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About the Role:

  • Lead financial operations specifically for the Wellbeing business with deep understanding of member engagement and program delivery economics.
  • Serve as key member of the Wellbeing Leadership Team, contributing to strategic initiative planning and partnership.
  • Coordinate between Finance and Wellbeing leadership to drive measurable operational excellence and efficiency improvements.

What You'll Do:

  • Drive Wellbeing financial excellence by overseeing financial planning and analysis for core functions.
  • Manage strategic initiatives by identifying cost drivers and implementing performance improvement plans.
  • Support business development through financial modeling for RFPs, renewals, and client-specific proposals.
  • Optimize vendor relationships and partner with Commercial and Product teams on pricing implications.
  • Drive cross-functional collaboration and support operational capacity planning across the organization.
  • Lead pricing strategy by developing and maintaining frameworks for Wellbeing services with alignment to margin targets.

Qualifications:

  • Bachelor's degree in finance related field; Master's degree preferred.
  • Minimum 7 years of experience in a similar finance leadership position.
  • 7+ years progressive responsibility with demonstrated leadership abilities through work progression.
  • Experience with NetSuite and Anaplan platforms preferred.
  • Comfort using AI and automation tools to speed up financial analysis, modeling, and reporting.

Personify Health

Personify Health created the first personalized health platform, combining health plan administration, wellbeing solutions, and care navigation. The company serves employers and health plans with data-driven solutions and fosters a diverse, inclusive community with flexible opportunities.

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