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Director of Financial Strategy and Analysis

Caravel Autism Health
Green, WI Full Time
POSTED ON 4/25/2025
AVAILABLE BEFORE 5/22/2025

Caravel Autism Health is on the lookout for an exceptional and motivated Director of Financial Strategy and Analysis to join our Finance team. In this pivotal role, reporting directly to the CFO, you will be instrumental in enhancing financial performance while driving our mission to increase access to vital autism therapy services. If you have strong experience in multi-site healthcare organizations and a keen understanding of financial analytics, clinical operations, and compliance, we would love to hear from you!

Key Responsibilities :

  • Strategic Financial Planning

Lead the annual budgeting process and quarterly forecasts.

  • Create a dynamic, long-term financial model to support growth initiatives.
  • Guide the development of operating and capital budgets while monitoring performance against targets.
  • Provide executives with actionable insights by identifying trends, risks, and opportunities.
  • Financial Analysis and Reporting
  • Oversee monthly and quarterly performance reporting to stakeholders, including internal and private equity sponsor reports.

  • Deliver impactful financial presentations and prepare analysis for Board discussions.
  • Enhance 4-wall EBITDA analytics to inform profitability and efficiency improvements.
  • Credit Agreement and Compliance Management
  • Ensure timely preparation of covenant calculations and compliance certificates.

  • Collaborate with teams and stakeholders to manage compliance and optimize credit agreement terms.
  • Team Leadership
  • Lead and nurture a high-performing FP&A team, promoting a culture of collaboration and achievement.

  • Mentor team members for skill enhancement and career growth.
  • Collaboration and Business Partnership
  • Work alongside department leaders to provide financial guidance and analysis.

  • Enhance analytics and reporting with the Revenue Cycle Management team.
  • Support workforce decision-making with forecasting and modeling.
  • Collaborate on initiatives aimed at improving processes and supporting growth.
  • Process Improvement and Tools
  • Lead the implementation of new reporting technology, ensuring team mastery of the application.

  • Identify and implement improvements to streamline FP&A activities.
  • Maintain data accuracy and integrity across financial systems.
  • Qualifications :
  • Education :
  • Bachelor's degree required; Master’s in Finance, Accounting, or related field preferred.

  • Experience :
  • 5 years of progressive finance experience with leadership roles.

  • Demonstrated success in multi-site healthcare organizations.
  • Expertise in credit agreements and lender compliance.
  • Private equity experience preferred.
  • Technical Skills :
  • Proficient in financial modeling and 4-wall performance analysis.

  • Familiarity with financial tools such as ERP systems, Excel, and reporting technology.
  • Experience with data visualization tools like Tableau or Power BI is a plus.
  • Soft Skills :
  • Highly analytical with a strategic mindset and attention to detail.

  • Strong leadership with team management abilities.
  • Exceptional communication and presentation skills.
  • Salary and Benefits :

  • Salary range : $152,000 to $175,000, depending on qualifications and experience.
  • Competitive benefits including medical / dental insurance, employer-matched 401(k), paid time-off, and short-term disability.
  • Important : This position is a full-time remote opportunity, with a requirement to travel to the corporate office in Green Bay two times a month. We are considering candidates from the following states :

  • Colorado
  • Illinois
  • Indiana
  • Minnesota
  • Missouri
  • Tennessee
  • Wisconsin
  • Salary : $152,000 - $175,000

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