Director of Financial Planning and Analysis

Job description

Job Title: Director of Financial Planning & Analysis

Reports to: Chief Financial Officer

FLSA Status: Exempt

Employment Status: Full-time regular

Location: Newport Beach, CA

Salary: $165K-$185K

About Our Organization: RIS Rx (pronounced “RISE”) is a healthcare technology organization with a strong imprint in the patient access and affordability space. RIS Rx has quickly become an industry leader in delivering impactful solutions to stakeholders across the healthcare continuum. RIS Rx is proud to offer an immersive service portfolio to help address common access barriers. We don’t believe in a “one size fits all” approach to our service offerings. Our philosophy is to bring forward innovation, value and service to everything that we do. This approach has allowed us to have the opportunity to serve countless patients to help produce better treatment outcomes and an overall improved quality of life. Here at RIS Rx, we invite our partners and colleagues to “Rise Up” with us to bring accessible healthcare and solutions for all.

Job Summary: The Director of Financial Planning & Analysis will lead our strategic financial planning, budgeting, forecasting, and performance analysis to support RIS Rx’s growth and financial goals. Working closely with the CFO, this role will be central to driving data-informed decision-making, providing strategic financial insights, and ensuring the alignment of financial resources with the company’s objectives.

Duties and Responsibilities include but are/ not limited to the following:

Lead the company's budgeting and forecasting processes, providing insights and recommendations to support long-term growth and strategic planning.

Develop and maintain financial models and reports to analyze the company's financial performance, forecast future revenue and expenses, and identify key trends.

Collaborate with senior leadership to provide financial and strategic guidance on major business initiatives, ensuring alignment with company objectives.

Oversee financial performance tracking and reporting, identifying key performance indicators (KPIs) and ensuring timely delivery of insights.

Prepare monthly, quarterly, and annual reports that summarize and forecast the company’s financial status, including income statements, balance sheets, and cash flow projections.

Conduct in-depth analysis of financial metrics, including variance analysis, cost structure, and profitability, to drive efficiency and profitability.

Develop and implement a robust process for financial planning that supports data-driven decision-making across the organization.

Partner with cross-functional teams to optimize operational performance and resource allocation.

Mentor and lead the FP&A team, fostering a culture of continuous improvement, innovation, and accountability.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Skills:

Familiarity with financial planning software and ERP systems

Strong financial modeling and data analysis expertise with the ability to distill insights from complex datasets

Knowledge of advanced financial planning tools and technologies

Exceptional communication skills, with the ability to present findings to non-financial stakeholders effectively

Strong problem-solving skills and strategic thinking

Demonstrated leadership experience, with the ability to build, mentor, and lead a high-performing team

Education/Experience:

Bachelor’s degree in finance, Accounting, Business, or related field; MBA or CFA preferred

8-10 years of progressive experience in FP&A, with at least 3-5 years in a senior FP&A or financial strategy role

Industry experience in cloud software is a plus

Computer Skills:

To perform this job successfully, an individual should have working knowledge of:

Microsoft Office (Excel, Outlook, Teams & Word)

Proficiency in NetSuite accounting software