Director of Financial Planning and Analysis

About the role

The Director of Financial Planning & Analysis will serve as a strategic finance partner supporting operational and executive leadership across a growing healthcare organization. This role leads budgeting, forecasting, financial reporting, and operational analysis functions while providing financial insights to improve business performance, support growth initiatives, and drive informed decision-making. The individual will partner closely with operational leaders to understand key drivers of financial performance, develop actionable recommendations, and build scalable reporting and planning processes.

Responsibilities

• Lead the annual budgeting process, rolling forecasts, and long-range financial planning across multiple operating locations.
• Partner with operational and executive leadership to analyze financial performance, identify trends, and develop strategies that improve profitability and operational efficiency.
• Develop and maintain executive reporting packages, KPI dashboards, and financial analyses that provide meaningful insight into business performance.
• Build financial models and business cases to support strategic initiatives, capital investments, service line expansion, and operational improvement efforts.
• Monitor key operating and financial metrics, including revenue, labor, expenses, productivity, margins, and cash flow, while recommending actions to improve results.
• Collaborate with Accounting, Revenue Cycle, Operations, and other cross-functional teams to improve forecasting accuracy, reporting capabilities, and financial visibility.
• Drive continuous improvement initiatives related to budgeting, reporting, forecasting, automation, and business intelligence.
• Support acquisitions, integrations, and other strategic projects through financial modeling, reporting, and operational analysis.
• Lead, mentor, and develop the FP&A team while fostering a culture of collaboration, accountability, and continuous improvement.
• Provide financial guidance and decision support to executive leadership on strategic and operational initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field; MBA, CPA, CMA, or other advanced designation preferred.
• 10+ years of progressive experience in FP&A, operational finance, healthcare finance, or a related discipline.
• 5+ years of leadership experience managing FP&A, finance, or business analytics teams.
• Healthcare services experience strongly preferred, including experience supporting multi-site operations.
• Strong expertise in budgeting, forecasting, financial modeling, management reporting, and operational finance.
• Experience partnering directly with operational leaders to improve financial performance and support business decision-making.
• Demonstrated success developing KPI reporting, dashboards, and scalable financial planning processes.
• Strong analytical, communication, and leadership skills with the ability to influence stakeholders across all levels of the organization.
• Experience with ERP systems, financial planning software, and business intelligence tools; familiarity with automation and AI-enabled reporting solutions is a plus.