Director, Financial Planning – Analysis

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of the company's planning strategy, encompassing the annual budget and the multi-year long-range planning process.

• Convert corporate strategy into financial objectives, resource distribution, and operational plans.

• Develop and sustain a 13-week rolling cash forecast aligned with operating forecasts and capital planning.

• Conduct monthly forecasting and reforecasting cycles, providing variance analysis.

• Create driver-based models for revenue, membership, utilization, supplier mix, cost of care, and capitated payer mechanics.

• Collaborate with Controllership to reconcile forecasting methodologies, accruals, and actual results.

• Build, lead, and mentor the FP&A team while establishing standards for model quality and analytical rigor.

• Provide counsel to the CEO, CFO, and executive team regarding investments, growth strategies, and operational priorities.

• Lead scenario and sensitivity analyses for capital strategies, as well as discussions with lenders, sureties, and investors.

• Influence pricing, payer contract negotiations, and strategic partnership decisions through financial modeling and unit economics.

• Manage the OKR and KPI framework and oversee monthly business reviews and Board reporting.

• Collaborate with Network, Product, and Operations teams on utilization trends, initiative ROI, and resource allocation.

• Oversee strategic vendor management, which includes contract and renewal timelines, agreement evaluations, negotiations, and spend reporting.

⛳️ Requirements

• A Bachelor's degree in Finance, Accounting, Economics, or a related discipline; MBA, CPA, or CFA is preferred.

• Over 10 years of progressive experience in FP&A, corporate development, corporate finance, strategy, or investment-oriented finance, with a minimum of 4 years in leadership roles.

• Proven track record of influencing executive decisions rather than merely supporting them.

• Hands-on model-building expertise: capability to construct a three-statement model, cohort-based forecast, or cash forecast from the ground up.

• Experience utilizing AI to enhance core FP&A workflows.

• Background in negotiating vendor or commercial terms within a cost-constrained setting.

• Strong proficiency in Excel and modern planning tools; familiarity with SQL and BI tools (such as Snowflake and Sigma) is advantageous.

• Experience in a high-growth, high-performance setting.

• Outstanding executive communication skills, with the ability to present to a Board and defend a position.

• Comfort with ambiguity, incomplete data, and a finance function undergoing reconstruction.

• Healthcare experience, particularly in value-based care, Medicare Advantage, capitation, or risk-bearing provider models.

• Knowledge of claims lag triangles, IBNR, and/or completion-factor methodology.

• Experience with DME, healthcare services, or payer-provider contracting.

• Exposure to capital markets, lenders, or investor relations.

• Familiarity with Sage or similar mid-market ERP systems.

• Previous experience in strategy, corporate development, consulting, or investment banking.

🏝️ Benefits

• Opportunities for professional growth with appealing career trajectories.

• Healthy work-life balance supported by flexible paid time off (PTO).

• Comprehensive benefits package, which includes medical, dental, vision, STD & LTD insurance for full-time employees.

• 401(k) savings plan with employer matching contributions.