Director of FP&A

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

📋 Description

• Lead the forecasting engine of the company, encompassing monthly, quarterly, and annual projections.

• Take ownership of the PE reporting package and collaborate with the CFO on reports for the board and lenders.

• Facilitate data mapping and alignment across ERP, HRIS, and the in-house claims management system to ensure precise consolidated reporting.

• Create and sustain a comprehensive KPI framework for both financial and operational performance.

• Collaborate with operations leadership to provide actionable insights and business support.

• Direct scenario modeling for pricing, volume, margin, and headcount planning.

• Oversee the annual budgeting process and long-term planning initiatives.

• Supervise the calculations for various sales and operations-focused bonus programs.

• Aid in the transition from Google Sheets to a modern finance technology stack, which includes Power BI, Excel, and future EPM tools.

• Develop scalable reporting processes and documentation to facilitate future growth and readiness for exit.

⛳️ Requirements

• An Associate’s Degree or a Bachelor’s Degree is preferred.

• 5–10 years of progressive experience in Financial Planning and Analysis (FP&A).

• Experience in healthcare services is strongly preferred.

• Previous experience in private equity is highly desirable.

• Advanced skills in Excel and financial modeling are required.

• Proven ability to create structure in complex data environments.

• Ability to remain calm, organized, and effective under pressure.

• Capability to challenge assumptions and respectfully influence decisions.

• Experience with Power BI, including data modeling and dashboard development.

• Familiarity with Workday Adaptive Planning, encompassing model building, reporting, and forecasting.

• Understanding of ERP/HRIS integrations and financial data governance.

🏝️ Benefits

• Medical, dental, and vision coverage for you and your family.

• Voluntary life insurance options for you, your spouse, and your children.

• Hospital indemnity, critical illness, accident indemnity, and pet insurance plans.

• Basic life insurance, short-term disability, and long-term disability coverage.

• Generous paid time off policy.

• 401(k) plan with a company match.

• Apple equipment and a media stipend for your remote workspace.