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Because health is personal. That's why Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. We serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes. Together, our team is on a mission to empower people to lead healthier lives.
Job Responsibility
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
Requirements
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
Nice to have
Experience with NetSuite and Anaplan platforms
Comfort using AI and automation tools to speed up financial analysis, modeling, and reporting
Experience producing results using varied media including MS Office formats and dashboard/visualization tools
Master's degree
What we offer
Competitive base salary and benefits effective day one
Comprehensive medical and dental through our own health solutions
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