The Role
The Director, Financial Data Coordination oversees financial data assets, ensures data accuracy, and coordinates cross-functional integration for revenue estimation and compliance.
Summary Generated by Built In
Company:AHI agilon health, inc.Job Posting Location:Remote - USAJob Title: Director, Financial Data CoordinationJob Description:
The Director, Financial Data Coordination (FDC) is accountable for the end-to-end coordination, integrity, and governance of the financial data assets that power Agilon’s revenue estimation and financial settlement processes—particularly within the Finance Data Pipeline (FDP). This role leads the development, validation, documentation, and operational cadence for contractual and settlement-related financial data inputs (e.g., POP rates and other contractual features, capitated expense inputs and payer adjustments, and final settlement tracking), ensuring completeness, accuracy, and auditability.
The Director serves as the primary cross-functional integrator between Contracting, Payer Data Management, Technology Group, Actuarial Services, and Accounting to ensure that critical financial information—often originating outside traditional “clean” data flows—is captured in a controlled manner, translated into a consistent ontology, and delivered to downstream consumers for revenue estimates, close, and compliance. The role includes ownership of SOX-relevant controls and sign-off activities associated with these data assets.
Essential Job Functions:
1) Leadership & Program Ownership (FDC operating model)
• Owns the strategy, operating model, and day-to-day execution of the Financial Data Coordination function, including team capacity planning, prioritization, and performance management.
• Establishes and maintains a scalable process framework for intake, validation, documentation, governance, and delivery of financial data assets supporting revenue estimates and settlement.
• Drives development of team capabilities across financial data governance, contractual interpretation, payer settlement workflows, and cross functional program execution.
2) Finance Data Pipeline Data Assets (Revenue Estimate Inputs)
• Accountable for sourcing, validating, and maintaining the financial data assets required to generate revenue estimates within the FDP, including but not limited to POP rates and other contractual features.
• Defines data quality expectations (completeness, accuracy, timeliness, lineage) and ensures they are met prior to downstream consumption by Finance/Actuarial and incorporation into reporting cycles.
• Partners with FDP stakeholders to translate business requirements into robust, testable data specifications and measurable service-level expectations.
3) SOX Controls, Validation, and Sign-Off
• Owns the control framework and operational execution for SOX-relevant validation and sign-off tied to revenue estimate inputs and settlement related financial data assets.
• Ensures appropriate evidence, documentation, review procedures, and approvals are consistently produced and retained to support internal/external audit requirements.
• Identifies control gaps and leads remediation plans, including process improvements, system enhancements, and retraining as needed.
4) Capitated Expenses, Payer Adjustments, and Non-Standard Financial Flows
• Leads coordination and validation of capitated expense inputs and manual adjustments from payers, ensuring correct interpretation, appropriate documentation, and alignment with contractual terms.
• Builds a controlled approach to incorporate “non-standard” financial flows—where information may be partially non-data or unstructured—into a repeatable process that feeds Ursa-Finance reliably.
• Captures and maintains an ontology / taxonomy of these non-standard flows to enable consistent interpretation and integration into the evolving Ursa-Finance pipeline.
5) Final Settlement Tracking & Financial Settlement Documentation
• Owns the tracking, documentation, and maintenance of the non-data information required for financial settlement (e.g., settlement terms, payer communications, reconciliation artifacts, exception logs).
• Ensures final settlement processes are traceable and coordinated across stakeholders, aligning settlement details with revenue estimate assumptions and accounting outcomes.
• Maintains a comprehensive view of settlement status, risks, and exceptions, escalating issues with clear recommendations and decision ready options.
6) ACO-lite / Care Coordination Payment Data Asset Delivery
• Accountable for ensuring alternate data assets (e.g., accurate member months) supporting ACO-lite / Care Coordination Payment contracts— excluded from the Ursa-Finance pipeline as not “at-risk”—are sourced correctly, validated, and delivered to Actuarial and other stakeholders.
• Establishes controls and monitoring for the accuracy and timeliness of these alternate data deliveries, including reconciliation processes and documented assumptions.
7) Cross-Functional Integration & Stakeholder Management
• Acts as the “bridge” across Contracting, FDP/TG, Actuarial Services, and Accounting to ensure information flow is complete, consistent, and timely across revenue estimation, close, and settlement cycles.
• Facilitates governance forums (e.g., recurring cadence meetings) to manage pipeline readiness, changes to contract terms impacting data, issue triage, and prioritization.
• Translates complex contractual and settlement realities into clear requirements, risks, and impacts for technical and financial audiences.
8) Continuous Improvement & Delivery in a Developing Pipeline
• Leads delivery in a “nascent” and evolving environment—driving clarity where requirements and tooling are still developing.
• Partners with FDP/TG to define enhancements, prioritize backlog items, and implement solutions that reduce manual effort, improve auditability, and strengthen reliability.
• Establishes KPIs for FDC performance (e.g., on-time delivery, validation pass rate, exception aging, audit evidence completeness, settlement cycle times) and drives measurable improvement.
9) Executive Communication & Decision Support
• Produces clear, executive-ready updates on the health of key financial data assets, settlement posture, major risks, and remediation plans.
• Proactively identifies trends and root causes of recurring issues and recommends changes to upstream processes, contracts, or downstream consumption.
Other Job Functions:
• Understand, adhere to, and implement the Company’s policies and procedures.
• Demonstrate excellent internal customer service and responsiveness across Finance, Actuarial, Contracting, FDP/TG, and Accounting stakeholders.
• Take ownership of professional development and maintain current knowledge of managed care revenue, settlements, and data governance best practices.
• Other duties as assigned.
Required Qualifications: Minimum Experience
• 8+ years progressive experience in healthcare finance, managed care finance, revenue operations, actuarial/finance data operations, or related disciplines.
• 4+ years leading teams and/or complex cross-functional programs (direct people leadership and/or matrix leadership).
• Demonstrated experience owning or operating financial data controls and/or SOX-adjacent validation and evidence processes.
• Proven ability to translate contractual terms and settlement mechanics into operational workflows and data requirements.
• Strong analytical capability; able to identify root causes, quantify impact, and drive resolution under close timelines. •
Advanced Excel skills; comfort working with data pipelines, data definitions, and validation logic (technical fluency without requiring engineering-level coding).
Education/Licensure:
• Bachelor’s degree (minimum) in Finance, Accounting, Economics, Business, Analytics, or related field (Master’s preferred but not required).
Location: Remote - MAPay Range: $129,700.00 - $162,100.00Salary range shown is a guideline. Individual compensation packages can vary based on factors unique to each candidate, such as skill set, experience, and qualifications.
Top Skills
Excel
Financial Data Systems
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The Company
What We Do
agilon health is transforming health care for seniors by empowering primary-care physicians to focus on the entire health of their patients. Through our platform and partnership model, agilon health is leading the nation in creating the system we need – one built on the value of care, not the volume of fees. We honor the independence of local physicians and serve as their long-term partner so they can be the physicians they trained to be.
agilon is built for physicians by physicians, as the patient-physician relationship is the cornerstone of care. We allow primary care physicians to take the long view of their relationships with patients, and to be confident in the long-term financial viability of their own practices. We do this through a Total Care Model that maintains the independence of physicians; unites them in a network of like-minded leaders; and integrates all of the components of a global risk business model into a single platform.
