Job Details

About DrFirst

For 25 years, DrFirst has empowered providers and patients to achieve better health through intelligent medication management. We improve healthcare workflows and help patients start and stay on therapy with end-to-end solutions that enhance prescription access, affordability, and adherence. Our solutions help 100 million patients a year and are used by more than 420,000 prescribers, 71,000 pharmacies, 270 EHRs and health information systems, and over 2,000 hospitals in the U.S. This is a great opportunity to be a part of a successful Healthcare IT company experiencing significant growth. Here you'll get to work with some of the smartest and most interesting people around; solving unique and complex challenges in healthcare on a scale matched by a few companies. If you get excited about stretching yourself in new ways, developing yourself to your fullest potential, care about working with smart colleagues; we want to talk to you!

Position Overview

The Senior Director of Financial Planning & Analysis is responsible for leading the company's financial planning and analysis function. This includes developing and managing the company's annual operating budget, forecasting future financial performance, supporting M&A initiatives, preparing board of directors and institutional investor materials, providing analysis and insights to support strategic decision-making, and working collaboratively with the company's accounting and business systems teams. The Sr. Director FP&A will also work closely with other senior leaders to ensure that the company's financial goals are aligned with its overall business strategy.

Who will love this job

• A problem-solver who can collect, analyze, and interpret financial data. Someone who is analytical and will be able to identify and solve financial problems, which is essential for this role.
• A trusted advisor and leader who sets a high bar, develops and grows his/her team to perform today and tomorrow, and liaises effectively with internal and external business partners and customers.
• A collaborator who recognizes the value of working with key stakeholders across the organization, developing the go-to market messaging that positions DrFirst competitively to accelerate winning market share and profitability.
• A strategic operationalist who can think strategically about the company's financial future. People who are strategic thinkers will be able to develop plans that will help the company achieve its financial goals.

What you will work on

Key responsibilities fall into four areas: Leadership, Program execution, Operations, and Analysis

Leadership

• You will work with the CFO and other senior leaders to develop the vision and strategy for the FP&A function. This will involve identifying the key goals and objectives for the function, as well as developing plans to achieve those goals.
• You will be responsible for building and leading a high-performing team of FP&A professionals. This will involve evaluating candidates and hiring top talent, as well as providing training and development opportunities.
• You will be responsible for driving alignment between financial planning and analysis and the business. This will involve working with business leaders to understand their needs and ensuring that the FP&A function is providing the information and insights they need to make informed decisions.
• You will be responsible for managing risk and uncertainty in the financial planning process. This will involve developing scenarios and models to assess the impact of different events on the company's financial performance.

Program Execution

• Ensure that all SOWs are developed within achievable delivery parameters, with all aspects from requirements definitions through reporting and delivery accounted for.
• Work closely with partners and core business teams to educate, coordinate, and internally partner to drive strategic relationships.

Operations

• Overseeing the development and execution of the company's financial planning and budgeting process: This includes working with business leaders to gather input, developing financial models, and tracking actual results against the budget.
• Providing analysis and insights to support strategic decision-making: This includes identifying trends, risks, and opportunities, and developing scenarios to assess the impact of different decisions.
• Managing financial risk: This includes developing and implementing risk management policies and procedures, and monitoring company's exposure to risk.
• Overseeing the management reporting process: This includes ensuring that financial statements are accurate and compliant with applicable regulations.
• Providing guidance and support to the FP&A team: This includes setting goals, providing training and development opportunities, and resolving problems.

Analysis

• Collecting and analyzing financial data: This involves gathering data from a variety of sources, such as accounting systems, financial statements, and market research.
• Developing financial models: This involves using financial data to create models that can be used to forecast future financial performance.
• Identifying trends and patterns: This involves analyzing financial data to identify trends and patterns that can be used to make predictions about the future.
• Providing insights and recommendations: This involves using financial data to provide insights and recommendations to senior leaders on a variety of topics, such as budgeting, forecasting, and risk management.
• Communicating financial information effectively: This involves presenting financial information in a clear and concise way that is easy to understand by a variety of audiences.

Qualifications

• MBA or Master's degree in finance; a solid grasp of accounting skills is a significant plus.
• Healthcare industry experience is a significant plus.
• Knowledge of NetSuite and Adaptive Planning.
• 15+ years of experience, with majority spent leading financial planning and analysis functions and teams
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.
• Proven ability to lead and motivate others.

Physical Requirements

• 90% desk and phone work.
• 10% travel across DrFirst and customer locations in the US.

#LI-GF1 #LI-Remote

Benefits

• Competitive compensation, with a base salary of $160,000 - $200,000 (Exact compensation may vary based on skills and experience)
• Eligible for Company Performance-based Bonus Program, based on individual and company performance
• Medical, dental, and vision insurance
• 401K eligible after 3 months of employment, with 50% company match up to first 5% of salary contributed to the plan with a 3-year vesting schedule
• HSA for eligible employees enrolled in the HDHP, with a generous company contribution up to $500 for individual coverage and $1000 for family coverage per year
• 100% company-paid short and long-term disability, AD&D, and group life insurance
• Accrued annual paid time off (PTO) of 18 days for the first 3 years of service, increasing thereafter and 7 paid holiday days
• Employee Assistance Program
• Continuing Education funds up to $1500 annually for eligible programs after 1 year of service
• Voluntary benefits including FSA, Hospital indemnity, Accident and Critical Illness insurances

DrFirst is committed to being a Remote-First company, creating a dynamic and flexible workplace where everyone can thrive, no matter where they log in from. Check out our approach to remote work

Our recruitment process at DrFirst is straightforward and secure. You will only be contacted by our recruitment team through an official @drfirst.com email address. We will never ask you for payment or sensitive personal information, such as your social security number or banking details, at any stage of the hiring process. Additionally, we will not request that you purchase equipment or accept e-checks or checks for deposit. If you encounter any communications claiming to be from DrFirst that seem suspicious, please contact our recruitment team directly at ...@drfirst.com to verify the message's authenticity. Your security is important to us!

Learn more about our benefits and professional development opportunities