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
Senior Pricing Analyst
Finance
$120,000 - $135,000
Hackensack, New Jersey
Senior Pricing AnalystThe Senior Pricing Analyst is responsible for developing and analyzing pricing strategies that support revenue growth, profitability, and overall business performance. This role partners closely with Sales, Marketing, Finance, Product Management, and Op ....
Senior Business Intelligence Analyst
Finance
$140,000 - $160,000
Hackensack, New Jersey
Senior Business Intelligence AnalystThe Senior Business Intelligence Analyst is responsible for transforming complex data into actionable insights that support strategic decision-making across the organization. This role partners closely with Finance, Sales, Marketing, Opera ....
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 ....
Director of Financial Planning and Analysis
Finance
$180,000 - $210,000
Hackensack, New Jersey
Director, Financial Planning & AnalysisThe position sits within a PE backed multi-site manufacturing and service organization. The Director of Financial Planning & Analysis will serve as a strategic finance leader responsible for enterprise financial planning, foreca ....
Financial Analyst
Finance
$80,000 - $100,000
Downers Grove, Illinois
Financial AnalystThis role is part of a fast-growing, multi-site healthcare organization. As Financial Analyst, you'll drive financial and operational outcomes through hands-on analysis, budgeting, and forecasting. You'll work closely with finance leaders and operational te ....
Vice President Finance
Finance
$230,000 - $260,000
Philadelphia, Pennsylvania
Vice President of FinanceA rapidly growing, private equity-backed organization is seeking a Vice President of Finance to serve as the senior financial leader for a multi-site organization. This executive will partner with senior leadership to shape financial strategy, streng ....
Senior Financial Analyst
Finance
$120,000 - $135,000
Nashville, Tennessee
Senior Financial AnalystThe Senior Financial will help guide the operational and strategic direction of the company including budget, forecast, and KPI development. In addition, the analyst will be involved in supporting the partnership between plant leaders.Work environment ....
Senior Analyst, Finance and M&A
Finance
$85,000 - $95,000
Charlotte, North Carolina
Senior Analyst, Finance & M&A A private equity-backed consumer services organization is seeking its first dedicated FP&A resource to partner directly with the CFO. As the company continues to scale through both organic growth and strategic acquisitions, this indi ....
Director Finance- Value Based Care
Finance
$170,000 - $200,000
Chicago, Illinois
Director Finance- Value Based CareThe Director, Value-Based Care (VBC) is responsible for leading the financial strategy and performance management of the Value-Based Care division. This role oversees FP&A, budgeting, forecasting, financial modeling, operational analytic ....
Chief Development Officer
Finance
$300,000 - $375,000
Atlanta, Georgia
Chief Development OfficerLocation: Remote (Eastern U.S. preferred) with travelAbout the CompanyOur client is a leading national provider of home-based healthcare services backed by one of the top middle-market private equity firms in the country. The organization delivers a ....
