Vice President of Financial Planning & Analysis in at Medix Infusion

The Vice President of Financial Planning & Analysis is a hands-on finance leader responsible for overseeing financial planning and analysis, management reporting, budgeting, forecasting, and selected accounting and financial operations for a rapidly growing ambulatory infusion and specialty pharmacy organization. This role translates financial and operational data into meaningful insights, strengthens financial processes and controls, and supports sound business decisions across the organization.

Reporting to the Chief Executive Officer, the VP partners with finance, accounting, revenue cycle, and operational leaders to improve financial visibility, monitor performance, support growth initiatives, and ensure the accuracy and integrity of financial information. This position contributes to enterprise financial strategy while maintaining primary responsibility for the effective execution of assigned finance functions.

Key Responsibilities

Financial Planning and Analysis (FP&A)

• Manage the annual budgeting process and periodic forecasting activities in collaboration with the Vice President of Finance and department leaders.
• Prepare financial models, scenario analyses, and business cases to evaluate operating initiatives, new infusion centers, service-line opportunities, capital investments, and other growth projects.
• Analyze revenue, patient volume, referral trends, reimbursement, labor, drug costs, operating expenses, and profitability by market, location, service line, payer, and other relevant dimensions.
• Monitor financial and operational key performance indicators and identify trends, risks, and opportunities requiring management attention.
• Develop clear, timely management reports and dashboards that support informed decision-making.
• Perform budget-to-actual and forecast variance analyses and partner with department leaders to understand performance and develop corrective action plans.

Financial Reporting and Operations

• Support the timely and accurate completion of monthly, quarterly, and annual financial reporting.
• Review financial results for accuracy, completeness, and consistency and coordinate with accounting leadership to resolve identified issues.
• Help maintain financial policies, procedures, reporting standards, and internal controls.
• Support cash flow forecasting, working capital analysis, and short- and long-term liquidity planning.
• Partner with accounting to improve processes involving the general ledger, accounts payable, accounts receivable, payroll, accruals, and financial close.
• Identify and implement opportunities to improve the efficiency, accuracy, scalability, and automation of finance processes.

Operational Finance and Business Partnership

• Serve as a finance partner to clinical, pharmacy, patient services, sales, revenue cycle, and other operational leaders.
• Help department leaders understand financial performance, manage departmental budgets, and evaluate operational decisions.
• Translate complex financial information into practical recommendations for non-financial stakeholders.
• Support profitability improvement initiatives through data analysis, cost management, productivity measurement, and performance monitoring.
• Assist with the development of financial targets and accountability measures aligned with organizational priorities.

Revenue Cycle and Reimbursement Support

• Partner with revenue cycle leadership to analyze reimbursement performance, collections, denials, aging, payer mix, gross-to-net results, and revenue leakage.
• Evaluate contract and payer performance and provide financial analyses to support payer discussions and specialty pharmacy arrangements.
• Monitor trends affecting infusion reimbursement, drug margins, patient responsibility, and contract profitability.
• Identify opportunities to improve revenue capture, cash collections, and financial performance across the revenue cycle.

Growth and Strategic Initiative Support

• Provide financial analysis for de novo infusion center development, market expansion, service-line growth, and strategic partnerships.
• Support financial due diligence, integration planning, and post-transaction performance tracking for acquisitions as assigned.
• Assist the Vice President of Finance with materials for executive leadership, lenders, investors, and the Board of Directors.
• Track the financial performance of approved strategic initiatives and communicate results, risks, and recommended actions.

Compliance, Controls, and Audit Support

• Support compliance with GAAP, internal policies, and applicable healthcare financial requirements.
• Assist with external audits, tax-related requests, lender reporting, and other financial compliance activities.
• Partner with compliance, legal, revenue cycle, and operational teams to identify and mitigate financial and operational risks.
• Promote consistent documentation, appropriate approvals, and effective financial controls throughout assigned areas.

Team Leadership

• Lead, mentor, and develop assigned finance and accounting team members.
• Establish clear priorities, performance expectations, and accountability for high-quality and timely work.
• Promote a collaborative, service-oriented culture focused on accuracy, transparency, continuous improvement, and business partnership.
• Support cross-training, knowledge sharing, and succession planning within the finance function.

Qualifications

Required

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• Eight or more years of progressive finance or accounting experience, including at least three years in a finance leadership or management role.
• Experience in healthcare services, ambulatory infusion, specialty pharmacy, home infusion, provider operations, or another complex healthcare environment.
• Strong knowledge of budgeting, forecasting, financial modeling, management reporting, accounting principles, and operational finance.
• Demonstrated ability to analyze complex financial and operational data and translate findings into actionable recommendations.
• Experience partnering with senior leaders and presenting financial information to both financial and non-financial audiences.
• Demonstrated success improving financial processes, controls, reporting, or decision-support capabilities.
• Advanced proficiency with Microsoft Excel and experience using financial systems, reporting platforms, and business intelligence tools.

Preferred

• MBA, CPA, CMA, CFA, or other relevant advanced degree or professional credential.
• Experience in ambulatory infusion, specialty pharmacy, home infusion, or alternate-site healthcare services.
• Experience in a high-growth or private equity-backed healthcare organization.
• Familiarity with healthcare reimbursement, buy-and-bill models, specialty pharmacy economics, payer contracting, and revenue cycle operations.
• Experience supporting acquisitions, integrations, de novo expansion, or other strategic growth initiatives.

Key Competencies

• Financial Planning and Analysis
• Financial Modeling and Analytics
• Operational Finance
• Healthcare Reimbursement Knowledge
• Business Partnership
• Management Reporting
• Internal Controls and Financial Governance
• Process Improvement
• Team Leadership and Development
• Communication and Influence
• Judgment and Problem-Solving
• Accountability and Attention to Detail

Success Measures — First 12 Months

• Improve the timeliness, accuracy, and usefulness of financial reporting and forecasting.
• Strengthen budget ownership and financial accountability among department leaders.
• Enhance KPI reporting and financial visibility by market, location, service line, and payer.
• Identify and help implement measurable opportunities to improve profitability, cash flow, or operating efficiency.
• Standardize and improve assigned financial processes, controls, and documentation.
• Build effective partnerships across finance, accounting, revenue cycle, and operational functions.
• Provide reliable financial analysis that supports successful growth and strategic initiatives.

Why Join Us?

Join a mission-driven organization focused on delivering exceptional patient care through ambulatory infusion and specialty pharmacy services. This role offers the opportunity to influence financial and operational performance, build scalable processes, partner with leaders across the organization, and contribute meaningfully to continued growth and improved patient access.

Compensation: Competitive compensation package including base salary, annual bonus opportunity, and comprehensive benefits.