Company Overview
Sylvan Health is a venture-backed healthcare innovator, transforming care delivery by seamlessly integrating nutrition into primary and specialty care practices. Our unique care model combines clinical expertise with cutting-edge technology, empowering providers to deliver impactful, evidence-based nutrition services that drive better patient outcomes and financial sustainability.
Position Summary
We are seeking an experienced Director of Finance to lead our strategic finance function during a critical growth phase. This role will be instrumental in supporting strategic decision-making, capital planning, and operational optimization as we scale our registered dietitian network and expand partnerships. The ideal candidate will have experience in the healthcare industry and a strong background in financial modeling, forecasting, and business analytics.
Key Responsibilities
Financial Planning & Forecasting
- Develop and maintain comprehensive financial models for board reporting, investor presentations, and strategic planning
- Lead quarterly and annual budgeting processes, collaborating with leadership to establish realistic targets and growth scenarios
- Create investment planning forecasts that illustrate growth opportunities and capital requirements
- Support board presentations with financial analysis around customer acquisition costs, unit economics, and runway projections
- Analyze and model various business scenarios, including partnership expansions and operational scale opportunities
Strategic Analysis & Business Intelligence
- Build and maintain staffing models that scale across changing partnerships and industry dynamics
- Analyze partner performance, revenue cycle efficiency, and operational bottlenecks
- Support strategic initiatives around network optimization, credentialing analysis, and resource allocation
- Provide insights on vendor contract performance and cost optimization opportunities
Operational Financial Management
- Partner with Revenue Cycle Management team to analyze claims processing, partner inquiries, and collection performance
- Support sales compensation analysis and commission structure optimization
- Collaborate with operations teams on capacity planning, utilization analysis, and throughput optimization
- Analyze key operational KPIs including eligibility processing, visit scheduling efficiency, and provider productivity
Reporting & Analytics
- Develop and maintain executive dashboards and KPI tracking systems
- Create comprehensive financial reports for internal stakeholders and external partners (quarterly reporting)
- Support quarterly investor and board reporting with detailed variance analysis and forward-looking insights
- Build automated reporting tools to enhance decision-making capabilities across the organization
Cross-Functional Partnership
- Work closely with Revenue Cycle Management, Operations, and Clinical teams to ensure accurate financial reporting
- Collaborate with accounting team (PYA) to ensure proper financial controls and month-end close processes
- Support partnership development by providing financial analysis for new client onboarding and contract negotiations
- Partner with leadership team on capital planning, fundraising initiatives, and strategic planning
Requirements
Required Qualifications
Education & Experience
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred
- 5-8 years of progressive FP&A experience, with at least 2-3 years in a senior analyst or manager role
- Healthcare industry experience strongly preferred, particularly in service-based or technology-enabled healthcare models
- Experience with high-growth companies or startups, ideally in scaling phases
Technical Skills
- Advanced proficiency in financial modeling and forecasting techniques
- Expert-level Excel skills with experience in complex financial models
- Experience with financial planning software
- Familiarity with ERP systems (QuickBooks experience a plus)
- Knowledge of revenue recognition principles, particularly in healthcare services
- Experience with data visualization tools (Tableau, Power BI, or similar)
Analytical & Business Skills
- Strong understanding of technology enabled service business metrics (LTV, CAC, retention, network utilization rates)
- Experience analyzing multi-stakeholder business models with B2B2C components
- Ability to translate complex financial analysis into actionable business insights
- Experience with scenario planning and sensitivity analysis
- Understanding of healthcare reimbursement models and revenue cycle management
Leadership & Communication
- Proven ability to present financial information to executive teams and board members
- Strong project management skills with ability to lead cross-functional initiatives
- Experience mentoring junior team members and building FP&A processes
- Excellent written and verbal communication skills with ability to explain complex financial concepts to non-financial stakeholders
Preferred Qualifications
- Experience with telehealth or virtual care delivery models
- Knowledge of dietitian credentialing and healthcare provider networks
- Familiarity with value-based care contracts and risk-sharing arrangements
- Experience with fundraising processes and investor relations
- Background in healthcare technology or digital health companies
Key Performance Indicators
- Accuracy of financial forecasts
- Quality and timeliness of board and investor reporting
- Effectiveness of business insights leading to operational & economic improvements
- Success in supporting strategic initiatives and capital planning decisions
- Development of automated reporting and analytical capabilities
Benefits
Growth Opportunities
This role offers significant opportunity for career advancement as Sylvan Health continues to scale. The Director will play a key role in building out the FP&A function and may have opportunities to expand into broader finance leadership roles as the company grows. There will be direct exposure to executive leadership, board members, and investors, providing valuable experience in strategic finance and business development.
Compensation & Benefits
- Competitive base salary commensurate with experience
- Performance-based bonus opportunity
- Equity participation in growing healthcare technology company
- Comprehensive health benefits
- Professional development opportunities
- Flexible work arrangements