Director of Strategy and Reporting

Description

Salary Range: $130,000.00/yr - $160,000.00/yr

Are you ready to make a lasting impact and transform the healthcare space? We are one of Southern California’s fastest-growing Medicare Advantage plans with an incredible 112% year-over-year membership growth.  

Who Are We? ✨ 

Clever Care was created to meet the unique needs of the diverse communities we serve. Our innovative benefit plans combine Western medicine with holistic Eastern practices, offering benefits that align with our members’ culture and values. 

Why Join Us? 🏆

We’re on a mission! Our rapid growth reflects our commitment to making healthcare accessible for underserved communities. At Clever Care, you’ll have the opportunity to make a real difference, shape the future of healthcare, and be part of a fast-moving, game-changing organization that celebrates diversity and innovation. 

Job Summary

The Senior Director, Strategy & Reporting provides leadership in the execution of selected strategic initiatives and functions as the lead for BOD and investor reporting.

Functions & Job Responsibilities

• Manage all fundraising and investment activities, including leading diligence processes, acting as liaison between company and any investment banking and legal resources, and crafting presentation materials for board review
• Maintain long-term financial planning model for use in valuation, financial planning, and cash forecasting for fundraising and investment activities, ad-hoc analyses, and projections for management / Board of Directors
• Oversee the creation, production, and distribution of all Board of Director and related committee materials for regularly scheduled and ad-hoc meetings
• With senior leadership, prepares for Monthly and Quarterly Business Reviews (MBR/QBR) including materials, presentations, analyses, coordination.
• Support the development of strategic plan and on-going performance tracking via Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR)
• Perform regular and ad hoc market research, tracking industry news related to public and private companies both central to Clever Care’s strategy, as well as in adjacent markets
• Develop tools to include scorecards and key initiative documents to monitor and report on the progress against the strategic and annual business plans goals and metrics to key audiences including the Board, investors, management and employees. Keep the executive leadership team informed on status and performance through regular communications, forecasts, and KPIs
• Partnering with the VP, Controller, operates as a key liaison for periodic 409A and debt valuation updates
• Lead Investor Relations for Company including periodic noticing, communication with investors and timely responses to quarterly and ad-hoc data requests 
• Oversee FP&A participation in Sales & Marketing reporting and analytics
• Other duties as assigned

Leadership Expectations

By way of leadership approach, mobilize others to create extraordinary results, and unite people to turn challenges into successes by championing the following:

• Search for opportunities by seizing the initiative and looking outward for innovative ways to improve
• Experiment and take risks by consistently generating small wins and learning from experience
• Foster collaboration by building trust and facilitating relationships
• Strengthen others by increasing self-determination and developing competence
• Recognize contributions by showing appreciation for individual excellence
• Celebrate the values and victories by creating a spirit of community

(#LI-Hybrid)

Qualifications

Qualifications

Education and Experience

• Seven (7) years of relevant senior-level experience in corporate development, particularly in financial modeling and transactional execution
• Five (5) years of operational and leadership experience in government-sponsored insurance industry strongly preferred
• Strong knowledge of current MA marketing trends, benefits and design
• Previous high-growth startup experience
• Bachelor’s degree in Finance, Public Administration or related field

Skills

• Data-driven decision maker with strong analytical and quantitative thinking

• Results oriented, capable of clearly translating strategic objectives into implementable processes that drive outcomes
• Extremely organized, disciplined, hands-on and process-oriented leader who is not afraid of digging into details when necessary
• Strong relationship, development and leadership skills
• Success in driving organizational change and performance improvement
• Excellent strategic and analytical skills
• Excellent organizational and time management skills
• Excellent financial and organizational systems acumen
• Strong collaboration skills to ensure effective alignment among diverse teams

• Advanced knowledge and use of Microsoft Office (Word, Excel, PowerPoint, Outlook)

Physical & Working Environment.

Physical requirements needed to perform the essential functions of the job, with or without reasonable accommodation:

• Must be able to travel when needed or required   
• Ability to operate a keyboard, mouse, phone and perform repetitive motion (keyboard); writing (note-taking)
• Ability to sit for long periods; stand, sit, reach, bend, lift up to fifteen (15) lbs.

Ability to express or exchange ideas to impart information to the public and to convey detailed instructions to staff accurately and quickly.

Work is performed in an office environment and/or remotely. The job involves frequent contact with staff and public. May occasionally be required to work irregular hours based on the needs of the business.

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Clever Care Health Plan is proud to be an Equal Employment Opportunity and Affirmative Action workplace. Individuals seeking employment will receive consideration for employment without regard to race, color, national origin, religion, age, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender perception or identity, age, marital status, disability, protected veteran status or any other status protected by law. A background check is required.

Salary ranges posted on the job posting are based on California wages. Salary may be higher or lower depending on the candidate’s state residency.

Salary : $130,000 - $160,000