Director, Financial Planning, Analysis & Strategic Initiatives

Job Summary:

The Director, Financial Planning, Analysis & Strategic Initiatives is focused on strategic initiatives for Horizon 3 ("H3"), a new Population Health business that will transform healthcare by addressing these needs of consumers through a personalized, physical and digital healthcare platform. Works closely with CFO and business units to implement key initiatives for a new healthcare services start-up. Initiatives will span financial, operational and strategic areas and will include general financial analyses, ROI investment analyses, process improvements and resource allocation in support of business goals, providing subject matter expertise and guidance regarding finance related decisions and providing guidance and counsel in development of long range plans involving strategy development, resource allocation, work plans and timelines and financial outcomes.

Job Responsibilities:

• Develops financial analyses and recommendations to support successful implementation of strategic initiatives surrounding the standing up of a new healthcare services company
• Provides subject matter expertise and guidance regarding finance related decisions, including M&A, and integration of acquisitions and joint ventures.
• Evaluates strategies, processes and goals of the Company in order to effectively develop recommendations for financial and operational processes best practices that will allow proper monitoring of performance against business, financial and clinical goals.
• Oversees financial aspects of vendor negotiations, funding issues and related efforts.
• Develops financial models, forecasts, proposals, presentations and performance measures to provide confidence to executives regarding financial decisions.
• Develops and mentors staff through on-boarding, open communication, training and development opportunities and performance management processes; develops and maintains employee morale and motivation; ensures the team is appropriately staffed with required competencies; fosters a diverse and inclusive workplace.

Basic Qualifications
  • Bachelor's degree and at least 6 years of external experience in an analytical role in finance, accounting, business management, quantitative analysis or economics OR a High School diploma and at least 9 years of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics.
  • Experience participating or leading financial forecasting, budgeting, and financial model development processes.
  • Experience with GAAP and financial statement analysis.
  • At least 2 years of experience contributing to financial decisions in the workplace.
  • At least 3 years of direct leadership, indirect leadership and/or cross-functional team leadership. .
  • Willing to travel up to 10% of the time for business purposes (within state and out of state).


Preferred Qualifications
  • MBA or Master's degree in Accounting or Finance
  • Prior experience in private equity, investment banking or management consulting
  • At least 3 years of experience participating or leading financial forecasting, budgeting, financial model development processes.
  • Advanced level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling).
  • Advanced level skill in Microsoft PowerPoint (for example: applying a theme, formatting character spacing, inserting a picture, changing slide layout and theme colors, adding transitions, customizing slide numbers, changing chart style and/or formatting font).
  • Advanced level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns).


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