Head of Financial Planning & Analysis (Counterpart Health)

At Counterpart Health, we are transforming healthcare and improving patient care with our innovative primary care tool, Counterpart Assistant. By supporting Primary Care Physicians (PCPs), we are able to deliver improved outcomes to our patients at a lower cost through early diagnosis and longitudinal care management of chronic conditions.  

We are seeking a strategic and operationally focused Head of Financial Planning & Analysis (FP&A) to serve as a key finance partner during a critical period of growth and commercialization. This is a newly created, high-impact role designed for a finance leader who thrives at the intersection of clinical innovation, software economics, and value-based healthcare.

While you will sit within our centralized Corporate Finance organization, you will be deeply embedded in the Counterpart Health (CPH) leadership team. You will act as a bridge between corporate financial discipline and the entrepreneurial speed of CPH, playing a vital role in balancing ambitious product development and expansion objectives with the operational rigor, margin management, and sustainable value creation necessary for long-term success. We are looking for a "high-agency" leader who can drive accountability and financial responsibility while serving as a thoughtful, strategic thought partner to the business.

As a Head of FP&A, you will:

• Own the Counterpart Health P&L and Multi-Year Model: Directly oversee the financial health of the business unit, ensuring that the financial model accurately reflects the clinical and technology strategy while remaining aligned with Corporate Finance objectives.
• Drive Strategic Growth & Commercialization: Act as a key architect in the go-to-market strategy by modeling pricing, unit economics, and margin profiles for external partnerships and payer relationships.
• Lead Performance Management & Planning: Spearhead the annual planning and long-range strategic forecasting cycles (3-5 year horizon), translating complex operating inputs into actionable financial projections.
• Foster Cross-Functional Accountability: Partner closely with the Counterpart Health leadership team - across Clinical, Product, Engineering, and Growth - to drive cost visibility and help business owners manage spend against plans.
• Inform Capital Allocation: Provide the financial insights necessary for critical technology investment decisions and software capitalization, ensuring resources are deployed toward the highest-value opportunities.
• Establish Scalable Governance: Implement lightweight spend governance and reporting frameworks that provide the discipline needed for a scaling business without sacrificing operational speed.
• Influence Enterprise Strategy: Serve as a trusted advisor, using data-driven storytelling to help the leadership team navigate the complexities of Medicare Advantage reimbursement mechanics and value-based care performance.

Success in this role looks like:

• In the first 90 days: You have established financial clarity by owning the CPH financial model and reporting cadence, providing leadership with a trusted view of performance, cost drivers, and value-based arrangement flow.
• In the first 6 months: You have raised the bar on discipline; cost center owners across CPH are actively managing spend against plan, and you have become the go-to partner for sophisticated customer scenario modeling and shared savings arrangements.
• In the future: You have built a durable, scalable financial operating model where insights consistently inform investment decisions, enabling CPH to grow efficiently and successfully commercialize its clinical technology stack on a national scale.

You should get in touch if:

• Financial Expertise: You have 15+ years of progressive finance leadership experience, specifically within healthcare, payer, or health-tech environments.
• Industry Knowledge: You possess deep experience with value-based care, Medicare Advantage, or risk-based healthcare models (e.g., PMPM performance, shared savings, and downside risk).
• Strategic Thinking: You have the ability to connect financial insights to clinical outcomes and technology strategy, with a background in go-to-market strategy or pricing.
• Executive Presence: You have a proven track record as a trusted advisor to senior leadership, able to influence enterprise strategy and capital allocation through data-driven storytelling.
• Intellectual Agility & Rigor: You thrive in ambiguity and evolving business models, with the ability to build scalable planning and performance management frameworks from scratch.

Benefits Overview: 

• Financial Well-Being: Our commitment to attracting and retaining top talent begins with a competitive base salary and equity opportunities. Additionally, we offer a performance-based bonus program, 401k matching, and regular compensation reviews to recognize and reward exceptional contributions.
• Physical Well-Being: We prioritize the health and well-being of our employees and their families by providing comprehensive medical, dental, and vision coverage. Your health matters to us, and we invest in ensuring you have access to quality healthcare.
• Mental Well-Being: We understand the importance of mental health in fostering productivity and maintaining work-life balance. To support this, we offer initiatives such as No-Meeting Fridays, monthly company holidays, access to mental health resources, and a generous flexible time-off policy. Additionally, we embrace a remote-first culture that supports collaboration and flexibility, allowing our team members to thrive from any location. 
• Professional Development: Developing internal talent is a priority for Clover. We offer learning programs, mentorship, professional development funding, and regular performance feedback and reviews.

Additional Perks:

• Employee Stock Purchase Plan (ESPP) offering discounted equity opportunities
• Reimbursement for office setup expenses
• Monthly cell phone & internet stipend
• Remote-first culture, enabling collaboration with global teams
• Paid parental leave for all new parents
• And much more!

About Clover: We are reinventing health insurance by combining the power of data with human empathy to keep our members healthier. We believe the healthcare system is broken, so we've created custom software and analytics to empower our clinical staff to intervene and provide personalized care to the people who need it most.

We always put our members first, and our success as a team is measured by the quality of life of the people we serve. Those who work at Clover are passionate and mission-driven individuals with diverse areas of expertise, working together to solve the most complicated problem in the world: healthcare.

From Clover’s inception, Diversity & Inclusion have always been key to our success. We are an Equal Opportunity Employer and our employees are people with different strengths, experiences, perspectives, opinions, and backgrounds, who share a passion for improving people's lives. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion and many other parts of one’s identity. All of our employee’s points of view are key to our success, and inclusion is everyone's responsibility.

#LI-REMOTE

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. We are anE-Verify company.

A reasonable estimate of the base salary range for this role is $200,000 to $280,000. Final pay is based on several factors including but not limited to internal equity, market data, and the applicant’s education, work experience, certifications, etc.