Director of Financial Planning & Analysis (FP&A)

Headquartered in Phoenix, IMS Care Center is a team of 500 employees and a physician-led organization united through its providers' commitments to high quality innovative health care.  Each day is a new day for ground-breaking ideas and unparalleled opportunity.  Ours is a culture focused on what we can accomplish today, and where it can lead us tomorrow.

The Director of Financial Planning & Analysis (FP&A) serves as the organization's lead financial planning and strategic finance professional and is responsible for budgeting, forecasting, analysis, management reporting, performance measurement, and strategic financial planning for IMS Care Center.  This position partners closely with executive leadership, physician leadership, clinic operations, and administrative departments to provide financial insight and decision support that drives organizational performance and growth. The Director will lead the development of enterprise-wide financial plans, strategic growth analyses, acquisition evaluations, and board reporting material preparation.  The position plays a critical role in supporting executive decision-making through data-driven analysis, financial modeling, and performance measurement, ensuring the organization achieves its financial, operational, and strategic objectives.

Essential Function:

• Lead the annual operating budget process across all departments, specialties, and clinic locations.
• Develop periodic financial forecasts, long-range financial projections, scenario modeling and sensitivity analyses for executive leadership.
• Analyze monthly financial performance and identify key drivers of variances from budget, forecast, and prior-year results.
• Develop and maintain sophisticated financial models, standardized reporting tools, dashboards, and scorecards supporting operational and strategic decision-making.
• Monitor organizational financial performance and identify opportunities to improve profitability and operational efficiency.
• Support capital planning and return-on-investment analyses.
• Prepare and distribute monthly dashboards for executive leadership, physician leadership, clinic operations, specialty divisions, and the Board of Managers.
• Monitor performance trends and identify risks, opportunities, and emerging issues requiring leadership attention; provide actionable analysis and recommendations to improve organizational performance.
• Prepare and distribute monthly financial and operational reports to clinic leaders, specialty divisions, and executive leadership.
• Support the Chief Financial Officer in preparation of Board of Managers meeting materials and presentations.
• Prepare recurring and ad hoc reports for executive leadership, physician leadership, and organizational committees
• Analyze provider productivity, compensation, and profitability metrics; model proposed compensation plan changes, assess operational and financial impacts, and provide analytical support to the Compensation Committee.
• Perform financial analyses related to physician practice acquisitions, mergers, affiliations, and other strategic transactions.
• Develop valuation models and financial due diligence analyses for acquisition opportunities.
• Support de novo clinic expansion planning through financial feasibility studies and pro forma development.
• Evaluate new service lines, ancillary opportunities, and strategic growth initiatives.
• Assist executive leadership with strategic planning and growth initiatives.
• Collaborate with Accounting to support monthly financial close activities
• Assist with monthly revenue accrual calculations and reporting processes.
• Ensure consistency between financial reporting, budgeting, forecasting, and accounting records supporting process improvement initiatives related to financial reporting, planning, and data management.
• Participate in planning meetings for major organizational initiatives and projects.
• Present financial findings and recommendations to leadership groups as requested.
• Serve as a strategic financial resource to executive leadership.

Required Education and Experience:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field required.
• Minimum of five (5) years of progressively responsible experience in FP&A, healthcare finance, strategic finance, consulting, investment banking, corporate finance, or related fields.
• Healthcare industry experience is strongly preferred.
• Experience supporting executive leadership, governing boards, physician leadership, and strategic growth initiatives preferred.
• Experience developing complex financial models, budgets, forecasts, and performance reporting systems required.
• Advanced financial modeling and analytical capabilities.
• Expert-level proficiency in Microsoft Excel and financial modeling techniques.
• Strong understanding of budgeting, forecasting, performance measurement, and management reporting.
• Ability to translate complex financial and operational data into actionable business insights.
• Strong knowledge of healthcare finance and physician practice operations.
• Excellent presentation, communication, and executive-level reporting skills.
• Ability to influence decision-making through analysis and effective communication.
• Strong project management and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.

Joining IMS is more than saying "yes" to making the world a healthier place. It's discovering a career that's challenging, supportive and inspiring.  Where a culture driven by excellence helps you not only meet your goals but also create new ones.  We focus on creating a diverse and inclusive culture, encouraging individual expression in the workplace and thrive on the innovative ideas this generates.

*IMS is a tobacco-free work environment

iMS is an equal employment opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, disability status, sexual orientation, gender identity, age, protected veteran status or any other characteristic protected by law.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.