Job description
General Purpose of the Job
The Director, Financial Planning and Analysis collaborates with key members of Everside Health’s executive leadership team to develop financial strategies and drive analytics to enable business decision making. This job drives the long-term planning, forecasting, and budgeting processes. In addition, the Director, Financial Planning and Analysis develops detailed reports and analysis on the performance of the businesses. This job provides leadership in the development of the financial strategy, produces logical scenario analyses and insights, accurate forecasts, and make sound recommendations to support key business decisions.
Company Overview
Everside Health is a national on-site, near-site and virtual primary care provider on a mission to fix America’s broken healthcare delivery model. At Everside Health we are building the most trusted, accessible and personalized healthcare experience alongside our patients and clients. With 20+ years of experience, we hold a unified goal of building deep, trusted and lasting relationships with our patients and clients. As Everside Health, we are guided by our core principles of Patients First, Courage, Ingenuity, Community, and Fun.
Essential Duties & Responsibilities
- Lead the end-to-end financial planning, forecasting, and reporting processes, including annual budgets, monthly performance reports, quarterly guidance, and financial model for the business outlook and long-range plan
- Be a critical financial partner to Senior Management team in conducting analysis of the entire P&L, liaising with operations support functions, and providing broad decision support analytics to assist business leaders
- Drives an efficient, comprehensive, and effective process for developing financial plans and analysis that links to the company’s strategic objectives
- Lead the budgeting and forecasting process, including quantitative analysis around key business drivers
- Lead the monthly, quarterly, and annual FP&A processes, including forecasting, scenario planning, variance analysis, and management reporting
- Structure, build, and maintain complex financial and decision-making models to develop meaningful business insights and practical recommendations
- Support department tracking of budgets and coordinate with key stakeholders to actively seek opportunities to improve tools and processes
- Deliver reports, analytics, and insights for a corporate perspective of performance against the budget and forecast
- Conduct in-depth financial analysis in support of leadership meetings
- Identify and drive cross-functional initiatives to improve processes, systems, and automation to enable efficiency and help the business scale
- Evaluate and advise on growth opportunities such as new product launches, business model changes
- Drive cross-functional alignment on finance processes and planning and coordinate ad hoc requests from Business Unit leadership
Qualifications
- BA or BS in Accounting or Finance, Advanced degree preferred
- 7+ years of experience in finance and/or accounting, with progressive leadership responsibility more than 5 years
- Senior level leader with strong analytical skills and decision-making capabilities
- Excellent communication and strong interpersonal skills
- Strong process mindset and proven success in leading business initiatives to deliver large scale process improvements
- Adaptive Insights systems experience (preferred)
- Excellent communication and strong interpersonal skills
- Strong technical and financial knowledge, including understanding of internal control requirements and accounting principles as well as understanding of relevant business environment
Pay Range: $140,000 - $170,000/yr
The actual offer may vary dependent upon geographic location and the candidate’s years of experience and/or skill level.
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