About This RoleThe Director / Senior Director of FP&A is a strategic financial leader and right-hand advisor to executive leadership. Reporting directly to the CFO, this role owns financial planning, liquidity management, operational modeling, M&A underwriting, decision-support analytics, and supporting reporting across our portfolio of locations.
Operating within a lean FP&A organization, this position requires high-level strategic acumen combined with an agile, "roll-up-your-sleeves" operational mindset. Working in partnership with the CFO, CEO, COO, and Controller, the ideal candidate will optimize unit-level economics, drive business performance, leverage responsible AI and modern tech, and support scale through organic growth and acquisitions.
This is a remote position with preference for candidates based on the West Coast.
What Success Looks Like- Strategic Executive Partnering & Leadership
- C-Suite & PE Collaboration: Partner with the CFO, CEO, COO, and Controller on operational performance, growth strategies, and capital allocation; contribute to high-impact board packages for PE sponsors.
- Strategic Business Cases: Establish robust evaluation methodologies for expansion initiatives and capital projects, converting complex concepts into objective, actionable business cases.
- Budgeting, Forecasting & Liquidity Management
- 13-Week Cash Flow Forecasting: Build and maintain a dynamic 13-week cash flow forecast to track liquidity, manage working capital, and provide transparent cash visibility to leadership and sponsors.
- Planning & Driver-Based Modeling: Lead annual budgeting and rolling forecasts across all locations; build driver-based models for core veterinary metrics (doctor productivity, same-store growth, labor optimization).
- Agile Decision Support: Deliver sensitivity models, "what-if" scenarios, and risk mitigation strategies to empower fast, data-driven operational decisions.
- M&A Modeling & Post-Merger Integration
- Deal Modeling & Valuation: Own financial modeling, transaction analysis, and underwriting for prospective practice acquisitions.
- Post-Merger Integration: Partner with accounting and field operations to integrate new acquisitions, track post-deal synergies, and establish baseline unit economics.
- Innovation, Responsible AI & Operations
- Responsible AI & Automation: Evaluate and adopt responsible AI tools and automated workflows to accelerate predictive modeling and streamline lean FP&A processes.
- Accounting & Field Alignment: Collaborate closely with the Controller on monthly closes and variance analysis, while partnering with field leaders to align practice operations with financial targets.
Education & Experience- Experience: 8-10+ years (Director) or 10-12+ years (Senior Director) of progressive FP&A or strategic finance experience within lean, fast-paced teams.
- Cash & Liquidity Expertise: Experience building and managing 13-week cash flow forecasts and working capital strategies in multi-unit settings.
- M&A Track Record: Background in M&A financial modeling, transaction due diligence, and post-acquisition financial integration.
- Multi-Unit & Industry Fit: Multi-unit footprint background (30+ locations preferred); experience in Veterinary/Animal Health, Healthcare, Retail, or Hospitality strongly preferred.
- PE & C-Suite Exposure: Direct experience working alongside C-level executives and Private Equity sponsors in a portfolio company environment.
- Tech & AI Mindset: Demonstrated experience or strong desire to adopt - responsible AI tools, automated reporting, and modern FP&A/BI platforms (NetSuite, Power BI, Adaptive Planning, Anaplan, Tableau).
- Education: Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA, CFA, or CPA is a strong plus.
- Leadership & High emotional intelligence, strong executive presence, and a collaborative style comfortable constructively challenging assumptions.
How We'll Support You- Competitive salary ($160,000 - $200,000 base) and comprehensive benefits package
- Collaborative environment that values your expertise and input
- Professional development opportunities to enhance your leadership and technical skills
- Modern technology and tools to support efficient financial operations
- Supportive leadership team committed to your success
