Director of Financial Planning and Analysis

5 days ago

Scottsdale, United States 10X Health System Full time

About the job


POSITION SUMMARY

As the Director of FP&A at 10X Health, you will serve as a crucial link between finance, accounting, and other strategic departments, driving the development of enhanced processes and systems. With an emphasis on automation, reporting, and data management, you will play a pivotal role in overseeing departmental budgets and ensuring clear communication across teams.


ABOUT 10X HEALTH SYSTEM

We’re on a mission to 10X people’s wellness throughout the world by enhancing human performance. Modern medicine isn’t a patient-centric practice. We want to bring you on a wellness journey that’s going to change your life for the better and propel you to the next level. We do this by understanding your body and finding the missing raw materials that can help you perform more optimally. 10X Health is about optimal wellness, restoration, cellular repair, and regeneration. Together we'll swim upstream to discover the root cause of your symptoms and restore your passion, purpose, and physiology. We create someone who’s truly healthy and happy by giving you the missing resources you need to accomplish all of your goals


OBJECTIVES

  • Provide financial and operational information, expertise and insights to organization through reporting, data management & technological integrations
  • Own full cycle budgeting process & create monthly reporting package for executive & ownership review
  • Monitor and report on department budgets, targets and other KPIs
  • Create automated processes for strategic departments
  • Identity key business drivers and relevant metrics for performance
  • Organize and structure company financial data
  • Work with technology department to develop core FinTech infrastructures needed to scale reporting efficiently
  • Contribute to our internal analyst team to design, develop and operationalize analytics dashboards
  • Extract insights based on strategic objectives
  • Facilitate actionable reporting & dashboards to key stakeholders
  • Prepare financial forecasts for short- and long-term planning and align strategic financial metrics across all departments to drive results
  • Provide Ad Hoc analysis and recommendations
  • Assist in the preparation of monthly financial reporting packages, activity reports and financial forecasts for clients


COMPETENCIES

  • Expert fluency with Google Sheets/Excel formulas and functions
  • Proficient understanding of QuickBooks and/or Netsuite
  • Ability to gather and skillfully analyze financial data and identify the information needed to solve a problem effectively
  • Ability to individually pull data with SQL
  • Intermediate understanding of GAAP
  • Experience using Business Intelligence such as PowerBI or Tableau
  • Strong understanding of financial models, budgets and financial reporting packages
  • Strong capabilities for developing and presenting analyses and insights to senior management
  • Ability to leverage data visualization tools to clearly articulate information



EDUCATION AND EXPERIENCE

  • Bachelor’s Degree in Finance, Accounting, Business or related field, or equivalent work experience
  • At least 7 years’ work experience in Finance and Accounting
  • Experience in a medtech, wellness or e-commerce business


PHYSICAL REQUIREMENTS

  • Prolonged periods of time sitting at a desk or computer
  • Travel up to 10% of the time


COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, 10X Health System recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.


If this position caught your eye, send us your resume For best consideration, include the job title and source where you found this position in the subject line of your email to dlam@cardoneventures.com. Already a 10X Health candidate? Please connect directly with your recruiter to discuss this opportunity.

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