FP&A Leader

About the role

The Director of FP&A will lead financial planning, forecasting, performance analytics, and executive reporting across a multi-state, multi-site platform. This is a highly visible opportunity to serve as a key strategic partner to the CFO and executive leadership team.

Responsibilities

• Lead the annual budgeting process and ongoing forecasting across multiple business units and operating locations.
• Develop and maintain sophisticated financial models supporting revenue, expense, cash flow, and profitability forecasting.
• Perform monthly budget-to-actual and forecast variance analysis, identifying the operational and financial drivers impacting performance.
• Develop scenario models and sensitivity analyses to support strategic planning and executive decision-making.
• Build profitability and unit-economic analyses across business lines, markets, and operating locations.
• Financial & Operational Analytics
• Develop and maintain KPI reporting and dashboards integrating financial, operational, and business performance metrics.
• Analyze revenue, margin, labor, volume, pricing, and cost trends to identify performance improvement opportunities.
• Partner with operational leaders to understand performance drivers and translate financial findings into actionable recommendations.
• Support cash flow, working capital, and revenue cycle analytics.
• Executive & Board Reporting
• Prepare recurring executive and board-level financial reporting packages, including financial results, KPI reporting, forecasts, and variance commentary.
• Translate financial results into concise, executive-level narratives explaining business performance, risks, and opportunities.
• Develop ad hoc financial analyses supporting strategic initiatives, investment decisions, and other executive priorities.
• Provide analytical support for leadership and investor-related discussions.
• Strategic & Cross-Functional Partnership
• Serve as a trusted financial partner to the CFO, executive leadership, Accounting, and operational teams.
• Partner with Accounting during the monthly close process to ensure accurate financial reporting and meaningful performance analysis.
• Support financial modeling and analysis related to acquisitions, integrations, and other growth initiatives.
• Aid in lender reporting, financing analyses, and other strategic finance initiatives as needed.
• Help build and enhance the financial infrastructure required to support a growing, multi-location organization.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
• 7+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, private equity, or a related field.
• Advanced financial modeling skills, including budgeting, forecasting, scenario planning, and profitability analysis.
• Advanced proficiency in Microsoft Excel.
• Demonstrated ability to analyze financial results and communicate the underlying business story to executive-level stakeholders.
• Experience developing executive or board-level financial reporting.
• Ability to operate effectively in a fast-paced, evolving environment where processes and infrastructure are continuing to mature.
• Strong communication skills with the ability to partner across finance, operations, and executive leadership.

Preferred Qualifications

• Experience within healthcare services, multi-site healthcare, home-based care, or another service-oriented operating environment.
• Previous experience within a private equity-backed or high-growth organization.
• Multi-location or multi-state financial planning and analysis experience.
• MBA, CPA, CFA, or other relevant advanced credential.
• Experience with business intelligence and data visualization tools such as Power BI or Tableau.
• Exposure to SQL, financial systems implementations, or FP&A process automation.