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Bee Partners
Bee Partners

Director, Financial Planning & Analysis (FP&A)



Accounting & Finance
United States · Remote
Posted on Tuesday, July 9, 2024
About us:
Foodsmart is the leading telenutrition and foodcare solution, backed by a robust network of Registered Dietitians. Our platform is designed to foster healthier food choices, drive lasting behavior change, and deliver long-term health outcomes. Through our highly personalized, digital platform, we guide our 2.2 million members—including those in employer-sponsored health plans, regional and national Medicaid managed care organizations, Medicare Advantage plans, and commercial insurers—on a tailored journey to eating well while saving time and money.
Foodsmart seamlessly integrates dietary assessments and nutrition counseling with online food ordering and cost-effective meal planning for the entire family, optimizing ingredients both at home and on the go. We partner with national and regional retailers across the U.S., many of whom accept SNAP/EBT, making healthier food more accessible. Additionally, we assist members with SNAP enrollment and management, providing tangible access to nutritious food. In 2024, Foodsmart secured a $200 million investment from TPG’s Rise Fund, which supports entrepreneurs dedicated to achieving the United Nations’ Sustainable Development Goals. This investment will help us expand our reach, particularly to low-income workers who are disproportionately affected by diet-related diseases.
At Foodsmart, our mission is to make nutritious food accessible and affordable for everyone, regardless of economic status. We are committed to a set of core values that shape our culture and work environment:
Measured: We make data-driven, truth-seeking decisions.
Impactful: We are fueled by achieving our mission and vision.
Collaborative: We help each other be better and create a positive environment.
Hungry: We maintain a healthy growth mindset, seeking to overcome challenges with courage.
Joyful: We take joy in each other, our work, and the privilege of doing this work.
Learn more at www.foodsmart.com
About the role:
We are seeking a strategic and experienced Director of FP&A to design and lead our FP&A function. As a fast-growing, private equity-backed business, this role is critical in driving our financial planning, budgeting, forecasting, and analysis functions. This position will work closely with senior management to support our business-to-business-to-consumer (B2B2C) model and per member per month (PMPM) revenue structure.
This is a remote role with occasional travel required to our San Francisco office.

You will:

  • Own and manage the financial model, including managing month-end and quarter-end close processes.
  • Lead and develop the FP&A function, creating frameworks and processes that align with Foodsmart's strategic goals and growth plans.
  • Oversee all financial planning, budgeting, forecasting, and reporting activities.
  • Provide detailed financial analysis and insights to support strategic decision-making.
  • Work closely with the CFO, CEO, and other senior leaders to ensure financial alignment with business objectives.
  • Partner with various departments to improve financial transparency and performance.
  • Drive continuous improvement in FP&A processes, systems, and tools.
  • Implement best practices in financial modeling, scenario analysis, and KPI tracking.
  • Manage and execute ad-hoc financial projects, including strategic finance initiatives, investment analysis, and performance improvement plans.
  • Prepare and present financial reports to senior management, investors, and other stakeholders.
  • Ensure timely and accurate financial reporting.

You are:

  • Proactive and act as a strategic partner in cross-functional collaboration, building meaningful business relationships along the way.
  • Enthusiastic about navigating a rapidly changing, hyper-growth environment.
  • Proven in leading and scaling finance organizations in high-growth settings, with a hands-on approach to creating and implementing processes.
  • Proficient in financial modeling, including ownership of the financial model.
  • Highly skilled in using tools such as Netsuite, enterprise budgeting tools, G Suite, and Excel.

You have:

  • Bachelor’s degree in Finance, Accounting, or a related field; MBA or relevant advanced degree preferred.
  • 7+ years of progressive FP&A experience, ideally within a private equity-backed company.
  • Proven experience in creating and leading FP&A functions in high-growth environments.
  • Strong understanding of B2B2C business models and PMPM revenue structures.
  • Excellent financial modeling, analytical, and strategic planning skills.
  • Ability to work effectively in a fast-paced, dynamic environment and manage multiple priorities.
  • Strong leadership and team management skills with the ability to influence and drive change.

Preferred Skills

  • Previous experience in telenutrition, digital health, or related industries.
  • Experience with financial systems and tools such as Hyperion, Adaptive Insights, or similar platforms.
  • Familiarity with SaaS metrics and financial planning for technology-driven businesses.
About our benefits and perks:
Remote-First Company
Unlimited PTO
Flexible & remote location (Bay Area preferred)
Healthcare Coverage (Medical, Dental, Vision)
401k, bonus, & stock options
Commuter benefit
Gym reimbursement
Foodsmart is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class.