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Jobs

Director / Head of Financial Planning & Analysis (FP&A)

Sober Sidekick

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