Browse
···
Log in / Register

Director, FP&A

$170,000/year

Claritas Rx

South San Francisco, CA, USA

Favourites
Share

Description

Who We Are Claritas Rx is a venture-backed digital health startup that brings clarity to the challenges of specialty biopharmaceutical products in the marketplace. In today’s highly complex specialty networks, our mission is to illuminate the patient experience beyond the clinical trial. Claritas Rx leverages a proprietary technology platform and deep manufacturer expertise to automate and integrate channel, commercial, and clinical data and help biopharmaceutical companies generate actionable business insights. Our work uncovers the real-world variables impacting patient access, duration of therapy, and other metrics key to commercial success, making a real impact on patient healthcare. As Director, FP&A, you will own our end-to-end FP&A process, reporting to our CFO and serve as the main business partner for leaders across the company. You will be responsible for driving capacity planning, revenue forecasts, budgets and long term forecasts. You will translate complex data into clear recommendations. Why You Should Join Shape our financial foundations. You’ll design and own FP&A, budgeting, forecasting, capital-raise models and reporting. Direct Impact.  You will be the sole FP&A resource in a small and productive finance team. Deep cross-functional impact. You’ll design analysis to support and advise on ROI and resources allocation across product development, customer success, marketing and sales. Why You Shouldn’t Join You’re seeking a fully-formed structure—this is a hands-on, high-ambiguity environment. You need strict 9–5 hours—occasionally you’ll dive into month-end close and board-deck prep outside typical cycles. You prefer to live in the models and are not excited about working shoulder-to-shoulder with leaders across the company. Responsibilities Strategic Planning & Analysis: Build and maintain multi-year financial models, forecasts and scenario analyses to guide leadership decisions. Business Partnership: Partner with Product, Sales, and Engineering leaders to own budgeting, pricing experiments and ROI driven decisions. Process Improvement: Implement best practices and tooling to automate reporting, forecasting and KPI dashboards. Who You Are Qualifications San Francisco based - this will be a hybrid model with 1-2 days in our South San Francisco office. 8–12 years of FP&A experience including high-growth SaaS startups Proven track record building financial planning processes, models and dashboards. Deep familiarity with SaaS metrics (ARR, NRR, CAC, LTV, usage-based revenue). Exceptional analytical rigor, communication skills and comfort simplifying complex data into clear narratives. Entrepreneurial mindset: thrive in ambiguity, bias toward action and willing to roll up your sleeves. Join Us We are seeking to add new expertise and perspective to our strong team of experienced professionals.  We aspire to a culture of accelerated professional development through:  Shared learning and collaboration A respectful and fun work environment Employee empowerment through the effective use of technology and tools   In addition to our great environment, we offer a competitive salary of $170,000 and $200,000 plus benefits package and the opportunity to make a significant impact on a first-in-industry digital health solution.  Please send a cover letter along with your resume when applying to the position of interest.  Claritas Rx embraces diversity, equality, and transparency. We are committed to building a team that comprises a variety of backgrounds, perspectives, and talents. We believe the more inclusive we are, the better we are. Join us and discover what it feels like to be part of an environment that rewards ingenuity, risk taking and smart work. It’s time to fall in love with what you do! At Claritas Rx, protecting our candidates is a top priority. If you're applying for a role with us, please note: • All legitimate opportunities are posted first on our official website. Check there before trusting external listings. • We believe in meaningful interviews: offers never come after just one phone call or form. Expect multiple video calls to get to know you. • We never ask for fees or payments of any kind during the hiring process. • Our People Operations Team will handle your onboarding, and all equipment comes directly from us—no purchases required. Learn more about how to spot recruitment scams and protect yourself - FBI warning: https://lnkd.in/dh2aFN8 Claritas Rx is committed to transparency, integrity, and a safe hiring experience for every candidate. Learn more: https://lnkd.in/enhAqwqE

Source:  workable View original post

Location
South San Francisco, CA, USA
Show map

workable

You may also like

Workable
Investment Advisor Representative
Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in Jacksonville, FL to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days
Jacksonville, FL, USA
$75,000-90,000/year
Workable
Investment Advisor Representative
Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is posted with Chicago, IL as the location to expand applicant reach. However, the role is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days
Chicago, IL, USA
$75,000-90,000/year
Craigslist
Billing Specialist (Bend)
Why Join Our Team? You would become part of a remarkable organization with over 20 years of dedication to delivering exceptional products and unmatched service. Our consistent stream of positive reviews and high satisfaction ratings are a testament to the outstanding efforts of our team members every single day. Our job is challenging, and the work is never truly finished. However, by ensuring that vital medical equipment reaches those confronting life-altering injuries, illnesses, or the end-of-life journey, we have the privilege of offering them a small sense of independence and peace of mind through our daily efforts. As a valued member of the BHC team, you have the opportunity to—and will—truly make a difference. Bellevue Healthcare is locally and privately owned. With over 20 retail locations throughout WA, OR and ID and as one of the fastest growing companies in the Puget Sound, our goal is to impact the lives we come across, take care of our communities, and provide opportunities for each team member to grow and branch out within our organization. JOB SUMMARY: Responsible for collecting active A/R from all branch locations and posting payments in Brightree. Identifying resolution for denials per the EOB and submitting a corrected paper or electronic claim to the payer. Create weekly bank deposits. Apply payments properly to BT invoices and upload paper EOB’s to deposits. Communicate all discrepancies with the Billing Manager. Work closely with third party billing company. Works independently and with staff to maintain internal policy standards for clients in final demand and collections. Understands the urgency of meeting department and individual goals. Able to multitask and prioritize daily job functions. Able to work well under pressure. Utilize online eligibility systems including, Passport (BT), One Health Port, and various other insurance websites to determine correct coverage information. Update patient’s insurance data in Brightree as required or appropriate. Follow established Billing Office guidelines for adjustments to accounts and forward to appropriate work queues when required. Resolves issues holding up timely claim payment. Communicate issues to other departments or back to the branch level. Answer inbound phone calls to personal and billing lines and return voicemails. Perform other duties as assigned. EXPERIENCE AND SKILLS: -Minimum three years of experience billing or similar healthcare office experience, including private and state insurance billing experience required. A strong technical background including experience with automated systems preferred; proficient in working with Brightree highly desirable. Detailed knowledge and understanding of ICD-10, CPT, and HCPCS coding classification systems, familiar with medical terminology and its applications, insurance rules and regulations. -Knowledge of state and federal regulations as they pertain to billing processes and procedures. -Knowledge of insurance claim processing and third-party reimbursement. -Knowledge of MS Windows and Office Applications. -Professional written, oral and interpersonal communication. -Skill in problem solving in a variety of settings. -Ability to work efficiently under pressure. -Ability to work independently and take initiative. -Ability to demonstrate a commitment to continuous learning and to operationalize that learning. -Ability to deal effectively with constant changes and be a change agent. -Ability to deal effectively with difficult people and/or difficult situations. -Ability to willingly accept responsibility and/or share responsibility. -Ability to set priorities and use good judgment. *DME Billing experience a plus, but not a requirement. Hours: M-F 8:00am to 5:00pm Excellent Benefit Package including Healthcare, Retirement Match, Generous PTO and Paid Holidays Plus, we PROMOTE from Within If you are interested in joining our team, please submit resume here: https://hrkinections.catchthebest.com/apply/n9ee6k9k/v5vjb8d5 To view all open positions, click here: https://bellevuehealthcare.com/about-bhc/careers/
20422 Jacklight Ln, Bend, OR 97702, USA
$20-25/hour
Workable
Wealth Management Analyst
Wealth Management Analyst $73,000 - $110,000 / year + Bonus + Paid Relocation + Signing Bonus  We are a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind in the world, we specialize in goals-based wealth management, including planning for retirement, education, and legacy through investment advice and guidance. Our trusted advisory teams are equipped with access to cutting-edge investment insights and banking convenience. We are committed to fostering a diverse and inclusive work environment where every employee can thrive and bring their unique perspectives to the team. Position Summary As a Wealth Management Analyst, you will be a key contributor to a Financial Advisor team, playing an integral role in creating and executing strategies. You will help manage the team's business plan and practice financials, track progress against quantifiable goals, and ensure daily activities align with objectives. You will also coordinate team assignments and key initiatives, and ensure the execution of the client service strategy. This role requires a thorough knowledge of the wealth management business, including its functional areas, products, and services, as well as a working knowledge of general banking policies and financial practices. This position is a Financial Advisor Paid Resource. Key Responsibilities Develop and execute strategy related to the team's business plan and goal deliverables. Manage the team's practice financials and track progress against key metrics and goals. Coordinate team projects and key initiatives, ensuring timely and effective execution. Ensure the team's daily activities align with practice metrics, goals, and objectives. Manage risk and make sound decisions by understanding industry regulations and supervisory requirements. Support a strong overall client experience by ensuring the execution of the team's client service strategy. Requirements Skills & Qualifications Required Licenses/Registrations: Series 7, 63/65 or 66 (or equivalent). Must obtain all state registrations held by the Financial Advisor(s) and team(s) they support. Required Registrations: SAFE Act Registration and ADV-2B. Required Designations: Must maintain at least one firm-approved professional designation. Analytical Skills: Strong analytical abilities to identify trends, root causes, and implement process improvements. Leadership & Communication: Strong leadership, communication, and delegation skills with the ability to influence and collaborate effectively with partners. Product Knowledge: Thorough knowledge of the suite of wealth management products and services. Experience: Proven ability to manage risk and make sound decisions with a deep understanding of industry regulations and policies. Education: Minimum of a High School Diploma / GED / Secondary School or equivalent.
Northbrook, IL 60062, USA
$73,000-110,000/year
Craigslist
Billing Specialist (Bend)
Why Join Our Team? You would become part of a remarkable organization with over 20 years of dedication to delivering exceptional products and unmatched service. Our consistent stream of positive reviews and high satisfaction ratings are a testament to the outstanding efforts of our team members every single day. Our job is challenging, and the work is never truly finished. However, by ensuring that vital medical equipment reaches those confronting life-altering injuries, illnesses, or the end-of-life journey, we have the privilege of offering them a small sense of independence and peace of mind through our daily efforts. As a valued member of the BHC team, you have the opportunity to—and will—truly make a difference. Bellevue Healthcare is locally and privately owned. With over 20 retail locations throughout WA, OR and ID and as one of the fastest growing companies in the Puget Sound, our goal is to impact the lives we come across, take care of our communities, and provide opportunities for each team member to grow and branch out within our organization. JOB SUMMARY: Responsible for collecting active A/R from all branch locations and posting payments in Brightree. Identifying resolution for denials per the EOB and submitting a corrected paper or electronic claim to the payer. Create weekly bank deposits. Apply payments properly to BT invoices and upload paper EOB’s to deposits. Communicate all discrepancies with the Billing Manager. Work closely with third party billing company. Works independently and with staff to maintain internal policy standards for clients in final demand and collections. Understands the urgency of meeting department and individual goals. Able to multitask and prioritize daily job functions. Able to work well under pressure. Utilize online eligibility systems including, Passport (BT), One Health Port, and various other insurance websites to determine correct coverage information. Update patient’s insurance data in Brightree as required or appropriate. Follow established Billing Office guidelines for adjustments to accounts and forward to appropriate work queues when required. Resolves issues holding up timely claim payment. Communicate issues to other departments or back to the branch level. Answer inbound phone calls to personal and billing lines and return voicemails. Perform other duties as assigned. EXPERIENCE AND SKILLS: -Minimum three years of experience billing or similar healthcare office experience, including private and state insurance billing experience required. A strong technical background including experience with automated systems preferred; proficient in working with Brightree highly desirable. Detailed knowledge and understanding of ICD-10, CPT, and HCPCS coding classification systems, familiar with medical terminology and its applications, insurance rules and regulations. -Knowledge of state and federal regulations as they pertain to billing processes and procedures. -Knowledge of insurance claim processing and third-party reimbursement. -Knowledge of MS Windows and Office Applications. -Professional written, oral and interpersonal communication. -Skill in problem solving in a variety of settings. -Ability to work efficiently under pressure. -Ability to work independently and take initiative. -Ability to demonstrate a commitment to continuous learning and to operationalize that learning. -Ability to deal effectively with constant changes and be a change agent. -Ability to deal effectively with difficult people and/or difficult situations. -Ability to willingly accept responsibility and/or share responsibility. -Ability to set priorities and use good judgment. *DME Billing experience a plus, but not a requirement. Hours: M-F 8:00am to 5:00pm Excellent Benefit Package including Healthcare, Retirement Match, Generous PTO and Paid Holidays Plus, we PROMOTE from Within If you are interested in joining our team, please submit resume here: https://hrkinections.catchthebest.com/apply/n9ee6k9k/v5vjb8d5 To view all open positions, click here: https://bellevuehealthcare.com/about-bhc/careers/
20422 Jacklight Ln, Bend, OR 97702, USA
$20-25/hour
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.