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Head of Financial Planning & Analysis

Important Instructions
Please take your time with your application, you do not need to be first to apply or in the first few hundred to get this job.

Rest assured, all applications are carefully reviewed and every candidate will receive an update on the status of their application. We kindly ask that you do not directly contact our Support Team, Recruiting Team, or other Tangelo employees for updates.

About Tangelo!

At Tangelo, we improve access to nutritious, delicious food for low-income families and those with chronic conditions. Our platform provides subsidized medically tailored meals and healthy grocery delivery at reduced or even free costs through partnerships with insurance companies, governments, universities, non-profits, and employers.

Working on the Finance Department

We are seeking a forward-thinking Head of FP&A to lead our financial planning and analysis function. In this high-impact role, you’ll partner with senior leadership to drive budgeting, forecasting, and strategic insights that shape the direction of the business. This is a great opportunity to influence company-wide decisions and elevate our financial strategy as we continue to scale.

A quick heads up: This role is intended to be full-time, but we’ll be starting with a short-term contract, just a few weeks, as a first step. During this period, benefits won’t be available. Our goal is to transition into full-time shortly after. We're looking for someone who's ready to jump in now (not balancing other work) and excited about committing to something longer term.

What You’ll Get to Do

  • Report to the SVP of Finance.

  • Lead budgeting, long-range planning, and quarterly forecasting processes.

  • Provide strategic financial analysis to support executive decision-making, including scenario planning, margin analysis, and investment assessments.

  • Build and manage financial models and dashboards to provide actionable insights.

  • Analyze financial performance, trends, and variances; recommend actions to leadership.

  • Collaborate with business units to align financial plans with operational priorities.

  • Drive improvements in FP&A processes, tools, and reporting systems.

  • Lead monthly/quarterly business reviews and contribute to Board materials.

  • Manage and mentor a high-performing FP&A team.

  • Work closely with Accounting, Treasury, and other Finance functions to ensure alignment.

What You’ll Bring to the Team

  • Bachelor’s degree in Finance, Economics, or related field (MBA/CPA a plus).

  • 10+ years in Finance, with at least 5 years focused on FP&A.

  • Experience in FP&A within Healthcare required; Ecommerce or Food Delivery/Logistics is a plus.

  • Background in strategy consulting or experience in strategic advisory roles is a strong plus.

  • Proven success in budgeting, forecasting, and long-range planning in high-growth or startup environments.

  • Expertise in building and managing complex financial models and dashboards.

  • Strong understanding of accounting principles and financial reporting.

  • Experience presenting to senior leadership and Boards.

  • Advanced proficiency in FP&A softwares and financial systems.

Don't Meet All of the Qualifications?

Apply anyway! We're aware that many people only apply for a job when they've met every requirement listed in a job description. At Tangelo, we hire the PERSON, not the resume. We value diversity, in experiences and backgrounds, and are committed to providing equal opportunity for all applicants and employees. While there are certain requirements that exist for all open positions, we want to get to know YOU above all else when making our hiring decisions. Go for it.

Our Commitment to Transparency

At Tangelo, we are committed to transparent & equitable practices across our entire organization. This is a critical component of our hiring process and as such, compensation and other benefits for this role will be discussed during your first interview to ensure a fair interviewing experience and effective use of your time. No questions are off-limits as we believe complete transparency leads to an enjoyable hiring experience for all involved.

Compensation Philosophy

The compensation range listed represents the total cash value, which includes a combination of base salary and an annual bonus or variable compensation. This range does not account for equity, which is included in the overall compensation package.

Compensation estimates are based on market data about the role and level, while individual compensation offers will be determined by factors such as job-related knowledge, skills, and experience.

What We Offer

  • Competitive compensation and equity (we want everyone to be a stakeholder).

  • Unlimited PTO and 11 public holidays.

  • Medical, dental, and vision with Kaiser options for selected states.

  • HSA options if you are enrolled in one of our High Deductible Health Plans.

  • Employer paid Life and Accidental Death & Dismemberment Insurance.

  • Access to One Medical, Health Advocate, Talkspace, Teladoc, and Kindbody.

  • $500 annual allowance for Self-Care.

  • Eight weeks of fully paid parental leave after eight months of employment.

  • 401k plan (no company match at this time).

  • Company provided MacBook for all employees.

  • Remote-first work environment for most employees. If you join our Provider Engagement Team, you will work in a hybrid environment.

Beware of Job Scams

It has come to our attention that fraudulent job offers claiming to be from Tangelo are circulating online. Please note:

  • Tangelo will never ask for payment, financial information, or personal details such as Social Security numbers during the application process.

  • All official communication from Tangelo will come from the email domain jointangelo.com.

  • Every legitimate job offer from Tangelo is preceded by an interview process initiated and coordinated by our Talent Acquisition team.

Equal Employment Opportunity Statement

We value a diverse environment. Tangelo provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, citizenship or immigration status, disability status, genetics, protected veteran, sexual orientation, gender identity or expression, or any characteristic protected by federal, state or local laws.

Average salary estimate

$125000 / YEARLY (est.)
min
max
$100000K
$150000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Head of Financial Planning & Analysis, Tangelo

Are you ready to take on a pivotal role at Tangelo as the Head of Financial Planning & Analysis? This exciting position invites you to lead our finance department, where you’ll directly impact budgeting, forecasting, and strategic insights that are essential to our mission of providing nutritious food access for low-income families. In this role, you’ll collaborate closely with senior leadership, making it an opportunity to shape high-level company decisions while building and managing a top-notch FP&A team. Your expertise will guide our financial strategies as we aim to scale our initiatives. You will own the budgeting and long-range planning processes, conduct vital financial analyses, and drive improvements in our FP&A tools and reporting systems. Plus, you’ll mentor a talented team, ensuring our financial plans are closely aligned with our operational priorities. Although this is starting as a short-term contract, we're eager to transition this role to full-time soon after. At Tangelo, we focus not just on qualifications but on YOUR potential and commitment, celebrating diverse experiences and perspectives that can contribute to our mission. Ready to jump in and make a difference with us?

Frequently Asked Questions (FAQs) for Head of Financial Planning & Analysis Role at Tangelo
What are the key responsibilities of the Head of Financial Planning & Analysis at Tangelo?

As the Head of Financial Planning & Analysis at Tangelo, you'll lead the budgeting, long-range planning, and forecasting processes. You’ll provide essential strategic financial analysis to support our executive team, work on building complex financial models, and contribute to the financial insights that drive our company's decision-making process.

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What qualifications are required for the Head of Financial Planning & Analysis role at Tangelo?

Candidates for the Head of Financial Planning & Analysis role at Tangelo should hold a bachelor's degree in finance, economics, or related fields. An MBA or CPA is a plus, along with at least ten years of finance experience, including five years specifically in FP&A, especially within healthcare sectors. Experience with budgeting and forecasting in high-growth environments is also crucial.

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What skills are essential for a successful Head of Financial Planning & Analysis at Tangelo?

A successful Head of Financial Planning & Analysis at Tangelo will have strong analytical skills, proficiency in financial modeling, and the ability to present complex data to senior leadership effectively. Expertise in FP&A software, along with a solid understanding of accounting principles, is vital for making informed strategic decisions.

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How does Tangelo support career growth for the Head of Financial Planning & Analysis?

At Tangelo, we prioritize employee development and supportive career growth. As the Head of Financial Planning & Analysis, you'll have the opportunity to lead and mentor a team, collaborate closely with senior leadership, and influence strategic financial planning throughout the organization, all contributing to your professional advancement.

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What type of work environment can the Head of Financial Planning & Analysis expect at Tangelo?

The Head of Financial Planning & Analysis at Tangelo will enjoy a remote-first work environment with opportunities for flexibility. We foster a collaborative culture, support innovative thinking, and emphasize work-life balance, allowing you to focus fully on your role and your contributions to our mission.

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Common Interview Questions for Head of Financial Planning & Analysis
Can you describe your experience with financial modeling in a high-growth environment?

In answering this question, emphasize specific projects where you developed financial models that supported budgeting and forecasting. Discuss the tools you used, the key insights derived, and how those models influenced strategic decisions.

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How do you approach budgeting and forecasting for a new initiative?

Illustrate your approach by discussing the steps you take to gather data, consult with stakeholders, and use scenario analysis to prepare thorough forecasts. Highlight your analytical skills and your experience in aligning financial plans with operational goals.

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What strategies do you employ to communicate complex financial data to non-financial stakeholders?

Mention techniques such as simplifying language, using visual aids like graphs or dashboards, and focusing on the implications of the data rather than the technical details. Show your ability to tailor your communication style to your audience.

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How do you ensure alignment between financial planning and operational priorities?

Discuss how you regularly engage with different business units to understand their goals and challenges, ensuring financial plans are not only accurate but also supportive of operational agendas. This shows your collaborative work style and strategic thinking.

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Can you provide an example of a time you improved FP&A processes or tools?

Share a specific situation where you identified inefficiencies within existing processes. Detail the steps you took to enhance those processes, including any tools or software that you implemented, and the positive outcome that ensued.

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What is your experience in managing and mentoring an FP&A team?

This is a great opportunity to share your leadership philosophy, examples of mentorship, and how you foster team engagement and professional growth among your team members. Highlight your experience with performance reviews and coaching.

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How do you handle discrepancies in financial reporting?

Discuss your methodology for investigating discrepancies, including how you use data reconciliation and collaboration with accounting teams. Emphasize your commitment to accuracy and transparency in financial reporting.

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What role does technology play in your financial planning and analysis processes?

Speak to your familiarity with various FP&A software and systems. Discuss specific tools you have utilized in the past and how they helped streamline processes and improve the accuracy of financial forecasts.

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In your opinion, what makes a successful Head of Financial Planning & Analysis?

Share qualities such as analytical thinking, effective communication, adaptability, and strategic vision. Discuss how these traits have helped you succeed in your FP&A roles and drive impactful financial results.

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What are some key performance indicators you believe are critical for FP&A?

Identify essential KPIs such as revenue growth, profit margins, operating cash flow, and return on investment. Explain how tracking these indicators informs financial health and strategic decision-making in organizations.

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Full-time, remote
DATE POSTED
April 17, 2025

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