Vice President, Financial Planning & Analysis

VP of Financial Planning & Analysis

About us:

Forge Health is a mission-driven outpatient mental health and substance use provider dedicated to providing the highest quality, affordable, and effective “one-stop-shop” care to individuals, families, and communities in need. As the first and only behavioral healthcare provider with a proven, national payer-validated ability to drive clinical outcomes that span all areas of health, Forge Health is leading the charge in driving innovation, improving care delivery, and shaping the future of behavioral health care.

At Forge, clinical care is paramount – it’s the heartbeat of our operations and the driving force in everything we do. The skill and compassion of our staff are the crucial components to extraordinary experiences and outcomes for those we serve. With our current clinical footprint in the greater Northeast, we have offices in New York, New Jersey, Pennsylvania, New Hampshire, Massachusetts – and we’re growing! For the third consecutive year, were thrilled to share that Forge Health has been recognized on the prestigious Inc. 5000 list of the fastest-growing private companies in America– a remarkable honor that is a testament to our team's relentless commitment to our mission.

If you are passionate about providing high quality, evidence-based care for individuals in need through an innovative practice, then Forge is the right fit for you!

What We’re Looking For

Reporting to the CEO, the VP of Financial Planning & Analysis (FP&A), will lead and oversee all aspects of Forge Health’s forecasting, financial modeling, and strategic analysis. You will be responsible for providing data driven analysis and insight to support effective decision making, evaluating, and identifying opportunities to improve the business, and leading the budgeting and forecasting process.  

As a highly experienced, collaborative, and hands-on key member of team, you will serve as a strong, trusted business partner and FP&A expert to the CEO and executive team by providing thought leadership and transparent input, support the overall leadership team in achieving strategic and financial goals, and prepare the FP&A functions for scalability.

Please note, the successful candidate will ideally reside in any of our core markets (NY, NJ, PA), working primarily remotely, with the occasional need to be in-person.

What You’ll Do

• Lead and oversee all budgeting, financial modeling, financial management, business and capital planning, operational metric management, and strategic analysis.
• Support business through development of KPIs and proactive analysis of financial and operational metrics.
• Identify, implement and continually improve systems and/or processes to drive best in class forecast & planning, business insight, and analysis to support execution of strategic initiatives.
• Provide project management to drive planning and execution of strategic initiatives.
• Lead the company-wide annual budgeting and multi-year financial strategic planning process.
• Maintain accurate rolling business forecasts reflecting latest performance and guidance from clinic and market leaders.
• Develop and manage internal operational dashboards and monitor KPIs / business drivers for all functions, highlighting trends and analyzing underlying causes of variance, for the executive team and Board of Directors.
• Analyze and communicate weekly/monthly/YTD and trending results to business leadership, explaining key variances and their potential implications on forward-looking performance in a timely and actionable manner.
• Work with business leaders to identify actionable solutions from analysis and trends performed and identified.
• Partner with business leaders to translate strategic initiatives and operational goals into a financial outlook.
• Support strategic planning processes across business channels, and new business evaluations, including creating detailed financial, scenario-based models to evaluate investment priorities and evaluate potential alternatives.
• Support fundraising and M&A activities with detailed models and due diligence support, as well as reporting on deals/transactions in our landscape

What You’ll Need

• Bachelor’s degree in Accounting, Finance, or a related field; MBA or advanced degree preferred.
• 8+ years of progressively responsible experience in FP&A, with a strong background in healthcare services.
• Prior experience working in the healthcare services industry.
• Proven experience in a senior finance role within a behavioral health or healthcare environment preferred.
• Demonstrated experience in budgeting, forecasting, and financial analysis.
• Strong understanding of financial systems and processes, with experience in improving efficiency and accuracy.
• Problem-solving skills in order to identify problems, evaluate options and execute solutions.