The Opportunity The Director of Financial Planning & Analysis will lead the financial planning, budgeting, forecasting, business intelligence, and analysis functions across the organization. This highly visible role will serve as a critical business partner to the executive team and practice leaders, providing actionable insights that drive operational performance and strategic decision-making. The ideal candidate thrives in a fast-paced, multi-site healthcare environment and has prior experience in a private equity-backed organization.
This position is based onsite at ConvenientMD Headquarters in Portsmouth, New Hampshire.
Your Impact - Lead the company-wide annual budgeting process, including building detailed P&L, balance sheet, and cash flow models.
- Develop, manage, and continuously refine monthly forecasting processes to provide accurate and timely financial outlooks.
- Analyze monthly financial results versus budget/forecast and prepare executive-level reporting packages with variance analysis and actionable insights.
- Build and maintain robust financial models to support strategic initiatives, including new site openings, physician onboarding, and M&A activity (if applicable).
- Partner with operations, clinical leadership, and practice managers to develop KPIs, monitor performance, and drive profitability.
- Oversee the development and optimization of Business Intelligence (BI) tools and reporting systems to enhance visibility into key performance indicators and operational metrics.
- Collaborate with IT and data teams to ensure data integrity, governance, and integration of financial and operational systems into BI platforms.
- Lead the implementation and continuous improvement of BI dashboards and tools (e.g., Power BI, Adaptive Insights) to support data-driven decision-making at all levels of the organization.
- Manage, mentor, and develop a small team of FP&A and BI analysts, fostering a high-performance and collaborative culture.
- Support debt covenant compliance and reporting requirements for lenders.
- Manage financial reporting requirements to the equity sponsor.
- Support the executive team in the preparation of analysis and content for board meetings.
- Lead ad-hoc financial analysis to evaluate business opportunities, cost-saving initiatives, pricing strategies, and capital investments.
- Assist in due diligence, integration, and financial modeling related to mergers and acquisitions or de novo growth.
- Continuously improve processes, systems, and reporting to support the company's growth and scalability.
Who You Are - Bachelor's degree in Finance, Accounting, Business, or a related field; MBA preferred.
- 7+ years of progressive FP&A or finance experience, ideally in a multi-site healthcare services organization or private equity-backed company.
- 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 to ensure data accuracy and accessibility.
- Proven ability to build, maintain, and scale automated dashboards and reporting to support data-driven decision-making.
- Effective communicator with the ability to interact confidently with executives, private equity sponsors, lenders, and operational teams.
- Highly organized and self-motivated with a bias for action and a collaborative working style.
- Comfortable operating in a fast-paced, evolving environment with an ownership mentality.
Why You'll Love Working With Us- Collaborative team environment that encourages professional growth
- Urgent care services at no cost to our team members and their families
- Extensive benefit offerings including health, dental, and vision coverage, company paid short-term disability, and optional pet insurance
- 401k match after one year of service
- Access to our 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 offered on services and products such as hotels, travel, entertainment, restaurants, and more
