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Sr Director Enterprise Performance Analytics

Department: Finance
Location: Scottsdale, AZ

Company

Equality Health is an integrated, holistic, and tech-enabled healthcare delivery system focused on improving the health and wellness of diverse populations. Founded in 2015, Equality Health aims to improve access to value-based care for people who have long struggled with navigating the traditional one-size-fits-all U.S. healthcare system. The mission of the company is to provide high-quality care that improves and enhances lives regardless of race, ethnicity, age, or income.

Through its supplemental care management services and proprietary technology platform, CareEmpower™, Equality Health helps managed care plans and health systems improve outcomes and lower costs for diverse populations while simultaneously facilitating the transition to risk-based accountability. Equality Health supports over 800,000 members and more than 4,000 practice sites and continues to scale rapidly.

In 2021, Equality Health partnered with General Atlantic, a leading global growth equity firm, to help drive continued expansion and fuel the next phase of growth as a leading value-based primary care network serving the Medicaid, Medicare and ACA Exchange populations. This strategic investment will enable Equality Health to pursue further geographic expansion, technological innovation and product development while furthering its mission of increasing access to care, lowering costs and improving outcomes for underserved individuals, families and communities.

Opportunity for Impact

Healthcare in the United States is an inefficient, expensive, and complex system that often provides suboptimal care and outcomes, especially for underserved patient populations. Patients want more personalized care, providers want stronger support to provide better care, and health plans want to lower costs while improving outcomes. Equality Health has created a care model to solve these challenges, powered through technology and led with clinical expertise. Equality Health is uniquely positioned to improve patient outcomes and transform healthcare by vastly improving value-based care in the United States.

Role & Responsibilities

Reporting to the Chief Financial Officer (the “CFO”), the Sr. Director Enterprise Performance Analytics (EPA) leader will lead the development and maturation of newly created EPA function. The function will enable EQH to determine and report on areas of outperformance and underperformance, diagnose why, and quickly facilitate management team to iterate on potential solutions and propose capital allocation to address underperformance or enhance outperformance.

The key objectives of the EPM function include:

  • Ensure that EQH has a clear understanding for the “why” in the financial performance of three focus areas: (1) Revenue (2) ECIP and (3) Care Model SG&A.
  • Leverage claims data, operating data, financial data, and other data sources to draw clarity into budget attainment sooner than it has historically been known (both revenue and cost)
  • With collaboration from other departments, transform the “why” into recommendations on how to drive business and financial improvements across these focus areas
  • Develop, maintain and apply a consistent ROI evaluation framework for key areas of focus + future revenue-enhancing investments

The individual will be responsible for delivering value-added business analysis, reports and performance metrics to enhance business operations and decision-making and shall have a comprehensive understanding of Company operations and the healthcare industry.

Key Deliverables

ROI Baselines and Evaluation

  • Establish ROI baselines across EQH’s two largest revenue-generating investments: (1) ECIP and (2) Care Model SG&A (corporate SG&A may come into scope once ECIP & Care Model are complete)
  • ECIP ROI will be evaluated on an activity-basis retrospectively based on 2023/2024
  • Where possible, establish standardized ROI evaluation frameworks for new investments targeted at driving incremental revenue to allow for nimble decision-making.
  • If a standardized framework isn’t sufficient, support ROI evaluation for new potential investments and deploy capital as appropriate.

Monthly Performance Evaluation

  • Build base monthly performance package across each focus area: (1) Revenue (2) ECIP and (3) Care Model SG&A
  • The monthly package will represent the starting point to understand key trends in each focus area.
  • Deep dive on monthly package utilizing all data sources to fully identify challenges and solutions.

Required Skills and Experiences

  • 7+ years of related professional experience with role progression during those years.
  • Strong understanding of the health care industry and risk bearing value-based care payment arrangements.
  • Previous experience in consulting, investment banking or private equity-backed organizations through a successful exit is a strong advantage. An understanding of the culture, pace and metrics required in a company of this size, positioning itself for an attractive exit, will be expected.
  • Ability to effectively communicate the organizational strategy and business objectives.
  • Proven ability to work well with senior executives, leveraging strong intellectual, conceptual and analytical skills; highly consultative with ability to clearly, confidently and convincingly present analyses and recommendations around major financial decisions balanced with an openness to navigating multiple viewpoints or diverse perspectives.
  • Keen analytical skills and a proven ability to develop effective financial models and analysis.
  • Strong operating and management skills; the ability to influence company operations beyond the finance function.
  • Deep experience with budgeting and financial planning models in a complex business

Leadership Characteristics

  • Excellent communication and presentation skills; has the executive presence and stature to effectively interface with all internal and external stakeholders.
  • Agile and highly analytical, thriving in a fast-paced, dynamic and changing organization.
  • Highest ethical standards, integrity, authenticity, credibility, and character.
  • Mission driven and motivated by the impact the Company has on its customer base.
  • Highly collaborative, low ego, results oriented individual motivated to enable company success.

Equality Health provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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