Associate, Financial Planning & Analysis (FP&A)

About this role

Our Mission

Healthcare should work for patients, but it doesn’t. In their time of need, they call down outdated insurance directories. Then wait on hold. Then wait weeks for the privilege of a visit. Then wait in a room solely designed for waiting. Then wait for a surprise bill. In any other consumer industry, the companies delivering such a poor customer experience would not survive. But in healthcare, patients lack market power. Which means they are expected to accept the unacceptable.

Zocdoc’s mission is to give power to the patient. To do that, we’ve built the leading healthcare marketplace that makes it easy to find and book in-person or virtual care in all 50 states, across +200 specialties and +12k insurance plans. By giving patients the ability to see and choose, we give them power. In doing so, we can make healthcare work like every other consumer sector, where businesses compete for customers, not the other way around. In time, this will drive quality up and prices down.

We’re 18 years old and the leader in our space, but we are still just getting started. If you like solving important, complex problems alongside deeply thoughtful, driven, and collaborative teammates, read on.

Your Impact on our Mission

As an FP&A Associate, you will partner with leaders across Zocdoc to support financial planning, investment decisions, and executive reporting that help shape how the company allocates resources. You will own financial planning for our G&A functions, support consolidated company forecasting, and help prepare the reporting used by our CEO, CFO, and leadership team to understand business performance and inform company decisions. We are looking for a highly motivated and analytical problem solver who is intellectually curious, eager to understand how a growing technology company operates, and excited to translate financial and operational data into actionable insights. This role offers broad exposure across the business and provides a strong foundation for future growth within FP&A, Strategic Finance, and other finance leadership roles.

You’ll enjoy this role if you…

• Enjoy using data and technology to solve business problems and uncover insights

• Like connecting financial results to operational performance and strategic priorities

• Are collaborative, and enjoy building relationships across functions and levels

• Are action oriented and energized by tackling ambiguous or evolving challenges

• Are detail-oriented, with high standards for accuracy in both analysis and communication

• Are analytically minded and enjoy building models that support forecasts, business cases, and decision-making

Your day to day is…

• Partner with leaders across Finance, HR, Legal, and other functions to develop annual plans, evaluate investments, allocate resources, and forecast financial performance

• Own driver-based financial models to forecast key areas of the P&L and Balance Sheet, identifying risks and opportunities as business conditions evolve

• Partner with Finance leadership to prepare executive reporting and financial insights that support decisions by Zocdoc's CEO, CFO, leadership team, Board of Directors, and investors

• Provide business leaders with financial and operational reporting that helps them understand performance, evaluate tradeoffs, and make informed decisions

• Build business cases and ad hoc analyses to evaluate investments, resource allocation, and strategic opportunities

• Lead meetings with stakeholders and prepare materials to support forecasting, budgeting, and ongoing performance reviews

• Leverage financial systems and data tools to improve reporting, increase visibility into performance, and enable more efficient decision-making

• Help drive company-wide budgeting and FP&A processes, with a focus on continuous improvement and stronger business partnership

You’ll be successful in this role if you have…

• 2–4 years of experience in FP&A, corporate finance, valuation, investment banking, or corporate accounting, with strong experience building models and analyses to support business decisions

• Bachelor’s degree in accounting, finance, economics or a related field

• Solid understanding of corporate finance and GAAP accounting

• Strong analytical, business partnering, and communication skills

• Ability to turn financial and operational data into clear insights for non-Finance audiences

• Strong business acumen and interest in understanding what drives performance across functions

• Mastery of Microsoft Excel and PowerPoint

• Strong organizational skills and keen attention to detail

• Experience working with financial EPMs such as Planful, Oracle Cloud, or Workday Adaptive Planning; experience with BI or data visualization tools is a plus

• Enthusiasm for using technology and data to improve analysis and decision-making

• Strong academic record

Benefits:

• Flexible, hybrid work environment at our convenient Soho location

• Unlimited Vacation

• 100% paid employee health benefit options (including medical, dental, and vision)

• Commuter Benefits

• 401(k) with employer funded match

• Corporate wellness program with Wellhub

• Sabbatical leave (for employees with 5+ years of service)

• Competitive paid parental leave and fertility/family planning reimbursement

• Cell phone reimbursement

• Catered lunch everyday along with beverages and snacks

• Employee Resource Groups and ZocClubs to promote shared community and belonging

• Great Place to Work Certified

Zocdoc is committed to fair and equitable compensation practices. Salary ranges are determined through alignment with market data. Base salary offered is determined by a number of factors including the candidate’s experience, qualifications, and skills. Certain positions are also eligible for variable pay and/or equity; your recruiter will discuss the full compensation package details. NYC Base Salary Range $100,000 — $130,000 USD

About us Zocdoc is the country’s leading di

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