Director, Financial Planning & Analysis

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

📋 Description

• Conduct an analysis of revenue drivers at each Partner Hospital, focusing on case volume, average invoice value, new patient counts, referral volume, and specialty service mix.

• Monitor referral trends by referring veterinarian and service line, pinpointing growth opportunities and identifying declining referral sources.

• Assess doctor and service line productivity, modeling the revenue effects of hiring additional doctors or extending specialty hours.

• Review pricing performance, discounts, write-offs, and uncollected balances.

• Oversee charge capture and estimate-to-invoice variance to enhance billing accuracy.

• Model potential revenue for new service lines and increased capacity.

• Facilitate monthly profit and loss reviews for hospitals, clarifying variances and agreeing on corrective actions.

• Analyze labor costs, pharmacy and medical supply expenses, diagnostics, inventory, purchasing compliance, and waste management.

• Create hospital-level EBITDA bridges and develop improvement plans with quantifiable targets.

• Manage annual budgets and maintain monthly forecasts at the hospital level that align with the enterprise forecast.

• Project doctor compensation expenses and their impact on hospital margins.

• Prepare ROI analyses for capital requests and conduct post-investment evaluations.

• Develop and maintain hospital KPI dashboards and monthly reporting packages.

• Reconcile data from the practice management system, general ledger results, and operating metrics with the Accounting and data teams.

• Provide hospital-level analyses for board, sponsor, and acquisition reporting, including evaluations of post-integration results.

• Benchmark hospital performance against internal metrics and industry data in the veterinary field.

• Lead, mentor, and develop financial analysts.

• Assist hospital leaders in interpreting and utilizing financial reports.

⛳️ Requirements

• A bachelor's degree in finance, accounting, economics, or a related discipline.

• At least seven years of experience in financial planning and analysis or operational finance, including a minimum of three years in a leadership role overseeing analysts or a planning function.

• Proven experience in constructing budgets, forecasts, and profit and loss analyses for a multi-site organization.

• Advanced skills in financial modeling and data analysis, including familiarity with business intelligence tools such as Power BI, Tableau, or equivalent.

• A demonstrated ability to communicate financial results to operational and clinical leaders, influencing decisions that enhance revenue and margins.

• Exceptional attention to detail and a committed approach to data accuracy.

• Applicants must be authorized to work in the U.S.

• Proficiency in speaking, reading, and writing in English is required for all current positions.

• Preferred: MBA or CPA.

• Preferred: Experience in veterinary medicine, human healthcare, or another multi-site organization operating 24/7.

• Preferred: Knowledge of veterinary revenue drivers, including referral-based specialty care, emergency case flow, and doctor production compensation.

• Preferred: Experience with veterinary practice management systems like ezyVet and financial planning software such as Adaptive Insights, Anaplan, or equivalent.

• Preferred: Experience in a private equity-backed organization.

🏝️ Benefits

• Highly competitive salary based on experience.

• Mental health support through Talkspace.

• Continuing education support with a CE allowance and PTO.

• Reimbursement for membership and licensure fees.

• 401 (k) retirement plan options with company match.

• Medical, vision, and dental insurance options, with some plans potentially covered up to 100%.

• Basic life insurance is provided, with additional voluntary insurance options available for full-time team members.

• Six weeks of paid parental leave for full-time team members.

• Paid time off, with time allocated to enjoy it!