VP, FP&A

Vice President Of Financial Planning & Analysis

The healthcare system isn't designed for health. We're designed to change that. We're Wellvana, and we help doctors deliver life-changing healthcare.

Through our elevated value-based care programs, we're revitalizing an antiquated system that's far too long relied on misaligned incentives that reward quantity of care not the quality of it.

Our enlightened approach—covering everything from care coordination to clinical documentation education to marketing—ties the healthy outcomes of patients directly to shared savings for primary care providers, health systems and payors.

Providers in our curated network keep their independence, reduce their administrative headaches, and spend more time with patients. Patients, in turn, get an elevated experience with coordinated care between appointments that is nothing short of life-changing.

Named a 2024 "Best in Business" and 2023 "Best Place to Work" by Nashville Business Journal, we're one of the fastest-growing healthcare companies in America because what we do works. This is the way medicine is meant to be.

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.