Sr. Director, Financial Planning & Analysis

We are seeking a passionate and highly motivated individual to be a Sr. Director in Included Health’s Financial Planning & Analysis function. Working in partnership with cross-functional partners and stakeholders, this role will have three main functions: corporate FP&A modeling, corporate M&A and joint venture analysis and modeling, budgeting, and analysis of company results. This role will report directly to the VP of Financial Planning & Analysis.

This individual will have strong technical skills, transaction execution experience and a proven ability to analyze complex problems. The individual will be given autonomy and should be able to operate independently with their teams and cross-functional partners. They will also work closely with the VP of Financial Planning & Analysis to engage in development and enhancements to financial models and forecasts, establishing KPI’s and other success metrics. The individual will also partner closely with General Managers and other stakeholders to provide insights and financial analysis to support business decisions and operations. There will also be opportunities to partner with our SVP of Corporate Development to perform due diligence, analyze and model potential M&A, JV and partnership opportunities. This is a highly influential role across the org and requires someone with a true passion for healthcare, technology, understanding of our core drivers of the business and appreciation of our mission. 

This individual will also manage a small team of analysts. Passion for coaching, mentorship and team development will be essential as the business becomes more sophisticated and the need for more granular understanding of financial metrics and performance deepens.

Duties and Responsibilities:

• Act as a thought leader and business partner across the company, in particular with executives, general managers and functional leaders across the organization.
• Build, and lead a high-performing finance team, fostering a culture of continuous improvement, accountability, and innovation.
• Attract and develop top finance and accounting talent that will produce strategic guidance through a disciplined approach.
• Provide the financial reporting, analysis and metrics to ensure the business teams are getting timely insight into business performance, and can manage their businesses effectively to hit their financial and operational targets.
• Provide financial models and analysis that will guide the organization to make decisions that drive the best ROI for the company, including scenario planning for organic and inorganic growth.
• Drive scale initiatives across the finance organization, as well as cross-functional initiatives that support scale across the company.
• Craft and lead effective planning, budgeting, and reporting practices across the business.

Qualifications:

• Experience at a private equity firm, investment bank, management consulting firm or an equivalent corporate development group
• At least 6+ years of total professional experience with at least 2+ years as an analyst at an investment bank
• Experience executing M&A or private equity transactions
• Strong financial modeling and analysis skills
• Proven ability to build business cases supporting thesis with numerical and qualitative analysis
• Experience operating in a healthcare or digital healthcare environment
• Highly motivated, high impact, self-starter, who can thrive in a high performance, results-driven environment
• Excellent quantitative, written, verbal and presentation skills
• Strong technical and market knowledge across healthcare
• MBA preferred