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

Sober Sidekick by Empathy Health Tech; United States; On-site; USD 180,000 - 235,000; Full time

Job summary

A healthcare technology company is seeking a Director of Financial Planning & Analysis to lead financial forecasting and analysis. The ideal candidate will drive strategic planning, manage budgets, and analyze key performance indicators, with a focus on improving healthcare outcomes. A Bachelor’s degree and 7-10 years of experience in FP&A, particularly in healthcare, are required. Strong analytical and communication skills are essential. This is a full-time position based in the United States.

Qualifications

• 7–10+ years of experience in FP&A, with at least 3 years in healthcare services.
• Strong understanding of value-based care models and cost accounting.
• Experience with EHR and healthcare claims data is preferred.

Responsibilities

• Lead multi-year financial planning processes.
• Develop and manage annual operating and capital budgets.
• Analyze financial and operational KPIs.

Skills

Financial modeling

Strategic planning

Healthcare reimbursement knowledge

Analytical skills

Collaboration

Education

Bachelor’s degree in Finance, Accounting, or Economics

Tools

Excel

SQL

Business Intelligence tools

Job description

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

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

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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

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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