< Search more jobsPublished 3 weeks ago


Location: USA Only

Director of Finance Planning & Analysis

Management and Finance
USA Only
Time zones: EST (UTC -5), CST (UTC -6), MST (UTC -7), PST (UTC -8), AKST (UTC -9), HST (UTC -10)

You’re an extremely skilled financial planner and analyst looking to make an impact at a rapidly growing startup and lead the team helping to make that impact reality. We’re EngagedMD and we have a patient journey application used by more than 1 million users nationwide and internationally since its launch, and we continue to see enormous growth and adoption from medical clinics across multiple markets. This is an exciting opportunity to join us in our mission to make life easier for clinics and patients alike. You will have the opportunity to own the full FP&A strategy and process end-to-end, including building and maintaining financial models, performing month-end accounting and financial analysis, leading our analytics team and our contracted accounting associates, preparing reports for our board and briefing executives on key SaaS FP&A metrics. You’ll lead our analytics specialist and our revenue operations manager, and be the internal manager for our external accounting partners. In short, you’ll be the go-to finance and analytics expert in our organization while also closely collaborating with our executives and internal teams. 

This fully remote role reports to our Operations Leader, and candidates are required to reside in the United States. This role requires legal authorization to work in the United States. EngagedMD is unable to sponsor current H1B visa holders for this role.

What You’ll Do

  • Build sophisticated financial models in Microsoft Excel and Google Sheets to uncover and communicate the root cause of financial metric movement
  • Lead accounting professionals to deliver accurate and timely monthly financial reports
  • Ensure the revenue cycle remains efficient and analyze each cycle for continuous improvement opportunities
  • Leverage analytics to identify opportunities within the revenue generating portions of the business
  • Prepare quarterly financial reports for senior management and company investors 
  • Track key metrics across the company, supporting detailed analysis of key company initiatives, KPIs and OKRs 
  • Lead the team that manages and analyzes the company’s data

What You’ll Bring

  • 8+ years of advanced financial modeling experience
  • Advanced Excel and/or Google Sheets skills
  • Previous experience with forecasting and budgeting
  • Proficiency with accounting principles (US GAAP)
  • Strong orientation towards analytical thinking and ability to perform data analysis
  • Previous experience building teams with a passion for providing mentorship, coaching, and development of the team
  • An ability to model EngagedMD’s core values and action principles
  • A mission-driven orientation to all you do 
  • Superior written and verbal communication skills
  • Ability to thrive in a small, fast-paced organization 
  • Master’s degree in Finance, or equivalent, or CPA or CFA credentials

It’s Also Nice If You…

  • Are proficient with SQL or Python
  • Are familiar with data warehousing concepts and their connection to analytics and data-driven decision making
  • Have at least a passing familiarity with the fertility and/or healthcare industries
  • Have successfully worked remotely with distributed teams in the past

What We Offer

  • Competitive compensation and equity
  • Medical, dental, and vision coverage heavily subsidized by the company
  • Open Paid Time Off
  • Paid family and medical leave
  • Generous paid holidays
  • 401(k) retirement savings plan 


EngagedMD is an equal opportunity employer. We’re committed to diversity, equity, and inclusion. We believe our company and products are made better by the varied perspectives of our employees, each of whom we seek to empower and support in their individuality. We hire our team members on the basis of merit, qualifications, and the needs of our business in order to best achieve our mission to make life easier for the clinics and patients we serve.

About EngagedMD

EngagedMD is a fast-growing B2B software company that has developed the leading patient journey management solution for the fast-growing fertility sector. Nearly half of fertility patients in the US use our eLearn and eSign tools and we also have increasing international presence. Clinics use our software to reduce repetitive, manual tasks and streamline the patient journey, which helps them increase capacity and growth while improving the patient experience and reducing doctor and staff burnout. We are known for having a collaborative, friendly, high energy and fast-moving culture and a focused, start-up atmosphere.