Director: Financial Planning & Analysis

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.