Director of FP&A

JOB SUMMARY

Dane Street is seeking a Director of FP&A to build and lead the company’s financial planning and reporting engine during a period of rapid growth and a private equity partnership. This is a high-impact role responsible for creating structure, clarity, and insight across a healthcare services organization. The ideal candidate is a builder who thrives in environments with evolving systems, complex data, and high expectations for accuracy and speed.

Dane Street’s success relies on individual and team contributions every day. We care for our customers, each other, and Dane Street. It is the responsibility for all of us to maintain a positive working environment that promotes client satisfaction and results.

MAJOR DUTIES & RESPONSIBILITIES

• Lead the company’s forecasting engine, including monthly, quarterly, and annual forecasts
• Own the PE reporting package and partner with the CFO on board and lender reporting
• Drive data mapping and alignment across ERP, HRIS, and in-house claims management system to ensure accurate consolidated reporting
• Develop and maintain a comprehensive KPI framework for financial and operational performance
• Partner with operations leadership to deliver actionable insights and business support
• Lead scenario modeling for pricing, volume, margin, and headcount planning
• Manage the annual budget process and long-range planning
• Oversee the calculations of various sales and operations-focused bonus programs
• Support the transition from Google Sheets to a modern finance tech stack, including Power BI, Excel, and future EPM tools
• Build scalable reporting processes and documentation to support future growth and exit readiness

Other duties & special projects, as assigned and based on business needs.

Requirements

EDUCATION/CREDENTIALS:

An Associate’s Degree or Bachelor’s Degree is preferred.

Qualifications

• 5–10 years of progressive FP&A experience

• Experience in healthcare services strongly preferred

• Prior privateequity experience highly desirable

• Advanced Excel and financial modeling skills

• Demonstrated ability to build structure in complex data environments

• Strong communication skills and ability to partner with operations leaders

• Calm, structured, and effective under pressure

• Ability to challenge assumptions and influence decisions respectfully

Technical Skills (Preferred)

• Experience with Power BI (data modeling, dashboard development)

• Experience with Workday Adaptive Planning (model building, reporting, forecasting)

• Familiarity with ERP/HRIS integrations and financial data governance

What Success Looks Like

• Clean, accurate, refreshable reporting delivered on a predictable cadence

• A forecasting model that the CFO and PE partner trust

• Clear visibility into operational and financial performance

• A scalable reporting architecture that supports future growth and exit preparation

WORKING CONDITIONS/PHYSICAL DEMANDS:

Any lifting, bending, traveling, etc. required to do the job duties listed above. Long periods of sitting and computer work.

WORK FROM HOME TECHNICAL REQUIREMENTS:

Supply and support their own internet services.

Maintaining an uninterrupted internet connection is a requirement of all work from home position.

This job description is subject to change at any time.

Benefits

Join our team at Dane Street and enjoy a comprehensive benefits package designed to support your well-being and peace of mind. We offer a range of benefits including medical, dental, and vision coverage for you and your family. Additionally, we offer voluntary life insurance options for you, your spouse, and your children. We also offer other voluntary benefits which include hospital indemnity, critical illness, accident indemnity, and pet insurance plans. Employees receive basic life insurance, short-term disability, and long-term disability coverage at no cost. Our generous paid time off policy ensures you have time to relax and recharge, while our 401k plan with a company match helps you plan for your future. Apple equipment and a media stipend are provided for remote workspace. 

ABOUT DANE STREET:

A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto, and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers, and Pharmacy Benefit Managers. We provide customized Independent Medical Exams and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process.