Financial Planning & Analysis Lead


About Verato

Verato, the identity experts for healthcare, is a high growth healthcare technology company that enables better care everywhere by providing the single source of truth for identity to organizations across the care continuum. Over 70 of the most respected brands in healthcare rely on Verato’s next generation cloud identity resolution platform for a complete and trusted 360-degree view of their patients, provider networks, and customers in their communities. With significant market momentum building towards digital health transformation, Verato is experiencing hyper customer and revenue growth, doubling in last 15 months alone and growing over 50% annually over the last 3 years. More importantly, Verato celebrates 99% customer retention, exemplifying the fact that customer obsession is at the center of our growth story. 

Core to Verato’s strategy for continued growth is our drive to build a strong people-first culture that attracts, develops and retains the best skills and talent in the world. Verato operates on the simple notion that a company must first and foremost take care of its employees. In turn, these employees will take care of the company’s customers, and these customers will take care of the company’s shareholders. Verato believes in empowering teams with the best tools and development available. Staff receive opportunities to expand their knowledge in areas of technology (e.g. big data, distributed/cloud computing, complex algorithms), healthcare and organizational development. As Verato continues a trajectory of high-growth and high impact, each member of the team gets an influential front-row seat as we execute our business strategy. Together, we can make a profound and positive change in healthcare as we know it today. 

Verato Values

We are focused on continually raising the bar on excellence across the organization, from marketing to engineering to customer service. Our guiding principles are to Make a Difference, to be Trustworthy and to be Customer Obsessed.


We are seeking an exceptional Finance Planning & Analysis (FP&A) Lead who is interested in joining a highly dynamic and intellectually inspiring team. Ideally, this position would be based out of our HQ office in Tysons Corner, Virginia. However, we are willing to be flexible for the right candidate, so we will consider candidates who are remote and who are willing to travel to HQ periodically.

The FP&A Lead will be an integral part of our finance team and will report to the Chief Financial Offer. This is a high visibility, high-impact role that will interact frequently across the organization, with the Senior Leadership Team and with key stakeholders outside the business.


Key Responsibilities

  • Adopt a hands-on approach to lead the annual operating plan budget process in partnership with the CEO and CFO
  • Create and maintain multi-year financial models for the purposes of long-range strategic planning and scenario analysis
  • Provide analytical and operational support to our Sales Operations and Revenue Operations teams
  • Own, refine and implement systems and tools to track the company’s financial and non-financial KPIs 
  • Translate operational and financial data into actionable insights and key recommendations
  • Develop and implement frameworks that can enhance our understanding of the key operational drivers of the business
  • Design, automate, and optimize FP&A processes with an eye to improving forecast accuracy and timeliness, while reducing manual effort 
  • Partner with Accounting to drive faster and more efficient close processes and to deliver high-quality financial reporting 
  • Assist in the communication of business objectives and performance to key stakeholders including employees, investors, and the Board of Directors

  • 7-10 years of directly applicable FP&A experience - Corporate FP&A, Investment Banking, Private Equity or Consulting 
  • Top notch financial modeling and analytical skills in Microsoft Excel or similar application. Able to build complex models from the ground up
  • Highly proficient in developing well-organized, data-driven presentations in Microsoft PowerPoint or similar application
  • Comfortable synthesizing and analyzing large amounts of data
  • Strong business partnership skills and the ability to influence and be a thought partner across different aspects of the business including business strategy, processes, and financial objectives
  • Excellent written, oral and interpersonal communication skills. Able to lead discussions with various company stakeholders as well as with the Senior Leadership team
  • Experience with software infrastructure supporting go-to-market functions (e.g. CRM), as well as software supporting financial operations (e.g. General Ledger, Forecasting platforms)
  • Ownership mentality and demonstrated ability to independently multi-task and drive projects to completion, with high attention to detail in a deadline driven environment
  • Bachelor’s degree in Finance or related filed


  • Corporate FP&A Experience within a high-growth startup or public company
  • Detailed understanding of the drivers and economics of a SaaS business model
  • MBA preferred

Equal Opportunity Employer/Veterans/Disabled