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Senior Director, Strategic Finance & Enterprise Planning

Oscar Health
Dallas, Texas, United States about 1 month ago
AI overview

This role leads the annual operating plan and strategic investment processes, partnering with various leaders to align financial plans with company priorities. The position requires translating business needs into financial targets, evaluating investment opportunities, and developing financial models to support decision-making. Candidates should have extensive experience in strategic finance or FP&A, with strong modeling and stakeholder management skills.

Hi, we're Oscar. We're hiring a Senior Director, Strategic Finance and Enterprise Planning to join our Strategic Finance team.

Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family.

About the role:

The Senior Director of Strategic Finance & Enterprise role will help lead the annual operating plan cycle, partnering with Finance, Strategy, and business leaders to translate company priorities into financial plans, targets, and executive-ready materials. You will also drive the strategic investment process by building business cases, evaluating trade-offs, and supporting resource allocation toward the company's highest-priority initiatives. You bring FP&A or strategic finance experience, excellent financial modeling and the judgment to influence senior stakeholders.

You will report into the VP, FP&A.

Work Location: This is a remote position, open to candidates who reside in: Dallas, TX. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote

Pay Transparency: The base pay for this role is: $196,733 - $258,212 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, company equity grants and annual performance bonuses.

Responsibilities:

  • Lead key components of the annual operating plan cycle, partnering with Finance, Strategy, and business leaders to translate company priorities into financial plans, targets, and investment decisions.
  • Partner with business leaders to evaluate strategic investment opportunities, assess trade-offs, and ensure capital and operating resources are allocated against the company's highest-priority initiatives.
  • Build financial models, business cases, and decision frameworks to support investment prioritization, ROI assessment, and long-range value creation.
  • Develop clear reporting and insights on plan performance, investment progress, risks, and opportunities for senior leadership.
  • Support executive discussions by synthesizing complex financial and operational inputs into concise recommendations.
  • Identify opportunities to improve planning accuracy, resource allocation, and investment discipline across the organization.
  • Compliance with all applicable laws and regulations
  • Other duties as assigned

Requirements:

  • 12+ years of experience in finance, FP&A, corporate strategy, investment banking, consulting, or a related strategic finance role.
  • Experience leading or supporting annual planning, budgeting, forecasting, long-range planning, or capital allocation processes.
  • Strong financial modeling, analytical, and business case development skills.
  • Influence senior stakeholders and drive alignment across cross-functional teams.
  • Excellent communication skills, with the ability to turn analysis into clear executive-level recommendations.
  • Strong project management skills and comfort operating in complex, fast-paced environments.
  • High degree of ownership, and ability to balance strategic thinking with operational execution.

Bonus points:

  • Experience in similar roles in strategy consulting, financial services, or insurance industries (ex: private equity, venture capital, investment banking)
  • Strong preference for healthcare industry experience and deep market knowledge.
  • Advanced degrees or professional designations, such as an MBA or CFA.

Pay Transparency:  Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements.

Key details

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