What are the responsibilities and job description for the Director of Strategic Finance Analytics position at Medzed LLC?
Director of Strategic Finance & Analytics Job Description
Position Title: Director of Strategic Finance & Analytics
Department: Finance
Report To: Chief Financial Officer (CFO)
Location: Remote
Employment Type: Full-time
Travel Requirement: Quarterly in-person leadership summits, field visits (at least two annually), and general ad-hoc travel.
About MedZed
MedZed is a leader in delivering value-based, technology-enabled social support to a diverse population of high-cost Medicaid members who have been unreachable with telephonic outreach, disconnected from primary care, and using hospital-based services as their primary point of care. We combine innovative technologies with field-based outreach to find and engage these members. We then apply a model of care designed to re-connect them to primary care, address the health-Related Social Needs (HRSNs) that contribute to their disengagement and present barriers to care, and provide them with the means and knowledge to take more control over their healthcare. Our interventions yield reduced Emergency Department and Inpatient utilization costs for our health plan partners and improved quality of life for their members as we scale, we are seeking an accomplished Chief Operating Officer (COO) to join our Executive Leadership Team to help realize our vision and contribute to long-term value creation.
Position Overview
As Director of Strategic Finance, you will be a key partner to the CFO in driving financial rigor, data analysis, and operational performance improvement. If M&A opportunities arise, deal evaluation, diligence, and execution would become part of this role. You will build and own the company’s financial modeling, analysis, forecasting, and decision-support frameworks, translating data into insight that drives accountability, efficiency, and enterprise value creation.
This is not a FP&A role. It sits at the intersection of finance, operations, technology, sales, and strategy – focusing on forward-looking analysis, capital allocation, and the systems that guide how we scale. You will serve as the operating and analytical right hand to the CFO.
The ideal candidate combines technical modeling excellence with business judgment and thrives in fast-moving, data-informed environments. This is an opportunity to directly influence capital allocation and outcomes at a tech-enabled healthcare services company undergoing rapid growth and transformation.
Key Responsibilities
- Financial Modeling & Forecasting – Build and maintain dynamic, driver-based financial models (P&L, cash flow, headcount, and scenario planning). Develop a rolling forecast and standardized reporting cadence that links operating performance to financial outcomes.
- Data Coordination – Collaborate with MedZed’s Data team to pull and analyze key metrics rapidly and consistently with an eye towards automation. Partner with Data team (Technology) to define data structures, automate reporting, and provide input in the building of a data dictionary.
- Performance Management & Operating Rigor – Partner with functional leads to establish KPIs, analyze variances, and identify actionable insights that improve execution (i.e., growth and margin). Translate complex financial analysis into operational levers for improvement.
- Strategic Analysis & Resource Allocation – Evaluate investment cases, market expansion opportunities, and cost initiatives. Help shape where and how capital is deployed to maximize ROI.
- M&A & Corporate Development – Periodically, partner with the CEO and CFO to evaluate acquisitions and strategic partnerships. Co-lead diligence, financial underwriting, valuation modeling, and deal execution, ensuring clear economic rationale and post-close integration readiness.
- Cross-Functional Partnership – Collaborate with Accounting, Data (Technology), Operations, and Human Resources to strengthen forecast accuracy, operational rigor, and accountability. Serve as a thought partner to leadership in decision-making and planning.
- Special Project Leadership – Partner with CEO and broader executive team on an ad-hoc basis to oversee cross-functional, opportunistic, strategic initiatives from development through successful execution.
- Materials Creation – Serve as a partner to leadership team in the ideation, development, and presentation of materials and analyses to facilitate key discussions with internal and external constituents.
Qualifications
- 4-6 years in investment banking, private equity, hedge fund, consulting, or strategic finance / FP&A in a high-growth environment.
- Exceptional modeling and analytical skills; deep Excel fluency and comfort integrating data from Intacct, Salesforce, HRIS, and BI tools.
- Proven ability to turn analysis into action, driving measurable performance improvement and financial discipline.
- Excellent written and verbale communication, including presentation skills, and executive presence; adept at influencing without authority.
- Operational mindset and curiosity.
- Self-directed, detail-oriented, and thrive in ambiguous, scaling environments.
- Experience in healthcare services, tech-enabled operations, and/or multi-market businesses.
Preferred Qualifications
- Familiarity with Sage Intacct, Salesforce, Power BI, or equivalent systems.
- Comfort working with data engineering and analytics teams to automate reporting.
- Advanced degree in Finance, Economics, or a related field preferred.
Physical Requirements
- This position requires the employee to remain in a stationary position for prolonged periods while performing desk-based computer tasks.
- The employee must be able to constantly operate a computer, keyboard, and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- The person in this position may need to occasionally move about inside the office/remote workspace to access file cabinets, office machinery, or other resources.
- The employee may occasionally be required to lift and move objects weighing up to 10 pounds (e.g., a laptop, files, or small office equipment).
- Clarity of vision at approximately 20 inches or less is required for working with computers and reading small print.
Reasonable Accommodation
Consistent with the Americans with Disabilities Act (ADA), it is our policy to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause undue hardship.
Salary : $150,000 - $175,000