Manager/Director of FP&A

About the Role TeleMed2U, a provider services organization, is seeking a strategically minded accounting leader to step into the role of Manager/Director of FP&A. This is an ideal opportunity to contribute to a rapidly growing healthcare services organization in the process of establishing best‑in‑class analytics & FP&A. Reporting directly to the CFO, the Manager/Director of FP&A will be a highly visible position, conducting monthly financial reporting/analysis across the enterprise and leading the forecasting and budgeting processes in collaboration with the operations and functional support teams. In addition to leading the FP&A function, the position will oversee data analytics, providing real‑time financial and operational insights to the organization. Partnering with the CFO, the Manager/Director of FP&A will play a critical role in establishing the foundation needed to support rapid growth. The ideal candidate comes from a healthcare background, has strong financial/analytical skills, and excels in turning data into actionable insights. Financial Planning & Analysis Monthly Reporting & Analysis Monthly Reporting: produce, improve and automate existing monthly reporting, including the analysis and explanation of variances and trends, craft messaging for all stakeholders including operators and executives Monthly Operating Review: production of financial & operational performance deck, lead review meetings Financial Outputs: work with the controller to automate management reporting out of Sage Intacct Sponsor Reporting: complete standard reporting required by private equity owners Translate financial and operational information into business terms and implications; produce clear, understandable communications geared for all audiences Enhance Financial Reporting/Processes: identify problem areas in the P&L and work collaboratively with accounting and/or operations to solutions, monitor progress and publish results. Collaborate across the company to maximize impact and share new learnings Forecasting & Budgeting Annual Budgeting of clinical labor costs, revenue, shared services expenses, and investments, including cross‑functional support functions/needs Forecasting: interim reforecasting of contribution/patient care margin throughout the year, updating per shifts in the organic business expectations New Client/RFP/M&A Forecasting: ad hoc analysis of potential new business opportunities for initial gating and pricing exercises Analytics Liaison (Operations/Leadership Analytics/Technology) Communicator/Translator: bridge the gap between operations, revenue cycle, and technology/data Deliver Insights: develop and manage core reports, dashboards, and analytical models in Excel and SQL that provide critical metrics to senior leadership. Act as a Consultant: Serve as a key internal advisor, using data to inform business strategy, solve complex challenges, and drive continuous improvement Reporting / Dashboards / Real Time Analytics Manipulate large datasets and create new analytical frameworks to drive actionable insights across TM2U’s specialties, clients, and patient populations KPI Reporting: current and past trends in KPIs, including all areas of revenue, patient care costs, and indirect expenses. Develop additional materials/outputs/analysis as business needs arise (with minimal oversight) Visualization: create high impact visualizations of key data points to clearly and quickly inform. Enhance existing reporting Revenue & Revenue Cycle Analytics Reimbursement Rate Reporting: assist in the design and creating of revenue analytics to support the review of collections and billing performance and to identify gaps and opportunities to drive higher revenue Visit Metrics & Tracking: establish dashboards and automated reporting via PowerBI (connection to EMR) to provide insights around trends in CPT codes, payor and client level reimbursement, and other key indicators Clinical Quality Metrics & Trends: support the enhancement of tracking clinical data and associated outcomes by leveraging data in the EMR and through collaboration with physician leaders Management, Development, & Collaboration Supervise and mentor a data analyst and support the financial education of functional and operational leaders Foster a culture of ownership, accuracy, and continuous improvement Provide guidance to junior staff and help develop leadership strength Work cross‑functionally throughout the organization and embody servant leadership Required Bachelor’s Degree 5+ years of progressive professional experience, including 2+ years of management experience Background in FP&A, internal consulting, analytics management, or a similar strategic support role with solid experience in analysis and board/executive level presentation Experience in the healthcare industry, strong preference for provider services Excellent Excel & PowerPoint presentation skills Preferred 7-12 years of work experience, including financial services (management consulting, strategy, investment banking, or other financial services for 2+ years) Experience working in a private equity portfolio company or other start‑up environment preferred Exposure to high growth organizations, including M&A, debt financing, and organic expansion Experience in report writing and working knowledge of SQL Familiarity with revenue recognition and healthcare billing practices Compensation & Benefits Competitive base salary with annual performance bonus Comprehensive health, dental, and vision insurance 401(k) with company match up to $2,000 Paid time off and flexible work environment, offering remote working arrangements with limited travel TeleMed2U is an equal opportunity employer and is committed to providing a workplace that is inclusive and free of discrimination. As an EEO employer, TeleMed2U does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, or any other status protected by applicable law or regulation. We strive to create a diverse and welcoming environment for all employees, where each person is recognized and valued for their unique contributions. All employment decisions are based on merit, business needs, and individual qualifications. #J-18808-Ljbffr TeleMed2U