Clinical FP&A Lead

Form Health is a virtual obesity medicine clinic delivering multi-disciplinary evidence-based obesity treatment through telemedicine. Obesity impacts more than 40% of the US adult population, and although historically only about 1% of patients received medical treatment for their disease, the field of Obesity Medicine is entering a period of rapid growth. Form Health provides high-quality expert care and leverages technology to enhance the patient experience. All Form Health patients work closely with their care team, which includes board certified physicians, advanced practice professionals and Registered Dietitians. Through our proprietary mobile app patients engage in regular video visits, as well as text messaging, photo journaling, digital data transmission, and customized educational materials. We hold ourselves to the highest standards of clinical care, and to treating every individual with empathy and respect. 

Founded in 2019, Form Health is a venture-backed innovative startup with an experienced clinical and leadership team. Our mission is to empower patients and be leaders in Obesity Medicine driving impact at a national scale. We are deeply invested in our core value to put patients first, and also deeply committed to creating a culture where every employee is valued and we learn and improve together.

About the role: We are seeking a results-oriented Clinical FP&A Lead to join our Finance team and serve as a strategic partner across the business, helping to shape our growth and scale efficiently. You’ll be a foundational FP&A hire, leading key activities in support of financial planning, forecasting, and performance analysis. This role will report directly to the Senior Director of Finance, but will also partner closely with the Chief Operating Officer, VP of Clinical Services, and other key stakeholders to be an influential voice and contributor in ensuring our strategic objectives and initiatives are backed by sound financial perspective and actionable insights. 

What you will do:

Strategic Planning and Forecasting

• Lead internal “supply and demand” forecasting across our business lines, ensuring alignment between patient demand projections and clinical and operational capacity

• Partner with Clinical Services and Operations leaders to develop and enhance staffing models by department and role

• Translate operating models into financial models that feed into our recurring financial planning and forecasting processes

• Lead strategic projects, including those specifically targeting margin and expense opportunities, to support enterprise objectives

• Execute ad hoc expense reviews in concert with Product as we introduce efficiency tools amongst our workforce and critical components of our care delivery 

Reporting and Analysis

• Partner with cross-functional stakeholders in developing measurement frameworks to better enable performance monitoring and drive efficiency amongst our operations

• Drive weekly and monthly KPI reporting, including but not limited to provider utilization, capacity, team productivity, and forecasting accuracy

• Deliver regular updates and recommendations to executive stakeholders on workforce trends and performance

• Support monthly financial close and budgeting activities as necessary

Business Partnering and Decision Support

• Serve as the finance liaison for Clinical Services & Operations, as well as other critical interfacing departments such as Sales, Client Success, Talent Acquisition, and Provider Operations 

• Meet regularly with assigned departments to foster relationships, review outcomes, and problem-solve

Other

• Partner within the Finance department to identify process improvements and opportunities for deeper collaboration

• Support fundraising, M&A, and strategic initiatives as needed

About you:

• Bachelor’s degree in Finance, Accounting, Economics, or related field

• 5+ years of progressive experience in finance and analytical roles, preferably with experience in banking and FP&A, including:

  • Experience with healthcare industry a strong plus

  • Experience in a high-growth startup or private capital-backed environment a plus

• Strong financial modeling skills and advanced proficiency in Excel/Google Sheets

• Experience with BI reporting tools a plus

• Proven ability to communicate complex financial concepts to non-finance stakeholders

• Excellent communication and leadership skills, with the ability to influence cross-functional partners.

• Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.

• Hands-on mindset — willing to roll up sleeves while also thinking strategically.

More about Form Health’s benefits:

• Competitive salary and equity in a high growth start-up

• Comprehensive health benefits (medical, dental, vision) 

• 401k program

• Flexible work schedules and paid time off

• Paid parental leave

Form Health’s commitment to building a diverse, equitable, and inclusive work environment:

Form Health is committed to creating a culture and environment that celebrates diversity and inclusion, while fostering safety and belonging. This extends from our remote patient care to our corporate offices and everywhere in between. We are looking for team members who want to help us further our Diversity, Equity, and Inclusion (DEI) efforts and who share our attitudes for creating an inclusive, safe, and positive work environment.

Base Annual Salary

$120,000—$140,000 USD