SVP, Financial Planning

Somatus is on the hunt for a visionary Senior Vice President of Financial Planning to lead at the crossroads of strategy, innovation, and impact. This isn’t just a finance role. This is a chance to architect the financial engine behind a mission-driven organization poised for growth and a future IPO. In this high-impact position, you’ll steer Corporate FP&A and operational finance, partnering with leaders across Med Econ, Analytics, Clinical Performance, and Provider Finance.

Your work will fuel smarter decisions, sharper execution, and stronger outcomes.

You’ll craft bold strategies and operational plans that align with Somatus’ short- and long-term goals, across population health and product innovation. If you thrive on blending strategic insight with hands on leadership and want to build financial discipline that drives performance and improves lives, this is your moment. We refer to our employees as Teammates, and we treat them as such.

It’s more than a title; it’s how we work, support one another, and show up for our mission.

• Lead performance management tied to key metrics and business drivers that inform strategic decisions.
• Deliver timely, reliable financial analysis and performance metrics to executive and senior leadership and the Board, including forecasting, budgeting, and resource planning.
• Manage the enterprise budget process and consolidate brand-level budgets in to a unified financial plan.
• Streamline systems and processes to improve efficiency and quality.
• Support capital raising by preparing due diligence materials and presenting data in a clear and compelling way that supports the company’s narrative.
• Develop long-term financial strategies to position the company for a successful IPO.
• Collaborate with Actuary and Med Econ to structure pricing and contract terms for profitability.
• Improve data alignment and reconciliation to enhance contract and member performance.
• Use analytics to identify healthcare cost trends and drivers.
• Partner with teams to evaluate initiatives addressing cost trends.
• Design provider incentives that balance impact and budget.
• Payment Integrity Product Areas:
  Clinical Claim Review, Payment Analytics, Fraud Capture, Utilization Review

• Lead product development strategy and execution.
• Ensure product roadmaps and documentation are in place.
• Build business cases to secure development funding.

• Own revenue and expense targets.
• Maintain systems to monitor risks and opportunities.
• Apply financial analysis to optimize revenue.
• Track product expansion and yield against targets.

• Guide implementation team on solution architecture and project delivery.
• Develop provider incentives and contracts in collaboration with engagement and operations teams.
• Demonstrate proficiency in Renal IQ and communicate data insights in provider meetings.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

• A financial leader with a growth mindset – Minimum of 10 years of progressive experience in accounting or finance, with demonstrated ability to lead in rapidly evolving environments or scaling public companies.
• A credentialed professional with business insight - MBA and CPA certification or equivalent strongly preferred.

• A public company expert with audit experience – Previous experience working for a publicly listed organization or within an audit firm, such as Big 4 or similar.
• A compliance advocate with reporting expertise – Strong knowledge of private and public company reporting, audits, and regulatory compliance.
• A systems-focused problem solver – Strong experience with cloud-based accounting platforms, ideally with a background in system implementation.
• A clear communicator and collaborative partner – Excellent communication and team leadership abilities to work effectively with internal teams and external auditors.
• A strategic contributor with hands-on experience – Proven ability to manage both strategic initiatives and detailed financial tasks in a dynamic environment.
• A team developer with long-term impact – Demonstrated history of career growth and retention in previous roles.