Overview
Our client is seeking a strategic finance leader who can bridge operational excellence with sophisticated financial planning for our Wellbeing business. As our CFO, you'll partner with leadership to drive operational efficiency and cross-functional decision-making that directly impacts business growth and client satisfaction.
What Makes this Role Different
- Wellbeing expertise focus: Lead financial operations specifically for the Wellbeing business with deep understanding of member engagement, program delivery, and platform services economics.
- Cross-functional leadership: Serve as key member of the Wellbeing Leadership Team, contributing to strategic initiative planning and partnership.
- Operational partnership: Coordinate between Finance and Wellbeing leadership to drive measurable operational excellence and efficiency improvements.
- Pricing strategy ownership: Develop and maintain pricing frameworks while leading financial modeling for RFPs, renewals, and client-specific proposals.
What You'll Actually Do
- 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.
Qualifications
What You Bring to Our Team
- Bachelor's degree in finance related field; master's degree preferred.
- Minimum 7 years' work experience in similar finance leadership position.
- 7+ years progressive responsibility with demonstrated leadership abilities through work progression.
The Technical Expertise
- Experience with NetSuite and Anaplan platforms preferred.
- 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.
