Director, Financial Planning & Analysis

The role

The Director of Financial Planning & Analysis will lead financial planning, budgeting, forecasting, business intelligence, and analysis functions. This role serves as a business partner to the executive team and practice leaders to drive operational performance and strategic decision-making.

What you will do

• Lead the company-wide annual budgeting process.
• Develop and refine monthly forecasting processes.
• Analyze monthly financial results versus budget and prepare executive reporting.
• Build financial models for strategic initiatives like new site openings and M&A.
• Partner with operations and clinical leadership to develop KPIs and monitor performance.
• Oversee the development and optimization of Business Intelligence tools and reporting systems.
• Collaborate with IT and data teams to ensure data integrity and system integration.
• Lead the implementation and improvement of BI dashboards and tools.
• Manage, mentor, and develop a small team of FP&A and BI analysts.
• Support debt covenant compliance and reporting for lenders and equity sponsors.

Required qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field
• 7+ years of progressive FP&A or finance experience
• Prior experience managing and developing finance or FP&A team members
• Strong understanding of healthcare reimbursement models, physician practice economics, and revenue cycle fundamentals
• Advanced financial modeling skills and expertise in Microsoft Excel
• Proficiency with Business Intelligence tools (Power BI, Adaptive Insights, etc.) and ERP systems such as Experity
• Experience managing or partnering on data warehouse design, maintenance, and governance
• Ability to build, maintain, and scale automated dashboards and reporting

Nice to have

• MBA preferred
• Experience in a multi-site healthcare services organization or private equity-backed company

Benefits

• Collaborative team environment
• Urgent care services at no cost to team members and their families
• Health, dental, and vision coverage
• Company paid short-term disability
• Optional pet insurance
• 401k match after one year of service
• Access to primary care (depending on location)
• Educational Alliance with Purdue University Global and reduced tuition rates for team members and their families
• Employer rewards and access to discounts on services and products

About the company

ConvenientMD works to improve how patients and providers experience healthcare in New England. The company is on a mission to make good health more convenient for all.