TeleMed2U · 4 months ago
Manager/Director of FP&A and Analytics
United States
Full-time
Hybrid
Lead/Staff, Director/Executive
5+ years expTeleMed2U is a leading technology-enabled healthcare services company focused on improving access to care through virtual healthcare solutions. They are seeking a Manager/Director of FP&A and Analytics to oversee financial reporting, forecasting, and analytics while collaborating across the organization to inform business strategy and drive continuous improvement.
Health CareInternetMedicalMedical DeviceTelehealth
Responsibilities
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 Intaact
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 across the company to maximize impact and share new learnings
Annual Budgeting of clinical labor costs, revenue, shared services expenses, and investments, including cross-functional support functions/needs
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
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
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
Client Reporting: work with business development and operations to establish automated client reporting as part of the integration/on-boarding of new clients/transactions (one-touch)
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
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
Qualification
Required
Bachelor's degree in business/finance, decision science, STEM, or a related field
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 analytics
Experience in the healthcare industry, strong preference for provider services
Excellent Excel & PowerBI skills, with experience in report writing and working knowledge of SQL
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
Familiarity with revenue recognition and healthcare billing practices
Benefits
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
Company
TeleMed2U
TeleMed2U is a telehealth platform making Specialists more accessible to individuals, providers, and organizations.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Moneta Ventures
2024-03-11Acquired
2015-12-02Series A
Leadership Team
AJ Patel
President and Chief Executive Officer
Laura Dettmann
Chief Revenue Officer
Recent News
Behavioral Health Business
2025-11-27
Morningstar.com
2025-10-15
2024-12-16
Company data provided by crunchbase