[Hiring] Director, Revenue FP&A @Valenz

Role Description

As Director, Revenue FP&A, you will own the company’s revenue planning, forecasting, and performance management processes. This role is responsible for continuing to build and mature a structured, scalable forecasting approach while maintaining accuracy and insight in a dynamic, growth-oriented environment.

Valenz operates across multiple products and service lines, with revenue driven by standalone offerings, cross-sell, and bundled solutions. You will translate complex commercial activity into clear financial outcomes and serve as the primary revenue partner to Sales, Revenue Operations, and Executive Leadership. This role includes regular preparation and delivery of executive- and sponsor-level materials, with visibility to senior leadership and private equity stakeholders.

Things You’ll Do Here

• Revenue Forecasting & Planning
  • Own the end-to-end revenue forecasting process across multiple revenue streams.
  • Build and maintain driver-based models reflecting pipeline activity, conversion, implementation timing, and product mix.
  • Establish and lead a consistent forecasting cadence to improve accuracy, transparency, and accountability.
  • Translate pipeline activity and bookings into actionable financial forecasts.
• Commercial Finance Partnership
  • Serve as the primary finance partner to Sales and Revenue Operations.
  • Lead pipeline and forecast reviews, ensuring alignment across commercial and finance teams.
  • Challenge assumptions, identify risks and opportunities, and provide clear visibility into performance.
• Revenue Performance & Drivers
  • Analyze performance across product lines, bundled offerings, and cross-sell activity.
  • Identify key drivers impacting revenue and provide actionable insights.
  • Translate complex revenue dynamics into clear, decision-ready outputs.
• Executive-Level Insights & Reporting
  • Prepare and present materials for executive leadership and private equity stakeholders.
  • Own the revenue forecast narrative, clearly articulating performance, risks, and outlook to executive and board-level audiences.
  • Translate large, multi-source datasets into concise, actionable insights.
  • Elevate the quality, consistency, and clarity of revenue reporting.
• Infrastructure & KPIs
  • Define and standardize revenue KPIs across systems and stakeholders.
  • Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure.
  • Support pricing, deal evaluation, and go-to-market decisions through structured financial analysis.
• Team Leadership and Development
  • Manage and develop the revenue FP&A team.
  • Establish structure, prioritization, and accountability to support business needs.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 12+ years of experience in FP&A or commercial finance, with significant ownership of revenue forecasting and planning.
• 5+ years of leadership experience managing and developing high-performing teams, with the ability to set direction, elevate capability, and drive accountability.
• Proven experience operating in complex revenue environments with multiple products, service lines, and interdependent revenue streams.
• Demonstrated ability to build and manage sophisticated, driver-based revenue models that translate pipeline activity into accurate financial forecasts.
• Strong understanding of sales pipelines, funnel metrics, and revenue conversion dynamics, with the ability to challenge assumptions and improve forecast accuracy.
• Track record of serving as a trusted partner to Sales, Revenue Operations, and Executive Leadership, driving alignment between commercial performance and financial outcomes.
• Experience preparing and presenting executive- and sponsor-level materials, with the ability to clearly communicate revenue performance, risks, and outlook.
• Ability to operate with a high degree of autonomy, step into existing leadership gaps, and bring structure to evolving processes.
• Strong systems and technical proficiency, including experience with FP&A and planning tools (Adaptive, Planful, Vena, Hyperion, etc.), advanced Excel, and familiarity with CRM and data environments.

Requirements

• A plus if you have an MBA or advanced degree.
• Experience in a private equity-backed environment.
• Background in healthcare, insurance, or similar.

Benefits

• Generously subsidized company-sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book and KISx Card.
• Spending account options: HSA, FSA, and DCFSA.
• 401K with company match and immediate vesting.
• Flexible working environment.
• Generous Paid Time Off to include vacation, sick leave, and paid holidays.
• Employee Assistance Program that includes professional counseling, referrals, and additional services.
• Paid maternity and paternity leave.
• Pet insurance.
• Employee discounts on phone plans, car rentals, and computers.
• Community giveback opportunities, including paid time off for philanthropic endeavors.