FamilyWell Health

Financial Planning and Analysis

• Lead comprehensive financial planning, budgeting, and forecasting across service lines, geographic markets, and operational functions
• Communicate financial performance, risks, and opportunities to key stakeholders
• Develop and maintain financial models to support strategic initiatives
• Establish financial targets, KPIs, and long-term strategic objectives
• Provide strategic financial guidance on business and market expansion
• Prepare comprehensive financial reports for the Board of Directors and investors
• Oversee all FP&A activities including variance analysis, performance reporting, and delivery of actionable insights
• Drive deep-dive analyses of revenue drivers, reimbursement trends, payor mix optimization, and value-based payment structures
• Lead financial modeling for Collaborative Care CPT codes (99492, 99493, 99494) and other fee-for-service behavioral health codes
• Establish and monitor key financial and operational metrics, including contribution margins by service line and market
• Establish scalable finance processes, systems, and controls to support rapid organizational growth
• Ensure accurate and timely financial reporting, including monthly, quarterly, and annual financial statements
• Oversee accounting operations, revenue recognition, and financial controls
• Manage audit processes and ensure compliance with healthcare industry regulations and accounting standards
• Implement and optimize financial systems, including ERP, FP&A tools, and business intelligence platforms

Senior Director of Finance