---
title: 'Director, Financial Planning & Analysis at Clarify Health'
canonical: 'https://feeny.ai/job/director-financial-planning-analysis-clarify-health-united-states-vtyst9kdqsnq'
type: 'job'
last_seen: '2026-09-12'
---

# Director, Financial Planning & Analysis at Clarify Health

- **Company:** Clarify Health
- **Location:** United States
- **Compensation:** $182k–$215k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-07-21
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.lever.co/clarifyhealth/9cf89a1b-496f-4694-9822-cc0797e6bf80

## Job description

The Mission Clarify is an outcomes company. We partner with 60+ health systems to do the work that most analytics vendors walk away from. Across 900 million annual referrals and $1 trillion in downstream spending, we identify where mission and margin are falling out of alignment, and then we embed with the people who can change it: the liaison in the field, the contract negotiator at the table, the service line leader running the plan. We bring the most complete picture of care economics in healthcare. 300 million patient journeys. 5.6 trillion price transparency rates. Episode-level quality across every major payer contract. Clarify Meridian puts that picture to work at the point of every decision. But the picture is not what we deliver. The outcomes are. The Opportunity Clarify is looking for a Director, Financial Planning & Analysis to build and own the financial models and analyses that power decision-making at a fast-scaling, AI-first healthcare technology company. This role sits within Finance and reports to the CFO. You'll build the financial models and analyses that inform the CFO's decisions, help shape how Clarify's financial story is told to the company, the Board, and outside stakeholders, and support the CFO on fundraising, M&A, and other high-stakes work. This is a hands-on, individual-contributor role for someone trained in a demanding, high-accountability environment - investment banking, private equity, hedge funds, or specialty/credit lending - who is ready to move from advising or evaluating businesses to owning the financial engine of one. We recently acquired Loyal Health to build the industry's first closed-loop network intelligence and patient activation platform, and we are actively transitioning our commercial model from traditional SaaS subscriptions to Meridian, a tech-enabled outcomes partnership where our economics are tied to the results we deliver for health systems. That shift - modeling success-fee revenue, at-risk contracts, and multi-year outcomes-based partnerships alongside our existing SaaS book - is exactly the kind of complex, non-linear financial modeling problem that will keep this role interesting for years, not months. You'll work directly on fundraising, M&A evaluation and integration, and long-range forecasting for a business model most finance professionals have never had to model before - the kind of access and trust that comes from being the person whose numbers the CFO relies on. You'll also partner closely with Operations and Sales on revenue recognition, ARR tracking, and the sales-ops-adjacent mechanics that keep our commercial engine honest. Healthcare experience is not required but the analytical rigor and self-taught intensity to get there fast absolutely is. Does this sound like you? You were trained in a demanding, detail-intensive finance environment - investment banking, private equity, hedge funds, or specialty/credit lending You're a self-directed learner who has successfully made a hard pivot before - from banking or investing into an operating company, a new industry, or a new function - and you figured it out fast without a playbook You're quantitatively fearless - three-statement models, scenario analysis, and complex revenue mechanics don't intimidate you, and you'd rather build the model yourself than wait for someone else to hand you one You're AI-native in your workflow - you use Claude, ChatGPT, or similar tools daily to accelerate modeling, diligence, and reporting, and you're always looking for the faster way to get to a defensible answer You bring rigor and ownership to the numbers, not just back-office analysis - the CFO relies on you because your models hold up under scrutiny and your work is airtight You're comfortable being the most rigorous person in the room on structure and diligence, while still moving at startup speed - you default to shipping a solid answer today over a perfect one next week You want ownership, not oversight - you'd rather build the financial infrastructure for a company you can point to than be one more analyst on someone else's deal

## The role

The Director, Financial Planning & Analysis will be responsible for:

Immediate Priority: Budget & Forecast Automation

- Our budgeting and forecasting process today runs almost entirely in Excel and is highly manual; this role's first mandate is to redesign and automate that process end-to-end
- Evaluate and select FP&A / planning tools to replace manual spreadsheet-based workflows, and lead implementation and adoption across Finance
- Use AI tools, including Claude, to automate recurring modeling, data consolidation, and reporting work within the budget and forecast cycle

Strategic Forecasting & Financial Modeling (35%)

- Lead corporate-wide financial planning, budgeting, and long-range forecasting, including scenario modeling across our blended SaaS and outcomes-based revenue streams
- Build and maintain the company's core financial model, capturing the mechanics of success-fee contracts, at-risk revenue, and multi-year health system partnerships alongside traditional SaaS metrics (ARR, gross margin, retention, unit economics)
- Provide the CFO with financial analysis on the implications of strategic decisions - pricing models, new product lines, market expansion, and resource allocation
- Proactively surface insights on financial and operational drivers, flagging risks, overages, and optimization opportunities before they become surprises

Fundraising & M&A Support (25%)

- Build and own fundraising materials, investor models, and diligence support for equity and debt processes, working directly with the CFO, in support of the CFO's engagement with the CEO and COO.
- Lead financial diligence and integration modeling for M&A activity, drawing on our recent acquisition of Loyal Health as a template for evaluating future targets
- Develop board- and investor-ready analyses that translate complex operating data into clear, defensible narratives on growth, margin, and capital efficiency
- Support the CFO on cap table management, valuation considerations, and capital structure planning

Revenue Recognition & Commercial Finance Operations (25%)

- Partner with Accounting on revenue recognition for complex, multi-element contracts spanning traditional SaaS subscriptions and outcomes-based success fees, ensuring ASC 606 compliance
- Own ARR tracking and reporting, building the infrastructure to cleanly separate contracted revenue, at-risk success fees, and probability-weighted bookings as our business model evolves
- Partner with Sales and Operations on quote-to-cash and sales-ops-adjacent processes - deal structuring support, pricing mechanics, and SFDC-sourced reporting - to keep commercial and financial data in sync
- Drive process rigor and controls across revenue operations to ensure the accuracy, integrity, and auditability of financial data as deal complexity increases

Reporting, Systems & Cross-Functional Partnership (15%)

- Prepare timely, accurate BVA analysis that the CFO uses to brief Clarify's leadership team, Board of Directors, and external stakeholders
- Continuously improve reporting infrastructure, dashboards, and tools - leveraging AI wherever possible - to increase visibility and decision-making speed across the organization
- Build strong working relationships with Sales, Product, Engineering, and People & Culture leaders, representing Finance as a cross-functional partner rather than a gatekeeper

## What we are looking for

We are always looking for new team members who will add to our culture and have a strong passion for impact. In particular, the Director, Financial Planning & Analysis will have:

Must-haves:

- 6-10+ years of progressive finance experience, with meaningful time in a rigorous, high-accountability environment - investment banking, private equity, hedge funds, or specialty/credit lending - followed by a successful transition into an operating company
- Advanced financial modeling and diligence skills - can build a complex three-statement model or scenario analysis from scratch, under time pressure, without hand-holding
- Hands-on experience automating budgeting and forecasting processes - moving a company off manual, spreadsheet-based cycles, evaluating and selecting FP&A/planning tools, and using AI tools like Claude to streamline modeling and reporting
- Demonstrated ability to teach yourself a new domain quickly - your career shows at least one hard pivot (industry, function, or company stage) where you got up to speed fast and delivered
- An AI-first mindset - active daily use of AI tools (Claude, ChatGPT, or similar) to accelerate modeling, diligence, and reporting; can cite specific examples of using AI to compress timelines
- Strong business acumen - builds credibility quickly with the leadership team and translates financial analysis into clear, actionable recommendations
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Comfort with ambiguity and a complex, evolving business model - you're energized, not unsettled, by a company that is actively redesigning its own revenue mechanics

Strongly preferred:

- Prior experience at a bank, private equity fund, hedge fund, or healthcare/life sciences credit lender, with direct exposure to healthcare, life sciences, or tech-enabled services companies
- Experience supporting fundraising processes (equity or debt) and/or M&A diligence and integration, ideally in a venture-backed or sponsor-backed environment
- Familiarity with SaaS metrics and valuation frameworks (ARR, NRR, CAC/LTV, magic number) and eagerness to extend that fluency to outcomes-based and success-fee revenue models
- Strong working knowledge of GAAP and revenue recognition standards (ASC 606), particularly for complex or multi-element contracts
- Experience implementing or scaling financial systems, dashboards, or reporting infrastructure
- CPA, CFA, or MBA
- Prior experience operating in a venture-backed, high-growth environment
- Located in Pacific Standard Time zone

## What we offer you

- Competitive compensation (base + bonus + equity)
- Quality health insurance
- Traditional 401K plan
- Vision, dental, disability and life insurance
- Flexible Spending Accounts and Commuter Benefits
- Generous PTO
- Flexibility
- Monthly wellness stipend
- Remote friendly
- A collaborative workplace which will challenge you and celebrate your work
- The opportunity to design the financial infrastructure for a fundamentally new business model in healthcare, rather than maintain someone else's spreadsheet
- Enterprise AI tools (Claude, cloud platforms) and an expectation that you'll use them to work faster and smarter

We believe that a happy, diverse, and impact-driven team is critical to our mission of transforming healthcare. Having a diverse team allows us to bring more ideas to the table when working on lighting the path to higher-value care. We embrace employees and applicants of all backgrounds, including those of traditionally underrepresented groups. With this in mind, we do not discriminate against any employee or applicant because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, the basis of disability, homelessness, reproductive health decisions or any other federal, state, or local protected class.

## About Clarify Health

## Company Overview
- **One-liner**: Clarify Health partners with health systems to deliver clinical, access, and financial outcomes through a data-driven platform that aligns mission and margin.
- **Entity Type**: Private (Growth stage; $338.5M total funding across 6 rounds)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2015
- **Founders**: Todd Gottula (CEO and Co-Founder)

## Core Business
- **Primary industry**: Healthcare analytics and technology-enabled outcomes partnerships
- **Target customers**: Health systems (B2B), including large hospital networks and integrated delivery systems (60+ health systems as customers)
- **Mission/purpose statement**: To prove that the care that is best for patients is also the care that makes the system sustainable.

## Products & Services
- **Clarify Meridian**: An outcomes-based partnership that combines market data, technology, and a field team to help health systems grow their network. It sees the full opportunity across a health system’s network and activates referring physicians, groups to align or employ, and contracts to steer volume. Typically surfaces $65–$100M in annual opportunity per large system.
- **Clarify Arrival**: A patient activation product that converts referrals into completed in-network appointments. It covers referrals written by physicians, outreach to patients needing care, and patients searching on their own. Counts results in booked in-network appointments.
- **Clarify Atlas Platform®**: The underlying intelligence layer that powers Meridian and Arrival. Aggregates claims, prescription history, negotiated rates, quality/capacity signals, and social determinants of health across Medicare, commercial, and managed Medicaid. Covers 300 million patient journeys and 5.6 trillion price transparency rates.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: $338.5M total funding (all time); $32.2M estimated annual revenue (per LinkedIn data)
- **Notable Investors/Partners**: Not listed in provided sources, but 60+ health systems are documented customers
- **Growth Signals**:
  - Documented customer ROI of $3.2B
  - 60+ health system partnerships
  - 900 million annual referrals analyzed across $1 trillion in downstream spending
  - Workforce distributed across United States, Canada, United Kingdom, and China
  - Leadership team includes a Chief AI & Privacy Officer, indicating investment in responsible AI

## Competitive Advantages
- **Outcomes-based economics**: Clarify is paid when the health system wins; if the system does not achieve results, Clarify does not get paid. This aligns incentives directly with customer outcomes.
- **Largest proprietary dataset**: Combines claims, prescription, negotiated rates, and social determinants of health across 300 million lives with 20 billion AI-powered predictions.
- **Tech-enabled partnership model**: Unlike pure analytics vendors, Clarify embeds "Success Services" teams directly with customers to execute on insights.
- **End-to-end orchestration**: Meridian (network strategy) and Arrival (patient activation) work on the same data layer, solving the fragmentation that health systems face with separate tools.
- **Episode-level quality data**: Covers quality and efficiency scoring across every major payer contract at a granular level.

## Strategic Focus
- Expanding the outcomes-based partnership model to more health systems
- Using AI-powered predictions to surface actionable growth opportunities ($65–$100M per large system)
- Driving patient activation and in-network appointment completion
- Aligning mission and margin — helping health systems improve both clinical outcomes and financial sustainability

## Why Work Here
- **Outcomes-driven mission**: The company explicitly states it was not built to be "another analytics company" but to prove that patient-centered care and financial sustainability can coexist. This is compelling for mission-driven professionals.
- **Remote-first**: All current open positions (Senior Manager, Operations; Physician Liaison; Senior Physician Liaison; Director, FP&A) are listed as "Remote — Full Time Remote- US"
- **Culture of partnership**: Teams embed with health systems to deliver real change, not just dashboards
- **Growth trajectory**: With $338.5M in funding and $3.2B documented customer ROI, the company is scaling and has a track record of delivering value
- **Engineering culture**: Chief AI & Privacy Officer on leadership team; 20 billion AI-powered predictions processed; large-scale data platform (300M lives, 5.6T price transparency rates)
- **Recruitment process transparency**: All outreach comes from @clarifyhealth.com or through Lever; interviews via Teams/Zoom with video; offers made by phone recruiters. They explicitly warn about impersonation scams and state they never ask for sensitive personal/financial information.
- **AI in hiring**: The company uses AI tools to support review of applications and resumes, but states final decisions are made by humans.
- **Employee ratings** (from LinkedIn/Glassdoor-like data): Overall 3.0/5.0 (74 reviews) — with Work-Life: 3.4, Compensation: 4.0, Culture: 3.5, Career: 3.3. Compensation scores notably high.

## Sources
1. [clarifyhealth.com](https://clarifyhealth.com/)
2. [clarifyhealth.com/careers](https://clarifyhealth.com/careers)
3. [clarifyhealth.com/about](https://clarifyhealth.com/about)
4. [linkedin.com/company/clarify-health-solutions](https://linkedin.com/company/clarify-health-solutions)
5. [jobs.lever.co/clarifyhealth](https://jobs.lever.co/clarifyhealth/)

## Other roles at Clarify Health

- [Senior Product Analyst](https://feeny.ai/job/senior-product-analyst-clarify-health-united-states-k82xwfzw23b2) — United States
- [Senior Product Manager](https://feeny.ai/job/senior-product-manager-clarify-health-united-states-51xmy87vph90) — United States
- [Senior Physician Liaison](https://feeny.ai/job/senior-physician-liaison-clarify-health-united-states-2zd9bcm5b7vd) — United States
- [Engagement Leader](https://feeny.ai/job/engagement-leader-clarify-health-united-states-qxxrs2nj0wf3) — United States
- [Director, Financial Planning & Analysis](https://feeny.ai/job/director-financial-planning-analysis-chartis-chicago-ww00w3ek8ftq) — Chicago, IL
- [Director, Financial Planning & Analysis](https://feeny.ai/job/director-financial-planning-analysis-rowan-digital-infrastructure-denver-n5b9r5kwysgt) — Denver, CO
- [Director, Financial Planning & Analysis](https://feeny.ai/job/director-financial-planning-analysis-allied-toronto-jrdc5d0cm29c) — Toronto, Canada
- [Director, Financial Planning & Analysis](https://feeny.ai/job/director-financial-planning-analysis-bda-woodinville-washington-eb6531byhcb3) — Woodinville Washington, United States
- [Director, Financial Planning & Analysis](https://feeny.ai/job/director-financial-planning-analysis-vixxo-colwich-kansas-wcdv1fwxqz06) — Colwich Kansas, United States / Scottsdale Arizona, United States
- [Director, Financial Planning & Analysis](https://feeny.ai/job/director-financial-planning-analysis-catapult-sports-boston-cjc7k0xfn80n) — Boston, MA