Director / Head of Financial Planning & Analysis (FP&A)
Sober Sidekick
Accounting & Finance
United States
Posted on Aug 1, 2025
Location: Remote
Reports To: CEO
Department: Finance
Position Summary
The FP&A Leader will be responsible for leading financial planning, forecasting, budgeting, and strategic financial analysis across the organization, with a specific focus on digital healthcare, reimbursement models, and value-based care. This role is critical to enabling data-driven decision-making and supporting the executive team with financial insights that improve consumer outcomes, operational efficiency, and profitability.
Key Responsibilities
Strategic Planning & Forecasting
- Lead multi-year financial planning processes aligned with healthcare reimbursement models and growth targets.
- Partner with executive leadership on long-range planning, scenario modeling, and capital allocation.
Budgeting & Financial Management
- Develop and manage the annual operating and capital budgets.
- Ensure alignment of departmental budgets with organization-wide healthcare performance goals.
Performance Analysis
- Analyze and report on financial and operational KPIs such as cost per consumer, revenue per member per month (PMPM), clinical throughput, and care delivery margins.
- Provide actionable insights into payer mix, value-based contract performance, and utilization trends.
Collaboration & Business Partnership
- Collaborate with clinical, care management, IT, and operations teams to align financial planning with healthcare delivery strategies.
- Work closely with actuarial and revenue cycle teams to improve forecasting accuracy and financial outcomes.
Reporting & Decision Support
- Prepare executive-level dashboards and board-ready presentations.
- Support ROI analyses for new healthcare initiatives, population health programs, and technology investments.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 7–10+ years of experience in FP&A, with at least 3 years in healthcare services or managed care
- Strong understanding of value-based care models, healthcare reimbursement (Medicare/Medicaid/commercial), and cost accounting
- Proficiency in financial modeling, forecasting, and analysis using Excel, SQL, and/or BI tools
- Experience with EHR, revenue cycle, and healthcare claims data is highly preferred
- Excellent communication and executive presentation skills
- Demonstrated ability to work cross-functionally in a fast-paced, mission-driven environment
Preferred Qualifications
- MBA, CPA, CFA, or MHA strongly preferred
- Prior experience with venture-backed healthcare startups, MSOs, or provider groups
- Familiarity with capitated payment models, risk adjustment, and SDOH impact modeling
Core Competencies
- Strategic thinking and business acumen
- Analytical rigor and attention to detail
- Collaborative leadership and stakeholder influence
- Mission-driven with a passion for improving health outcomes