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Director, FP&A and Corporate Finance

Director, FP&A and Corporate Finance

LifeMDNew York, NY, US
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About us

LifeMD is a leading digital healthcare company committed to expanding access to virtual care, pharmacy services, and diagnostics by making them more affordable and convenient for all. Focused on both treatment and prevention, our unique care model is designed to optimize the patient experience and improve outcomes across more than 200 health concerns.

To support our expanding patient base, LifeMD leverages a vertically-integrated, proprietary digital care platform, a 50-state affiliated medical group, a 22,500-square-foot affiliated pharmacy, and a U.S.-based patient care center. Our company — with offices in New York City; Greenville, SC; and Huntington Beach, CA — is powered by a dynamic team of passionate professionals. From clinicians and technologists to creatives and analysts, we're united by a shared mission to revolutionize healthcare. Employees enjoy a collaborative and inclusive work environment, hybrid work culture, and numerous opportunities for growth. Want your work to matter? Join us in building a future of accessible, innovative, and compassionate care.

About the role

LifeMD is seeking a talented Director of FP&A and Corporate Finance to join our growing financial team. In this exciting role, you’ll have the opportunity to work closely with our Chief Financial Officer and Chief Analytics Officer, as well as a broad range of executive and non-executive stakeholders. Utilizing your exceptional analytical, financial modeling, and communication skills, you will act as a valuable business partner, providing actionable insights and leading all financial planning and analysis activities across the company. As a hands-on Director, you’ll be responsible for overseeing and executing all FP&A processes, as well as constructing intricate financial models across complex datasets and managing the production of presentations to a broad range of stakeholders. Your expertise will be crucial in leading multiple planning procedures, generating various financial reports for senior management, creating essential documents like board presentations, as well as investor relations materials, conducting both financial and non-financial ad hoc analysis for business growth and partnering with the executive team and Chief Analytics Officer to drive strategic insights and actions for the Company.

Responsibilities

  • Forecasting / Budgeting : Lead the annual budget and monthly forecasting processes with an eye toward consistent process improvement. Also, partner with the CFO, executive management and business teams to drive performance
  • Long Range Planning : Implement a long range planning process and fully integrate with the strategic planning process to align planned execution and roadmap with financial needs
  • Financial Modeling / Analysis : Develop and create a broad range of complex financial and operating models covering multiple business areas. Proactively identify areas of opportunities and risks and partner with departmental leaders to drive continuous improvement
  • Reporting : Lead the production of all standardized monthly, weekly and quarterly internal financial reporting for management and business team leadership
  • Financial Close : Partner with Chief Accounting Officer and accounting team to support the monthly close process. Lead the production of monthly close reporting
  • Financial Systems : Lead the implementation of a new Corporate Performance Management system and lead selection and deployment of new tools
  • Corporate Presentations : Manage the production of key corporate presentations including but not limited to board of directors, investor presentations, business performance and new launches. Leverage presentations to influence organizational strategy
  • Data Analytics : Partner with the Data Analytics team to architect needs for new and revamped business reporting needs to keep up to date with the rapidly evolving business growth of LifeMD
  • Corporate Transactions : Support and lead financial diligence aspects for key corporate transactions as they may arise, including managing production of models, presentations and due diligence items
  • Special Projects : Participate in special projects as assigned by the CFO, CEO and others

Requirements

Basic Qualifications :

  • Bachelor’s degree in Finance, Accounting, or Economics
  • 7+ years of leadership experience in Financial Planning & Analysis (FP&A), with a proven track record of building advanced financial models using large datasets and a strong understanding of both financial and non-financial business processes
  • Demonstrated expertise in financial modeling, with advanced proficiency in Excel and PowerPoint
  • Strong knowledge of core FP&A processes including budgeting, planning and internal reporting
  • Proven ability to independently develop clear, accurate reports while collaborating effectively with stakeholders across all levels, including senior leadership
  • Preferred Qualifications :

  • MBA degree
  • Experience in high-growth companies that have successfully scaled
  • Excellent communication and presentation skills
  • High energy, self starter that is intellectually curious, a team player and who has the ability to build strong relationships
  • Benefits

  • Salary Range : $150,000-$200,000
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Unlimited PTO Policy
  • Paid Holidays
  • Short Term & Long Term Disability
  • Training & Development
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