Role Description
As the Director, Revenue Strategy (FP&A), youβll serve as the strategic financial leader responsible for driving revenue planning, growth analysis, and executive decision support across Valenz. This role partners closely with Sales, Operations, and Executive leadership to translate commercial strategy into financial outcomes.
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Lead enterprise revenue planning and long-range growth modeling across all business lines.
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Evaluate growth opportunities, investment priorities, and strategic initiatives through rigorous financial analysis.
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Partner with executive leadership to establish revenue targets and growth assumptions.
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Build scenario models that assess potential outcomes, risks, and strategic tradeoffs.
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Serve as the strategic finance partner to Sales, Revenue Operations, Product, and Executive Leadership.
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Assess the financial impact of pricing strategies, product launches, market expansion, and cross-sell initiatives.
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Prepare and present strategic analyses and recommendations for executive leadership, board meetings, and private equity stakeholders.
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Challenge assumptions, identify risks and opportunities, and improve visibility into business performance.
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Lead enterprise revenue performance analysis across product lines, bundled offerings, and cross-sell activity.
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Develop actionable insights that improve business decision-making and resource allocation.
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Establish scalable forecasting methodologies, performance metrics, and governance processes.
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Partner with Data and Revenue Operations to improve data quality, pipeline visibility, and reporting infrastructure.
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Build and develop a high-performing Revenue Strategy and FP&A function.
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Establish priorities, operating rhythms, and accountability frameworks that support business objectives.
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Champion a culture of data-driven decision making and continuous improvement.
Qualifications
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Bachelorβs degree in Finance, Accounting, Economics, or a related field.
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8+ years of experience in FP&A or commercial finance, with significant ownership of revenue forecasting and planning.
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5+ years of leadership experience managing and developing high-performing teams.
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Experience leading revenue forecasting and planning within a complex, multi-product business.
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Proven ability to influence executive decision-making through financial analysis.
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Ability to operate with a high degree of autonomy and bring structure to evolving processes.
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Experience building scalable planning processes, forecasting frameworks, and reporting capabilities.
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Strong systems and technical proficiency, including experience with FP&A and planning tools.
Requirements
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A plus if you have an MBA or advanced degree.
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Experience in a private equity-backed environment.
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Background in healthcare, insurance, or similar.
Benefits
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Generously subsidized company-sponsored Medical, Dental, and Vision insurance.
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Spending account options: HSA, FSA, and DCFSA.
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401K with company match and immediate vesting.
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Flexible working environment.
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Generous Paid Time Off to include vacation, sick leave, and paid holidays.
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Employee Assistance Program that includes professional counseling, referrals, and additional services.
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Paid maternity and paternity leave.
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Pet insurance.
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Employee discounts on phone plans, car rentals, and computers.
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Community giveback opportunities, including paid time off for philanthropic endeavors.