Overview

symplr is seeking an exceptional Senior Vice President of Financial Planning & Analysis to join the senior leadership team reporting directly to the CFO. This is more than a finance leadership role; it is a mandate to build and modernize a world-class FP&A function.

The right candidate is intellectually curious, operationally sharp, and deeply motivated to diagnose root causes rather than paper over symptoms. You will assess the current state of the FP&A team, reimagine its structure and capability — including leveraging symplr's offshore resource center in Bengaluru and build a function that is a genuine engine of insight and decision-making for the enterprise.

You will be a trusted thought partner to the CFO, a collaborative peer to business unit leaders, and a coach and enabler to your team.

Duties & Responsibilities

STRATEGIC FINANCE & BUSINESS PARTNERSHIP

Serve as the CFO's primary strategic partner on financial planning, long-range modeling, capital allocation, and business performance
Develop deep fluency in symplr's product portfolio, go-to-market motion, and operational workflows: translating business dynamics into financial insight
Build a forward-looking, scenario-driven planning process that integrates financial and operational assumptions in a coherent, rigorous model
Lead the annual budgeting and quarterly forecasting cycles, driving accountability and accuracy across all business units

DATA ARCHITECTURE & DECISION-MAKING INFRASTRUCTURE

Own and evolve symplr's financial data architecture, partnering with the Chief Accounting Officer, Data/BI and Technology to ensure clean, trusted, and accessible data for decision-making
Champion a shift from reactive reporting to proactive, data-driven decision support across the business
Establish KPI frameworks, dashboards, and operating cadences that give leaders real-time visibility into business health
Drive AI-enabled improvements across FP&A processes, identifying opportunities to automate, accelerate, and enhance analytical output

UNIT ECONOMICS, PRICING & CAPITAL RETURNS

Build and maintain robust unit cost and unit economics models across symplr's product lines and customer segments
Partner with Product, Sales, and Marketing to support pricing strategy with analytical rigor: modeling volume, margin, and competitive dynamics
Develop frameworks for evaluating capital ROI across M&A, technology investments, and strategic initiatives
Provide decision support on build-versus-buy, vendor investments, and resource allocation trade-offs

WORKFORCE & CAPACITY PLANNING

Lead the development of workforce planning and capacity planning models that link headcount to revenue drivers, operational output, and cost efficiency
Partner with HR and functional leaders to build a dynamic view of talent requirements, hiring plans, and span-of-control optimization

TEAM LEADERSHIP & FUNCTION BUILDING

Assess the current FP&A team with clear eyes, identifying gaps in talent, process, and tooling and develop a plan to close them
Recruit, develop, and retain high-caliber finance talent; build a team culture grounded in curiosity, rigor, and continuous improvement
Lead as an enabler: ask powerful questions, create the space for your team to think, and hold them accountable to quality and outcomes — not just outputs
Cultivate a function that is viewed as a genuine value-add partner by the business, not a back-office reporting function

Skills Required

EXPERIENCE & BACKGROUND

12+ years of progressive finance experience, with at least 5 years in a senior FP&A leadership role
Proven track record in PE-backed, high-growth, or scaling organizations with genuine operational intensity
Exposure to diverse business models beyond pure SaaS. Services, usage-based, marketplace, or multi-product environments a strong plus
Experience building or significantly restructuring a finance function, including talent assessment and process redesign
Familiarity with healthcare technology, enterprise software, or similarly complex product environments is advantageous but not required

TECHNICAL & ANALYTICAL CAPABILITIES

Deep command of financial modeling, scenario analysis, and long-range planning in complex, multi-segment businesses
Strong grasp of unit economics, cost allocation, margin analysis, and pricing mechanics
Hands-on experience with financial data infrastructure including being comfortable engaging deeply with data architecture, BI tools, and planning systems
Working knowledge of AI-driven tools and automation in a finance context; intellectual excitement about where this is going

LEADERSHIP & WAYS OF WORKING

A genuine enabler: someone who leads through questions and coaching, not directives, and who measures success by what their team can accomplish
Intellectually curious: you go deep on problems, ask why three times before accepting an answer, and are energized by complexity
Comfortable operating in ambiguity and rolling up your sleeves; equally effective in the boardroom and in the weeds of a model
A builder mindset: you want to leave things materially better than you found them — not just keep the lights on
Strong communicator who translates financial complexity into clear, compelling narratives for non-finance executives

Min

USD $225,000.00/Yr.

Max

USD $275,000.00/Yr.

Originally posted on Himalayas

Senior Vice President, Financial Planning & Analysis

Job Description