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.
Lead ad-hoc financial analysis to evaluate business opportunities, cost-saving initiatives, pricing strategies, and capital investments.
Assist in due diligence, integration, and financial modeling related to mergers and acquisitions or de novo growth.
Continuously improve processes, systems, and reporting to support the company’s growth and scalability.

Who You Are

Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA preferred.
7+ years of progressive FP&A or finance experience, ideally in a multi-site healthcare services organization or private equity-backed company.
Prior experience managing and developing finance or FP&A team members.
Strong understanding of healthcare reimbursement models, physician practice economics, and revenue cycle fundamentals.
Advanced financial modeling skills and expertise in Microsoft Excel
Proficiency with Business Intelligence tools (Power BI, Adaptive Insights, etc.) and ERP systems such as Experity.
Experience managing or partnering on data warehouse design, maintenance, and governance to ensure data accuracy and accessibility.
Proven ability to build, maintain, and scale automated dashboards and reporting to support data-driven decision-making.
Effective communicator with the ability to interact confidently with executives, private equity sponsors, lenders, and operational teams.
Highly organized and self-motivated with a bias for action and a collaborative working style.
Comfortable operating in a fast-paced, evolving environment with an ownership mentality.