Director, Financial Planning and Analysis

Description

POSITION:  Director, Financial Planning and Analysis

RESPONSIBLE TO: Vice President of Financial Operations

JOB SUMMARY:  The Director of Financial Planning and Analysis at Allergy Partners­ will partner closely with Finance leadership and Operations teams to support and guide financial analysis and reporting across consolidated and site-level details. This role ensures the maintenance of existing reporting structures while introducing new reports as needed. The individual must anticipate operational leaders' "need-to-know" insights, offering actionable options for change and identifying value creation levers.

This role provides Allergy Partners’s leadership with reliable analysis and insights for strategic planning and goal setting. Responsibilities include business forecasting, preparing accurate monthly financial reports, and creating presentations that offer thoughtful analysis, actionable insights, and decision-making frameworks. The ideal candidate will balance strategic and day-to-day financial counsel with strong technical skills, familiarity with month-end close processes, and excellent interpersonal capabilities.

As an FP&A expert, this role reports to the Vice President of Financial Operations while maintaining a strong dotted line to the Operations organization of Allergy Partners. The position oversees direct reports and requires close interaction with senior leaders, offering visibility to both the board and lenders to ensure transparency and alignment with financial and operational goals.

RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING:

• Provide FP&A support to accounting teams for budgeting, monthly reporting, forecasting, and metrics in a timely manner
• Support the Finance and Accounting team during month- and quarter-end close processes
• Proactively identify business challenges and opportunities, proposing actionable solutions
• Actively manage site/clinic-level performance to control and influence expenses
• Dive deeply into financial data to become a subject matter expert, offering additional insights
• Transform and enhance the site Finance team by updating policies, challenging legacy practices, and building a forward-looking finance function
• Create presentations that deliver insightful analysis, identify required action items, and effectively frame decision-making
• Research and explain variances to forecast, budget, and prior-year expenses, identifying opportunities for improvement
• Develop and maintain effective relationships with business partners and cross-functional teams at all organizational levels
• Collaborate with leadership to define goals and financial targets, driving overall business objectives
• Ensure financial insights and reports are tailored for key stakeholders, including the board and lenders, to provide transparency and alignment on critical decisions

OTHER

• Completes all assigned AP training (such as CPR, OSHA, HIPAA, Compliance, Information Security, others) within designated timeframes.
• Complies with Allergy Partners and respective hub/department policies and reports incidents of policy violations to a Supervisor/Manager/Director, Department of Compliance & Privacy or via the AP EthicsPoint hotline.
• Models the AP Code of Conduct and demonstrates a commitment to the AP Compliance Program, standards and policies.

SUPERVISORY RESPONSIBILITIES

This position supervises members of the finance team.

TYPICAL PHYSICAL DEMANDS

• No or very limited exposure to physical risk.
• Work is normally performed in a typical interior/office work environment.

Qualifications

EDUCATIONAL REQUIREMENTS:

• Bachelor’s degree with 7 years of experience in finance, accounting, or a related area required
• MBA preferred

QUALIFICATIONS AND EXPERIENCE:

• Comprehensive knowledge of accounting, financial, and operational principles
• Expertise in developing financial reports, metrics, and actionable insights
• Strong interpersonal and communication skills to interact across management levels
• Proven ability to manage multiple priorities and adapt to a fast-paced, dynamic environment
• Advanced proficiency in Excel, Word, and PowerPoint
• Exceptional attention to detail with the ability to maintain a strategic perspective
• Demonstrated ability to influence stakeholders through effective verbal and written communication
• Track record of successfully driving cross-functional projects across an organization