoses and can devote more time giving better care to their patients.

Navina has been named one of the Top 100 AI companies globally by CB Insights and made the list of the Top 50 Digital Health startups. We are already working with industry-leading value-based organizations including Privia Health and Agilon.

We are seeking a FP&A Manager to join our finance team to lead KPI modeling, budgeting and performance analysis, to help shape the financial story of the company.

Responsibilities

Financial Planning & Forecasting: Lead the annual budget, quarterly forecasts, and long-term financial plans to ensure sustainable growth and strong business performance.
Strategic Support: Develop and maintain financial models and KPI dashboards to analyze business performance and support data-driven decision-making based on financial results.
Business Partnering: Collaborate with leadership to provide financial insights, identify cost-saving opportunities, and drive operational efficiencies.
Ad-hoc Analysis: Perform ad-hoc projects and analysis to support business needs and strategic planning.
Process Improvement: Contribute to the improvement of financial systems, processes, and tools to enhance accuracy, efficiency, and scalability as the company grows.
Procurement Management: Managing procurement-related processes, including vendor renewals and procurement workflows, ensuring alignment with financial planning and operational efficiency

Requirements

At least 5 years of experience in financial planning and analysis, KPI development, and financial modeling in the tech industry.
Highly motivated and resourceful, with the ability to build a new function from the ground up and enable data-driven decision-making
Excellent analytical skills with experience with Excel, Google Sheets, BI, or data analysis tools.
Strong communication skills with the ability to structure and present financial insights to senior leadership.
Comfortable working in a dynamic, fast-paced environment with changing priorities
Excellent problem-solving skills, attention to detail, with the ability to see the bigger picture
B.A. in Finance, Economics, Accounting, or a related field

You don’t need to meet 100% of the requirements to be a great fit. We believe in hiring people, not just checklists, and we value potential as much as experience. If this role excites you, we’d love to see your application!

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