About TeleMed2U At TeleMed2U, we believe that time is the most valuable resource in healthcare— whether it is time to diagnosis, time to treatment, or time to better health. That is why, since our founding in 2011, we have been dedicated to increasing access to care across 20 medical and behavioral health specialties nationwide. By breaking down traditional barriers to specialty care, TeleMed2U has become a leading technology-enabled healthcare services company, delivering high-quality, convenient, and easy-to-access virtual healthcare solutions. Our integrated approach to chronic disease management empowers both patients and providers, improving health outcomes through seamless care coordination. With a focus on patient-centered innovation, provider collaboration, and data-driven care delivery, TeleMed2U is redefining specialty care—making it faster, simpler, and more accessible for all. Financial Planning & Analysis · Monthly Reporting & Analysis o Monthly Reporting : produce, improve and automate existing monthly reporting, including the analysis and explanation of variances and trends, craft messaging for all stakeholders including operators and executives o Monthly Operating Review : production of financial & operational performance deck, lead review meetings o Financial Outputs : work with the controller to automate management reporting out of Sage Intaact o Sponsor Reporting : complete standard reporting required by private equity owners o Translate financial and operational information into business terms and implications; produce clear, understandable communications geared for all audiences o Enhance Financial Reporting/Processes : identify problem areas in the P&L and work collaboratively with accounting and/or operations to solutions, monitor progress and publish results. Collaborate across across the company to maximize impact and share new learnings · Forecasting & Budgeting o Annual Budgeting of clinical labor costs, revenue, shared services expenses, and investments, including cross-functional support functions/needs o Forecasting : interim reforecasting of contribution/patient care margin throughout the year, updating per shifts in the organic business expectations o New Client/RFP/M&A Forecasting : ad hoc analysis of potential new business opportunities for initial gating and pricing exercises Analytics · Liaison (Operations/Leadership <> Analytics/Technology) o Communicator/Translator : bridge the gap between operations, revenue cycle, and technology/data o Deliver Insights: develop and manage core reports, dashboards, and analytical models in Excel and SQL that provide critical metrics to senior leadership. o Act as a Consultant: Serve as a key internal advisor, using data to inform business strategy, solve complex challenges, and drive continuous improvement · Reporting / Dashboards / Real Time Analytics o Manipulate large datasets and create new analytical frameworks to drive actionable insights across TM2U’s specialties, clients, and patient populations o KPI Reporting : current and past trends in KPIs, including all areas of revenue, patient care costs, and indirect expenses. Develop additional materials/outputs/analysis as business needs arise (with minimal oversight) o Visualization : create high impact visualizations of key data points to clearly and quickly inform.  Enhance existing reporting o Client Reporting : work with business development and operations to establish automated client reporting as part of the integration/on-boarding of new clients/transactions (one-touch) · Revenue & Revenue Cycle Analytics o Reimbursement Rate Reporting : assist in the design and creating of revenue analytics to support the review of collections and billing performance and to identify gaps and opportunities to drive higher revenue o Visit Metrics & Tracking : establish dashboards and automated reporting via PowerBI (connection to EMR) to provide insights around trends in CPT codes, payor and client level reimbursement, and other key indicators o Clinical Quality Metrics & Trends : support the enhancement of tracking clinical data and associated outcomes by leveraging data in the EMR and through collaboration with physician leaders Management, Development, & Collaboration · Supervise and mentor a data analyst and support the financial education of functional and operational leaders · Foster a culture of ownership, accuracy, and continuous improvement · Provide guidance to junior staff and help develop leadership strength · Work cross-functionally throughout the organization and embody servant leadership Required Bachelor’s degree in business/finance, decision science, STEM, or a related field 5+ years of progressive professional experience, including 2+ years of management experience Background in FP&A, internal consulting, analytics management, or a similar strategic support role with solid experience in analytics Experience in the healthcare industry, strong preference for provider services Excellent Excel & PowerBI skills, with experience in report writing and working knowledge of SQL Preferred 7-12 years of work experience, including financial services (management consulting, strategy, investment banking, or other financial services for 2+ years) Experience working in a private equity portfolio company or other start-up environment preferred Exposure to high growth organizations, including M&A, debt financing, and organic expansion Familiarity with revenue recognition and healthcare billing practices Physical Requirements Compensation & Benefits Competitive base salary with annual performance bonus Comprehensive health, dental, and vision insurance 401(k) with company match up to $2,000 Paid time off and flexible work environment, offering remote working arrangements with limited travel