Job Description

At WellNow Urgent Care, we are dedicated to delivering quality healthcare to our Urgent Care patients and Occupational Health clients. Join us in providing exceptional healthcare services and making a difference in our communities. WellNow has over 150 locations across New York, Illinois, Indiana, Michigan, Pennsylvania, and we are continuing to grow! Regardless of how quickly WellNow grows, the company is committed to keeping its promise of offering exceptional healthcare in a convenient, caring atmosphere.

WellNow is a part of TAG – The Aspen Group (TAG) is one of the largest and most trusted retail healthcare business support organizations in the U.S. and supports over 20,000 healthcare professionals and team members at more than 1,300 health and wellness offices across 48 states in four distinct categories: dental care, urgent care, medical aesthetics, and animal health. Working in partnership with independent practice owners and clinicians, the team is united by a single purpose: to prove that healthcare can be better and smarter for everyone. TAG provides a comprehensive suite of centralized business support services that power the impact of five consumer-facing businesses: Aspen Dental, ClearChoice Dental Implant Centers, WellNow Urgent Care, Chapter Aesthetic Studio, and Lovet Pet Health Care. Each brand has access to a deep community of experts, tools and resources to grow their practices, and an unwavering commitment to delivering high-quality consumer healthcare experiences at scale.

Our continued growth has created an opportunity to join our team as a Senior Planning Manager, Revenue Management & Planning.

Job Summary

The Senior Planning Manager role within the Revenue Management & Planning team is responsible for a range of duties related to commercial performance tracking and management. The Planning Manager will compile and interpret data from multiple sources, determine validity of the data, and present business insights with supporting evidence to guide day-to-day commercial decisions including media planning, scheduling, patient-mix optimization etc.

Core Competencies

• Customer Focus—Is dedicated to meeting the expectations and requirements of commercial leaders within Marketing, Operations, Sales and Finance.
• Drive for Results—Can be counted on to constantly and consistently push self and others for results.
• Ethics and Values—Adheres to an appropriate and effective set of core values and beliefs during both good and bad times; acts in line with those values.
• Managing Vision and Purpose—Is optimistic; can inspire and motivate vision and sense of core purpose.

Responsibilities

• Responsible for end-to-end commercial planning that includes setting clear goals for key performance metrics on a daily, weekly, monthly basis.
• Clearly articulate any change in expectations vs. prior years’ performance and collaborate with commercial leaders to develop action plans to realize set goals.
• Enable alignment on expectations from key strategic initiatives and hold commercial owners accountable for results thru timely and accurate performance tracking.
• Host weekly performance review forums with senior commercial leaders to keep everyone informed of recent performance as well as forward-looking outlook.
• Develop forecasting models / projections for various KPIs based on historic trends accounting for impact of seasonality, Holidays etc.
• Develop performance reports and dashboards in partnership with the BI team to help key leaders monitor daily performance.
• Partner with Commercial and Finance leaders to periodically assess evolving business dynamics and provide recommendations on adjustments to performance expectations.
• Perform diagnostic analysis on an ongoing basis by working independently utilizing data, relationships, and storytelling to develop and maintain a single source of truth on business performance.
• Must be excited to continuously enhance the planning process (improved granularity of goals, definition of performance vs. behavioral KPIs, playbooks, etc.) in an industry filled with opportunity.

Qualifications

• High proficiency in SQL (Big Query preferred), Excel, Tableau required and ability to extract and analyze data independently.
• Analytics tools, such as Python and R a plus.
• Detail-oriented, analytical ability and strong oral/written communication skills are also required.
• Must be able to work well with others in a time-sensitive team environment with a flexible attitude focused on delivering outcomes.
• Must have the ability to independently structure/resolve problems by incorporating/balancing relevant factors and grasping mathematical concepts related to budgeting and forecasting.
• 7+ years’ experience in a Business Analytics role required. Prior experience in Business Insights / Financial Planning & Accounting is a plus.
• Undergraduate degree required with major in Business, Finance, Economics, Analytics, Computer Science, Statistics, or related field preferred.
• Master’s degree in related field a plus
• Experience in the Heath Care Industry or in Managerial Accounting a plus

• A generous benefits package that includes paid time off, health, dental, vision, and 401(k) savings plan with match
• This position is onsite 4 days/week in our office in Fulton Market District

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