Financial Analyst II, FP&A

MDVIP: Transforming Primary Care, One Patient at a Time

MDVIP is a national leader in personalized healthcare, empowering over 425,000 members to achieve their health and wellness goals through a network of more than 1,400 concierge primary care physicians. Our program emphasizes preventive medicine, offering comprehensive screenings, advanced diagnostics, and individualized wellness plans. Recognized as a Great Place to Work® since 2018, MDVIP is committed to excellence in patient care and employee satisfaction.

Responsible for supporting MDVIP’s enterprise growth by delivering accurate financial reporting, developing analytics to inform decision-making, and building scalable FP&A infrastructure aligned with MDVIP’s FY26 business plan. This role reports to the Director, FP&A and will work cross-functionally with Sales, Marketing, Operations, Product, HR, and Accounting.

This position plays a critical role in delivering the FY26 financial plan, supporting physician acquisition efforts, enhancing headcount and workforce reporting, and building KPI dashboards and automation that enable better financial discipline and enterprise visibility

• Prepare monthly financial reporting packages, including P&L, budget vs. actuals, forecasts, trends, and variance analysis.
• Support the development and execution of the FY27 financial plan and long- range plan (LRP) process
• Develop and launch KPI dashboards that track key growth drivers to help business understand business performance and facilitate decision making
• Serve as finance partner for scenario modeling, business case development, and ad hoc analysis
• Collaborate with internal stakeholders to develop strong relationships to help drive business initiatives forward

• Strong understanding of budgeting, forecasting, and variance analysis with the ability to connect financial performance to operational drivers
• Highly detail-oriented - delivers work with minimal errors and exhibits strong quality control
• Demonstrates high level of intellectual curiosity
• Ability to thrive in a fast-paced environment

• Bachelor’s Degree in Finance, Accounting, Economics, or related field
• Four (4) years of financial analysis, FP&A, or corporate finance experience
• Strong focus in financial planning (budget/forecast), financial analysis, and business case modeling
• Excellent communication skills with ability to translate financial data into actional insights
• Advanced Excel Skills required

• MBA, CPA, or Master’s degree a plus
• Experience in healthcare or subscription-based models
• Experience with OneStream Enterprise Financial system is a plus

• Why Join MDVIP?

  • Be part of a mission-driven organization leading innovation in personalized healthcare.
  • Drive transformation and growth in a dynamic, fast-paced environment.
  • Competitive Compensation: Attractive base salary complemented by performance-based incentives.
  • Comprehensive Benefits: Health, dental, vision insurance, and retirement plans.
  • Professional Development: Access to ongoing training and leadership development programs.
  • Positive Work Environment: Consistently recognized as a Great Place to Work®, fostering a culture of collaboration and excellence.

MDVIP is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status. We believe that diversity and inclusion drive innovation and strengthen our company culture.

If you require accommodations during the application or interview process, please let us know, and we will be happy to assist.