Job Description

Description:

About Upward Health: Upward Health is a dynamic healthcare organization that provides in-home primary medical and behavioral care to the most complex and chronic patients with high-risk, high-cost conditions. Our mission is to deliver exceptional care, reduce the total cost of care, and improve outcomes and quality measures. We value innovation, collaboration, accountability, and empathy in our approach to patient care and business operations.

Upward Health is seeking a Director of Financial Planning and Analysis to shape and drive continued improvement around the FP&A team and financial drivers of our fast-growing organization. This role will lead the development of financial reporting, modeling, planning, and analysis of all aspects of the business, including creating financial models for health plan contracting with both upside and downside risk. The Director will report to the CEO, and work closely with others within the Finance, Clinical Operations, Business Services, and Business Development areas, as well as cross functionally across the organization. The ideal candidate will have a passion for healthcare, exceptional analytical skills, excellent communication skills, and experience working in a fast-paced and dynamic team environment.

Roles and Responsibilities:

• Lead financial modeling for risk-based contracts, analyzing upside and downside scenarios to ensure alignment with financial goals and targets.

• Support the contracting process by producing staffing projections based on value-based care contracts, ensuring appropriate staffing levels to meet patient needs and contractual obligations.

• Work closely with the sales team to support the business development process, providing financial analysis and modeling to inform strategic decisions and proposals.

• Manage both short and long-term forecasts as well as the annual budget, utilizing financial models and data analytics to inform decision-making.

• Lead the team to produce timely, efficient, and accurate month-end close and internal management and financial reporting, ensuring compliance with all relevant financial regulations.

• Perform special projects as assigned by the CFO, leveraging financial modeling and analysis to inform strategic decisions.

• Prepare monthly, quarterly, and annual financial reporting, including metrics around KPIs and commentary for both the Senior Leadership Team, Board of Directors, and other interested parties.

• Refine reporting from automated financial reporting systems, continually improving the accuracy and efficiency of financial reporting processes.

• Meet regularly with operating units and departmental management to review operating expenses vs. plan/forecast, identifying areas for improvement and providing financial analysis and recommendations.

• Provide leadership and guidance to the FP&A team, promoting a culture of continuous improvement, collaboration, and accountability.

Requirements:

Position Requirements:

• Bachelor\'s degree in finance or accounting required.

• 7+ years of experience in financial planning and analysis or other finance-related fields.

• Healthcare industry experience preferred.

• Experience in leading financial modeling for risk-based contracts and value-based care contracts.

• Advanced Microsoft Excel and PowerPoint skills.

• Exceptional analytical skills, including data visualization and presentation.

• Excellent verbal and written communication skills.

• Critical thinker, self-starter, and ability to prioritize and manage multiple initiatives at the same time.

• Comfort and experience working in a fast-paced and dynamic team environment.

Benefits:

• Opportunity to work in a dynamic, fast-paced, and innovative value-based provider organization that is transforming the delivery of healthcare.

• Competitive salary and opportunity to participate in the company\'s bonus program.

• Comprehensive medical, dental, vision, and life insurance.

• Flexible paid leave and vacation policy.

• 401(k) plan with matching contributions.

EEO Statement: Upward Health is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability, or any other legally protected status.

PM22

PI211913511

Upward Health of Rhode Island PC