Director of Financial Planning and Analysis

The Director of Financial Planning and Analysis will play a key leadership role in driving financial strategy, performance analysis, and business intelligence. This individual will lead the budgeting, forecasting, long-term planning, and strategic financial initiatives while ensuring data-driven decision-making. The Director must possess strong analytical skills, business acumen, and technological proficiency, with the capability to operate across various industries. The ability to apply insights from diverse industries to enhance financial performance is advantageous. We welcome candidates with a strong financial analysis background, including those in transaction advisory, deal diligence, or investment analysis. Professionals with Big 4 deal practice, private equity, or investment banking backgrounds are encouraged to apply.

Essential Duties & Responsibilities:

• Act as a strategic financial partner to senior management, providing insights that shape business and financial strategy

• Lead the budgeting and forecasting process, working closely with business unit heads to consolidate and refine financial plans

• Develop and implement advanced financial models to project long-term growth, assess risks, and evaluate key business drivers

• Conduct in-depth financial and business analysis, leveraging data to provide actionable insights for revenue optimization and cost efficiencies

• Analyze market trends, competitor performance, and industry benchmarks to provide data-driven recommendations.

• Establish and enhance best-in-class financial systems, tools, and processes to improve reporting, forecasting accuracy, and decision-making capabilities

• Oversee the preparation and review of financial statements, ensuring compliance with reporting standards and best practices

• Lead cross-functional initiatives to improve financial processes and operational efficiency, ensuring the business remains agile in a dynamic environment

• Provide clear and comprehensive financial performance updates to executive leadership, identifying risks and opportunities proactively

• Offer leadership and mentorship to FP&A team members, fostering professional development and high performance

• Ensure timely execution of key financial deliverables

• Other duties as assigned and modified at the manager’s discretion

Knowledge, Skills, and Abilities:

• Highly analytical, with a strong ability to interpret complex financial data and provide strategic insights

• Strong business acumen, with the ability to align financial strategy with overall company objectives

• System-savvy, with proficiency in financial software, ERP systems, and advanced analytics/business intelligence tools.

• Expertise in financial forecasting, scenario planning, and business modeling

• Hands-on experience with statistical analysis and financial data visualization

• Strong knowledge of corporate finance principles

• Excellent presentation, reporting, and communication skills, with the ability to convey financial insights to nonfinancial stakeholders

• Ability to work independently and within cross-functional teams to drive financial strategy

• Diverse industry and/or health-adjacent industry experience is a plus

Education/ Experience/ Specialized Knowledge Requirements:

• Bachelor’s degree in Finance, Economics, Accounting, or related field required; MBA or Master’s in Finance strongly preferred

• Minimum of 7-10 years of progressive experience in Finance, Accounting, or FP&A, with at least 2-3 years in a leadership role

• Strong analysis background, including experience in budgeting, forecasting, financial modeling, and strategic financial planning

• Advanced proficiency in financial software, ERP systems, and data analytics tools (e.g., Sage Intacct, SAP, Adaptive, or similar).

• Strong background in business intelligence tools (e.g., Power BI, Tableau) and advanced Excel modeling.

• Experience leading and developing high-performing finance teams.