Career Opportunity
Director of Financial Planning and Analysis
Category
Finance
Location
Philadelphia, Pennsylvania
Salary
$150,000 - $170,000
Job Reference
248252
Director of Financial Planning & Analysis
The Director of Financial Planning & Analysis will serve as a strategic finance partner supporting operational and executive leadership across a growing healthcare organization. This role is responsible for leading the budgeting, forecasting, financial reporting, and operational analysis functions while providing the financial insights needed to improve business performance, support growth initiatives, and drive informed decision-making.
This individual will partner closely with operational leaders to understand the key drivers of financial performance, develop actionable recommendations, and build scalable reporting and planning processes that support the organization's continued growth.
Key Responsibilities
- Lead the annual budgeting process, rolling forecasts, and long-range financial planning across multiple operating locations.
- Partner with operational and executive leadership to analyze financial performance, identify trends, and develop strategies that improve profitability and operational efficiency.
- Develop and maintain executive reporting packages, KPI dashboards, and financial analyses that provide meaningful insight into business performance.
- Build financial models and business cases to support strategic initiatives, capital investments, service line expansion, and operational improvement efforts.
- Monitor key operating and financial metrics, including revenue, labor, expenses, productivity, margins, and cash flow, while recommending actions to improve results.
- Collaborate with Accounting, Revenue Cycle, Operations, and other cross-functional teams to improve forecasting accuracy, reporting capabilities, and financial visibility.
- Drive continuous improvement initiatives related to budgeting, reporting, forecasting, automation, and business intelligence.
- Support acquisitions, integrations, and other strategic projects through financial modeling, reporting, and operational analysis.
- Lead, mentor, and develop the FP&A team while fostering a culture of collaboration, accountability, and continuous improvement.
- Provide financial guidance and decision support to executive leadership on strategic and operational initiatives.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field; MBA, CPA, CMA, or other advanced designation preferred.
- 10+ years of progressive experience in FP&A, operational finance, healthcare finance, or a related discipline.
- 5+ years of leadership experience managing FP&A, finance, or business analytics teams.
- Healthcare services experience strongly preferred, including experience supporting multi-site operations.
- Strong expertise in budgeting, forecasting, financial modeling, management reporting, and operational finance.
- Experience partnering directly with operational leaders to improve financial performance and support business decision-making.
- Demonstrated success developing KPI reporting, dashboards, and scalable financial planning processes.
- Strong analytical, communication, and leadership skills with the ability to influence stakeholders across all levels of the organization.
- Experience with ERP systems, financial planning software, and business intelligence tools; familiarity with automation and AI-enabled reporting solutions is a plus.
Director of Financial Planning & Analysis
The Director of Financial Planning & Analysis will serve as a strategic finance partner supporting operational and executive leadership across a growing healthcare organization. This role is responsible for leading the budgeting, forecasting, financial reporting, and operational analysis functions while providing the financial insights needed to improve business performance, support growth initiatives, and drive informed decision-making.
This individual will partner closely with operational leaders to understand the key drivers of financial performance, develop actionable recommendations, and build scalable reporting and planning processes that support the organization’s continued growth.
Key Responsibilities
- Lead the annual budgeting process, rolling forecasts, and long-range financial planning across multiple operating locations.
- Partner with operational and executive leadership to analyze financial performance, identify trends, and develop strategies that improve profitability and operational efficiency.
- Develop and maintain executive reporting packages, KPI dashboards, and financial analyses that provide meaningful insight into business performance.
- Build financial models and business cases to support strategic initiatives, capital investments, service line expansion, and operational improvement efforts.
- Monitor key operating and financial metrics, including revenue, labor, expenses, productivity, margins, and cash flow, while recommending actions to improve results.
- Collaborate with Accounting, Revenue Cycle, Operations, and other cross-functional teams to improve forecasting accuracy, reporting capabilities, and financial visibility.
- Drive continuous improvement initiatives related to budgeting, reporting, forecasting, automation, and business intelligence.
- Support acquisitions, integrations, and other strategic projects through financial modeling, reporting, and operational analysis.
- Lead, mentor, and develop the FP&A team while fostering a culture of collaboration, accountability, and continuous improvement.
- Provide financial guidance and decision support to executive leadership on strategic and operational initiatives.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field; MBA, CPA, CMA, or other advanced designation preferred.
- 10+ years of progressive experience in FP&A, operational finance, healthcare finance, or a related discipline.
- 5+ years of leadership experience managing FP&A, finance, or business analytics teams.
- Healthcare services experience strongly preferred, including experience supporting multi-site operations.
- Strong expertise in budgeting, forecasting, financial modeling, management reporting, and operational finance.
- Experience partnering directly with operational leaders to improve financial performance and support business decision-making.
- Demonstrated success developing KPI reporting, dashboards, and scalable financial planning processes.
- Strong analytical, communication, and leadership skills with the ability to influence stakeholders across all levels of the organization.
- Experience with ERP systems, financial planning software, and business intelligence tools; familiarity with automation and AI-enabled reporting solutions is a plus.
Search Jobs
Other Open Positions
Regional Finance Manager
Finance
$135,000 - $155,000
Savannah, Georgia
Regional Finance ManagerThis position sits within a PE backed service company, growing rapidly via acquisitions.The Finance Manager will serve as a key financial business partner to regional operations leadership within a growing, multi-location organization. This individual ....
Director of Financial Planning and Analysis
Finance
$190,000 - $210,000
Southlake, Texas
Director, Financial Planning & AnalysisThe Director of Financial Planning & Analysis will lead financial planning, forecasting, management reporting, and business performance analysis for a growing, complex organization. Reporting directly to the CFO, this individual ....
Director of Corporate Development
Finance
$180,000 - $210,000
New York City, New York
Director of Corporate DevelopmentLocation: FlexibleA market-leading, private equity-backed services platform is seeking a Director of Corporate Development to play a central role in the continued execution of its highly active acquisition strategy. Reporting directly to the ....
Director of Finance
Finance
$140,000 - $175,000
Phoenix, Arizona
Director of FinanceThe Director of Finance will provide strategic financial leadership and oversee financial planning, reporting, and operational analysis within a growing healthcare organization. This individual will partner closely with executive and operational leadership ....
Director of Financial Planning and Analysis
Finance
$190,000 - $225,000
Dallas, Texas
Director of Financial Planning & AnalysisA growing private equity backed professional services organization is seeking a Director of Financial Planning & Analysis to lead budgeting, forecasting, management reporting, and strategic financial analysis. Reporting to the ....
Manager, Strategic Finance
Finance
$150,000 - $175,000
Framingham, Massachusetts
Manager, Strategic FinanceA growing organization is seeking a highly analytical and technology-oriented finance professional to support strategic planning, financial analysis, and operational improvement initiatives across the business. This role will combine FP&A with s ....
AVP, Financial Planning & Analysis
Finance
$210,000 - $230,000
Dallas, Texas
Associate Vice President of FP&AThe Associate Vice President of FP&A will serve as a senior finance leader within a growing, private equity-backed healthcare organization, with responsibility for financial planning, operational performance, and strategic decision sup ....
Director of Financial Planning and Analysis
Finance
$150,000 - $170,000
Philadelphia, Pennsylvania
Director of Financial Planning & AnalysisThe Director of Financial Planning & Analysis will serve as a strategic finance partner supporting operational and executive leadership across a growing healthcare organization. This role is responsible for leading the budgeti ....
