Manager/Director of FP&A
TeleMed2U, Austin, TX, United States
About the Role
TeleMed2U, a provider services organization, is seeking a strategically minded accounting leader to step into the role of Manager/Director of FP&A. This is an ideal opportunity to contribute to a rapidly growing healthcare services organization in the process of establishing best‑in‑class analytics & FP&A. Reporting directly to the CFO, the Manager/Director of FP&A will be a highly visible position, conducting monthly financial reporting/analysis across the enterprise and leading the forecasting and budgeting processes in collaboration with the operations and functional support teams. In addition to leading the FP&A function, the position will oversee data analytics, providing real‑time financial and operational insights to the organization. Partnering with the CFO, the Manager/Director of FP&A will play a critical role in establishing the foundation needed to support rapid growth. The ideal candidate comes from a healthcare background, has strong financial/analytical skills, and excels in turning data into actionable insights.
Financial Planning & Analysis
Monthly Reporting & Analysis
Monthly Reporting: produce, improve and automate existing monthly reporting, including the analysis and explanation of variances and trends, craft messaging for all stakeholders including operators and executives
Monthly Operating Review: production of financial & operational performance deck, lead review meetings
Financial Outputs: work with the controller to automate management reporting out of Sage Intacct
Sponsor Reporting: complete standard reporting required by private equity owners
Translate financial and operational information into business terms and implications; produce clear, understandable communications geared for all audiences
Enhance Financial Reporting/Processes: identify problem areas in the P&L and work collaboratively with accounting and/or operations to solutions, monitor progress and publish results. Collaborate across the company to maximize impact and share new learnings
Forecasting & Budgeting
Annual Budgeting of clinical labor costs, revenue, shared services expenses, and investments, including cross‑functional support functions
eeds
Forecasting: interim reforecasting of contribution/patient care margin throughout the year, updating per shifts in the organic business expectations
New Client/RFP/M&A Forecasting: ad hoc analysis of potential new business opportunities for initial gating and pricing exercises
Analytics
Liaison (Operations/Leadership Analytics/Technology)
Communicator/Translator: bridge the gap between operations, revenue cycle, and technology/data
Deliver Insights: develop and manage core reports, dashboards, and analytical models in Excel and SQL that provide critical metrics to senior leadership.
Act as a Consultant: Serve as a key internal advisor, using data to inform business strategy, solve complex challenges, and drive continuous improvement
Reporting / Dashboards / Real Time Analytics
Manipulate large datasets and create new analytical frameworks to drive actionable insights across TM2U’s specialties, clients, and patient populations
KPI Reporting: current and past trends in KPIs, including all areas of revenue, patient care costs, and indirect expenses. Develop additional materials/outputs/analysis as business needs arise (with minimal oversight)
Visualization: create high impact visualizations of key data points to clearly and quickly inform. Enhance existing reporting
Revenue & Revenue Cycle Analytics
Reimbursement Rate Reporting: assist in the design and creating of revenue analytics to support the review of collections and billing performance and to identify gaps and opportunities to drive higher revenue
Visit Metrics & Tracking: establish dashboards and automated reporting via PowerBI (connection to EMR) to provide insights around trends in CPT codes, payor and client level reimbursement, and other key indicators
Clinical Quality Metrics & Trends: support the enhancement of tracking clinical data and associated outcomes by leveraging data in the EMR and through collaboration with physician leaders
Management, Development, & Collaboration
Supervise and mentor a data analyst and support the financial education of functional and operational leaders
Foster a culture of ownership, accuracy, and continuous improvement
Provide guidance to junior staff and help develop leadership strength
Work cross‑functionally throughout the organization and embody servant leadership
Required
Bachelor’s Degree
5+ years of progressive professional experience, including 2+ years of management experience
Background in FP&A, internal consulting, analytics management, or a similar strategic support role with solid experience in analysis and board/executive level presentation
Experience in the healthcare industry, strong preference for provider services
Excellent Excel & PowerPoint presentation skills
Preferred
7-12 years of work experience, including financial services (management consulting, strategy, investment banking, or other financial services for 2+ years)
Experience working in a private equity portfolio company or other start‑up environment preferred
Exposure to high growth organizations, including M&A, debt financing, and organic expansion
Experience in report writing and working knowledge of SQL
Familiarity with revenue recognition and healthcare billing practices
Compensation & Benefits
Competitive base salary with annual performance bonus
Comprehensive health, dental, and vision insurance
401(k) with company match up to $2,000
Paid time off and flexible work environment, offering remote working arrangements with limited travel
TeleMed2U
is an equal opportunity employer and is committed to providing a workplace that is inclusive and free of discrimination. As an EEO employer, TeleMed2U does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, or any other status protected by applicable law or regulation. We strive to create a diverse and welcoming environment for all employees, where each person is recognized and valued for their unique contributions. All employment decisions are based on merit, business needs, and individual qualifications.
#J-18808-Ljbffr
Financial Planning & Analysis
Monthly Reporting & Analysis
Monthly Reporting: produce, improve and automate existing monthly reporting, including the analysis and explanation of variances and trends, craft messaging for all stakeholders including operators and executives
Monthly Operating Review: production of financial & operational performance deck, lead review meetings
Financial Outputs: work with the controller to automate management reporting out of Sage Intacct
Sponsor Reporting: complete standard reporting required by private equity owners
Translate financial and operational information into business terms and implications; produce clear, understandable communications geared for all audiences
Enhance Financial Reporting/Processes: identify problem areas in the P&L and work collaboratively with accounting and/or operations to solutions, monitor progress and publish results. Collaborate across the company to maximize impact and share new learnings
Forecasting & Budgeting
Annual Budgeting of clinical labor costs, revenue, shared services expenses, and investments, including cross‑functional support functions
eeds
Forecasting: interim reforecasting of contribution/patient care margin throughout the year, updating per shifts in the organic business expectations
New Client/RFP/M&A Forecasting: ad hoc analysis of potential new business opportunities for initial gating and pricing exercises
Analytics
Liaison (Operations/Leadership Analytics/Technology)
Communicator/Translator: bridge the gap between operations, revenue cycle, and technology/data
Deliver Insights: develop and manage core reports, dashboards, and analytical models in Excel and SQL that provide critical metrics to senior leadership.
Act as a Consultant: Serve as a key internal advisor, using data to inform business strategy, solve complex challenges, and drive continuous improvement
Reporting / Dashboards / Real Time Analytics
Manipulate large datasets and create new analytical frameworks to drive actionable insights across TM2U’s specialties, clients, and patient populations
KPI Reporting: current and past trends in KPIs, including all areas of revenue, patient care costs, and indirect expenses. Develop additional materials/outputs/analysis as business needs arise (with minimal oversight)
Visualization: create high impact visualizations of key data points to clearly and quickly inform. Enhance existing reporting
Revenue & Revenue Cycle Analytics
Reimbursement Rate Reporting: assist in the design and creating of revenue analytics to support the review of collections and billing performance and to identify gaps and opportunities to drive higher revenue
Visit Metrics & Tracking: establish dashboards and automated reporting via PowerBI (connection to EMR) to provide insights around trends in CPT codes, payor and client level reimbursement, and other key indicators
Clinical Quality Metrics & Trends: support the enhancement of tracking clinical data and associated outcomes by leveraging data in the EMR and through collaboration with physician leaders
Management, Development, & Collaboration
Supervise and mentor a data analyst and support the financial education of functional and operational leaders
Foster a culture of ownership, accuracy, and continuous improvement
Provide guidance to junior staff and help develop leadership strength
Work cross‑functionally throughout the organization and embody servant leadership
Required
Bachelor’s Degree
5+ years of progressive professional experience, including 2+ years of management experience
Background in FP&A, internal consulting, analytics management, or a similar strategic support role with solid experience in analysis and board/executive level presentation
Experience in the healthcare industry, strong preference for provider services
Excellent Excel & PowerPoint presentation skills
Preferred
7-12 years of work experience, including financial services (management consulting, strategy, investment banking, or other financial services for 2+ years)
Experience working in a private equity portfolio company or other start‑up environment preferred
Exposure to high growth organizations, including M&A, debt financing, and organic expansion
Experience in report writing and working knowledge of SQL
Familiarity with revenue recognition and healthcare billing practices
Compensation & Benefits
Competitive base salary with annual performance bonus
Comprehensive health, dental, and vision insurance
401(k) with company match up to $2,000
Paid time off and flexible work environment, offering remote working arrangements with limited travel
TeleMed2U
is an equal opportunity employer and is committed to providing a workplace that is inclusive and free of discrimination. As an EEO employer, TeleMed2U does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, or any other status protected by applicable law or regulation. We strive to create a diverse and welcoming environment for all employees, where each person is recognized and valued for their unique contributions. All employment decisions are based on merit, business needs, and individual qualifications.
#J-18808-Ljbffr