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Job details

Clinical FP&A Lead

Form Health is a venture-backed virtual obesity medicine clinic delivering multidisciplinary, evidence-based care via telemedicine. We're seeking a results-oriented Clinical FP&A Lead to be a strategic finance partner across Clinical Services and Operations, owning forecasting, capacity planning, KPI reporting, and financial modeling to support growth and operational efficiency.

Skills

  • Strong financial modeling and forecasting skills
  • Advanced proficiency with Excel/Google Sheets
  • Experience building staffing and capacity models
  • Familiarity with KPI design and operational reporting
  • Ability to communicate complex financial concepts to non-finance stakeholders
  • Experience with BI/reporting tools (e.g., Looker, Tableau, Mode) a plus
  • Comfort working in a high-growth startup or private capital-backed environment

Responsibilities

  • Lead supply-and-demand forecasting across business lines to align patient demand with clinical capacity
  • Develop and maintain staffing and operating models by department and role
  • Translate operating models into financial models feeding recurring planning and forecasting
  • Drive weekly and monthly KPI reporting (provider utilization, capacity, productivity, forecast accuracy)
  • Deliver regular executive updates and recommendations on workforce trends and performance
  • Partner with cross-functional teams (Clinical Services, Operations, Sales, Talent) as finance liaison
  • Lead strategic projects targeting margin, expense, and operational efficiency
  • Support monthly close, budgeting activities, and ad hoc expense reviews
  • Identify finance process improvements and collaborate on strategic initiatives (fundraising, M&A)

Education

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • Relevant coursework or training in financial modeling and analytics

Benefits

  • Competitive base salary and equity in a high-growth startup
  • Comprehensive health benefits (medical, dental, vision)
  • 401(k) program
  • Flexible work schedules and paid time off
  • Paid parental leave
  • Remote-first work environment and inclusive culture
To read the complete job description, please click on the ‘Apply’ button
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CEO of Form Health
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Evan Richardson
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Average salary estimate

$130000 / YEARLY (est.)
min
max
$120000K
$140000K

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FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$120,000/yr - $140,000/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
August 20, 2025
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