Offer summary

Qualifications:

8–10+ years of experience in Finance, particularly in FP&A roles within high-growth or private equity-backed companies., Strong background in financial modeling, forecasting, and performance reporting in complex business environments., Proficient in ERP systems, Microsoft Excel, and PowerPoint., Bachelor’s degree in Finance, Accounting, or a related field required..

Key responsibilities:

Lead the financial planning and analysis function, reporting directly to the CFO.

Develop and implement financial dashboards and reporting tools for operational and financial KPIs.

Create rolling cash flow forecasts and detailed budgets in collaboration with cross-functional teams.

Analyze financial and operational data to support strategic business initiatives and recommend corrective actions.

Job description

Director of Financial Planning and Analysis

Location: 100% remote

We are partnering with a rapidly growing multi-site healthcare organization to identify a Director Financial Planning and Analysis. This is a newly created position to support growth.

Overview

Reporting directly to the CFO, the Director of FP&A will lead the company’s financial planning and analysis function, while supporting broader strategic and operational initiatives across the business. This role will play a key part in shaping data-driven decision-making by developing scalable reporting systems, analytical tools, and performance metrics. The ideal candidate will be a collaborative, detail-oriented leader who can quickly grasp the company’s key performance drivers in a fast-paced, distribution-focused, private equity-backed environment.

Key Responsibilities

Strategic Financial Planning & Reporting

Partner with the CFO to develop and scale a high-impact FP&A function that delivers actionable insights
Design and implement financial dashboards and reporting tools for key operational and financial KPIs
Lead the creation of a rolling 13-week cash flow forecast, in coordination with cross-functional teams
Develop detailed bottom-up budgets and forecasts to support both tactical plans and long-range strategic goals
Act as a financial advisor to department leaders, helping shape accurate forecasts and operational plans
Analyze customer, vendor, and market data to uncover trends and support strategic business initiatives

Performance & Operational Analysis

Evaluate cash flow, cost structures, and expenditures, working with stakeholders to drive efficiency
Perform industry and macroeconomic research to guide the business in adapting to external trends
Monitor company performance against internal goals and external benchmarks
Investigate financial and operational variances; collaborate with leaders to recommend and implement corrective actions

Key Competencies & Attributes

Strong commercial mindset, ideally with experience in healthcare, multi-site services, or PE-backed environments
Skilled in process simplification and optimization to support scaling
Highly analytical with strong attention to detail and sound business judgment
Comfortable managing multiple projects in fast-paced, high-urgency settings
Confident communicator with the ability to influence senior leadership and present to board-level stakeholders
Agile and adaptable, able to thrive in dynamic, evolving environments
Exceptionally organized with outstanding time management skills

Qualifications

8–10+ years of experience in Finance, with a focus on FP&A roles in high-growth or private equity-backed companies
Strong background in financial modeling, forecasting, and performance reporting in complex business environments
Experience supporting M&A, integrations, or divestitures
Proven ability to develop scalable reporting systems and models for expanding businesses
Proficient in ERP systems, Microsoft Excel, and PowerPoint
Bachelor’s degree in Finance, Accounting, or a related field required

Required profile