Director of Finance Technology and Transformation

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Healthcare should work for patients, but it doesn’t. In their time of need, they call down outdated insurance directories.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

We’re looking for a highly analytical, technically minded builder to lead the evolution of the technology and processes that power financial planning and decision making at Zocdoc.

In this role, you’ll own the strategy, roadmap, and continuous improvement of Finance Technology across Strategic Finance and FP&A, with a particular focus on planning and forecasting. You’ll own modernizing our enterprise planning platform, systematize workforce planning, improve reporting and decision support, and define practical ways to use automation and AI across Finance.

You'll partner closely with Strategic Finance, FP&A, Finance Systems, Accounting, Data & Analytics Engineering, HR Systems, and IT to translate Finance business needs into scalable technology solutions.

You will define the planning technology roadmap and oversee the business workflows that the technology enables. The opportunity is to build a more scalable Finance Technology capability while remaining close to the day-to-day problems and decisions of the business.

You’ll enjoy this role if you are…

• A builder who enjoys improving planning systems, processes, and technology to solve complex business problems.

• A pragmatic operator who can deliver useful improvements quickly while designing for a scalable future state.

• Comfortable working at the intersection of Finance, Technology, Data, People, and Operations.

• Energized by workforce planning, scenario modeling, and the messy cross-functional dependencies behind headcount and compensation planning.

• Passionate about using automation and AI to reduce manual work, improve forecast quality, and help Finance make better decisions.

• Comfortable partnering with Finance leaders, Product, Engineering, Infrastructure, Data, IT, HR Systems, Recruiting, and external software vendors.

• A structured problem solver who can navigate ambiguity, prioritize competing opportunities, and drive complex cross-functional initiatives.

• Opinionated enough to challenge assumptions while remaining collaborative and practical about tradeoffs.

• A clear communicator who can translate technical concepts into business outcomes for Finance and executive stakeholders.

Your day to day…

• Own the strategy, roadmap, governance, and ongoing evolution of Finance Technology across Strategic Finance and FP&A, including enterprise planning (Planful), forecasting systems, planning processes, reporting capabilities, automation, and AI enablement.

• Build a scalable approach to workforce planning across Finance, Recruiting, People Systems, senior leadership, and hiring managers to best support financial planning and companywide strategic planning.

• Partner closely with Finance leadership and senior executives across the business including Product, Technology, and HR to understand business needs, identify opportunities to improve planning capabilities, and prioritize Finance Technology investments.

• Evaluate Finance technology investments, including enterprise planning capabilities, automation opportunities, AI tools, and build-versus-buy decisions, developing recommendations for Zocdoc leadership.

• Translate Finance business requirements into technology roadmaps, partnering with Finance Systems, Data & Analytics Engineering, HR Systems, IT, and external vendors to deliver scalable solutions.

• Lead the implementation, integration, configuration, adoption, and optimization of planning and forecasting capabilities.

• Identify opportunities to automate recurring planning, forecasting, reporting, data-ingestion, variance-analysis, and commentary workflows.

• Evaluate practical uses of AI within existing Finance systems and processes, with appropriate consideration for data quality, security, compliance, controls, and adoption.

• Establish governance and best practices for planning systems, financial models, forecasting processes, data ownership, testing, and change management.

• Lead cross-functional technology initiatives from business case through implementation, driving stakeholder alignment, adoption, and measurable business outcomes.

• Support strategic initiatives and high-priority projects that strengthen Finance’s ability to scale alongside the business.

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

• 10+ years of experience in FP&A, Finance Systems, Corporate Finance, Finance Transformation, or another analytical role supporting financial planning technology.

• Experience owning Finance technology strategy, including enterprise planning systems, forecasting processes, and the technology roadmap supporting financial planning.

• Experience leading one or more enterprise planning system implementations or major enhancements (Planful, Adaptive, Pigment, Anaplan, or…