Manager/Director of FP&A

About the Role

TeleMed2U, a provider services organization, is seeking a strategically minded accounting leader to step into the role of Manager/Director of FP&A. This is an ideal opportunity to contribute to a rapidly growing healthcare services organization in the process of establishing best in class analytics & FP&A. Reporting directly to the CFO, the Manger/Director of FP&A will be a highly visible position. The Manager/Director of FP&A will conduct the monthly financial reporting/analysis across the enterprise and be responsible for leading the forecasting and budgeting processes in collaboration with the operations and functional support teams. In addition to leading the FP&A function, the position will oversee data analytics, providing real time financial and operational insights to the organization. Partnering with the CFO, the Manager/Director of FP&A will play a critical role in establishing the foundation needed to support rapid growth. The ideal candidate comes from a healthcare background, has strong financial/analytical skills, and excels in turning data into actionable insights.

Financial Planning & Analysis

• Monthly Reporting & Analysis
• Monthly Reporting: produce, improve and automate existing monthly reporting, including the analysis and explanation of variances and trends, craft messaging for all stakeholders including operators and executives
• Monthly Operating Review: production of financial & operational performance deck, lead review meetings
• Financial Outputs: work with the controller to automate management reporting out of Sage Intaact
• Sponsor Reporting: complete standard reporting required by private equity owners
• Translate financial and operational information into business terms and implications; produce clear, understandable communications geared for all audiences
• Enhance Financial Reporting/Processes: identify problem areas in the P&L and work collaboratively with accounting and/or operations to solutions, monitor progress and publish results. Collaborate across across the company to maximize impact and share new learnings
• Forecasting & Budgeting
• Annual Budgeting of clinical labor costs, revenue, shared services expenses, and investments, including cross-functional support functions/needs
• Forecasting: interim reforecasting of contribution/patient care margin throughout the year, updating per shifts in the organic business expectations
• New Client/RFP/M&A Forecasting: ad hoc analysis of potential new business opportunities for initial gating and pricing exercises

Analytics

• Liaison (Operations/Leadership <> Analytics/Technology)
• Communicator/Translator: bridge the gap between operations, revenue cycle, and technology/data
• Deliver Insights: develop and manage core reports, dashboards, and analytical models in Excel and SQL that provide critical metrics to senior leadership.
• Act as a Consultant: Serve as a key internal advisor, using data to inform business strategy, solve complex challenges, and drive continuous improvement
• Reporting / Dashboards / Real Time Analytics
• Manipulate large datasets and create new analytical frameworks to drive actionable insights across TM2U’s specialties, clients, and patient populations
• KPI Reporting: current and past trends in KPIs, including all areas of revenue, patient care costs, and indirect expenses. Develop additional materials/outputs/analysis as business needs arise (with minimal oversight)
• Visualization: create high impact visualizations of key data points to clearly and quickly inform. Enhance existing reporting
• Revenue & Revenue Cycle Analytics
• Reimbursement Rate Reporting: assist in the design and creating of revenue analytics to support the review of collections and billing performance and to identify gaps and opportunities to drive higher revenue
• Visit Metrics & Tracking: establish dashboards and automated reporting via PowerBI (connection to EMR) to provide insights around trends in CPT codes, payor and client level reimbursement, and other key indicators
• Clinical Quality Metrics & Trends: support the enhancement of tracking clinical data and associated outcomes by leveraging data in the EMR and through collaboration with physician leaders

Management, Development, & Collaboration

• Supervise and mentor a data analyst and support the financial education of functional and operational leaders
• Foster a culture of ownership, accuracy, and continuous improvement
• Provide guidance to junior staff and help develop leadership strength
• Work cross-functionally throughout the organization and embody servant leadership

Required

• Bachelor’s Degree
• 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 with solid experience in analysis and board/executive level presentation
• Experience in the healthcare industry, strong preference for provider services
• Excellent Excel & PowerPoint presentation skills

Preferred

• 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
• Experience in report writing and working knowledge of SQL
• Familiarity with revenue recognition and healthcare billing practices

Compensation & 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

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