Director, Financial Planning & Analysis (FP&A)

GoHealth Urgent Care•Rochester, MN

1d•Onsite

About The Position

The Director, FP&A, is responsible for all forecasting, budgeting, strategic planning, and variance analysis for assigned markets. This role will drive strategic decision making and provide thought leadership to operations and senior leadership. The Director, FP&A, will be a liaison between clinic operations, joint venture (JV) operations and ACP/Support Center departments regarding financial, operational, and cross-functional information and analysis. This role will partner with other departments including, but not limited to, Business Intelligence (DEMI), Business Development, IT, Marketing, Accounting, and others across the Company, to support strategic business decision making, driving financial results. The Director, FP&A, will be expected to manage the direct market support, independently, acting as the primary Finance liaison for assigned joint ventures.

Requirements

Bachelor's Degree in Finance, Accounting, Business or related field.
8+ years of progressive finance experience (or similar) to include a minimum of 1 year experience with the following: transformational reorgs, acquisition/integration, divestiture, corporate funding (debt/equity).
2+ years of leadership experience
Excellent judgment and interpersonal skills.
Strong strategic thinking with the ability to synthesize complex financial and operational data into clear insights and recommendations.
Sound judgment and effectively adapts communication to different levels of leadership.
Ability to build strong cross-functional relationships and influences stakeholders across operations and corporate functions.
High level of ownership, accountability, and initiative in a fast-paced environment.
Intellectual curiosity and problem-solving skills with the ability to develop innovative analyses and recommendations.
Advanced financial modeling skills, including three-statement modeling and large data set analysis.
Advanced proficiency in Microsoft Excel and financial modeling tools.
Strong executive communication and presentation skills, including development of board-level materials.
Attention to detail and commitment to high-quality deliverables.
Experience leading and contributing to cross-functional initiatives and change efforts.

Nice To Haves

Experience supporting operations in a multi-site healthcare or clinic-based organization.
Experience in investment banking, including M&A, valuation, or transaction support with strong financial modeling and presentation skills.

Responsibilities

Oversee FP&A support for assigned markets, including budgeting, forecasting, monthly reporting, board materials, and strategic analysis for operational decision support.
Manage the forecasting and budgeting of revenue, patient care costs, indirect expenses, and capital expenditures associated with assigned markets, including cross-functional support functions/needs.
Act as the key point of contact for clinic operations for actual financials, forecasts, budgets, operational data, financial analysis, KPIs, and all other misc. financial/operational information for the Market President and key stakeholders.
Manage timing and deliverables related to assigned markets and operational areas, including adherence to deadlines, communicating with leadership, and overall finance management of the market with Market President and Finance counterparts, including JV partner finance and operations teams.
Lead, develop, and retain a team of FP&A professionals, providing clear priorities, ongoing coaching, and actionable performance feedback.
Conduct performance management activities, including goal setting, regular check-ins, and formal evaluations, to drive individual and team effectiveness.
Build team capabilities through training and development planning, and to support long-term talent growth.
Establish and maintain a high-performance culture with strong accountability, collaboration, and quality standards.
Align team efforts with market and JV priorities, ensuring effective support of operational and strategic decision-making.
Ensure timely, accurate, and insightful financial deliverables, reviewing and approving all outputs produced by the team.
Review and improve standard monthly reporting for assigned markets, in addition to consolidated reporting spanning all markets, including labor hours, labor rates, key metrics, and revenue reporting.
Direct the development of financial models, analyses, and presentations; independently produce materials as needed to support business priorities.
Responsible Ad hoc reporting, analysis, and projects (working with cross functional stakeholders as the key finance point of contact).
Own the preparation of presentations for operations management, JV boards, and partner finance/ops teams.
Translate financial and operational information into business terms and implications; produce clear, understandable communications geared for all audiences.
Responsible for onboarding/standing up a new market from a finance, reporting, and analysis standpoint, including working with the business development team to refine assumptions, valuations, and integration plans/strategies.
Continuously work towards process improvement and help drive efficiencies of workflows on the FP&A team as well as teams outside of Finance.