Collective Health is hiring a

FP &A Financial Analyst II

San Mateo, United States

We all depend on healthcare throughout our lifetimes, for ourselves, and our families and friends, but it is notoriously difficult to navigate and understand. As an industry that comprises 20% of the US economy we think healthcare should work better for all of us. At Collective Health we believe it’s time for a new day in healthcare where as members we are informed and empowered to make the right care choices when the decisions are urgent and critical. 

As the FP&A Finance Analyst II, your mission is to help transform Collective Health’s Financial Planning and Analysis function. In doing so, you will closely collaborate with stakeholders from Finance, Customer Experience, Sales, and Marketing. You will drive increased visibility into short term resource allocation and long term financial strategy. You have an opportunity to directly influence overall company strategies, interact with Collective Health’s senior leadership, all while scaling a tightly functioning FP&A organization. You must be intellectually curious, detail-oriented, and able to identify solutions to complex problems (frequently with limited or incomplete data), then roll-up your sleeves to drive implementation and track your work’s impact.


  • Manage recurring reporting including dashboards, monthly metrics, and Board materials
  • Manage scenario planning process through ongoing headcount management and expense planning
  • Lead month-end close procedures to update headcount projections, monthly reporting and gross margin model
  • Assist in our Deal Desk process by creating our sales quotes, calculating our gross margins and total company gross margin mix calculation
  • Operate recruiting staffing model and long-term location modelling
  • Manage financial and unit economic models leading to key insights driving efficiency in cost allocation and utilization
  • Partner with our corporate accounting team to develop our process for monthly cash flow forecasting
  • Establish oneself as a trusted partner to peers and senior leaders with an intimate understanding of stakeholder requirements to run the business


  • Experience with hosted Planning solutions and ERP solutions. We use Adaptive Planning and Netsuite
  • 3 years applicable work experience in a fast-paced environment preferably in technology or healthcare
  • Expert MS excel skills - candidate should be comfortable with financial modeling and working with large amounts of data
  • Excellent interpersonal skills with the ability to communicate effectively both verbally and in writing, including exceptional excel and PowerPoint skills to convey data and storylines
  • Demonstrated ability to drive large-scale planning processes that involve multiple stakeholders
  • Strong analytical and problem solving skills
  • The desire to improve broken processes and make your own job easier over time

Collective Health is a technology company working to create the healthcare experience we all deserve. Founded in 2013, our team of engineers, designers, product analysts, and actuaries are redefining the $1 trillion market of employer-sponsored health benefits with data-driven and people-focused products. Our complete health benefits solution helps great companies like Activision Blizzard, Palantir, Restoration Hardware, and Pinterest take care of their people by harnessing the power of design and technology. Based in San Francisco, CA, we’re backed by some of the best investors in Silicon Valley including Google Ventures, Founders Fund, NEA, and Redpoint Ventures. For more information, visit us at

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Founded in 2013, Collective Health has created an ecosystem of innovative partners across care and benefits delivery, as well as built a powerful and flexible infrastructure to better enable employees and their families to understand, navigate, and pay for healthcare. By reducing the administrative lift of delivering health benefits, providing an intuitive member experience, and improving health outcomes, the company guides employees toward healthier lives and companies toward healthier bottom lines. Collective Health is headquartered in San Mateo, CA with locations in Chicago, IL, and Lehi, UT. For more information, please visit

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Collective Health is committed to providing support to candidates who require reasonable accommodation during the interview process. If you need assistance, please contact [email protected].

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