As the Director of FP&A at 10X Health, you will serve as a crucial link between finance, accounting, and other strategic departments, driving the development of enhanced processes and systems. With an emphasis on automation, reporting, and data management, you will play a pivotal role in overseeing departmental budgets and ensuring clear communication across teams.
ABOUT 10X HEALTH SYSTEM
We're on a mission to 10X people's wellness throughout the world by enhancing human performance. Modern medicine isn't a patient-centric practice. We want to bring you on a wellness journey that's going to change your life for the better and propel you to the next level. We do this by understanding your body and finding the missing raw materials that can help you perform more optimally. 10X Health is about optimal wellness, restoration, cellular repair, and regeneration. Together we'll swim upstream to discover the root cause of your symptoms and restore your passion, purpose, and physiology. We create someone who's truly healthy and happy by giving you the missing resources you need to accomplish all of your goals!
OBJECTIVES
Provide financial and operational information, expertise and insights to organization through reporting, data management & technological integrations
Own full cycle budgeting process & create monthly reporting package for executive & ownership review
Monitor and report on department budgets, targets and other KPIs
Create automated processes for strategic departments
Identity key business drivers and relevant metrics for performance
Organize and structure company financial data
Work with technology department to develop core FinTech infrastructures needed to scale reporting efficiently
Contribute to our internal analyst team to design, develop and operationalize analytics dashboards
Extract insights based on strategic objectives
Facilitate actionable reporting & dashboards to key stakeholders
Prepare financial forecasts for short- and long-term planning and align strategic financial metrics across all departments to drive results
Provide Ad Hoc analysis and recommendations
Assist in the preparation of monthly financial reporting packages, activity reports and financial forecasts for clients
COMPETENCIES
Expert fluency with Google Sheets/Excel formulas and functions
Proficient understanding of QuickBooks and/or Netsuite
Ability to gather and skillfully analyze financial data and identify the information needed to solve a problem effectively
Ability to individually pull data with SQL
Intermediate understanding of GAAP
Experience using Business Intelligence such as PowerBI or Tableau
Strong understanding of financial models, budgets and financial reporting packages
Strong capabilities for developing and presenting analyses and insights to senior management
Ability to leverage data visualization tools to clearly articulate information
EDUCATION AND EXPERIENCE
Bachelor's Degree in Finance, Accounting, Business or related field, or equivalent work experience
At least 7 years' work experience in Finance and Accounting
Experience in a medtech, wellness or e-commerce business
PHYSICAL REQUIREMENTS
Prolonged periods of time sitting at a desk or computer
Travel up to 10% of the time
COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, 10X Health System recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to dlam@cardoneventures.com. Already a 10X Health candidate? Please connect directly with your recruiter to discuss this opportunity.