Director, Financial Planning & Analysis

This position is based out of our corporate office in Boca Raton, FL.

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. 

The Director of Financial Planning & Analysis (FP&A) leads the strategic planning, budgeting, forecasting, and financial analysis functions within a company.  The Director of FP&A will partner closely with the CFO and senior leadership to analyze the financial performance, establish annual and quarterly financial plans, aid in business decision support and strategy, partner cross-functionally to deliver value, provide recommendations for growth, and enhance FP&A tools, processes, and best practices. This role is responsible for developing and maintaining financial models and providing data-driven insights to support key business decisions ensuring alignment with the company’s overall goals and objectives.

• Lead enterprise financial planning, including annual budgets, forecasts, and long-term range planning ensuring alignment with strategic priorities across business.
• Develop FP&A function / build-out and reporting key financial and operational data and metrics in dashboards and forecasts.
• Own development of board-level reporting packages providing executive ready financial insights and performance narratives for the ELT/Board of Directors.
• Serves as a key financial advisor to the executive team and department heads, providing strategic guidance and financial support.
• Collaborate with cross functional teams to evaluate financial performance, evaluate strategic initiatives, and guide decision making with data driven insights (ROI, Payback period, IRR, LTV).
• Lead monthly financial reporting package, ensuring accurate variance analysis, KPI tracking, and communication of key performance drivers.
• Build and enhance FP&A tools and infrastructure, including dynamic forecasting models and automation.
• Drives continuous improvement in financial planning processes and tools, reporting methodologies, and analysis techniques. Implements best practices and leverage emerging technologies to improve processes.

• Extensive experience in financial planning, analysis, and business partnering, with a proven track record of success in senior-level finance roles.
• Strong analytical and problem-solving skills, with expertise in financial modeling, forecasting, and data analysis.
• Excellent communication and interpersonal skills, with the ability to effectively present complex financial information to stakeholders.
• Proficiency in financial systems and software, such as Excel, ERP systems, and BI tools.
• Solid understanding of GAAP principles, financial concepts, including financial modeling, forecasting, budgeting, and valuation. Ability to analyze complex financial data and draw meaningful insights.
• Ability to thrive in a fast paced, dynamic environment and deliver the highest quality product under tight deadlines.

• Bachelor’s degree in Finance, Statistics, Business, or related discipline.
• Seven (7) years of corporate financial planning and analysis or related roles with increasing levels of responsibility.

• CPA

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 for eligible roles.
• 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 accommodation during the application or interview process, please let us know, and we will be happy to assist. 

Our compensation reflects the cost of labor across appropriate US geographic markets. Pay is based on several factors including but not limited to market location and may vary depending on job-related knowledge, skills, and education/training and a candidate's work experience. Hired applicants are offered annual incentive compensation programs, subject to applicable eligibility requirements. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance. The company offers the following benefits for this position, subject to applicable eligibility requirements. Medical/prescription drug coverage, Dental coverage, Vision coverage, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Basic and Supplemental Life Insurance & Accidental Death and Dismemberment, Disability Income Protection Plan, Employee Assistance Program, 401(k) retirement program, Vacation, Paid Holidays and Personal time, Paid Sick and Family and Medical Leave time as required by law.