Director, Financial Planning – Analysis

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the Head of financial planning and analysis, managing the daily operations of FP&A.

• Lead a team and expand it in alignment with business growth.

• Develop monthly forecasts and construct operating models, along with both short-term and long-term financial plans.

• Oversee budgeting and planning processes while producing detailed budget and forecast reports specific to each department.

• Collaborate with senior leadership to convert financial analysis into actionable business strategies and recommendations.

• Monitor key performance indicators (KPIs) and business metrics to enhance accountability and performance.

• Manage monthly, quarterly, and annual financial reporting, including variance analysis against budget and forecasts.

• Direct the annual budgeting process and continuous reforecasting in cooperation with department leaders.

• Assist in fundraising efforts, board reporting, and investor relations through financial models, analyses, and presentations.

• Establish and enhance FP&A processes, systems, and internal controls to support a growing organization.

⛳️ Requirements

• A Bachelor's degree in accounting or finance.

• Progressive experience in FP&A, corporate finance, or a related field, with a minimum of 3 years in a leadership or people-management role.

• Proven experience in building and owning operating models, forecasts, and annual budgets from inception.

• Experience in presenting financial results and analyses to executives, boards, and investors.

• Background in scaling FP&A processes and systems within a high-growth environment.

• Experience in the healthcare industry.

• Comprehensive knowledge in interpreting and applying accounting principles and practices.

• Prior experience in team management.

• Excellent communication skills.

• Capability to thrive in a fast-paced, collaborative setting.

🏝️ Benefits

• We support Equal Employment Opportunities (EEO).

• We are committed to an inclusive workplace.

• We do not discriminate based on race, religion, color, national origin, gender identity or expression, age, marital status, veteran status, disability status, parental status, political affiliation, or any other status protected by federal, state, or local laws.