VP, Financial Planning and Analysis

As the VP of Financial Planning and Analysis you will support new strategies and opportunities and enhance development of strategic initiatives, monitoring and measuring performance and identifying strategies and tactics to improve performance year-over-year. In this role you will oversee Confluent Health’s financial planning and analysis function to monitor business performance and plan investment, budgeting and financial strategies.

This role is ideal for a hands-on leader who thrives in dynamic environments, brings a strong command of financial modeling and healthcare operations, and wants to make a measurable impact in a fast-paced high growth-oriented business.

Essential Functions:

• Manage a team of financial analysts focused solely on identifying opportunities for improved performance, development of key analytic insights, and development of standardized reporting for a broad audience including C-suite members, operational leads, and BODs
• Develop and maintain strong positive collaborative relationships with assigned client partner finance and managed care/provider contracting teams building referenceable client partner relationships
• Develop and present complex value-based financial models, including CMS models, internally and with our client partners to gain shared understanding of the key economic levers and how those are evidenced in the financial model executive summaries and ongoing Financial Performance Reports
• Develop and maintain a deep detailed understanding of all assigned client partner value-based contracts and the opportunity to pull additional levers to drive improved performance within and across those contracts
• Support payer/provider contracting, ensuring analytics are utilized to inform the strategy and terms
• Have deep understanding of all key stakeholder economics and ensure those are modeled and performance is measured against the model
• Utilize expertise in use of large healthcare claims data sets as well as additional clinical data sets such as ADT files, clinical records in developing financial models and financial analysis ensuring source data has been validated
• Understand and utilize provider TIN and NPI data structures to inform analysis
• Continually apply current GAAP standards in preparing financial models and cash flow projections

A day in the Life:
Strategic Finance & Planning:

• Own the development of annual budgets, long-range financial plans, and rolling forecasts aligned with business and private equity objectives.
• Partner with the CFO and executive team to support capital allocation, growth strategy, and business case development (e.g., new markets, service lines, M&A).
• Provide rigorous analysis of volume, payer mix, reimbursement trends, productivity, labor, and operating costs to identify levers for value creation.

Performance Management & Reporting

• Lead monthly and quarterly financial performance reviews, including variance analysis, KPI dashboards, and operational benchmarking across clinics or business units.
• Deliver actionable insights that drive accountability for revenue growth, margin improvement, and working capital optimization.
• Support board and investor reporting with clear, data-driven materials aligned with private equity metrics and expectations (EBITDA, cash flow, etc.).
• Leverage Axiom for planning, budgeting, and forecasting, and integrate insights from NetSuite to ensure cohesive financial reporting.
• Coordinate with data analytics team to develop and manage Power BI (or equivalent) dashboards to support self-service analytics and enhanced operational visibility.

Business Partnering

• Serve as a strategic finance partner to operational leaders (e.g., regional VPs, clinical ops, revenue cycle, marketing) to support data-informed decision-making.
• Translate complex financial information into clear recommendations for both clinical and non-clinical leaders.
• Support integration planning and synergy tracking for acquisitions and lift-outs.

Team Leadership & Operational Excellence

• Lead and mentor a growing FP&A team (currently ~6) with a focus on execution, agility, and continuous improvement.
• Optimize financial systems, planning tools, and processes.
• Ensure alignment between finance, accounting, revenue cycle, and operational data sources to support integrity and speed of insights.

• Utilize sound analytics to inform strategies and develop internal and client presentations

• Create and present high quality and specialized documents and presentations

What Success Looks Like In This Role

• High degree of strategic thinking, utilizing financial analysis
• Collaborative spirit reaching across teams and throughout the organization
• Strong verbal and written communication skills
• Organizational skills and ability to prioritize
• Effective management of multiple projects
• High degree of initiative, professionalism, judgment, and discretion
• Ability to motivate and inspire a team while investing time in their individual development
• Investment in the overall success of Confluent Health
• Thrives in a fast-paced and dynamic environment

Requirements

To be considered for this role you will have the following qualifications:

• Bachelor’s degree in Finance, Accounting, or related field
• CPA, CFA, and / or MBA highly preferred
• 8-10 years of experience in health care financial management and/or analyst experience, including 3+ years in FP&A leadership within a proven experience supporting a high-growth or private equity–backed business with complex reporting and fast-paced decision cycles.
• Skilled in NetSuite and Axiom, Excel, Power Pivot, Power BI, and/or Tableau
• Deep understanding of healthcare financial drivers: volume, clinician productivity, payor dynamics, RCM, and reimbursement methodologies.
• Healthcare Acumen: Understands clinical operations, payor contracting, and revenue cycle complexities.
• Private Equity Orientation: Results-driven, metrics-focused, and comfortable supporting debt/equity-backed strategies.
• Analytical Rigor: Able to build, interpret, and stress-test financial models with speed and accuracy.
• System Fluency: Skilled in navigating and integrating insights from enterprise systems like NetSuite, Axiom, and Power BI.
• Leadership: Builds credibility with senior stakeholders and develops high-performing finance teams.
• Desire to work in a fast-paced and changing environment
• Strong critical thinking and problem-solving skills
• Superior writing and presentation skills
• Experience in outpatient care, physician practice management, ASC, or post-acute services, preferred
• Familiarity with KPIs relevant to healthcare operations (e.g., patient visits per clinician, denial, preferred