Director of FP&A

The Role

The Director of FP&A acts as a strategic architect and financial heartbeat for the business, translating high-level goals into actionable, data-driven plans. Beyond managing core budgeting, forecasting, and board-level reporting, this role serves as a trusted advisor to leadership-challenging assumptions, identifying risks, and sharpening the rigor of investment decisions. By championing process improvements, fostering team development, and spearheading the integration of AI-enabled analytics, you'll drive the operational discipline and cross-functional accountability needed to achieve meaningful business outcomes.

The Ideal Candidate

The ideal candidate is a seasoned financial leader who blends deep analytical rigor with a collaborative, strategic mindset. You possess 10-15 years of finance experience, with a proven track record in FP&A leadership, team management, and navigating the complexities of board or sponsor reporting. More than just a numbers expert, you are a forward-thinking advisor-proficient in EPM platforms, Excel, and emerging AI tools-who thrives on implementing automation and scalable systems to drive efficiency. Whether you're partnering with executives to shape business decisions, identifying risks, or mentoring analysts to raise the bar on performance, you bring the rare ability to translate high-level strategy into actionable results, ideally complemented by an MBA or CPA and experience within a private equity-backed or multi-site healthcare environment.

Director of FP&A Requirements:

• Planning and forecasting. Own budgeting, forecasting, and performance reporting for the assigned area.
• Business cases and capital. Lead investment evaluation and prioritization for assigned areas, sharpening the rigor of business cases supporting proposed spend.
• Risk and controls. Identify risks and opportunities and drive their resolution. Partner with the VP, FP&A on liquidity forecasting, cash flow planning, and covenant compliance.
• KPIs and performance. Define KPIs and reporting structure for the area. Own the EBITDA expansion tracker and improve its accuracy, speed, and analytical depth.
• Business partnering. Partner closely with business leaders, challenging assumptions, shaping decisions, and driving accountability for results.
• Board and sponsor reporting. Own board and sponsor reporting for the area, supporting audit readiness and the integrity of the underlying data.
• Tools and automation. Implement finance tools, automation, and process improvements.
• People leadership. Develop managers and analysts, raising the standard of analytical rigor and communication.
• Finance systems and data governance. Own planning infrastructure, reporting standards, and finance data quality, ensuring systems support scalable planning and decision-making.
• Cross-functional execution. Drive cross-functional execution across the business in support of financial targets.
• AI strategy and enablement. Drive the adoption of AI-enabled planning, reporting, and analytical capabilities, and establish standards for their responsible and effective use.
• Executive partnership. Serve as a trusted advisor to executive leaders, influencing decisions through financial insight, scenario analysis, and resource allocation recommendations.
• Strategic planning. Translate company objectives into actionable operating plans and measurable financial targets.

Qualifications & Experience:

• B.A. or B.S. in finance, accounting, economics, or a related field.
• Ten to fifteen years of experience in finance, including several years in FP&A leadership, with prior team leadership and board or sponsor exposure.
• Advanced proficiency in Excel. Experience with EPM and BI platforms.

Preferred Qualifications:

• MBA or CPA.
• Experience within a private equity-backed organization. Experience in home care or multi-site healthcare services.
• Experience with Workday Adaptive Planning. Experience using AI-enabled productivity, reporting, or analytical tools.

Physical Requirements:

• Ability to travel approximately up to 30% of the time, lift and carry up to 15-20 pounds, sit, stand and walk for prolonged periods, and use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.

Benefits for full time employees

• Medical/Dental/Vision Insurance
• TouchCare VirtualCare
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO Plan for Non-Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance

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