JobSiteCare · 4 hours ago
Director of Financial Planning and Analysis
WorldClinic, Inc. is redefining healthcare, delivering physician-led, immediate-access care that achieves exceptional clinical outcomes and strong financial returns. The Director of Financial Planning and Analysis (FP&A) will partner directly with the executive team on budgeting, forecasting, and financial strategies to support the company's growth and operational initiatives.
Health CareHealth DiagnosticsMedical
Responsibilities
Support data-driven decisions through robust pricing analysis, sales forecasting, and FP&A modeling
Create and maintain dashboards and reports that provide visibility into key performance indicators (KPIs) across departments. Track and report on initiative progress, risks, and outcomes, ensuring transparency and alignment with leadership expectations
Evaluate and translate strategic initiatives into executable project plans with clear milestones, timelines, and accountability
Partner with the executive team on fundraising efforts—preparing investor presentations, building data rooms, and developing materials to support due diligence with prospective investors
Provide financial analysis to evaluate potential acquisition targets, strategic partnerships, or new market opportunities as they arise
Help the COO prioritize initiatives across sales, marketing, operations, and other departments to ensure priorities reflect business goals and resource constraints
Serve as a key connector across departments and both WorldClinic and JobSiteCare divisions—driving execution on cross-functional initiatives including product launches, process improvements, and systems rollouts
Support the annual budgeting process and ongoing forecasting cycles, working closely with department heads to develop accurate financial plans
Qualification
Required
Bachelor's degree in Business, Economics, Finance, or a related field; MBA or advanced degree preferred
3-10 years of experience in investment banking, private equity, venture capital, management consulting, corporate finance or strategic planning roles. Healthcare or high-growth startup experience is a plus
Stellar financial modeling skills
Excellent written and verbal communication skills, with the ability to synthesize complex information into clear business cases and compelling presentations
Experience structuring, prioritizing, and managing multiple complex projects
Proficient in Excel, data visualization tools (e.g., Tableau, Power BI), and project management platforms (e.g., Asana, Monday.com, Smartsheet)
A bias for action, comfort with ambiguity, and a hands-on approach to problem-solving