Director, Strategic Finance

Upperline Health Inc; United States; On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision benefits

401K

Paid time off

Parental leave

Job summary

A leading healthcare provider in the United States is seeking a Director of Strategic Finance to shape and execute financial strategies. The role demands 8-10 years of experience in finance, expert-level Excel skills, and the ability to lead financial process improvements. Responsibilities include financial modeling for M&A and strategic partnerships, along with developing financial reports for key stakeholders. This remote position requires quarterly travel to Nashville, offering a unique opportunity in a growth-oriented environment.

Qualifications

• 8-10 years in strategic finance, investment banking, or corporate finance.
• Ability to lead financial statement close process.
• Deep understanding of financial complexities in physician practice management.
• Deep understanding of financial complexities in physician practice management is a plus.
• Experience in PE-backed multi-site healthcare delivery with growth via acquisitions is a plus.
• Proven ability to lead monthly financial statement close processes is a plus.
• Bachelor’s degree in Finance/Economics/Engineering; MBA or advanced degree preferred.
• Remote position with quarterly travel to Nashville.

Responsibilities

• Evaluate and model M&A, joint ventures, and strategic partnerships.
• Develop financial reports for stakeholders.
• Manage monthly financial statement close process.
• Provide financial modeling and strategic support for new markets and ventures.
• Standardize reporting and financial controls across acquired practices; support physician engagement.
• Enhance finance operations to support rapid growth; focus on monthly/quarterly reporting, budgeting and forecasting.
• Collaborate with Accounting to ensure accurate financials on a regular basis.
• Work with Revenue Cycle Management to identify opportunities and execute projects.
• Lead monthly financial close process and reporting.

Skills

Expert-level Excel skills

Financial modeling

Attention to detail

Financial strategy

Analytical mindset

Education

Bachelor’s degree in Finance/Economics/Engineering

MBA or other advanced degree

Tools

Excel

PowerPoint

Job description

Overview

Upperline Health is the nation’s largest provider group dedicated to lower extremity, wound and vascular care. Upperline delivers a more efficient path for patients to receive consistent and effective treatment for chronic illnesses. The organization is focused on value-based care models in specialty care.

About the Director of Strategic Finance

The Director of Strategic Finance will serve a critical role in shaping and executing the company’s financial strategy to drive growth and operational excellence. Reporting to the VP of Finance, the Director will bring a strong analytical mindset and deep business acumen to translate financial insights into actionable strategies that support enterprise-wide decision-making. This leader will influence P&L responsibilities, long-term strategic initiatives and planning, company-wide month-end reviews with the executive team, and investor support.

Upperline offers a unique opportunity for individuals interested in being part of an innovative, growth-oriented culture at an organization leading the country in value-based specialty care. This role is ideal for candidates who enjoy financial analysis, problem solving, and strategic thinking that will directly inform the business approach. Candidates must be eager to tackle challenges and tasks, both big and small, with exceptional attention to detail and the ability to adapt in a fast-changing environment.

This position will have a significant impact to the organization and offers a chance to be part of many growth trajectories for a high-growth healthcare company.

Responsibilities

• Partner with operational leaders, business development, strategy, analytics, and senior leadership to support the evaluation and financial modeling of M&A, joint ventures, and strategic partnerships
• Lead the development of the various financial reports for the Board of Directors, operators, investors, and other stakeholders
• Execute on other ad-hoc projects at the intersection of finance, corporate strategy, analytics, business development, operations, and revenue cycle management
• Provide financial modeling and other strategic support intended to plan for and execute on projects for new markets and ventures
• Establish financial discipline across acquired practices by standardizing reporting, integrating financial controls, and supporting physician engagement and accountability
• Assist with honing financial operations infrastructure to support the organization’s rapid growth, with a focus on monthly/quarterly financial reporting, budgeting and forecasting
• Partner closely with Accounting to ensure the accuracy of the financials on a regular basis
• Partner closely with Revenue Cycle Management team to uncover areas of opportunity and execute on corresponding projects
• Lead the preparation of the monthly financial statement close process and the financial reports

Qualifications

• Must have 8-10 years in progressively responsible roles in strategic finance, investment banking, private equity, FP&A, and/or corporate finance
• Must have expert-level Excel/financial modeling skills and be able to successfully pass a rigorous financial modeling test
• Must have exceptional attention to detail and high degree of accuracy
• Significant plus: a deep understanding of the financial complexities and best practices associated with physician practice management
• Significant plus: track record of succeeding in high-growth environments, ideally in PE-backed multi-site healthcare delivery businesses that have seen growth through acquisition; appetite for a high growth and entrepreneurial environment
• Significant plus: demonstrated ability to lead and hone the monthly financial statement close process
• Must have Bachelor’s degree in Finance/Economics/Engineering or other similar areas; MBA or other advanced degree preferred
• This is a remote position; however, quarterly travel to Nashville is required

Benefits

Comprehensive benefit options include medical, dental and vision, 401K, PTO and parental leave.

Compensation

Compensation is commensurate with compensation for similar positions in the region and based on prior training and experience.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.