Financial Planning & Analysis Lead

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. We’re looking for a FP&A Lead with deep ownership of our FP&A close process, rolling forecast, and performance reporting. This role sits at the center of how we allocate resources, evaluate performance, and ensure leaders have a clear, consistent view of where the business is trending and why This role carries senior-level accountability for corporate forecasting, consolidated reporting, and executive/Board-ready insights by building strong relationships with functional leaders, maintaining a rigorous operating model for spend and headcount, and continuously improving the systems and processes that power decision-making This role reports to the Senior Manager of FP&A and is ideal for a high-performing FP&A who wants real business ownership, thrives in cross-functional environments, and is motivated by impact. What You’ll Do

Performance Reporting & Executive Insights

Own monthly FP&A financial close process, including consolidating revenue, contribution margin and operating expense performance narratives from the broader FP&A team into a CFO-level close summary, delivering results vs. budget/forecast and prior periods, and conducting variance analysis to understand the drives vs. budget and prior periods Coordinate board and business review materials, ensuring consistency of metrics, definitions, and storytelling Key role in the Annual Operating Plan as well as rolling forecasts Process, Systems & Data Rigor

Improve the corporate FP&A operating rhythm: automate recurring reporting, strengthen data quality, and reduce cycle time for close/forecast Serve as an Adaptive Planning power user and administrator, ensuring the system is well maintained, reliable, and continuously improved to support efficient planning and reporting Maintain strong model hygiene: documentation, version control, clear assumptions, and auditability from inputs → outputs Business Partnership

Partner cross-functionally with Sales, Marketing, Operations, and Supply Chain to evaluate performance and strategic decisions Lead or assist in the creation of ad hoc analysis including costing analysis to drive greater understanding of the underlying business Partner with Accounting, Data, and Systems teams to continuously drive reporting efficiency, quality and best practices What You Bring To The Table

5–8+ years of experience in FP&A, Strategic Finance, or a closely related role, with meaningful exposure to Corporate FP&A processes Professional qualifications such as CMA, CPA, CFA, or MBA are a plus Hands-on experience building and maintaining models in Workday Adaptive Planning (or similar EPM tools) Highly organized, detail-oriented, and comfortable operating independently Strong judgment, curiosity, and willingness to challenge assumptions — including your own Clear, confident communicator who can translate complexity into action Why You’ll Love Fullscript

Market competitive compensation package including equity RRSP matching Flexible PTO policy Flexible benefits package and additional perks Employee discount on Fullscript catalog of products for family & friends Ability to Work Wherever You Work Well* $82,000 - $113,000 a year Fullscript shares salary ranges to support transparency and help candidates make informed decisions. The range shown reflects base salary only and does not include stock options, wellness stipends, or other benefits that are part of Fullscript’s total rewardspackage. Final compensation depends on experience, skills, and location. We review pay regularly to stay aligned with market data and internal equity. Benefits and total rewards may vary by region. Why Fullscript

Great work happens when people feel supported, trusted, and inspired. At Fullscript, we stay curious and keep finding smarter ways to make care better. We grow together, take on new challenges, and focus on impact. We put people first, work as a team, and leave egos at the door. What to Know Before You Apply

We’re grateful for the interest in joining Fullscript. To make sure your application reaches our hiring team, please apply directly through our careers page. We’re not able to respond to individual messages about open roles on email or social channels. Fullscript is an equal opportunity employer committed to creating an inclusive workplace. Accommodations are available upon request at accommodations@fullscript.com. All offers are contingent on successful background checks conducted in compliance with federal, state, and provincial laws. We use AI tools to support parts of the hiring process, including screening and reviewing responses. Final hiring decisions are always made by people and follow all applicable privacy and employment laws in Canada and the U.S. Learn More

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