We are seeking a strong FP&A leader within the healthcare services industry who is strategic, data driven, and can “tell the story” behind the numbers. This role will report to a terrific CFO – high caliber, great personality, and mentor.
Our client is a high-growth PE-backed, mission-focused consumer healthcare services organization. Our strategic head of FP&A will partner with the company’s senior leadership team on Corporate FP&A and business operations initiatives while mentoring a team. This role is jam-packed with the FUN types of FP&A work – strategy, competitive landscape, profitability analysis, building for the future, and more.
If this sounds like you, please read on...
Duties & Responsibilities
Core Financial Planning and Analysis
- Leads and directs the enterprise financial planning and analysis function including, but not limited to, annual budgeting, monthly forecasting, multi-year planning, and performance management.
- Deliver routine KPI reports to the executive team and regional operators.
- Partner with Accounting to prepare and deliver the monthly financial reporting package, including variance analysis / exception reporting.
- Develop a standardized reporting package for the Board and reports / dashboards for the leadership team.
- Prepare and present monthly financials to the Senior Executive Leadership Team.
- Manage and develop staff, and partner with the executive team and regional operators.
Performance Management
Ownership of performance management - work with operational and corporate stakeholders on the performance management of their respective groups.Design and maintain key reporting dashboards, reports, and KPIs across the business to share with stakeholders and management.Lead Monthly Operating Reviews for all operating regions to drive field financial planning, field performance management, monthly performance analytics, monthly action planning, and decision support.Design and implement weekly and monthly reporting to identify and explain variances to forecast, budget, and historical expenses, provided in a clear and action-oriented format that drives management decisions.Strategic Support
Support De Novo and acquisition modeling and performance analysis, including working capital analysis.Identify the forward-looking metrics that provide insight into the drivers of the company's operational and financial health tied to the company's overall objectives.Partner with operational leadership to identify KPIs relative to their functions in support of strategic initiatives.Prepare financial presentations for the monthly and quarterly board / sponsor update meetings.Work closely with the CFO and others on ad hoc analyses.Provide capital and other investment financial analyses along with ongoing monitoring of capital expenditures.Required Cultural Competencies
Leadership : Clear communicator who articulates a vision and direction and holds others accountable to deliver.Passionate : Drives the change agenda and is committed and excited to accomplish all objectives on time.Motivational : Thrives on opportunities to lead in situations with limited structure or established processes, providing development paths for team members.Intellectual curiosity : Keeps asking “why” and is excited to “tell the story behind the numbers”Requirements & Qualifications
A "Finance Athlete" with at least ten years of experience in FP&A, investment banking, or management consulting (or similar experience).Bachelor's Degree in a related field (Accounting, Finance, or Economics).Minimum of 10 years of Finance or Management Consulting experience.Strong familiarity with accounting / financial reporting / BI systems, ideally Vena and PoweBI.Advanced Excel skills; working knowledge of VBA and / or SQL preferred.Advanced financial modeling, including DCF; ability to automate in Excel.Detail-oriented and proficient in building and using complicated data sources, financial modeling, data analytics, and multi-year projections.Strong management skills; ability to lead a team of Director, Manager, and Analyst.Must have excellent communication and presentation skills.Superior interpersonal skills are required; must have the ability to lead and work well with teams.Highly skilled problem-solver who thrives in a highly collaborative environment.Experience with company going through a sale process is highly desired.Ability to work independently, take initiative, and see projects through to completion.Ability to influence without direct authority.
