Senior Director, Finance and Investments

We’re unique. You should be, too.

We’re changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy?

We’re different than most primary care providers. We’re rapidly expanding and we need great people to join our team.

The Senior Director, Finance and Investments, will lead enterprise financial support for COEs, Selling, General and Administration (SG&A) functions, operating expenses, investment governance, and business performance initiatives. This role serves as a strategic finance partner to senior leaders, driving financial discipline, cost optimization, investment prioritization, and performance management.
The Senior Director will lead planning, forecasting, reporting, and business analysis focused on company performance, patient acquisition cost, clinician acquisition cost, operating efficiency, corresponding performance outcomes and growth. This role will develop a durable process that captures actionable metrics, benchmarks, and insights to help leaders pace the business, assess risks and opportunities, and make timely data-driven decisions.
ESSENTIAL JOB DUTIES/RESPONSIBILITIES:

• Leads planning, forecasting, reporting, business decision analysis, and operational/business reviews for COEs, SG&A functions, and enterprise investments.
• Shares ownership and accountability with business, operational, clinical, and market leadership for financial performance, operating expense management, and achievement of company performance objectives.
• Partners with senior leadership to identify, align, and execute opportunities to improve business performance and meet or beat plan, including effective communication and alignment with key stakeholders across finance, operations, clinical leadership, COEs, and central business teams.
• Provides financial leadership over SG&A expenses, clinical and non-clinical operating expenses, and discretionary expenditures, including identifying and executing opportunities to drive a more efficient cost structure.
• Leads financial analysis and performance management related to company performance, patient acquisition cost, clinician acquisition cost, growth metrics, scale, productivity, operating efficiency, ROI and other key business metrics.
• Develops and deploys a standard set of monthly financial metrics, benchmarks, dashboards, and performance insights to help pace the business, identify emerging trends, risks, opportunities to support timely leadership decision-making.
• Leads the enterprise investment process for discretionary expenditures, including business case review, prioritization, financial modeling, ROI analysis, process controls, and monthly governance to ensure alignment with corporate strategy and goals.
• Exercises an extensive degree of originality, ingenuity, judgment, and professional expertise in assessing COE and SG&A budgets, prioritizing discretionary expenditures, and identifying optimal ways to drive efficiency and effectiveness across the organization.
• Partners with COE, CTech, market, and functional leaders to implement robust financial analyses, report financial performance, and support strategic positioning of business functions.
• Leads financial modeling and analysis for assigned areas by analyzing metrics, trends, cost drivers, investment opportunities, and operational performance to optimize shared services and enterprise performance.
• Leads cost optimization initiatives to support business growth, coordinating cost savings and efficiency initiatives across COEs, SG&A functions, CTech, markets, and enterprise partners.
• Drives the annual budgeting and planning process for assigned COEs, SG&A functions, and investment areas, including development of financial targets, key metrics, financial projections, and alignment of financial and operating objectives.
• Partners with leadership through strategic, multi-year planning processes to assess financial outlook, investment needs, business risks, growth opportunities, and resource allocation.
• Leads the financial control and optimization of position control, workforce investment, and related cost management processes.
• Works with process owners and functional leaders to support identification, execution, and measurement of cost optimization, productivity, growth, and performance improvement initiatives.
• Leads in-depth financial, variance, and trend analysis for key profitability, operating expense, patient acquisition cost, clinician acquisition cost, and performance drivers, with focus on clear presentation to senior management.
• Interprets financial and operational results and articulates actionable recommendations that improve profitability, optimize cost structure, and ensure financial targets are achieved.
• Assesses the optimal way to structure, present, and communicate finance data to support investment decisions, operational reviews, executive discussions, and enterprise…