Financial Planning & Analysis Director

At ConvenientMD, we’re on a mission to make good health more convenient for all – working to improve how patients and providers experience healthcare in New England. To support this belief, we’re building a team of dedicated professionals who genuinely care about improving lives, are passionate about work that can make a difference, and are driven to learn from one another. 

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.