We are seeking a highly analytical, strategic, and results-oriented Director of Financial Planning & Analysis (FP&A) to join our private equity-backed healthcare company. This role is responsible for leading the FP&A function, providing financial insights, and driving the strategic financial agenda to support growth and operational excellence. The Director of FP&A will work closely with the executive team, operational leaders, and private equity partners to develop forecasts, budgets, and long-term financial strategies.
Key Responsibilities:
Strategic Financial Planning:
- Lead the development and execution of the annual budgeting process, long-term financial planning, and periodic forecasting.
- Partner with the leadership team to align financial planning with the company's strategic objectives and private equity growth initiatives.
Financial Analysis and Reporting:
- Provide insightful and actionable analysis of key financial metrics, operational performance, and business trends.
- Develop and maintain dashboards, financial models, and reports to support decision-making by the executive team and private equity stakeholders.
- Prepare board and investor presentations, highlighting financial performance and strategic priorities.
Operational Support:
- Collaborate with operational leaders to analyze and improve business unit performance, identify cost-saving opportunities, and evaluate growth initiatives.
- Oversee performance benchmarking and the development of KPIs to ensure alignment with company objectives.
Mergers & Acquisitions Support:
- Play a key role in evaluating potential acquisitions, including due diligence, financial modeling, and integration planning.
- Support post-acquisition integration efforts, ensuring financial alignment with organizational goals.
Team Leadership:
- Build, mentor, and lead a high-performing FP&A team to meet the growing needs of the organization.
- Foster a culture of continuous improvement and innovation within the FP&A function.
Systems and Processes:
- Enhance financial systems and processes to improve efficiency, accuracy, and scalability.
- Partner with IT and other departments to implement tools and technologies that support data-driven decision-making.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.
- 8+ years of progressive experience in FP&A, including leadership roles, ideally in healthcare or private equity-backed organizations.
- Strong analytical skills with expertise in financial modeling, scenario analysis, and forecasting.
- Experience working with private equity stakeholders and understanding of PE reporting requirements.
- Knowledge of healthcare financial drivers, reimbursement models, and regulatory landscape is a plus.
- Proven ability to lead cross-functional initiatives and influence decision-making at all levels.
- Proficiency in financial systems, tools (e.g., ERP systems, Excel, and BI tools), and technology.
- Exceptional communication and presentation skills, with the ability to translate complex financial data into actionable insights.
Personal Attributes:
- Strategic thinker with a detail-oriented and results-driven mindset.
- Collaborative and team-oriented leader who thrives in a fast-paced, dynamic environment.
- Strong problem-solving skills with the ability to adapt to changing priorities and manage multiple projects simultaneously.
