Clarity on the Role:We are seeking a dynamic and experienced Vice President of Financial Planning & Analysis (VP, FP&A) to join our finance leadership team. Reporting directly to the VP, FP&A will play a critical role in shaping the financial strategy of our organization, leading our financial planning processes, and delivering high-impact insights that will drive business decisions. The ideal candidate will bring a deep understanding of financial modeling, healthcare finance, and value-based care initiatives to this role.
What's Expected:Strategic Financial Planning & Management- Lead the financial planning, forecasting, and budgeting processes for the company, ensuring alignment with organizational goals.
- Develop long-term financial plans and models to support the company's strategic growth initiatives, including new value-based care programs and partnerships.
- Work closely with executive leadership to identify and evaluate financial implications of strategic decisions, partnerships, and investments.
- Manage provider payments, program administration, and financial management of VBC programs.
Financial Analysis & Reporting- Oversee the preparation and analysis of financial statements, budgets, forecasts, and other financial reports to provide actionable insights for senior management.
- Collaborate with clinical and operational teams to optimize cost structures and enhance financial outcomes under value-based reimbursement models.
- Develop key performance indicators (KPIs) and dashboards to monitor financial and operational performance, ensuring alignment with strategic goals.
Investor Relations- Own and manage investor relations for joint ventures (JVs), venture capital (VC), private equity (PE) investors, and debt lenders.
- Serve as the primary point of contact for all financial communications with investors, including preparing investor updates, financial reports, and presentations.
- Collaborate with legal and compliance teams to ensure adherence to investor and lender agreements, and manage any financing activities or debt covenants.
Team Leadership & Development- Manage and mentor the FP&A team, providing guidance and career development opportunities.
- Foster a collaborative and results-driven team culture, promoting cross-functional engagement with operations, clinical teams, and others.
Stakeholder Communication & Leadership- Present financial analysis, insights, and strategic recommendations to the CFO, Board of Directors, and other key stakeholders.
- Develop and maintain strong working relationships with other functional leaders to ensure alignment of financial goals and objectives.
- Meet in person with internal and/or external stakeholders to facilitate team and business priorities/opportunities. Business travel may be required for opportunities to connect with stakeholders, and attend Wellvana-sponsored team events.
Process Improvement & System Optimization- Drive continuous improvement in financial planning processes, financial modeling, and reporting systems.
- Lead the implementation and optimization of FP&A software/tools to improve forecasting, reporting, and scenario planning capabilities.
Requirements
Education:- Bachelor's degree in business, finance, accounting, healthcare administration, or related. Advanced degree a plus.
Years of Related Experience:- 10+ years of progressive experience in financial planning & analysis, with a proven track record of success in a senior leadership role.
- 8+ years of experience in healthcare finance, ideally within value-based care models or a managed care environment.
Skills/Competencies/Behaviors:- Values-driven leader with high integrity and a collaborative leadership style.
- Demonstrated success in driving financial performance, operational efficiency, and strategic growth.
- Experience designing, implementing, and continuously improving scalable FP&A processes to drive efficiency, consistency, and insight quality.
- Experience with mergers and acquisitions, joint ventures, and enterprise-wide financial integrations.
- Experience in consulting with senior level leadership providing guidance on financial strategies and decisions that impact the performance of the organization.
- Advanced knowledge and skills in developing and evaluating complex financial plans and strategies which support creating effective, successful business plans.
- Effective problem solving, methodical, detail-oriented, and analytical, with the ability to manage cross-functional projects and collaborate with
- Different individuals and functions across the organization.
