VP, Finance at ConcertoHealth
Aliso Viejo, CA, US

This position is a key partner to the CFO and will provide strategic leadership and coordination of company financial planning and business analysis function, while partnering with business leaders to ensure company objectives are met and capital is effectively deployed.


  • Prepare and analyze financial statements and utilization reports for IPAs monthly. Be able to interpret and explain reasons for fluctuations noted, including premium, claims, and other transactions.

  • Oversight of capitation, IPAs surplus distribution and other manual payment processes.

  • Analyze and coordinate providers and IPAs incentive calculation and payments.

  • Provide ad-hoc financial analyses and recommendations related to medical management and initiatives.

  • Provide strategy, oversight and monitoring of contracting strategies.

  • Oversight and supervision of all MSO financial operations and staff.

  • Develop, analyze, and interpret accounting and statistical information to report operating results in terms of profitability, performance against budget and other matters relating to the fiscal soundness.

  • Produce accurate and timely financial reports to MSO Clients, management, Executive Committee, investors and regulatory agencies.

  • Develop, implement and enforce policies and procedures of the organization by way of internal controls and systems that will improve the overall operation and effectiveness of the corporation.

  • Recommend, develop and manage benchmarks for measuring the financial and operating performance.

  • Establish and maintain financial internal reporting systems and internal controls to ensure compliance with General Accounting Principles (GAP) and Statutory Accounting Principles (SAP).

  • Ensures timely and accurate budget analysis and financial review for executive team.

  • Partner with department leaders to develop annual business plans.

  • Monitor and analyze monthly operating results against budget.

  • Oversee daily operations of the financial planning and analysis and med econ departments.

  • Manage the preparation of all financial reports and critical KPI’s across the business.

  • Manage the preparation of near and long-term financial outlook and forecasts.

  • Prepare and oversee critical analysis related to product development, business development and business acquisitions.

  • Recommends and develops process and systems to meet company objectives.

  • Manages the external audit process performed by external auditors on an annual basis of the Company’s financial statements.

  • Direct and coordinate LOB financial planning and budget management functions.

  • Assist in establishing short- and long-range departmental goals, objectives, policies, and operating procedures.

  • Design, establish, and maintain an organizational structure to effectively accomplish the departments goals and objectives.

  • Serve on planning and policy-making committees.

  • Represent the company externally to government agencies, auditors, and the general public.

  • Recruit, train, supervise, and evaluate department staff.

  • Partner with business and operational owners to evaluate business opportunities, expansion and critical investments.

  • Support CFO with investor relations and capital planning.

  • Participate and lead cross functional business initiatives.

  • Other duties as assigned.


  • Degree in Finance or Business, MBA strongly preferred.

  • Must have a proven track record in managing FP & A function in a physician practice and or health plan environment.

  • Expert financial modeling and analytic skills with ability to effectively engage across all levels of the organization.

  • Knowledge of automated financial and accounting reporting systems.

  • Knowledge of federal and state financial regulations.

  • Strong experience and knowledge budgeting, forecasting, rolling budgets, and product-line profitability analysis.

  • Experience in Government health care contracts preferred.

  • Small and large project/program orientation.

  • Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects.