Director, Finance Transformation and Performance Office

About the role

Aeroflow Health is a national leader in home medical equipment and clinical services. We are seeking a Director of Finance Transformation and Performance Office to build a new function responsible for elevating financial planning, performance management, executive reporting, and strategic decision support across the enterprise.

Responsibilities

• Own Aeroflow's annual budgeting process, quarterly forecasts, and rolling financial planning across multiple business units.
• Develop and maintain financial models that support strategic planning, capital allocation, pricing decisions, and business growth.
• Lead the evolution of forecasting methodologies to improve accuracy, visibility, and business partnership.
• Prepare rolling 13-week cash flow forecasts and own enterprise liquidity planning, including modeling collection lag inherent in DME reimbursement.
• Develop and deliver monthly Management Discussion & Analysis (MD&A) and variance package that serves as the primary financial narrative for the executive team.
• Build executive scorecards and standardized KPIs that provide leadership with meaningful, actionable insights and serve as the single source of truth for enterprise performance, replacing fragmented BU-level reporting.
• Establish and enforce standardized financial reporting definitions, metric governance, and planning processes across all business units.
• Translate financial results into compelling business narratives that support executive decision-making.
• Build scalable planning, forecasting, and reporting processes that improve how Finance supports the organization.
• Identify opportunities to automate reporting, simplify workflows, and enhance financial visibility.
• Lead Finance Transformation initiatives in coordination with the CFO that strengthen planning capabilities and decision support.
• Champion continuous improvement while balancing long-term transformation with day-to-day business needs.
• Serve as a trusted financial advisor to Business Unit leaders and cross-functional partners.
• Collaborate with Accounting, Revenue Cycle, Operations, Procurement, Compliance, HR, and Data Engineering to improve financial performance and operational decision-making.
• Support strategic initiatives through financial modeling, scenario analysis, and business case development.
• Facilitate financial reviews that help leaders understand performance trends and identify opportunities for improvement.
• Develop reporting and analytical frameworks that improve visibility into revenue quality, profitability, working capital, and business performance.
• Develop payer level and product-level profitability analytics that support contract negotiations, pricing decisions, and portfolio management.
• Own unit economics studies by product and payer, and lead semiannual portfolio reviews.
• Support investment evaluations.
• Ensure all planning models are built on governed, validated financial data from the enterprise Performance Data Mart (Snowflake, Sigma).
• Recruit, coach, and develop a high-performing team of Financial Analysts, starting with two direct reports in the first 90 days.
• Establish analytical standards, reporting expectations, and best practices.
• Foster a collaborative, curious, and solutions-oriented team culture.
• Balance strategic leadership with hands-on analytical work in a player-coach environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or Finance Transformation.
• Experience leading budgeting, forecasting, and financial planning processes within a complex organization.
• Demonstrated success improving financial reporting, planning methodologies, or business performance processes.
• Experience partnering with senior leaders to support strategic business decisions.
• Previous people leadership experience, including coaching and developing finance professionals.
• Advanced Excel and financial modeling expertise.
• Strong forecasting, budgeting, and scenario planning capabilities.
• SQL proficiency with the ability to validate and analyze financial data.

What we look for

• The ideal candidate for this role is a builder who thrives on creating scalable processes and improving workflows.
• They are equally adept at analyzing complex financial data and communicating strategic recommendations, driven by a genuine curiosity about the business operations behind the numbers.
• As an effective collaborator, they build strong cross-functional relationships and are comfortable navigating ambiguity to bring structure to complex challenges.
• They are a thoughtful, highly organized leader who balances multiple priorities while actively developing talent, fostering continuous learning, and leading by example.
• They understand (or are eager to learn) the structural economics of healthcare reimbursement, where revenue recognition, cash collection, and margin reality can diverge significantly.