Reporting to the SVP, FP&A, the Senior Manager, FP&A will serve as the primary finance business partner to Transcarent’s Sales and Marketing leaders. This role is responsible for planning, forecasting, and performance management across customer acquisition, growth, and retention— with a particular focus on commissions, sales efficiency, and marketing ROI.
This is a highly visible, hands-on role for a finance leader who thrives at the intersection of data, strategy, and execution, and who can translate complex financial signals into clear, actionable insights for senior stakeholders.
What you’ll do
- Own financial planning and forecasting for Sales and Marketing, including the Annual Operating Plan, monthly forecasts, and long-range models
- Design, model, and administer sales compensation and commission plans in close partnership with Sales leadership and Revenue Operations
- Analyze sales efficiency and unit economics, including CAC, LTV, pipeline conversion, productivity, quota attainment, and ROI by channel
- Partner with Marketing leaders to evaluate spend effectiveness, campaign performance, and incremental ROI across growth initiatives
- Build and maintain scalable models for headcount, capacity, bookings, revenue, and spend—connecting go-to-market drivers to financial outcomes
- Lead variance and trend analysis, identifying risks, opportunities, and key drivers relative to plan
- Develop executive-ready materials for forecast reviews, QBRs, and leadership decision-making
- Drive adoption, enhancement, and automation of FP&A processes and reporting in Pigment, alongside Excel and NetSuite
- Collaborate closely with Accounting to ensure tight alignment between forecasts, actuals, commissions, and the close process
- Support ad hoc strategic analyses, including pricing, investment tradeoffs, scenario modeling, and growth initiatives
- Contribute to continuous improvement of FP&A processes, documentation, and data integrity to support scale and auditability
What we’re looking for
- 8–10 years of progressive experience in FP&A, go-to-market-finance focused roles, ideally in high-growth or technology-enabled companies
- Deep experience supporting Sales and/or Marketing organizations, including commissions, sales productivity, and growth economics
- Strong financial modeling skills with the ability to connect operational drivers to P&L and cash flow outcomes
- Proven ability to partner cross-functionally and influence senior, non-finance stakeholders
- Hands-on experience with FP&A systems and planning tools (Pigment, Adaptive, Anaplan, or similar), with the ability and desire to learn new platforms quickly
- Advanced Excel skills; comfort working across multiple systems and imperfect data environments
- Strong ownership mindset, attention to detail, and ability to manage competing priorities in a fast-paced environment
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or equivalent experience a plus
Nice to have
- Background in healthcare, digital health, or benefits-related business models
- Experience supporting M&A analysis, integration, or post-acquisition reporting
- Exposure to IPO-readiness or public-company financial processes
- Direct experience with Pigment
Who we are
Transcarent is the One Place for Health and Careᵀᴹ, bringing medical, pharmacy, and point solutions together with the WayFindingᵀᴹ experience, the first and only generative AI-powered health and care platform for health consumers. Our WayFinding experience, paired with transparent and consumer-driven pharmacy care, 2nd.MD expert medical opinions, and virtual primary care, works seamlessly with comprehensive Care Experiences – Cancer Care, Surgery Care, and Weight Health – to support people with all of their health needs, simple or serious. More than 1,700 employers and health plans rely on us to provide information, guidance, and care, empowering health consumers with more choice, an experience they love, access to higher-quality care, and lower costs for 21 million Members. For more information, visit transcarent.com, and follow us on LinkedIn.
At Transcarent, our values guide everything we do:
- People First: We prioritize our Members, clients, and each other in every decision
- Care: Every decision starts with improving health and care for our Members
- Resilience: We push boundaries and take the uncharted path to change an industry
- Results: We take ownership, solve with speed, and deliver for our people and each other
- Humble and Human: We lead with humility, bring fun to tough moments, and go further together
Total Rewards
Individual compensation packages are based on a few different factors unique to each candidate, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal equity.
Salary is just one component of Transcarent's total package. All regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options.
Our benefits and perks programs include, but are not limited to:
- Competitive medical, dental, and vision coverage
- Competitive 401(k) Plan with a generous company match
- Flexible Time Off/Paid Time Off, 13 paid holidays
- Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance
- Mental Health and Wellness benefits
Transcarent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you are a person with a disability and require assistance during the application process, please don’t hesitate to reach out!
Research shows that candidates from underrepresented backgrounds often don’t apply unless they meet 100% of the job criteria. While we have worked to consolidate the minimum qualifications for each role, we aren’t looking for someone who checks each box on a page; we’re looking for active learners and people who care about disrupting the current health and care with their unique experiences.
Top Skills
Transcarent San Francisco, California, USA Office
San Francisco, CA, United States
Similar Jobs
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
