Financial Planning & Analysis Lead

About Fullscript

We’re an industry-leading health technology company on a mission to help people get better. We started in 2011 with one simple idea. Make it easier for practitioners to access the products they trust so they can deliver better care.

That simple idea grew into a platform that powers every part of care. Today, more than 125,000 practitioners use Fullscript for clinical insights, lab interpretations, patient analytics, education, and access to high-quality supplements. Over 10 million patients rely on Fullscript to stay connected to their care plans and follow through on treatment.

We build tools that make care smarter and more human. Tools that save time, simplify decisions, and help practitioners stay closely connected to the people they care for. When everything they need is in one place, they can focus on what matters most: helping people get better.

Bring your ideas, your grit, and your care for people.

Join us and shape the future of care.

We’re looking for a FP&A Lead with deep ownership of our FP&A close process, rolling forecast, and performance reporting. This role sits at the center of how we allocate resources, evaluate performance, and ensure leaders have a clear, consistent view of where the business is trending and why

This role carries senior-level accountability for corporate forecasting, consolidated reporting, and executive/Board-ready insights by building strong relationships with functional leaders, maintaining a rigorous operating model for spend and headcount, and continuously improving the systems and processes that power decision-making

This role reports to the Senior Manager of FP&A and is ideal for a high-performing FP&A who wants real business ownership, thrives in cross-functional environments, and is motivated by impact.

• Own monthly FP&A financial close process, including consolidating revenue, contribution margin and operating expense performance narratives from the broader FP&A team into a CFO-level close summary, delivering results vs. budget/forecast and prior periods, and conducting variance analysis to understand the drives vs. budget and prior periods
• Coordinate board and business review materials, ensuring consistency of metrics, definitions, and storytelling
• Key role in the Annual Operating Plan as well as rolling forecasts

• Improve the corporate FP&A operating rhythm: automate recurring reporting, strengthen data quality, and reduce cycle time for close/forecast
• Serve as an Adaptive Planning power user and administrator, ensuring the system is well maintained, reliable, and continuously improved to support efficient planning and reporting
• Maintain strong model hygiene: documentation, version control, clear assumptions, and auditability from inputs → outputs

• Partner cross-functionally with Sales, Marketing, Operations, and Supply Chain to evaluate performance and strategic decisions
• Lead or assist in the creation of ad hoc analysis including costing analysis to drive greater understanding of the underlying business
• Partner with Accounting, Data, and Systems teams to continuously drive reporting efficiency, quality and best practices

• 5–8+ years of experience in FP&A, Strategic Finance, or a closely related role, with meaningful exposure to Corporate FP&A processes
• Professional qualifications such as CMA, CPA, CFA, or MBA are a plus
• Hands-on experience building and maintaining models in Workday Adaptive Planning (or similar EPM tools)
• Highly organized, detail-oriented, and comfortable operating independently
• Strong judgment, curiosity, and willingness to challenge assumptions — including your own
• Clear, confident communicator who can translate complexity into action

• Market competitive compensation package including equity
• RRSP matching
• Flexible PTO policy
• Flexible benefits package and additional perks
• Employee discount on Fullscript catalog of products for family & friends
• Ability to Work Wherever You Work Well*

$82,000 - $113,000 a year

Fullscript shares salary ranges to support…