Director, Financial Planning & Analysis (FP&A)

You’re more valuable than ever – And that’s just how we’ll make you feel.

Job Summary 
The Director, FP&A, is responsible for all forecasting, budgeting, strategic planning, and variance analysis for assigned markets. This role will drive strategic decision making and provide thought leadership to operations and senior leadership.  The Director, FP&A, will be a liaison between clinic operations, joint venture (JV) operations and ACP/Support Center departments regarding financial, operational, and cross-functional information and analysis.  This role will partner with other departments including, but not limited to, Business Intelligence (DEMI), Business Development, IT, Marketing, Accounting, and others across the Company, to support strategic business decision making, driving financial results.  The Director, FP&A, will be expected to manage the direct market support, independently, acting as the primary Finance liaison for assigned joint ventures. 
 
Qualifications 
Education Required:  
•    Bachelor's Degree in Finance, Accounting, Business or related field. 
 
Licenses/Certifications Required:  
•    None 
 
Work Experience Required:  
•    8+ years of progressive finance experience (or similar) to include a minimum of 1 year experience with the following: transformational reorgs, acquisition/integration, divestiture, corporate funding (debt/equity). 
•    2+ years of leadership experience 
 
Preferred Qualifications, Education, Licenses, Certifications, Experience, etc.: 
•    Experience supporting operations in a multi-site healthcare or clinic-based organization. 
•    Experience in investment banking, including M&A, valuation, or transaction support with strong financial modeling and presentation skills. 
 
Knowledge, Skills, and Abilities 
•    This role involves overseeing team members and interaction and collaboration with other departments and requires excellent judgment and interpersonal skills. 
•    Demonstrates strong strategic thinking with the ability to synthesize complex financial and operational data into clear insights and recommendations. 
•    Exercises sound judgment and effectively adapts communication to different levels of leadership. 
•    Builds strong cross-functional relationships and influences stakeholders across operations and corporate functions. 
•    Operates with a high level of ownership, accountability, and initiative in a fast-paced environment. 
•    Demonstrates intellectual curiosity and problem-solving skills with the ability to develop innovative analyses and recommendations. 
•    Possesses advanced financial modeling skills, including three-statement modeling and large data set analysis. 
•    Advanced proficiency in Microsoft Excel and financial modeling tools. 
•    Strong executive communication and presentation skills, including development of boardlevel materials. 
•    Demonstrates attention to detail and commitment to high-quality deliverables. 
•    Experience leading and contributing to cross-functional initiatives and change efforts. 
 
 
Essential Duties and Responsibilities 
Market Financial Leadership 
•    Oversee FP&A support for assigned markets, including budgeting, forecasting, monthly reporting, board materials, and strategic analysis for operational decision support. 
•    Manage the forecasting and budgeting of revenue, patient care costs, indirect expenses, and capital expenditures associated with assigned markets, including cross-functional support functions/needs. 
•    Act as the key point of contact for clinic operations for actual financials, forecasts, budgets, operational data, financial analysis, KPIs, and all other misc. financial/operational information for the Market President and key stakeholders. 
•    Manage timing and deliverables related to assigned markets and operational areas, including adherence to deadlines, communicating with leadership, and overall finance management of the market with Market President and Finance counterparts, including JV partner finance and operations teams. 
Team Leadership & Development 
•    Lead, develop, and retain a team of FP&A professionals, providing clear priorities, ongoing coaching, and actionable performance feedback. 
•    Conduct performance management activities, including goal setting, regular check-ins, and formal evaluations, to drive individual and team effectiveness. 
•    Build team capabilities through training and development planning, and to support longterm talent growth. 
•    Establish and maintain a high-performance culture with strong accountability, collaboration, and quality standards 
•    Align team efforts with market and JV priorities, ensuring effective support of operational and strategic decision-making. 
Financial Reporting & Analysis 
•    Ensure timely, accurate, and insightful financial deliverables, reviewing and approving all outputs produced by the team. 
•    Review and improve standard monthly reporting for assigned markets, in addition to consolidated reporting spanning all markets, including labor hours, labor rates, key metrics, and revenue reporting. 
•    Direct the development of financial models, analyses, and presentations; independently produce materials as needed to support business priorities 
•    Responsible Ad hoc reporting, analysis, and projects (working with cross functional stakeholders as the key finance point of contact). 
Strategic Partnership & Growth 
•    Own the preparation of presentations for operations management, JV boards, and partner finance/ops teams. 
•    Translate financial and operational information into business terms and implications; produce clear, understandable communications geared for all audiences. 
Growth & Expansion 
• Responsible for onboarding/standing up a new market from a finance, reporting, and analysis standpoint, including working with the business development team to refine assumptions, valuations, and integration plans/strategies. 
Process Improvement 
•     Continuously work towards process improvement and help drive efficiencies of workflows on the FP&A team as well as teams outside of Finance. 
 
GoHealth Core Values 
GoHealth’s Core Values, listed below, are essential functions of this position: 
•    Collaboration: Takes ownership for collectively establishing productive partnerships and relationships and seek to gain joint understanding of priorities and objectives so that the greater good of the organization and those we serve is always at the forefront. 
•    Innovation: Consistently uses good judgment, applying creativity to overcome obstacles and increasing effectiveness and efficiency through process and other forms of innovation. 
•    Diversity & Inclusion: Fosters diversity and inclusion, to be able to better understand team members, our customers and partners.  Engages the strengths and talents of each GoHealth team member, creating an environment of involvement, respect and connection where the richness of ideas, backgrounds and perspectives are harnessed. 
•    Courage & Integrity: Models and practices the highest ethical and professional standards; demonstrates pride and personal interest in our patients, partners and fellow team members, deeply engaging in the business. Makes decisions, with a focus on doing the right thing; treats team members, our customers, partners and vendors with dignity, consideration, open-mindedness and respect. 
•    Accountability: Always shows initiative, demonstrates a bias to action and gets things done. Actively accepts responsibility for diverse roles, obligations and actions that positively influence patient and customer outcomes, our partnerships and the healthcare needs of our communities. 
 
GoHealth Leadership Principles 
GoHealth’s Leadership Principles, listed below, are essential functions for this position: 
•    Create Shared Purpose: Breathe life into our vision and mission. Speak to our future and create a line of sight for our team members. Set goals and communicate a plan of action. Empower others to deliver. 
•    Inspire and Motivate: Celebrate and share success. Grow and develop our team members. Provide direct feedback that enables others to reach their potential. Identify when to lead and embrace the opportunity to follow. 
•    Plan, Execute, Adapt and Deliver: Leverage analytics and experience to make better decisions. Possess a bias towards action and manage risk. Be agile, pragmatic and adjust. 
Identify, acknowledge, plan, implement and follow-up. 
 
Physical Requirements 
•    Office Environment: Tasks may be conducted within a climate-controlled office setting. 
•    Physical Activity: The role may require the ability to lift, carry, push, or pull materials, supplies, and equipment (up to 15 lbs.) Duties typically involve a combination of sitting, standing, and walking, with frequent changes in position. 
•    Travel: Travel may be required, including travel between Company locations and out-of-town destinations as needed (up to 10%). 
•    Safety Equipment: May require the use of safety equipment for infection prevention. 
 
Note: This Job Description is not inclusive of all the duties of the position. You may be asked by Leaders to perform other duties. Leadership may revise this job description at any time. 
 
Equal Employment Opportunity Statement 
The Company and its affiliates, joint venture partners and entities under common management are Equal Opportunity Employers. They do not discriminate based on race, color, religion, national origin, age, sex, disability, veteran status, sexual orientation, gender identity, or any other protected status under federal, state, or local law. 
ADA Accommodation Statement 
Reasonable accommodations are available for qualified individuals with disabilities upon request. This role defines success by achieving essential function outcomes, not by the method of completion. 
Compliance Statement 
This job will be performed consistent with ADA, FMLA, FLSA, and other applicable federal, state, and local laws regulating employment. 
 
 

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