Director of Financial Planning & Analysis
About Piedmont Health Services
Piedmont Health Services, Inc. (PHS) is a 501(c)(3) nonprofit and Federally Qualified Health Center (FQHC) in North Carolina. Dedicated to delivering top-tier, accessible, and inclusive primary healthcare, PHS has proudly served for 56 years and remains the largest community health center in central NC. Operating 11 Community Health Centers, 2 PACE (Program of All-Inclusive Care for the Elderly) SeniorCare facilities, and 2 Mobile Health Units, PHS extends its services to residents across five counties, including Alamance, Caswell, Chatham, Orange, and Lee.
What's an FQHC?
Federally Qualified Health Centers (FQHC) are community-based healthcare providers that receive funds from the Health Resources and Services Administration (HRSA) Health Center Program to provide primary care services in under-served areas.
About the role
The Financial Planning & Analysis (FP&A) Director serves as the organization's lead resource for budgeting, financial forecasting, variance analysis, and operational financial planning. This position partners closely with senior leaders, department directors, and the Finance team to develop the annual operating and capital budgets, monitor financial performance, forecast organizational results, and provide actionable financial insights that support strategic and operational decision-making.
The FP&A Director is responsible for building and maintaining financial models, developing forecasting processes, facilitating budget reviews with department leadership, and preparing monthly management reporting packages. The position serves as a financial consultant to operational leaders, helping them understand financial results, opportunities, risks, and performance drivers across the organization. This role works collaboratively with Accounting, Revenue Cycle, Human Resources, Grants, and Operational Leadership to ensure financial data is accurate, meaningful, and aligned with organizational goals.
Responsibilities
- Develop the annual operating and capital budgets
- Monitor financial performance and forecast organizational results
- Provide actionable financial insights that support strategic and operational decision-making
- Build and maintain financial models
- Develop forecasting processes
- Facilitate budget reviews with department leadership
- Prepare monthly management reporting packages
- Serve as a financial consultant to operational leaders
- Ensure financial data is accurate, meaningful, and aligned with organizational goals
Requirements
- Education: Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field
- Master's Degree (MBA, MHA, or related field) preferred
- Five (5) to seven (7) years of progressive experience in financial planning, budgeting, forecasting, financial analysis, or healthcare finance
- Experience supporting multi-department budgeting processes
- Healthcare, FQHC, non-profit, or multi-site organization experience preferred
- Experience presenting financial information to executive leadership and non-financial audiences
Qualifications
- Advanced Microsoft Excel and financial modeling skills
- Strong analytical and problem-solving abilities
- Experience with budgeting and forecasting software
- Ability to translate complex financial information into actionable recommendations
- Strong written and verbal communication skills
- Ability to influence and build relationships across departments
- Knowledge of healthcare financial reporting and performance metrics
- Strong project management and organizational skills
Immunizations
Be medically cleared for communicable diseases and have all immunizations up-to-date prior to beginning employment
Pay
$111,854.00 - $150,322.00 (commensurate with years of experience)
Benefits
- Medical, Dental, Vision, Life Insurance (Short & Long Term Disability)
- 403(b) Plan
- Paid Holidays
- CME (Continuing Medical Education)