--- title: 'Director of Finance, Financial Planning & Analysis (FP&A) at Rectangle Health' canonical: 'https://feeny.ai/job/director-of-finance-financial-planning-analysis-fp-a-rectangle-health-white-h7t9z24pf4zf' type: 'job' last_seen: '2026-10-24' --- # Director of Finance, Financial Planning & Analysis (FP&A) at Rectangle Health - **Company:** Rectangle Health - **Location:** White Plains, NY - **Posted:** 2026-10-21 - **Last confirmed live:** 2026-10-24 - **Apply:** https://job-boards.greenhouse.io/rectanglehealth/jobs/5458816008 ## Job description Director of Finance, Financial Planning & Analysis (FP&A) Position Overview The Director of Finance, FP&A is a revenue-focused finance leader responsible for forecasting, modeling, and analyzing revenue performance across products, customers, and go-to-market motions. This role requires payments industry experience and the ability to translate revenue and customer economics into clear business insights. The Director will serve as a trusted partner to senior leaders, support key business decisions, and manage a Senior-level analyst. Primary Responsibilities Planning, Budgeting & Forecasting - Lead revenue planning, budgeting and forecasting across all products and go-to-market motions. - Build revenue models using current trends, KPIs, and operating metrics to forecast future performance. - Partner with Sales and leadership to translate budget assumptions into revenue targets, sales capacity needs, and achievable growth expectations. Analysis & Performance Management - Analyze revenue and volume performance versus forecast, budget, and prior year across channels and products. - Track revenue KPIs and explain key variances, trends, and business impact. - Own revenue bridge analysis across new business, attrition, pricing, volume, product mix, and customer changes. - Support ad hoc analysis of customer profitability, product economics, pricing, volume, take rate, and transaction trends. - Compare economics across products, customers, segments, and go-to-market channels. Executive, Board & Lender Reporting - Prepare revenue materials for executive, Board, investor, and lender presentations. - Own revenue reporting for the Monthly Operating Review, ensuring a clear financial narrative supported by metrics and business context. Business Partnership & Process Improvement - Serve as a trusted finance partner for product, pricing, go-to-market, and revenue decisions. - Partner with Sales and Revenue Intelligence to assess pipeline quality, conversion trends, timing risk, forecast risk, and revenue achievability. - Improve forecast accuracy by tracking variances, identifying root causes, and refining revenue assumptions. - Improve FP&A processes by reducing manual effort, increasing accuracy, and standardizing recurring reporting. - Partner with Enterprise Data and BI to improve data quality, reporting infrastructure, and forecasting capabilities. Leadership & Team Development - Manage and develop a Senior-level analyst with clear ownership, consistent deliverables, and strong analytical standards. - Foster an analytical culture focused on partnership, accountability, continuous improvement, and value creation. ## Minimum Qualifications - 8+ years of FP&A, revenue finance, strategic finance, or related experience. - Payments industry experience required, including payment revenue models, pricing, transaction volume, take rate, and customer/product profitability. - Proven ability to operate as a self-starter in a hands-on, fast-paced environment. - Advanced financial modeling and analytical skills, with strong Excel proficiency. - Strong executive communication skills, with experience presenting insights to senior leadership. - Ability to manage multiple priorities and partner effectively across functions. - Experience managing or mentoring analysts preferred. - Working knowledge of U.S. GAAP and revenue recognition concepts. - NetSuite, NSPB, Salesforce, BI, or similar systems experience preferred. - Bachelor’s degree in Finance, Accounting, Economics, or related field required. ## Compensation & Benefits - $160,000 – $210,000 annual total compensation (commensurate with experience) - Competitive Medical Health Plans, Low, Mid, High. - Employer Paid Low Medical Plan for Employee & Dependents (HSA Eligible) - Employer Paid Dental & Vision for Employee - Employer Paid Life Insurance for Employee - Employer Paid Long-term Disability for Employee - Employer Paid Hospital Confinement for Employee ~ (If enrolled in Medical) - + Voluntary Supplemental Insurance Coverage Options - 20 days PTO & 7 Sick Days Annually - 10 Fixed Paid Holidays Off Annually - 401(k) Matching up to 3% ## About Us Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company’s innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually. [View our CCPA disclosure notice here](https://www.rectanglehealth.com/california-applicant-privacy-notice/) ## About Rectangle Health ## Company Overview - **One-liner**: Rectangle Health provides a healthcare technology platform that simplifies patient and payer payments, compliance, and patient engagement for medical practices. - **Entity Type**: Private (no recent funding rounds publicly disclosed; bootstrapped or privately held since 1993) - **Headquarters**: Valhalla, New York, USA (with additional office in St. Petersburg, Florida) - **Founded**: 1993 - **Founders**: Not publicly available ## Core Business - **Primary Industry**: Healthcare technology (healthcare payments, compliance, patient engagement) - **Target Customers**: Healthcare organizations of all sizes – from small independent practices to large enterprises (B2B, focused on providers) - **Mission**: “Simplify the business of healthcare” – enabling providers to thrive operationally, administratively, and financially so they can focus on patient care. ## Products & Services - **Practice Management Bridge®**: Integrated platform combining payments, engagement, and compliance tools. - **Bridge™ Payments**: Automates patient and payer payment processing, reduces A/R, and speeds reimbursement (50% faster payer payments, 30% less time chasing payments). - **Bridge™ Engagement**: Automated appointment reminders, patient-friendly scheduling, and personalized communication to reduce no-shows. - **Bridge™ Compliance**: Automates HIPAA and OSHA compliance with policies, training, and tracking tools. - **PayerSync™**: Automates reimbursement workflows to get providers paid faster. All products are SaaS-based, purpose-built for healthcare. ## Market Standing - **Valuation/Market Cap**: Not disclosed (private company) - **Key Metric**: Trusted by 40,000+ healthcare organizations and 161,000+ users (as of 2026 website); also cited as 36,000 providers on about page. - **Notable Investors/Partners**: No investor names publicly available. Key integration partners include Athenahealth, Eaglesoft, Greenway Health, NextGen Healthcare, OpenDental, Zelis (50+ EHR/PM systems). - **Growth Signals**: 80% of organizations using the platform collected more revenue; G2 users recognized Rectangle Health for “Easiest Setup,” “Easiest to Use,” and “Easiest to Do Business With.” Integrates with 30+ direct payment platforms and 500+ systems. ## Competitive Advantages - **Healthcare‑specific focus**: All products are built exclusively for healthcare, not generic payment or compliance solutions. - **Deep compliance**: HITRUST, SOC 2 Type I, PCI DSS Level 1, P@PE, EMV, and HIPAA certified – a strong trust signal for security‑conscious providers. - **Broad integration**: Works with 50+ EHR/EMR/PMS systems, reducing friction for existing customers. - **30+ years of domain expertise**: Founded in 1993, demonstrating stability and long‑term customer relationships. ## Strategic Focus - Continue to expand the platform’s capabilities in payments, engagement, and compliance. - Deepen integration partnerships and increase market share across all segments of healthcare (from small practices to large enterprises). - Simplify the business side of healthcare to help providers reduce administrative burden and improve patient experience. ## Why Work Here - **Culture**: Entrepreneurial spirit, rewarding dedication and professionalism. Values include “Respect the healthcare community,” “Act with integrity,” “Champion client success,” “Shape what’s possible,” “Excel at everything we do.” - **Benefits (as listed on careers page)**: - Up to 25 days PTO + 7 days sick time - Paid health insurance option - Dental & orthodontic coverage, vision coverage - 401K match starting immediately - Generous parental leave - Gym membership reimbursement - Paid life insurance and EAP program - **Work Model**: Offices in Valhalla, NY and St. Petersburg, FL. Not explicitly stated as remote/hybrid, but roles are listed in those locations (likely on‑site or hybrid). - **Engineering Culture**: Not detailed, but the company emphasizes innovation and “shaping what’s possible” – a good sign for tech‑minded candidates. ## Sources 1. [Rectangle Health Homepage](https://www.rectanglehealth.com/) 2. [Rectangle Health About / Company Page](https://www.rectanglehealth.com/company/) 3. [Rectangle Health Careers Page](https://www.rectanglehealth.com/company/careers/) 4. [Rectangle Health Jobs on Greenhouse](http://job-boards.greenhouse.io/rectanglehealth) 5. [Rectangle Health Leadership Page](https://www.rectanglehealth.com/company/leadership/) ## Other roles at Rectangle Health - [Director, Business Intelligence & Reporting](https://feeny.ai/job/director-business-intelligence-reporting-rectangle-health-white-plains-27vtn01h51a0) — White Plains, NY - [Legal Assistant](https://feeny.ai/job/legal-assistant-rectangle-health-white-plains-8y67ekxyrv5f) — White Plains, NY - [VP, Human Resources](https://feeny.ai/job/vp-human-resources-rectangle-health-white-plains-qjc5kbrb03gn) — White Plains, NY - [Sales Manager](https://feeny.ai/job/sales-manager-rectangle-health-st-petersburg-yf2hwj1vj7r0) — St Petersburg, FL - [QA Automation Engineer](https://feeny.ai/job/qa-automation-engineer-rectangle-health-white-plains-xek3cbm4vt4r) — White Plains, NY - [Billing Specialist](https://feeny.ai/job/billing-specialist-rectangle-health-valhalla-854bhqac6awn) — Valhalla, NY - [SMB Account Executive](https://feeny.ai/job/smb-account-executive-rectangle-health-st-petersburg-zjkydsbg2xah) — St Petersburg, FL - [Sales Development Representative](https://feeny.ai/job/sales-development-representative-rectangle-health-st-petersburg-m2t4mzawvrjd) — St Petersburg, FL - [General Application](https://feeny.ai/job/general-application-rectangle-health-corporate-office-qk2k8f6gx1fs) — Corporate Office