Director, Financial Planning & Analysis (FP&A)

Qualifications

• Bachelor's Degree in Finance, Accounting, Business or related field.
• 8+ years of progressive finance experience (or similar) to include a minimum of 1 year experience with the following: transformational reorgs, acquisition/integration, divestiture, corporate funding (debt/equity).
• 2+ years of leadership experience.

Work Experience

• Experience supporting operations in a multi-site healthcare or clinic-based organization.
• Experience in investment banking, including M&A, valuation, or transaction support with strong financial modeling and presentation skills.
• Knowledge, Skills, And Abilities:
• Oversee FP&A support for assigned markets, including budgeting, forecasting, monthly reporting, board materials, and strategic analysis for operational decision support.
• Manage the forecasting and budgeting of revenue, patient care costs, indirect expenses, and capital expenditures associated with assigned markets, including cross-functional support functions/needs.
• Act as the key point of contact for clinic operations for actual financials, forecasts, budgets, operational data, financial analysis, KPIs, and all other misc. financial/operational information for the Market President and key stakeholders.
• Manage timing and deliverables related to assigned markets and operational areas, including adherence to deadlines, communicating with leadership, and overall finance management of the market with Market President and Finance counterparts, including JV partner finance and operations teams.
• Lead, develop, and retain a team of FP&A professionals, providing clear priorities, ongoing coaching, and actionable performance feedback.
• Ensure timely, accurate, and insightful financial deliverables, reviewing and approving all outputs produced by the team.
• Own the preparation of presentations for operations management, JV boards, and partner finance/ops teams.
• Translate financial and operational information into business terms and implications; produce clear, understandable communications geared for all audiences.
• Onboard/stand up a new market from a finance, reporting, and analysis standpoint, including working with the business development team to refine assumptions, valuations, and integration plans/strategies.
• Identify opportunities for process improvement and help drive efficiencies of workflows on the FP&A team as well as teams outside of Finance.

GoHealth Core Values

• Collaboration: Takes ownership for collectively establishing productive partnerships and relationships and seek to gain joint understanding of priorities and objectives so that the greater good of the organization and those we serve is always at the forefront.
• Innovation: Consistently uses good judgment, applying creativity to overcome obstacles and increasing effectiveness and efficiency through process and other forms of innovation.
• Diversity & Inclusion: Fosters diversity and inclusion, to be able to better understand team members, our customers and partners. Engages the strengths and talents of each GoHealth team member, creating an environment of involvement, respect and connection where the richness of ideas, backgrounds and perspectives are harnessed.
• Courage & Integrity: Models and practices the highest ethical and professional standards; demonstrates pride and personal interest in our patients, partners and fellow team members, deeply engaging in the business. Makes decisions, with a focus on doing the right thing; treats team members, our customers, partners and vendors with dignity, consideration, open-mindedness and respect.
• Accountability: Always shows initiative, demonstrates a bias to action and gets things done. Actively accepts responsibility for diverse roles, obligations and actions that positively influence patient and customer outcomes, our partnerships and the healthcare needs of our communities.

GoHealth Leadership Principles

• Create Shared Purpose: Breathe life into our vision and mission. Speak to our future and create a line of sight for our team members. Set goals and communicate a plan of action. Empower others to deliver. Inspire and Motivate: Celebrate and share success. Grow and develop our team members. Provide direct feedback that enables others to reach their potential. Identify when to lead and embrace the opportunity to follow.
• Plan, Execute, Adapt and Deliver: Leverage analytics and experience to make better decisions. Possess a bias towards action and manage risk. Be agile, pragmatic and adjust. Identify, acknowledge, plan, implement and follow-up.