Director, Financial Planning and Analysis

Director, Financial Planning and Analysis

This position sits within a multi-site/multi-state healthcare-adjacent industry. The Director of FP&A will provide strategic financial leadership within a fast-growing, private equity–backed organization. This role partners with senior executives and the Board to drive financial planning, performance analysis, M&A support, and scalable FP&A capabilities. The position requires both strategic vision and hands-on execution.

Work environment: Candidate will be able to work remote with occasional travel. Candidates will need to reside in PST/MT time zone and will be required to work PST work hours.

Responsibilities

• Strategic Planning & Analysis
  • Lead annual budgeting, long-range planning, and rolling forecasts aligned with growth objectives.
  • Deliver financial insights, scenario planning, and recommendations to inform executive decisions.
  • Oversee monthly and quarterly reporting packages for executives, the Board, and investors.
  • Conduct consolidated variance analysis and develop business-level profitability insights.
  • Create dashboards and tools that improve visibility into performance and operating trends.
• M&A & Growth Support
  • Partner with Corporate Development on acquisition modeling, due diligence, and deal evaluation.
  • Support integration planning, post-close financial tracking, and synergy realization.
• Leadership & Team Development
  • Manage and mentor a team of FP&A professionals, fostering analytical rigor and cross-functional collaboration.
  • Build scalable FP&A processes and tools to support ongoing expansion.
• Process Optimization & Systems
  • Drive automation and efficiency using EPM/BI platforms (Adaptive, Anaplan, Hyperion, etc.).
  • Collaborate with Accounting, IT, and Operations to ensure accurate, integrated data.
  • Enhance forecasting accuracy, reporting cadence, and linkage between operational and financial metrics.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CPA, or CFA preferred).
• 8+ years of progressive FP&A or corporate finance experience, with leadership responsibility.
• Experience in multi-site or private equity–backed service or healthcare environments strongly preferred.
• Proven success in budgeting, forecasting, variance analysis, executive reporting, and M&A support.
• Advanced Excel and financial modeling skills; expertise with EPM tools preferred.
• Strong grasp of GAAP and industry-specific finance concepts (e.g., revenue recognition, cost allocations).
• Excellent communication, executive presence, and ability to simplify complex analyses; hands-on, detail-oriented leadership with a track record of process improvement and scalability.

Seniority level

• Director

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Hospitals and Health Care

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