Director of Financial Planning – Analytics

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

📋 Description

• Take charge of the company's forecasting approach related to revenue, reimbursement, and long-term planning, collaborating with Sales & Operations Planning on provider productivity.

• Develop and refine driver-based financial models to facilitate executive decision-making, budgeting, scenario analysis, and growth strategizing.

• Detect deficiencies in data, systems, and billing processes, and drive solutions across functions.

• Persuade Finance, Operations, Billing, and Clinical stakeholders to enhance processes and improve data quality.

• Shift financial reporting from manual spreadsheet operations to scalable processes and contemporary planning tools.

• Collaborate with billing and operations teams to implement financial models and construct reporting frameworks.

• Create governance, documentation, and feedback mechanisms to assess forecast performance and pinpoint root causes of variances.

• Assist with investor reporting, board materials, and fundraising by providing clear financial narratives.

• Oversee the annual budget, forecasting, and long-range planning cycle from start to finish.

• Report directly to the CFO as a senior individual contributor without responsibilities for managing personnel.

⛳️ Requirements

• 5+ years of experience in financial planning, strategic finance, or financial analytics, preferably in healthcare, MSO, or complex multi-site services.

• Extensive knowledge in constructing forecasting models for revenue, operating expenses, and long-term planning.

• Strong grasp of healthcare revenue cycle economics, reimbursement, payer contracts, and accounts receivable dynamics.

• Capability to identify the underlying causes of forecasting or planning issues and enhance business processes, systems, or data quality.

• Proven ability to influence cross-functional stakeholders without direct authority.

• Advanced proficiency in Excel.

• SQL experience is preferred, or a strong eagerness to learn.

• Familiarity with modern planning or BI tools such as Adaptive Planning, Anaplan, Pigment, Power BI, or Tableau is preferred.

• Self-motivated and comfortable working in a fast-paced environment with ambiguity.

🏝️ Benefits

• W2 role with competitive compensation.

• Medical, Dental, and Vision coverage starting on the first of the month following employment.

• Paid vacation, sick leave, and holidays.

• Employee Assistance Program (EAP) offering confidential counseling services, resources, and support for personal or professional challenges.

• 401(k) plan with company contributions.

• Hybrid work schedule.

• Opportunity to work in an innovative healthcare technology environment.

• Professional development opportunities and training.

• Collaborative and supportive workplace culture.

• Meaningful role that contributes to the improvement of patient care and healthcare processes.

• Additional compensation may be considered for candidates residing in high cost of living areas.