AVP, Financial Planning & Analysis

JOB SUMMARY:
The AVP, Financial Planning & Analysis is a senior finance leader driving Corporate FP&A and serves as a strategic partner to Claritev's Growth organization This role leads enterprise financial planning, forecasting, and performance analysis while providing hands-on financial support to Growth, Advisory, and Client Strategy teams. The AVP plays a critical role in evaluating advisory and managed services economics and delivering actionable insights that drive profitable growth, client retention, and operational efficiency in a healthcare cost-management environment.
JOB ROLES AND RESPONSIBILITIES:
Corporate FP&A:
1. Lead annual budgeting, forecasting, and long-range planning processes aligned with Claritev's strategic priorities.
2. Develop executive-ready financial reporting and analytics materials including insights and trends.
3. Perform variance analysis and identify drivers related to client mix, utilization, pricing, and operational efficiency working with FP&A, Commercial Finance, Pricing, GMs and Sales.
4. Partner with functional leaders and Business Unit FP&A to evaluate ROI on growth investments, technology enhancements, and operational initiatives along with broader Vision 2030 Transformation tracking.
5. Support executive leadership, Investor relations and Board with financial analysis and strategic presentations.
6. Advance FP&A capabilities through process improvement, automation, and improved data governance.
Growth Organization Financial Partnership:
1. Serve as the primary finance partner to the Growth organization and Growth Units, including the expansion of Services (e.g., Advisory, Managed Services).
2. Support financial evaluation of new client opportunities, expansions, renewals, go-to-market strategies and retention strategies.
3. Develop and maintain financial models to assess margin sustainability and scalability
4. Engage with Commercial Finance and Pricing to ensure alignment with market dynamics, client value, and profitability targets.

Cross-Functional Leadership & Governance:
1. Lead and develop Corporate FP&A, engaging across FP&A organization and Finance as well as the business.
2. Promote disciplined financial governance and a data-driven growth culture across the organization, working with Financial Systems, Enterprides Data Management and across FP&A and Accounting
3. Ensures compliance with HIPAA regulations and requirements. Demonstrates Company's Core Competencies and values held within.
4. The position responsibilities outlined above are in no way to be construed as all encompassing. Other duties, responsibilities, and qualifications may be required and/or assigned as necessary.
JOB SCOPE: The position reports to the VP of FP&A and works under minimal direction leading FP&A cycles and proceses and supporting the Growth organization as a finance partner. The leadership role would drive an impact on reporting and analysis, working directly with senior management and business leaders. The AVP will have a team of direct reports supporting consolidation, executive reporting, forecasting and finance business partnership for corporate groups.