Director, Client Forecasting

Finance New York, New York


We are recruiting for a Director to lead the Client Forecasting function for our Company.  You will be managing a process that provides financial forecasts and insights to our clients.  This role is an integral member of the revenue analytics team and will partner cross functionally across the organization. 

The successful candidate will be an excellent communicator, distilling complex analyses into simple narrative for our internal and external stakeholders.  Not satisfied with a quick answer, they will demonstrate the professional curiosity to dig deeper, surfacing the true driver of a situation.

What you'll be doing...

  • You will be responsible for overseeing all aspects of the client forecasting function, including the management and development of the team
  • Be the internal and external face and voice of the client forecasting function. Explain drivers of forecast and variance to our clients and communicate changes to forecasts internally
  • Leverage current KPIs and identify new KPIs to improve the accuracy of client forecasts. Develop a continuous review process and elevate changes to forecasts when necessary
  • Evaluate data and trends at the book of business and individual client level. Balance the macro trends with the individual circumstances of a client
  • Collaborate with the revenue analytics team to enhance the client forecasting base data and visualization

About you...

  • Plans and aligns:  Skilled at planning and prioritizing work to meet commitments aligned with organizational goals.  Ability to break down objectives into appropriate initiatives and actions with relevant milestones and can anticipates and adjusts when needed.
  • Global Perspective:  Strategic thinker who takes a wide view when approaching issues and can interpret the broader impact of trends on the organization.
  • Communicates Effectively:  Strong communicator and listener who is adept at developing and delivering complex information clearly and concisely.  Comfortable in a variety of settings: one-on-one, small and large groups, and at various levels.
  • Manages complexity:  Demonstrated ability to make sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.  Able to source data from multiple sources, understand their interrelationship and uncover root causes to difficult problems.

About Progyny:   

Progyny is a leading fertility benefits management company in the US. We are redefining fertility and family building benefits, proving that a comprehensive and inclusive fertility solution can simultaneously benefit employers, patients, and physicians. Our benefits solution empowers patients with education and guidance from a dedicated Patient Care Advocate (PCA), provides access to a premier network of fertility specialists using the latest science and technologies, reduces healthcare costs for the nation’s leading employers, and drives optimal clinical outcomes. We envision a world where anyone who wants to have a child can do so.   

Our mission is to make any member’s dream of parenthood come true through a healthy, timely, and supported fertility and family building journey.  

Come join a company that’s been recognized by Modern Healthcare as one of the Best Places to Work in Healthcare.   

Our perks:

  • Family friendly benefits: Paid maternity and paternity, fertility benefits (including egg freezing and IVF), emergency childcare program, parent’s group  
  • Health, dental, vision and life insurance options for employees and family  
  • Paid vacation and summer flex time  
  • Company equity  
  • Bonus program  
  • 401K Match  
  • Company social events  
  • Sit/ stand desks   
  • Flex days (3 days a week in the office) for positions located at NY office 

In compliance with New York City's Wage Transparency Law, the annual salary range for NYC-based applicants is: $140,000 - $170,000. Progyny offers a total compensation package comprised of base salary, cash bonus, and equity.

Progyny is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.