Manager/Director of FP&A and Analytics

TeleMed2U

119d

About The Position

The Financial Planning & Analysis role involves monthly reporting and analysis, forecasting and budgeting, and analytics. The position requires producing, improving, and automating existing monthly reporting, including variance analysis and crafting messaging for stakeholders. The role also includes leading monthly operating review meetings, automating management reporting, and completing standard reporting for private equity owners. Additionally, the position involves translating financial and operational information into business terms, enhancing financial reporting processes, and collaborating across the company to maximize impact. Forecasting and budgeting responsibilities include annual budgeting of clinical labor costs and interim reforecasting of contribution margins. The analytics component requires acting as a liaison between operations and technology, delivering insights through reports and dashboards, and supporting revenue cycle analytics. Management responsibilities include supervising a data analyst and fostering a culture of ownership and continuous improvement.

Requirements

• Bachelor’s degree in business/finance, decision science, STEM, or a related field.
• 5+ years of progressive professional experience, including 2+ years of management experience.
• Background in FP&A, internal consulting, analytics management, or a similar strategic support role.
• Experience in the healthcare industry, strong preference for provider services.
• Excellent Excel & PowerBI skills, with experience in report writing and working knowledge of SQL.

Nice To Haves

• 7-12 years of work experience, including financial services (management consulting, strategy, investment banking, or other financial services for 2+ years).
• Experience working in a private equity portfolio company or other start-up environment preferred.
• Exposure to high growth organizations, including M&A, debt financing, and organic expansion.
• Familiarity with revenue recognition and healthcare billing practices.

Responsibilities

• Produce, improve and automate existing monthly reporting, including analysis and explanation of variances and trends.
• Lead monthly operating review meetings and produce financial & operational performance decks.
• Work with the controller to automate management reporting out of Sage Intaact.
• Complete standard reporting required by private equity owners.
• Translate financial and operational information into business terms and implications.
• Identify problem areas in the P&L and work collaboratively with accounting and/or operations to find solutions.
• Annual budgeting of clinical labor costs, revenue, shared services expenses, and investments.
• Interim reforecasting of contribution/patient care margin throughout the year.
• Conduct ad hoc analysis of potential new business opportunities for initial gating and pricing exercises.
• Develop and manage core reports, dashboards, and analytical models in Excel and SQL.
• Serve as a key internal advisor using data to inform business strategy and drive continuous improvement.
• Manipulate large datasets and create new analytical frameworks for actionable insights.
• Establish dashboards and automated reporting via PowerBI to provide insights around trends.
• Assist in the design and creation of revenue analytics to support the review of collections and billing performance.
• Establish dashboards for visit metrics and tracking, including trends in CPT codes and reimbursement.
• Support the enhancement of tracking clinical data and associated outcomes.

Benefits

• Competitive base salary with annual performance bonus.
• Comprehensive health, dental, and vision insurance.
• 401(k) with company match up to $2,000.
• Paid time off and flexible work environment, offering remote working arrangements with limited travel.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees