Director, Financial Planning & Analysis
Description
JOB SUMMARY
Reporting to the Senior Director of Finance, this position will be responsible for all forecasting, budgeting, strategic planning, and variance analysis for assigned markets managing a team of 2 or more direct reports. They will drive strategic decision making and provide thought leadership to operations and senior leadership. They will be a liaison between clinic operations, joint venture operations and ACP (corporate) regarding financial, operational, and cross-functional information and analysis. This person will partner with other departments including, but not limited to, Business Intelligence, Business Development, IT, Marketing, Accounting, etc. to support strategic business decision making, driving financial results. The Finance Director will be expected to manage the direct market support, independently, acting as market “CFO” for assigned joint ventures. Must be comfortable working in a fast-paced environment where they will have to triage workload and make decisions with minimal manager oversight.
JOB REQUIREMENTS
Education
• Bachelor's Degree required (related discipline preferred)
Work Experience
• 2+ years of management experience required
• 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)
Additional Knowledge, Skills and Abilities Required
Strategic and Critical Thinker: drive messaging and synthesizing large amounts of data and information into clear and succinct deliverables. Provide strategic outlooks considering overall company and downstream implications of decisions. Understand the nuances of communicating recommendations to all levels of management tailoring the messaging appropriately.
Ownership Mentality: to take ability 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 thought leadership
Operational Engagement: engage with and support the Operations team. Ability to act as a servant leader for the operations and functional teams, while also maintaining a focus on total company/overall objectives and establishing the relationships necessary to effect change across the organization.
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 ACP's private equity owners, JV partners, executive team, and external third parties. Strong attention to detail and minimal feedback needed regarding formatting, structure, messaging, etc.
Cross Functional Leadership Experience and Strength: must have varied experience as a key player or leader of cross functional projects and teams related to change management
3-Statement Modeling: ability to produce 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: work across various markets and partnerships to collect information, share best practices, develop training plans/support materials, and capture data to track and monitor progress with a goal to 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 environment of involvement, respect and connection where the richness of ideas, backgrounds and perspectives are harnessed.
• Integrity: Models and practices the highest ethical and professional standards; demonstrates pride and personal interest in our patients, partners and fellow team members, deeply engaging in the business. Makes decisions, with a focus on doing the right thing; treats team members, our customers, partners and vendors with dignity, consideration, open-mindedness and respect.
• Accountability: Always shows initiative, demonstrates a bias to action and gets things done. Actively accepts responsibility for diverse roles, obligations and actions that positively influence patient and customer outcomes, our partnerships and the healthcare needs of our communities.
ESSENTIAL FUNCTIONS
Responsibilities include:
Manage a team of FP&A managers/financial analysts, overseeing market support and the required operational and financial analysis needed to support the JV operations on an ongoing basis, including but not limited to: annual budget, recurring forecasts, quarterly board decks, monthly reporting, and strategic analysis for operational initiatives. Independently develop materials/outputs/analysis as business needs arise.
Review and improve standard monthly reporting for not only assigned markets, but also consolidated reporting spanning all markets, including labor hours, labor rates, key metrics, and revenue reporting. Continuously work towards process improvement and help drive efficiencies of workflows on the FP&A team as well as teams outside Finance
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. Delegate responsibilities to team members while providing review, coaching, and ongoing support as needed. Expected to review and sign-off on all materials and provide thought leadership and support/challenge different thesis to arrive at a more informed/collaborative outcome. Responsible for all final outputs.
Manage timing and deliverables related to assigned markets and operational areas. Self-disciplined to meet deadlines, inform leadership of upcoming meetings/needs, overall management of the market with Market President and Finance counterparts, including JV partner finance and operations teams
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
Ad hoc reporting, analysis, and projects (working with cross functional stakeholders as the key finance point of contact)
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. Ability to maintain professional confidentiality
Own the preparation of presentations for operations management, JV boards, and partner finance/ops teams. Review and provide commentary and feedback to direct reports on materials, such that minimal edits are required by leadership
Translate financial and operational information into business terms and implications; produce clear, understandable communications geared for all audiences
Other duties as assigned
Other duties as assigned