AVP, Financial Planning & Analysis

Claritev•New York, NY

About The Position

At Claritev, we pride ourselves on being a dynamic team of innovative professionals. Our purpose is simple - we strive to bend the cost curve in healthcare for all. Our dedication to service excellence extends to all our stakeholders -- internal and external - driving us to consistently exceed expectations. We are intentionally bold, we foster innovation, we nurture accountability, we champion diversity, and empower each other to illuminate our collective potential. Be part of our amazing transformational journey as we optimize the opportunity towards becoming a leading technology, data, and innovation voice in healthcare. Onward and Upward!!! The AVP, Financial Planning & Analysis is a senior finance leader driving Corporate FP&A and serves as a strategic partner to Claritev's Growth organization This role leads enterprise financial planning, forecasting, and performance analysis while providing hands-on financial support to Growth, Advisory, and Client Strategy teams. The AVP plays a critical role in evaluating advisory and managed services economics and delivering actionable insights that drive profitable growth, client retention, and operational efficiency in a healthcare cost-management environment.

Requirements

Minimum Bachelor's degree with a preferred major in Finance or Accounting. MBA preferred.
Minimum of 10 years proven experience in financial planning & analysis, preferably in Healthcare/Healthtech or Technology and experience in large companies.
Strong business acumen and ability to work effectively and efficiently cross-functionally.
Demonstrated experience partnering with growth, commercial, or strategy organizations.
Demonstrated analytical, problem-solving, reporting, presentation people management, communication and decision-making skills.
Strong financial modeling experience (across financial statements), and ability to analyze data and complex situations and arrive at a logical conclusion.
Ability to work in fast-paced environment, as well as organize and manage tasks while prioritizing to meet established deadlines.
Ability interface with executive level management and operational leaders, as well as build consensus, establish trust, and build relationships through the organization.
Advanced Excel and PowerPoint proficiency; experience with enterprise planning and CRM tools (e.g., SAP, Salesforce).

Nice To Haves

MBA preferred.

Responsibilities

Lead annual budgeting, forecasting, and long-range planning processes aligned with Claritev's strategic priorities.
Develop executive-ready financial reporting and analytics materials including insights and trends.
Perform variance analysis and identify drivers related to client mix, utilization, pricing, and operational efficiency working with FP&A, Commercial Finance, Pricing, GMs and Sales.
Partner with functional leaders and Business Unit FP&A to evaluate ROI on growth investments, technology enhancements, and operational initiatives along with broader Vision 2030 Transformation tracking.
Support executive leadership, Investor relations and Board with financial analysis and strategic presentations.
Advance FP&A capabilities through process improvement, automation, and improved data governance.
Serve as the primary finance partner to the Growth organization and Growth Units, including the expansion of Services (e.g., Advisory, Managed Services).
Support financial evaluation of new client opportunities, expansions, renewals, go-to-market strategies and retention strategies.
Develop and maintain financial models to assess margin sustainability and scalability
Engage with Commercial Finance and Pricing to ensure alignment with market dynamics, client value, and profitability targets.
Lead and develop Corporate FP&A, engaging across FP&A organization and Finance as well as the business.
Promote disciplined financial governance and a data-driven growth culture across the organization, working with Financial Systems, Enterprides Data Management and across FP&A and Accounting
Ensures compliance with HIPAA regulations and requirements. Demonstrates Company's Core Competencies and values held within.
The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities, and qualifications may be required and/or assigned as necessary.

Benefits

Medical (PPO & HDHP), dental and vision coverage
Pre-tax Savings Account (FSA & HSA)
Life & Disability Insurance
Paid Parental Leave
401(k) company match
Employee Stock Purchase Plan
Generous Paid Time Off -- accrued based on years of service
o WA Candidates: the accrual rate is 4.61 hours every other week for the first two years of tenure before increasing with additional years of service
10 paid company holidays
Tuition reimbursement
Employee Assistance Program
Sick time benefits -- for eligible employees, one hour of sick time for every 30 hours worked, up to a maximum accrual of 40 hours per calendar year, unless the laws of the state in which the employee is located provide for more generous sick time benefits