Overview
This role serves as the finance lead for a designated Regional Vice President (RVP) region, partnering directly with the RVP(s) of Operations and their Client Services teams. The position is responsible for forecasting, budgeting, month-end consolidated reporting, pro forma modeling, and KPI analysis for the region. It acts as a trusted financial advisor to the RVP(s), providing insights that influence operational decisions rather than simply reporting results after the fact. The RVP(s) hold accountability for the region’s P&L, while this role is accountable for the accuracy and timeliness of the region’s financial deliverables. The position operates with a high degree of autonomy, works cross-functionally within Finance and across the broader organization, and supports Workday Adaptive Planning, the enterprise FP&A platform.
This is a remote position based in Melville, NY, USA, with travel required for connection weeks and as-needed internal meetings.
Responsibilities
- Own the region’s forecasting cycle and annual budget process, partnering with RVP(s) and Client Services to produce accurate, timely projections and improve process efficiency.
- Oversee monthly financial operations for the region, including consolidated reporting, reconciliation, accruals, payroll, and expense review to ensure an accurate and timely close.
- Prepare monthly executive-level financial reviews, highlighting key drivers behind results such as volume, operational, and seasonal metrics; present findings to RVP(s) and C-level leadership.
- Serve as the trusted finance advisor to the region’s RVP(s), regularly setting priorities and influencing operational decisions with data-driven recommendations.
- Manage the region’s financial deliverables end to end with minimal oversight, ensuring accuracy and timeliness.
- Identify financial risks and underperformance early; collaborate with Client Services to develop and execute turnaround plans.
- Build pro forma models, scenarios, and strategic analyses to support operational decisions, new and expanding practices, and regional planning.
- Track practice- and unit-level performance metrics including patient volume, provider productivity, revenue and cost per unit, and practice-level margin; analyze operational drivers behind trends.
- Develop comparative analyses and dashboards to enable benchmarking of practices against each other and against plan, flagging outliers and prioritizing interventions.
- Link monthly variance analysis to operating metrics to explain financial results in terms of actual practice performance.
- Act as the region’s finance liaison across Corporate Accounting, Revenue Cycle Management, Client Services, and Business Development.
- Champion process improvements addressing regional pain points in partnership with Corporate FP&A and Finance leadership.
- Prepare ad-hoc analyses and reports as requested.
Requirements
- Bachelor’s degree in finance or accounting.
- Minimum 5 years of experience in operations finance and/or Financial Planning & Analysis (FP&A).
- Advanced Excel and financial modeling skills.
- Strong analytical skills with the ability to interpret results and present conclusions and opportunities to senior leadership.
- Excellent written, verbal, and presentation skills, capable of making complex financial information clear to non-finance audiences.
- Experience partnering cross-functionally with operational and business leaders.
- Ability to work autonomously, manage competing priorities, and deliver accurate work under tight deadlines.
Preferred Qualifications
- Experience in healthcare or multi-site services.
- Familiarity with Workday Adaptive Planning and Workday systems.
- Advanced model building expertise.
- Experience with AI automation tools such as Power BI and Claude to automate recurring workflows and assist in metrics analysis and communication.
Software Proficiency
- Advanced Excel; proficiency in PowerPoint and Word.
- Experience with financial and accounting reporting systems.
Compensation & Benefits
- Salary range: $88,000 – $120,000 annually.
- Generous benefits package including:
- Paid Time Off
- Health, life, vision, dental, disability, and AD&D insurance
- Flexible Spending Accounts / Health Savings Accounts
- 401(k) retirement plan
Location
Remote position based in Melville, NY, USA, with required travel for connection weeks and internal meetings as needed.