Director, Financial Planning & Analysis

You’re more valuable than ever – And that’s just how we’ll make you feel.

JOB SUMMARY

The Director, Financial Planning & Analysis (FP&A) is responsible for all projections/forecasting, budgeting, strategic planning, and variance analysis for shared services and holding company.  Reporting to the VP of Finance, this role will be involved in strategic decision making, provide thought leadership, and act as a liaison between clinic operations, JV operations and ACP (corporate), regarding financial, operational, and cross-functional information and analysis.  They will maintain existing forecasting/budgeting/reporting models and reports and develop additional reporting/modeling capabilities to enhance the level of analysis, degree of efficiency, and overall visibility into the business provided by the FP&A team to both management, private equity owners, and the Board of Directors. This person must be process oriented with a drive to always be improving and innovating.  The Director, FP&A is expected to function independently with minimal oversight.

Education

Bachelor's Degree in related discipline required

• MBA or equivalent preferred

Work Experience

• 5+ years of management experience required
• 10+ years of related progressive finance experience, inclusive of 1 year experience with transformational reorgs and/or acquisition/integration
• Multi-facility and/or Healthcare experience preferred

Additional Knowledge, Skills and Abilities Required

Strategic and Critical Thinker: the ability to address needs/problems creatively and quickly, on an independent basis.  Expected to drive messaging and synthesizing large amounts of data and information into clear and succinct deliverables.  Big picture thinker with the experience and skillset to develop those at the manager and analyst level to grow this talent

Ownership Mentality: ability to take charge of required duties and take on additional opportunities as needed for the benefit of the team and the company.  Diverse project experience with a self-starter/collaborative attitude.  Takes pride in their work with a strong sense of accountability.

Innovative Analysis: self-starter with intellectual curiosity and drive to understand the "why" and find creative solutions.  Independently and proactively develop value added analysis and provide thought leadership.

Ability to engage with and learn from the Operations and shared services to drive company objectives: ability to work with functional teams, while also maintaining a focus on total company/overall objectives and establishing the relationships necessary to effect change.

Advanced Microsoft Excel Skills: must have significant experience in building, maintaining and improving financial and operational models, as well as one-off ad hoc analysis.  Experience working with large data sets.

Executive Presentation Expertise (utilizing PowerPoint or similar): ability to produce unique and ongoing materials for board meetings with private equity owners, JV partners, executive team, and external third parties.   Strong attention to detail and minimal feedback needed with regard to formatting, structure, wording, etc.

Cross Functional Leadership Experience and Strength: must have varied experience working as a key player or leader of cross functional projects or teams related to driving change.

3-Statement Modeling: understanding of and ability to produce three statement financial models with experience and understanding of the balance sheet and cash flow statement.

Commitment to Excellence and Attention to Detail: pride in work product with focus on messaging, aesthetics, verbiage, etc.  Ability to adapt to changing asks/requirements

Collaborate with Operators across various markets and partnerships to collect information, share best practices across, develop training plans/support materials, and capture data to track and monitor progress, and drive consistency across the company

Core Competencies: 

• Collaboration: Takes ownership for collectively establishing productive partnerships and relationships and seek to gain joint understanding of priorities and objectives so that the greater good of the organization and those we serve is always at the forefront.
• Innovation: Consistently uses good judgment, applying creativity to overcome obstacles and increasing effectiveness and efficiency though process and other forms of innovation.
• Diversity and Inclusion:  Fosters diversity and inclusion, to be able to better understand team members, our customers and partners.  Engages the strengths and talents of each GoHealth team member, creating an