The Senior Financial Planning and Analysis Manager drives financial growth by overseeing the financial management process, creating budgets, and collaborating with leadership on analytics related to unit economics and growth opportunities.
Sana’s vision is simple yet bold: make healthcare easy.
We all know navigating healthcare in the U.S. is confusing, costly, and frustrating -- and our members are used to feeling that pain. That’s why we’re building something different: affordable health plans designed around Sana Care, our integrated care model connecting members with unlimited primary care and expert care navigation at no additional cost to them.
Whether it’s a quick prescription refill or guidance through a complex medical journey, Sana Care makes it feel effortless to get the right care at the right time. And for employers and brokers, we’ve built intuitive tools to make managing health benefits just as seamless.
If you love solving hard problems that make people’s lives easier, come build with us.
Sana is seeking a Senior Financial Planning and Analysis Manager to play a critical role in driving our growth and achieving our vision. This is a hands-on role for a data-driven decision-maker ready to evolve a robust financial management process. The ideal candidate brings a strong background in traditional accounting and finance, with deep expertise in FP&A, and a track record of rapidly creating and evolving financial systems and processes in a startup environment. This role acts as a key member of Sana’s finance team, working closely with the VP of Finance to strategically shape the financial future of the company.
What you will do:
- Own the monthly financial management process, analyzing actual vs. expected results. Collaborate cross-functionally to define and track actions necessary to achieve desired financial outcomes
- Create and manage monthly performance reports and KPI dashboards for both internal leadership and external stakeholders. Manage the monthly internal and external reporting process
- Drive the development of accurate and reliable annual budgets, rolling forecasts and multi-year cash flow projections. Develop a deep understanding of the key financial levers that drive the business performance
- Collaborate with leadership on insightful analytics including deep dives into unit economics, customer acquisition cost (CAC), and lifetime value. Proactively identify and model new avenues for growth and operational efficiency
- Partner with the People Team on critical cross-functional activities, including compensation plans, managing headcount planning, and tracking equity distribution
- Respond to vendor and regulatory inquiries concerning financial data
- Lead financial preparation for future fundraising rounds, manage ongoing investor relations, and oversee existing debt facilities
About you:
- Minimum of 6 years of relevant, hands-on professional experience, with strong expertise in financial planning, forecasting and modeling, preferably in a high-growth startup environment
- First principles thinker who approaches challenges creatively and flexibly to find the right process solutions aligned with our business model and stage of growth
- Strong proficiency in Excel/Google Sheets. Knowledgeable about of a variety of database, planning and forecasting software tools and the ability to critically assess which tools are appropriate for our needs
- Excellent verbal and written communication skills – be able to explain complex financial concepts in easy-to-understand terms to people at different levels across the organization
- Strong relationship building skills across departments and levels
- Bachelor’s Degree in Accounting, Finance or related field
- Bonus points for experience in the health insurance or broader healthcare industry
Benefits:
- Remote company with a fully distributed team – no return-to-office mandates
- Flexible vacation policy (and a culture of using it)
- Medical, dental, and vision insurance with 100% company-paid employee coverage
- 401(k), FSA, and HSA plans
- Paid parental leave
- Short and long-term disability, as well as life insurance
- Competitive stock options are offered to all employees
- Transparent compensation & formal career development programs
- Paid one-month sabbatical after 5 years
- Stipends for setting up your home office and an ongoing learning budget
- Direct positive impact on members’ lives – wait until you see the positive feedback members share every day
Top Skills
Excel
Financial Planning Software
Forecasting Software
Google Sheets
Sana Austin, Texas, USA Office
310 Comal St, Suite 200, #242, Austin, TX, United States, 78702
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