# Director, Financial Planning & Analysis at ConvenientMD

> United States · Director+ · Other · open. Source: https://alderhq.app/jobs/greenhouse%3Aconvenientmd%3A5369475008 (read 2026-11-09).

## Facts (observed)

- Company: [ConvenientMD](https://alderhq.app/companies/convenientmd)
- Location text: Portsmouth, New Hampshire, United States; Headquarters-Portsmouth, NH
- Where it can be done from (inferred): United States (evidence: "Location: Portsmouth, New Hampshire, United States; Headquarters-Portsmouth, NH")
- Posted: 2026-07-29 (103 days ago)
- First seen by alder: 2026-11-04 · last verified: 2026-11-09
- Reposted: 0 times · edited: 0 times
- Apply on the employer's site: https://job-boards.greenhouse.io/convenientmd/jobs/5369475008

## Pay and sponsorship

- Posted pay: not posted
- Market band for similar posted roles (United States, n 3921): p25 $171k, median $215k, p75 $260k

## Description (the employer's text)

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.

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Data: alder (https://alderhq.app). Cite https://alderhq.app/jobs/greenhouse%3Aconvenientmd%3A5369475008 and the date you read it. Observed facts come from the employer's own listing; location reach, level, family and skills are inferences.