[Remote] Sr. Director, Finance
Note: The job is a remote job and is open to candidates in USA. Personify Health is a company focused on creating personalized health solutions that enhance health plan administration and wellbeing. They are seeking a Senior Director of Finance for Wellbeing Operations to drive financial excellence, manage strategic initiatives, and support business development within the Wellbeing sector.
Responsibilities
- Drive Wellbeing financial excellence: Coordinate between Finance and Wellbeing leadership to enhance operational excellence while overseeing financial planning and analysis for core Wellbeing functions
- Manage strategic initiatives: Track unit cost metrics, identify cost drivers, and implement performance improvement initiatives while evaluating investments in tooling and staffing
- Support business development: Lead financial modeling for RFPs, renewals, and client-specific proposals while providing financial oversight for large client implementations
- Optimize vendor relationships: Evaluate vendor contracts and outsourcing models for financial efficiency and scalability while partnering with Commercial and Product teams on pricing implications
- Drive cross-functional collaboration: Serve as key Wellbeing Leadership Team member, contributing to strategic planning and decision-making while supporting operational capacity planning
- Lead pricing strategy: Develop and own pricing frameworks for Wellbeing services, including maintaining comprehensive Wellbeing pricing models and ensuring alignment with margin targets
- Own the metrics that matter: Define and track the KPIs behind Wellbeing performance — member engagement and participation rates, product margin, and retention and renewal economics — and turn them into decisions leadership can act on
Skills
- Bachelor's degree in finance related field
- Minimum 7 years work experience in similar finance leadership position
- 7+ years progressive responsibility with demonstrated leadership abilities through work progression
- Master's degree
- Experience with NetSuite and Anaplan platforms
- Comfort using AI and automation tools to speed up financial analysis, modeling, and reporting — and a point of view on where they can drive efficiency across Wellbeing finance
- Experience producing results using varied media including MS Office formats and dashboard/visualization tools
Benefits
- Competitive base salary and benefits effective day one
- Comprehensive medical and dental through our own health solutions (yes, we use what we build)
- Unlimited PTO—rest and recharge time is non-negotiable
- Mental health support, retirement planning, and financial protection
- Professional development with clear career progression and learning budgets
- Mission-driven culture where diverse perspectives drive real impact on people's health
Company Overview