Financial Planning & Analysis Manager

Job description

**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.* **This is your invitation.** Bring your ideas, your grit, and your care for people. Join us and shape the future of care. #### **About the Role:** We’re looking for a Manager, FP&A with deep ownership of our revenue model, budget, rolling forecast, and performance reporting. This role sits at the center of how we understand, plan for, and act on revenue outcomes across the business. This role carries senior-level accountability for revenue planning and results analysis by deeply understanding our underlying model, stress-testing assumptions, identifying risk and opportunity, and ensuring leadership has a clear, current view of where the business is headed and why. We are a high-growth, product-led whole-person wellness platform serving practitioners and their patients. Our product roadmap, go-to-market strategy, and revenue outcomes are tightly linked — and this role helps ensure that linkage is explicit, measurable, and actionable. This role reports to the Director of FP&A. #### **What You'll Do:** **Revenue Planning, Forecasting & Model Ownership** - **Manage the end-to-end revenue plan and rolling forecast.** Own the annual budget and rolling forecast cadence, run scenario modeling, and update forecasts based on business performance and external factors. - **Own the revenue model and unit economics.** Maintain a driver-based P&L and cohort/unit-level model that ties product, channel and customer behavior to financial outcomes. - **Run scenario and sensitivity analysis.** Produce multi-scenario models, quantify upside/downside to key levers, and define economic guardrails and decision triggers. - **Be accountable for forecast accuracy and narrative.** Own forecast accuracy targets, explain what changed/why/what to do, and drive continuous improvement in prediction quality. - **Lead the accountability cadence.** Run the monthly revenue business review, present recommended corrective actions with named owners and timelines, and escalate proactively when thresholds or risks require intervention. - **Operationalize the model.** Productionize templates and dashboards, partner closely with the Data and Strategic Finance teams to automate data pulls, validate assumptions, pressure test results, and ensure the model is decision-ready and scalable. **Reporting & Insights** - **Deliver executive-grade reporting.** Produce regular revenue reporting that includes performance vs. plan, leading indicators and cohort behavior, with driver-based variance explanations rather than surface-level summaries. - **Produce decision-oriented presentation materials.** Deliver concise briefs and memos that surface quantified options, recommended actions, named owners and clear success metrics to enable rapid, well-informed decisions. - **Ensure traceability and rigor.** Make sure every report and insight is directly traceable to model logic and assumptions. - **Close the loop on outcomes.** Track follow-through on recommended actions, measure realized vs. expected ROI, and publish learnings that improve future forecasting and prioritization. **Strategic & Cross-Functional Partnership** - **Align revenue to strategy and roadmap.** Partner with Strategic Finance and Product teams to translate roadmap and strategic pillars into explicit revenue assumptions and forecast implications. - **Translate GTM into forecast inputs.** Work with Sales, Marketing and Commercial teams to convert pipeline, conversion, pricing and promotional dynamics into rigorous forecast inputs and scenarios. - **Help the business understand how growth happens.** Move the conversation from “how much” to “how” — make growth drivers explicit, measurable and actionable. #### #### **What You Bring To The Table:** - **8+ years in FP&A / Strategic Finance.** Proven hands-on experience owning revenue planning and forecasts, with meaningful exposure to revenue modeling and P&L stewardship. - **Quantitative degree or equivalent + credentials a plus.** BA/BS in Finance, Accounting, Economics or similar; CPA/CMA/CFA or MBA desirable. - **Technical fluency with data.** Comfortable querying raw data (SQL) and working with modern analytics and reporting tools (BigQuery/warehouse, Looker/Sigma) and financial/ERP systems (Adaptive, NetSuite, etc.). - **Advanced financial modeller & model steward.** Builds and owns end-to-end revenue and unit-economics models, performs cohort and driver-based forecasting, runs scenario/sensitivity analysis, and can independently recreate and validate complex assumptions and interdependencies. - **Strong business partnering.** Proven ability to partner with Product, Sales, Marketing, Commercial and Data teams – translates roadmap and GTM dynamics into rigorous forecast inputs and drives cross-functional execution. - **Analytical rigor & sound judgment.** Habit of challenging assumptions, balancing speed with accuracy, and improving forecast quality through disciplined model governance and metrics (e.g., forecast accuracy). - **Clear communicator & influencer.** Crafts concise, decision-ready memos and presentations; persuades senior stakeholders and drives accountability without direct authority. - **Preferred:** Experience in high-growth, product-led, marketplace/e-commerce businesses with a formative background in investment banking/PE. This role is ideal for a high-performing FP&A or Strategic Finance professional who wants real business ownership, thrives in cross-functional environments, and is motivated by impact. #### #### **What we can offer you:** - Flexible PTO & competitive pay - RRSP match (CAD) & stock options - Customizable benefits — flexible coverage, paramedical services, and an HSA. - Flexible benefits package and additional perks - Employee discount on Fullscript catalog of products for family & friends - Continuous learning — training budget + company-wide initiatives. - Wherever You Work Well — hybrid and remote flexibility.