Sr. Director, Finance

Role overview

This senior finance leadership position is based in the United States and supports a partner company that handles all applications and follow-up steps. The role sits at the crossroads of financial strategy, operational execution, and business expansion within a mission-led organization working to improve health and wellbeing outcomes at scale.

As the senior finance lead for the Wellbeing business, you will turn operational complexity into clear financial guidance that supports long-term business direction. The position blends deep hands-on finance ownership with strategic influence across commercial, product, and operations teams. You will lead planning, pricing, and performance analysis for a fast-growing services business with international reach, helping improve margins, efficiency, and scalable growth through data-led decisions.

Key accountabilities

• Direct the planning and analysis function for the Wellbeing business so financial performance stays aligned with growth goals, operational execution, and margin expectations.
• Create and manage pricing structures, financial models, and unit economics to support RFP responses, contract renewals, and client-specific proposals.
• Work closely with Wellbeing leadership to monitor performance measures, pinpoint cost drivers, and advance efficiency initiatives.
• Own financial modeling for strategic initiatives, including decisions around tools, staffing, and service delivery improvements.
• Review vendor agreements and outsourcing setups to strengthen scalability, cost control, and long-term financial health.
• Set up, track, and analyze KPIs tied to engagement, retention, participation, and profitability to guide executive decisions.
• Contribute as a senior member of cross-functional leadership teams involved in strategy and business transformation.
• Help shape pricing strategy with commercial and product partners so it reflects business objectives and market position.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a closely related discipline; a Master’s degree is preferred.
• At least 7 years of steadily advancing finance leadership experience, ideally in complex service businesses or platform-based environments.
• Strong command of financial planning, forecasting, pricing, and operational finance.
• Experience supporting commercial decisions, including RFPs, renewals, and enterprise-level client proposals.
• Prior exposure to financial systems such as NetSuite and planning platforms such as Anaplan is an advantage.
• Advanced analytical and financial modeling skills, along with strong Excel and data visualization capability.
• Ability to convert detailed financial information into concise strategic recommendations for senior stakeholders.
• Demonstrated leadership experience working across distributed, cross-functional teams.
• Comfort using AI and automation tools to improve the speed and quality of financial analysis and reporting.
• Strong communication, influencing, and presentation abilities in a fast-moving environment.

Benefits

• Base compensation of $170,000 to $190,000 depending on experience and location.
• Full medical, dental, and wellbeing coverage available from the first day of employment.
• Unlimited paid time off to support rest, recovery, and balance.
• Retirement planning assistance and financial protection programs.
• Access to mental health resources and employee wellbeing initiatives.
• Learning support, development budgets, and pathways for career growth.
• Purpose-driven culture centered on improving health and wellbeing at scale.
• Inclusive, collaborative environment that welcomes diverse viewpoints.

Application and privacy information

The application process for this role is managed by a partner company. Applications are reviewed through an AI-supported matching process intended to screen candidates quickly, consistently, and fairly against the role’s core requirements. The system creates a shortlist that is passed to the hiring company, while interviews, assessments, and final hiring decisions remain with their internal team.

By applying, you acknowledge that your personal data may be processed to evaluate your candidacy and share relevant details with the hiring employer, based on legitimate interest and pre-contractual measures under applicable data protection laws, including GDPR. You may request access, correction, deletion, or objection at any time.

AI tools may also be used to assist with parts of recruitment, such as application review, resume analysis, response assessment, or spotting possible inconsistencies in submitted materials. These tools support the recruitment team but do not replace human judgment.