--- title: 'Financial Planning & Analysis Manager at Fullscript' canonical: 'https://feeny.ai/job/financial-planning-analysis-manager-fullscript-ottawa-yche084saf5h' type: 'job' last_seen: '2026-09-07' --- # Financial Planning & Analysis Manager at Fullscript - **Company:** Fullscript - **Location:** Ottawa, Canada - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-08-17 - **Last confirmed live:** 2026-09-07 - **Apply:** https://jobs.lever.co/fullscript/3e8679e4-b2dd-42cd-be9e-0f5ec5e5db69 ## Job description ## About Fullscript We’re an industry-leading health technology company on a mission to help people get better. We started in 2011 with one simple idea. Make it easier for practitioners to access the products they trust so they can deliver better care. That simple idea grew into a platform that powers every part of care. Today, more than 125,000 practitioners use Fullscript for clinical insights, lab interpretations, patient analytics, education, and access to high-quality supplements. Over 10 million patients rely on Fullscript to stay connected to their care plans and follow through on treatment. We build tools that make care smarter and more human. Tools that save time, simplify decisions, and help practitioners stay closely connected to the people they care for. When everything they need is in one place, they can focus on what matters most: helping people get better. This is your invitation. Bring your ideas, your grit, and your care for people. Join us and shape the future of care. About the Role: We’re looking for a Manager, FP&A with deep ownership of our revenue model, budget, rolling forecast, and performance reporting. This role sits at the center of how we understand, plan for, and act on revenue outcomes across the business. This role carries senior-level accountability for revenue planning and results analysis by deeply understanding our underlying model, stress-testing assumptions, identifying risk and opportunity, and ensuring leadership has a clear, current view of where the business is headed and why. We are a high-growth, product-led whole-person wellness platform serving practitioners and their patients. Our product roadmap, go-to-market strategy, and revenue outcomes are tightly linked — and this role helps ensure that linkage is explicit, measurable, and actionable. This role reports to the Director of FP&A. What You'll Do: Revenue Planning, Forecasting & Model Ownership Manage the end-to-end revenue plan and rolling forecast. Own the annual budget and rolling forecast cadence, run scenario modeling, and update forecasts based on business performance and external factors. Own the revenue model and unit economics. Maintain a driver-based P&L and cohort/unit-level model that ties product, channel and customer behavior to financial outcomes. Run scenario and sensitivity analysis. Produce multi-scenario models, quantify upside/downside to key levers, and define economic guardrails and decision triggers. Be accountable for forecast accuracy and narrative. Own forecast accuracy targets, explain what changed/why/what to do, and drive continuous improvement in prediction quality. Lead the accountability cadence. Run the monthly revenue business review, present recommended corrective actions with named owners and timelines, and escalate proactively when thresholds or risks require intervention. Operationalize the model. Productionize templates and dashboards, partner closely with the Data and Strategic Finance teams to automate data pulls, validate assumptions, pressure test results, and ensure the model is decision-ready and scalable. Reporting & Insights Deliver executive-grade reporting. Produce regular revenue reporting that includes performance vs. plan, leading indicators and cohort behavior, with driver-based variance explanations rather than surface-level summaries. Produce decision-oriented presentation materials. Deliver concise briefs and memos that surface quantified options, recommended actions, named owners and clear success metrics to enable rapid, well-informed decisions. Ensure traceability and rigor. Make sure every report and insight is directly traceable to model logic and assumptions. Close the loop on outcomes. Track follow-through on recommended actions, measure realized vs. expected ROI, and publish learnings that improve future forecasting and prioritization. Strategic & Cross-Functional Partnership Align revenue to strategy and roadmap. Partner with Strategic Finance and Product teams to translate roadmap and strategic pillars into explicit revenue assumptions and forecast implications. Translate GTM into forecast inputs. Work with Sales, Marketing and Commercial teams to convert pipeline, conversion, pricing and promotional dynamics into rigorous forecast inputs and scenarios. Help the business understand how growth happens. Move the conversation from “how much” to “how” — make growth drivers explicit, measurable and actionable. What You Bring To The Table: 8+ years in FP&A / Strategic Finance. Proven hands-on experience owning revenue planning and forecasts, with meaningful exposure to revenue modeling and P&L stewardship. Quantitative degree or equivalent + credentials a plus. BA/BS in Finance, Accounting, Economics or similar; CPA/CMA/CFA or MBA desirable. Technical fluency with data. Comfortable querying raw data (SQL) and working with modern analytics and reporting tools (BigQuery/warehouse, Looker/Sigma) and financial/ERP systems (Adaptive, NetSuite, etc.). Advanced financial modeller & model steward. Builds and owns end-to-end revenue and unit-economics models, performs cohort and driver-based forecasting, runs scenario/sensitivity analysis, and can independently recreate and validate complex assumptions and interdependencies. Strong business partnering. Proven ability to partner with Product, Sales, Marketing, Commercial and Data teams – translates roadmap and GTM dynamics into rigorous forecast inputs and drives cross-functional execution. Analytical rigor & sound judgment. Habit of challenging assumptions, balancing speed with accuracy, and improving forecast quality through disciplined model governance and metrics (e.g., forecast accuracy). Clear communicator & influencer. Crafts concise, decision-ready memos and presentations; persuades senior stakeholders and drives accountability without direct authority. Preferred: Experience in high-growth, product-led, marketplace/e-commerce businesses with a formative background in investment banking/PE. This role is ideal for a high-performing FP&A or Strategic Finance professional who wants real business ownership, thrives in cross-functional environments, and is motivated by impact. What we can offer you: Flexible PTO & competitive pay RRSP match (CAD) & stock options Customizable benefits — flexible coverage, paramedical services, and an HSA. Flexible benefits package and additional perks Employee discount on Fullscript catalog of products for family & friends Continuous learning — training budget + company-wide initiatives. Wherever You Work Well — hybrid and remote flexibility. ## Compensation range The salary range for this role is between $145,000 and $185,000 CAD. Fullscript shares salary ranges to support transparency and help candidates make informed decisions. The range shown reflects base salary only. Additional incentives, perks, and benefits may be available as part of Fullscript’s total rewards package. Final base salary depends on experience, skills, and location. We review pay regularly to stay aligned with market data and internal equity. Benefits and total rewards may vary by region. ## Why Fullscript Great work happens when people feel supported, trusted, and inspired. At Fullscript, we stay curious and keep finding smarter ways to make care better. We grow together, take on new challenges, and focus on impact. We put people first, work as a team, and leave egos at the door. What to Know Before You Apply We’re grateful for the interest in joining Fullscript. To make sure your application reaches our hiring team, please apply directly through our careers page. A quick note: Due to the high volume of applications, we’re not able to respond to phone or email inquiries about application status. If there’s a match, our team will reach out directly. Fullscript is an equal opportunity employer committed to creating an inclusive workplace. Accommodations are available upon request at accommodations@fullscript.com. All offers are contingent on successful background checks conducted in compliance with federal, state, and provincial laws. We use AI tools to support parts of the hiring process, including screening and reviewing responses. Final hiring decisions are always made by people and follow all applicable privacy and employment laws in Canada and the U.S. Learn More www.fullscript.com @fullscriptHQ on instagram Let’s make healthcare whole ## About Fullscript ## Company Overview - **One-liner**: Fullscript is a provider-led healthcare platform that empowers clinicians to deliver personalized, integrative care through supplement management, lab testing, and practice tools. - **Entity Type**: Private (Series C stage based on total funding of $273.1M) - **Headquarters**: Ottawa, Ontario, Canada - **Founded**: 2011 - **Founders**: Not publicly listed on main sources; the company was founded in 2011. ## Core Business - **Primary industry**: Healthcare Technology (HealthTech) / Integrative Medicine - **Target customers**: B2B – licensed healthcare providers (naturopaths, functional medicine doctors, chiropractors, nutritionists, MDs) and their patients (B2B2C model) - **Mission statement**: "Make care easier for providers to deliver and patients to receive" by building a healthcare platform that amplifies a provider's reach and expertise, rather than replacing human connection with algorithms. ## Products & Services - **Supplement Management Platform**: The core product – a digital formulary and e-commerce platform that allows providers to prescribe, manage, and auto-ship over 20,000+ vetted supplement products to patients. Includes wholesale ordering integration (via Natural Partners) and patient-facing dispensaries. - **Fullscript Assist**: A HIPAA-compliant AI assistant that reads lab results, surfaces evidence-based recommendations, and drafts personalized treatment plans in minutes. - **Lab Testing (via Rupa Health acquisition)**: Integrated lab ordering and result management, connecting diagnostics to treatment planning. - **Fullscript Journeys**: Automated patient onboarding and care plan delivery tool with provider branding and clinical guidance built in. - **Quality Assurance Program**: Annual cGMP certification verification for all brands, plus independent blind purity/potency testing of 250 products per quarter by end of 2026. ## Market Standing - **Valuation**: Not publicly disclosed - **Key Metrics**: - **Annual Revenue**: $450M (per LinkedIn data) - **Total Funding**: $273.1M across 4 rounds - **Provider Base**: 125,000+ licensed clinicians - **Patient Reach**: 10+ million patients - **Headcount**: 609 employees (+23.6% YoY growth, +148 people) - **Notable Investors/Partners**: Kayne Partners (Series B, $25M in 2019), HGGC and Snapdragon Capital Partners ($240M strategic growth investment in 2021). Acquired Emerson Ecologics in 2021 and Rupa Health in October 2024. - **Growth Signals**: 23.6% headcount growth year-over-year; strategic acquisition of Rupa Health (Oct 2024) to add lab testing capabilities; expansion of AI-powered clinical tools (Fullscript Assist); physical distribution centers in Phoenix, Lancaster, Riverside, Colonial Heights, and Lenexa. ## Competitive Advantages - **Provider-led model**: Unlike many digital health platforms that attempt to replace clinicians, Fullscript builds tools to amplify provider expertise, creating strong stickiness with the 125,000+ practitioners who rely on it. - **Vetted catalog and quality assurance**: A rigorous, independently-verified supplement quality program (cGMP certification, blind testing) that builds trust with clinicians and patients. - **Integrated ecosystem**: Combines supplement dispensing, lab testing, AI-assisted planning, and patient engagement in a single platform – reducing fragmentation for practitioners. - **15 years of prescribing data**: Real-world outcomes data from millions of patients and thousands of clinicians provides a unique network effect and clinical intelligence moat. ## Strategic Focus - **AI-powered clinical tools**: Rolling out Fullscript Assist to reduce manual work for providers and accelerate personalized care planning. - **Diagnostics integration**: Deepening the lab testing and biomarker analysis capabilities following the Rupa Health acquisition. - **Expanding the care journey**: Moving beyond supplements into full-spectrum practice management (lifestyle, adherence, patient engagement). - **National distribution**: Operating five distribution centers across the US to ensure rapid, reliable delivery of supplements to patients. ## Why Work Here - **Culture**: Emphasizes "Wherever You Work Well" – a flexible hybrid model where teammates choose in-office, remote, or a mix. Physical hubs in Ottawa (Constitution Square) and virtual hubs across Canada and the US. - **Perks & Benefits**: - Tailored medical, dental, vision, and HSA/FSA benefits - Stock option incentives - RRSP and 401k matching - Flexible PTO plus paid public holidays - Employee discounts on the entire Fullscript catalog - Office amenities: fitness facilities, ping pong, games, unlimited snacks and caffeinated beverages - **Community & Events**: Town halls, hackathons, "Fullhouse" events, offsites, teams, and clubs. Employee Resource Groups (ERGs) and a DEIB Council. - **Engineering Culture**: Emphasis on using AI to amplify human capabilities; 21 jobs available at time of research (including Compliance Lead and likely engineering roles). - **Global Team**: Employees across 7 countries (Canada, US, Philippines, Germany, UK, and others). ## Sources 1. [fullscript.com](https://fullscript.com/about) 2. [fullscript.com](https://fullscript.com/careers) 3. [fullscript.com](https://fullscript.com/) 4. 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