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Role Description

• Monthly Reporting & Analysis
  • 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
  • Production of financial & operational performance deck, lead review meetings
  • Work with the controller to automate management reporting out of Sage Intaact
  • 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
  • Identify problem areas in the P&L and work collaboratively with accounting and/or operations to solutions, monitor progress and publish results. Collaborate across the company to maximize impact and share new learnings
• Forecasting & Budgeting
  • Annual Budgeting of clinical labor costs, revenue, shared services expenses, and investments, including cross-functional support functions/needs
  • Interim reforecasting of contribution/patient care margin throughout the year, updating per shifts in the organic business expectations
  • Ad hoc analysis of potential new business opportunities for initial gating and pricing exercises
• Analytics
  • Communicator/Translator: bridge the gap between operations, revenue cycle, and technology/data
  • Develop and manage core reports, dashboards, and analytical models in Excel and SQL that provide critical metrics to senior leadership
  • Serve as a key internal advisor, using data to inform business strategy, solve complex challenges, and drive continuous improvement
• Reporting / Dashboards / Real Time Analytics
  • Manipulate large datasets and create new analytical frameworks to drive actionable insights across TM2U’s specialties, clients, and patient populations
  • 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)
  • Create high impact visualizations of key data points to clearly and quickly inform. Enhance existing 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)
• Revenue & Revenue Cycle Analytics
  • 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
  • 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
  • Support the enhancement of tracking clinical data and associated outcomes by leveraging data in the EMR and through collaboration with physician leaders
• Management, Development, & Collaboration
  • 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

Qualifications

• 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

Physical Requirements

• Prolonged periods of desk work and computer use
• Ability to lift 15 lbs

Compensation & Benefits

• Competitive base salary with annual performance bonus
• 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