Director, FP&A

About the role

The Director, Financial Planning and Analyst (FP&A) is responsible for assisting the CFO in directing and overseeing the company’s overall strategic financial efforts, including executing the financial strategy, plans, policies, and procedures for the organization through resources and a highly capable finance team. The role develops and manages financial, accounting, and budgeting reports, metrics, and processes within established timeframes, and assists in due diligence and integration activities.

Responsibilities

• Partner with the CFO and Executive Leadership to manage FP&A staff and provide direct support to regional operations management for finance, purchasing, and accounting needs.
• Provide periodic detailed financial projection updates, meet reporting timelines, and provide analytical support to the operations team.
• Implement and manage efficient processes, including forecasting, budgeting, variance analysis, and reporting that meet Corporate Finance and operations timelines.
• Align resources and processes to update and maintain an enterprise planning application to support a rolling eight (8)-quarter forecast.
• Partner with operational leaders during the annual budgeting process; direct finance staff activities and timelines, quality check assumptions and financial projections, facilitate effective decision-making, and leverage the 8-quarter rolling forecast process to generate budgets for operational business units while meeting Corporate Finance deadlines.
• Work closely with the CFO, Controller, and FP&A team to calculate management and lender adjustments to EBITDA as part of the monthly reporting process.
• Provide explanations for material operational performance variances to Corporate Finance for monthly financial performance reporting to the board of directors.
• Provide content, as requested by Corporate Finance, for quarterly board presentations, coordinating with key stakeholders to gather content, perform edits, and ensure completion on or before Corporate Finance deadlines.
• Align the team to partner with Corporate and Marketing functional leaders to monitor Corporate Resource center support for day-to-day operational effectiveness.
• Ensure capital investments follow policies, assist with managing the capital expense request process, and provide analytical support for larger investments to ensure appropriate ROI.
• Assist with vendor management and payment, and drive compliance with purchasing policies and budgeted expenses; review new vendor contracts and negotiate within authorized limits.
• Play an active role in the due diligence process for acquisition targets and manage regional operations integration activities to identify, track, and achieve synergies.
• Identify, build plans, and hold teams accountable for achieving P&L targets and performance improvement objectives.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related quantitative field.
• At least five (5) years of financial management experience spanning forecasting, planning, business analytics, KPIs, M&A diligence, and integration.
• Demonstrated ability to drive execution and keep key initiatives or processes on track.
• Systems acumen to enhance, leverage, and maintain forecasting, budgeting, and reporting applications.
• Experience in a Private Equity (PE)-backed healthcare services business preferred.

Position is in-office, Monday through Friday.