Sr. Director, Finance

Overview

Who We Are

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.

Learn even more about the work that drives us at personifyhealth.com.

Responsibilities

Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future. 

Personify Health's Wellbeing business helps organizations create healthier, more engaged workforces through a combination of technology, data, coaching, content, and incentives. We partner with employers to deliver personalized wellbeing experiences that drive participation, improve health outcomes, and create measurable value for both clients and members. Our approach spans physical, emotional, financial, and social wellbeing, leveraging a market-leading platform and services model to engage millions of members worldwide. 

As a result, success in Wellbeing requires balancing member experience, engagement outcomes, operational excellence, and financial performance—making finance a critical strategic partner in how we scale and evolve the business. 

Who are you?

Ready to Drive Financial Excellence Across Complex Wellbeing Operations? We're seeking a strategic finance leader who can bridge operational excellence with sophisticated financial planning for our Wellbeing business. As our Senior Director of Finance for Wellbeing Operations, you'll partner with leadership to drive operational efficiency and cross-functional decision-making that directly impacts business growth and client satisfaction. 

What makes this role different 

✓ Wellbeing expertise focus: Lead financial operations specifically for the Wellbeing business with deep understanding of member engagement, program delivery, and platform services economics 

✓ Cross-functional leadership: Serve as key member of the Wellbeing Leadership Team, contributing to strategic initiative planning and partnership 

✓ Operational partnership: Coordinate between Finance and Wellbeing leadership to drive measurable operational excellence and efficiency improvements 

✓ Pricing strategy ownership: Develop and maintain pricing frameworks while leading financial modeling for RFPs, renewals, and client-specific proposals 

What You'll Actually Do 

✓ 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. 

Qualifications

What You Bring to Our Team

Bachelor's degree in finance related field; Master's degree preferred 

Minimum 7 years work experience in similar finance leadership position 

7+ years progressive responsibility with demonstrated leadership abilities through work progression 

The technical expertise: 

Experience with NetSuite and Anaplan platforms preferred 

Comfort using AI and automation tools to speed up financial analysis, modeling, and reporting — and a point of view on where they can drive efficiency across Wellbeing finance 

Experience producing results using varied media including MS Office formats and dashboard/visualization tools 

Benefits

The Highlights:

• Competitive base salary and benefits effective day one
• Comprehensive medical and dental through our own health solutions (yes, we use what we build)
• 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

Want the full picture? Visit personifyhealthbenefits.com to explore our complete benefits package, wellness programs, and other employee perks.

Compensation: This position offers a base salary range of $170,000 - $190,000, depending on location, skills, and experience. You're eligible for our full benefits package starting day one.

Our Commitment: Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive—because diversity is core to who we are and critical to our work in health and wellbeing.

This role will be posted until 6/24 or until qualified applications are received.

Stay Safe: Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and or our secure applicant tracking system. Suspicious requests? Report them to talent@personifyhealth.com. View all legitimate openings at personifyhealth.com/careers.