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Director Financial Planning & Analysis - Hoag Clinic

Department:  Management
Status:  Full Time
Shift:  1st

The Director FP&A is responsible for the development, facilitation and management of the annual budget and forecasting process for the Hoag Clinic, including the Hoag Medical Group, aligned Specialty Practices, Hoag Physician Partners IPA, the Hoag MSO, and all support functions. Maintaining the rolling forecast model, analyzing current and past trends in key performance areas, investigating root causes of unexpected variances, preparation and analysis of budget-vs.-actual and forecast-vs.-actual variance reports, and the development of ad-hoc reports to support the business.


Primary Responsibilities & Job Specific Essential Functions:

  • Manage all FP&A functions including but not limited to annual budgeting, forecasting, analysis of actual-to-budget and actual-to-forecast. Annual budgeting will include but not be limited to Income Statement, Balance Sheet, Cash Flow, and Capital Projects
  • Develop ad-hoc reports to support the business segments and departments as needed.
  • Develop, implement, and maintain internal controls and department policies and procedures to ensure compliance with Health Plans, governmental agencies
  • Providing advanced analytics on ad-hoc projects such as IBNR reserves, payor and provider contract margins, operating expense trends, productivity, progressive reimbursement models (value-based contracts), and outside specialty medical cost and use trends.
  • Produce and enhance weekly, monthly, and annual KPI reporting for the Hoag Clinic
  • Analyze current and past trends in key performance indicators including all areas of revenue, medical expenses, and operating costs
  • Project and evaluate EBIDA margins on existing and new business opportunities.
  • Identify and track significant contractual terms and capture in forecasts, including cost-saving initiatives (medical and operating expense initiatives, vendor contract efforts, or medical utilization interventions); and revenue enhancement initiatives (e.g., Risk-Adjustment revenue, P4P/STARs, rate negotiations).
  • Consult with Clinical and Operational leaders to identify performance improvement opportunities and initiate programs to build efficiencies / optimize results
  • Manage preparation and presentation of complete and accurate monthly, year-end financial results package comparing budget to actual.
  • Mentor staff, create and monitor annual performance goals, and provide growth opportunities through guidance, education, and training, monitor job performance, and offer feedback and assistance when needed
  • Builds cross-functional relationships within the department and across other departments including but not limited to Accounting, IT, Payroll, Physician Reimbursement, and Purchasing regarding general ledger activity and department needs.
  • Performs other duties as assigned.
  • Position may require local travel between various Organization locations.



Education, Training, and Experience:


  • Bachelor’s Degree in Accounting or Finance.
  • At least 5 years of managing a high-performing team
  • At least 3 years of finance experience in a health plan, risk-bearing medical group or managed care MSO/IPA organization



  • MBA or CPA with 2+ years in a public accounting firm
  • 5+ years of finance experience in a health plan, risk-bearing medical group or managed care MSO/IPA organization


Skills or Other Qualifications:



  • Solid accounting, financial forecasting/budgeting, financial discipline, and knowledge of medical economics.
  • Strong interpersonal skills, multi-tasking ability, strong Excel skills, PowerPoint, familiarity with computerized financial systems, familiarity with internal control procedures.
  • Experience presenting to C-Suite executives


License and Certifications:




  • Certified Public Accountant (California)

Nearest Major Market: Orange County
Nearest Secondary Market: Los Angeles

Job Segment: Clinic, Medical, Manager, Financial, Accounting, Healthcare, Management, Finance

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