JOB SUMMARY
The AVP, Financial Planning and Analysis will lead Corporate FP&A and the FP&A systems and business intelligence function, establishing disciplined planning, forecasting, performance management and reporting processes across the organization. The role will oversee enterprise budgeting, forecasting, long-range planning, management reporting and financial analysis, while also providing governance for Adaptive Planning and the development of Tableau-based financial and operational dashboards.
KEY RESPONSIBILITIES
• Lead Corporate FP&A, including enterprise budgeting, forecasting, long-range planning, monthly performance management, scenario analysis and executive financial reporting.
• Establish and manage a disciplined FP&A operating cadence, including forecast reviews, monthly business reviews, risks and opportunities, and timely delivery of management reporting.
• Provide financial leadership and decision support to the VP of FP&A, CFO and senior leadership through clear analysis of performance, trends, drivers and forward-looking scenarios.
• Lead, develop and organize a high-performing FP&A team with clear accountability, strong analytical standards, effective succession planning and professional development.
• Oversee FP&A systems strategy, administration and governance, including the ongoing maintenance, enhancement and scalability of Adaptive Planning.
• Lead the build-out and continuous improvement of Tableau dashboards and business intelligence reporting to provide standardized, automated visibility into financial and operational KPIs.
• Establish data and reporting governance across FP&A systems and dashboards, including consistent definitions, data integrity, controls and a reliable single source of truth for management reporting.
• Partner with Operations FP&A, Commercial Finance, Accounting, business leaders and technology/data teams to align assumptions, improve forecast accuracy and integrate financial and operational information.
• Drive automation and process improvements across planning, forecasting, reporting and analytics to improve efficiency, accuracy and scalability.
• Support Board, investor and IPO-readiness requirements through robust financial analysis, planning processes, controls and executive-ready reporting.
QUALIFICATIONS
Required
• Bachelor's degree in Finance, Accounting, Economics, Business Administration or a related field.
• 12+ years of progressive FP&A, corporate finance or related experience, including 7+ years of management experience.
• Demonstrated experience leading enterprise budgeting, forecasting, long-range planning, management reporting and financial analysis.
• Proven ability to build and lead high-performing finance teams and partner effectively with senior executives.
• Experience overseeing enterprise planning systems and business intelligence/reporting capabilities.
• Advanced financial modeling, analytical, communication and presentation skills.
• Strong process, data and systems orientation with demonstrated ability to improve finance controls, reporting and scalability.
• Equivalent combination of education and experience may be considered.
Preferred:
• MBA, CPA or other relevant advanced degree/certification.
• Hands-on leadership experience with Adaptive Planning and Tableau, or comparable enterprise planning and BI platforms.
• Experience in a high-growth, public-company or IPO-readiness environment.
• Experience in healthcare, diagnostics, laboratory services or another operationally complex business.
COMPETENCIES
• Enterprise FP&A leadership and execution
• FP&A systems, business intelligence and data governance
• Executive financial communication and business partnership
• Team leadership, coaching and organizational development
• Forecast governance, analytical rigor and decision support
PHYSICAL DEMANDS AND WORK ENVIRONMENT
• Remote office environment; prolonged periods working at a computer and using standard office equipment.
• Ability to communicate effectively through virtual meetings, telephone and electronic collaboration tools.
• Occasional travel may be required based on business needs.
• Must comply with all company policies, procedures and applicable regulatory requirements.
