Director, Financial Planning and Analysis

Your Future Evolves Here

Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect the pieces of fragmented health care system and ensure people get the same level of care and compassion we would want for our loved ones.

Evolent employees enjoy work/life balance, the flexibility to suit their work to their lives, and autonomy they need to get things done. We believe that people do their best work when they're supported to live their best lives, and when they feel welcome to bring their whole selves to work. That's one reason why diversity and inclusion are core to our business.

Join Evolent for the mission. Stay for the culture.

What You’ll Be Doing:

The Director of Financial Planning & Analysis (FP&A) is a key finance role responsible for overseeing the company’s budgeting, forecasting, financial reporting, and cash flow planning processes. This role partners closely with leadership, revenue cycle, and department leaders to provide actionable financial insights that support growth, operational excellence, regulatory compliance, and long-term sustainability within a healthcare environment.

The Director will lead enterprise-wide financial planning processes, enhance reporting capabilities, and drive financial discipline across the organization while ensuring alignment with strategic objectives.

Key Responsibilities

1.  Forecasting/Budgeting & Financial Modeling

• Consolidate and report on annual operating budget across all departments.

• Partner with department leaders to translate strategic initiatives into financial projections.

• Deliver key budget and forecast reporting and analysis to support monthly reporting and earnings reporting.

• Develop dynamic financial models to support scenario planning and strategic decision-making.

• Analyze volume, rate, mix, reimbursement trends, and cost drivers.

• Model reimbursement changes (Medicare, Medicaid, commercial payers).

2. Monthly Reporting & Performance Analytics

• Lead the monthly financial close analytics process in partnership with Accounting.

• Prepare executive-level reporting packages including:

  • Variance analysis (budget vs. actual, forecast vs. actual)

  • Service line performance

  • Contribution margin analysis

  • Labor and productivity metrics

  • Revenue cycle KPIs

• Deliver actionable commentary to senior leadership.

• Enhance dashboard reporting using BI tools and automation.

3. Cash Flow & Liquidity Management

• Develop and maintain 13-week cash flow forecasts.

• Analyze operating cash flow drivers including AR, AP, payroll, and capital expenditures.

• Partner with Revenue Cycle and Treasury to improve working capital efficiency.

• Monitor covenant compliance and liquidity ratios.

• Provide forward-looking liquidity scenario planning.

Qualifications (Required & Preferred)

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field

• 8–12+ years of progressive finance experience.

• 3–5+ years of leadership experience.

Technical Skills

• Advanced financial modeling and Excel expertise.

• Familiarity with ERP systems and financial planning tools.

• Strong understanding of GAAP and healthcare regulatory environment.

• Experience with BI platforms preferred.

Core Competencies

• Strategic thinker with strong business acumen.

• Exceptional analytical and problem-solving skills.

• Executive-level communication and presentation ability.

• Ability to translate complex financial data into actionable insights.

• Strong cross-functional leadership and influencing skills.

• High attention to detail and commitment to accuracy.

Key Performance Indicators (KPIs)

• Forecast accuracy (revenue, EBITDA, cash flow).

• Budget cycle efficiency and timeliness.

• Improvement in operating margin.

• Working capital improvements (DSO, DPO, cash conversion cycle).

• Executive satisfaction with reporting quality and insights.

• Team engagement and retention.

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