Director, Financial Planning & Analysis

ConvenientMD; Portsmouth (NH); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision coverage

401k match

Tuition assistance with Purdue Global

Job summary

ConvenientMD in Portsmouth, NH is seeking a Director of Financial Planning & Analysis to lead budgeting, forecasting, and BI initiatives across the organization. This onsite role partners with executives and practice leaders to drive profitability and strategic decision-making in a fast-paced healthcare environment.

The successful candidate will mentor FP&A and BI teams, manage data governance, and support debt covenants and board reporting while overseeing financial modeling for new sites and

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field; MBA preferred.
• 7+ years of FP&A or finance experience in multi-site healthcare or private equity-backed firm.
• Experience leading and developing FP&A/finance teams.
• Strong knowledge of reimbursement models and revenue cycle fundamentals.
• Advanced Excel and financial modeling skills.
• Proficiency with Power BI, Adaptive Insights, and ERP systems like Experity.

Responsibilities

• Lead annual budgeting across the organization with detailed P&L, balance sheet, and cash flow models.
• Develop monthly forecasts and provide executive-level variance analysis.
• Maintain financial dashboards and BI tools to improve visibility of KPIs.
• Partner with operations and clinical leadership to drive profitability.
• Support debt covenant reporting and equity sponsor reporting.
• Lead M&A financial analysis and due diligence as needed.

Skills

Financial modeling

Budgeting

Forecasting

Power BI

Adaptive Insights

Excel

Leadership

Executive communication

Data governance

Education

Bachelor's in Finance

MBA preferred

Tools

Experity ERP

Job description

Portsmouth, New Hampshire, United States

At ConvenientMD , we’re on a mission to make good health more convenient for all – working to improve how patients and providers experience healthcare in New England. To support this belief, we’re building a team of dedicated professionals who genuinely care about improving lives, are passionate about work that can make a difference, and are driven to learn from one another.

The Opportunity

The Director of Financial Planning & Analysis will lead the financial planning, budgeting, forecasting, business intelligence, and analysis functions across the organization. This highly visible role will serve as a critical business partner to the executive team and practice leaders, providing actionable insights that drive operational performance and strategic decision-making. The ideal candidate thrives in a fast-paced, multi-site healthcare environment and has prior experience in a private equity-backed organization.

This position is based onsite at ConvenientMD Headquarters in Portsmouth, New Hampshire.

Your Impact

• Lead the company-wide annual budgeting process, including building detailed P&L, balance sheet, and cash flow models.
• Develop, manage, and continuously refine monthly forecasting processes to provide accurate and timely financial outlooks.
• Analyze monthly financial results versus budget/forecast and prepare executive-level reporting packages with variance analysis and actionable insights.
• Build and maintain robust financial models to support strategic initiatives, including new site openings, physician onboarding, and M&A activity (if applicable).
• Partner with operations, clinical leadership, and practice managers to develop KPIs, monitor performance, and drive profitability.
• Oversee the development and optimization of Business Intelligence (BI) tools and reporting systems to enhance visibility into key performance indicators and operational metrics.
• Collaborate with IT and data teams to ensure data integrity, governance, and integration of financial and operational systems into BI platforms.
• Lead the implementation and continuous improvement of BI dashboards and tools (e.g., Power BI, Adaptive Insights) to support data-driven decision-making at all levels of the organization.
• Manage, mentor, and develop a small team of FP&A and BI analysts, fostering a high-performance and collaborative culture.
• Support debt covenant compliance and reporting requirements for lenders.
• Manage financial reporting requirements to the equity sponsor.
• Support the executive team in the preparation of analysis and content for board meetings.
• Lead ad-hoc financial analysis to evaluate business opportunities, cost-saving initiatives, pricing strategies, and capital investments.
• Assist in due diligence, integration, and financial modeling related to mergers and acquisitions or de novo growth.
• Continuously improve processes, systems, and reporting to support the company’s growth and scalability.

Who You Are

• Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA preferred.
• 7+ years of progressive FP&A or finance experience, ideally in a multi-site healthcare services organization or private equity-backed company.
• Prior experience managing and developing finance or FP&A team members.
• Strong understanding of healthcare reimbursement models, physician practice economics, and revenue cycle fundamentals.
• Advanced financial modeling skills and expertise in Microsoft Excel
• Proficiency with Business Intelligence tools (Power BI, Adaptive Insights, etc.) and ERP systems such as Experity.
• Experience managing or partnering on data warehouse design, maintenance, and governance to ensure data accuracy and accessibility.
• Proven ability to build, maintain, and scale automated dashboards and reporting to support data-driven decision-making.
• Effective communicator with the ability to interact confidently with executives, private equity sponsors, lenders, and operational teams.
• Highly organized and self-motivated with a bias for action and a collaborative working style.
• Comfortable operating in a fast-paced, evolving environment with an ownership mentality.

Why You’ll Love Working With Us

• Collaborative team environment that encourages professional growth
• Urgent care services at no cost to our team members and their families
• Extensive benefit offerings including health, dental, and vision coverage, company paid short-term disability, and optional pet insurance
• 401k match after one year of service
• Access to our primary care (depending on location)
• Educational Alliance with Purdue University Global and reduced tuition rates for team members and their families
• Employer rewards and access to discounts offered on services and products such as hotels, travel, entertainment, restaurants, and more

There's a job and then there's purposeful, transformative work. Our aim is to create a workplace where you can learn, grow, and continuously refine your skills. Applicants rarely meet every single job requirement, and we appreciate that many skills and backgrounds can make people successful in this role. We are committed to creating a strong sense of belonging for all team members, and our process is designed to prevent discrimination against applicants regardless of gender identity, sexual orientation, religion, ethnicity, age, disability status, or any other aspect which makes you unique. If you’re looking for a great next step, and want to feel good about what you do, we’d love to hear from you.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.