Director, Financial Planning

he Financial Planning & Analysis (FP&A) is responsible for helping the company achieve its financial goals through strategic planning, forecasting and analysis. The FP&A professional will analyze financial data, develop budgets and forecasts, and provide insights to support business decisions and improve financial performance. This position will also assist with acquisition proposal preparation as well as preparing forecasts for de novo builds. 

Key Responsibilities:

• Forecasting and Budgeting: Creating financial models, developing forecasts, and managing the annual budgeting process.
• Financial Analysis: Analyzing financial data to identify trends, variances, and areas for improvement.
• Strategic Planning: Partnering with management to develop and implement strategic financial plans.
• Performance Management: Tracking key performance indicators (KPIs) and providing recommendations for optimizing performance.
• Reporting: Preparing financial reports and presentations for senior management and stakeholders.
• Business Development: Assist with proposal preparation, financials for proposal and diligence for acquisitions

Additional duties include:

• Building and maintaining financial models.
• Analyzing financial performance against budgets and forecasts.
• Identifying and explaining variances.
• Developing financial scenarios and simulations.
• Supporting the development of long-term strategic plans.
• Providing financial guidance and recommendations to management.
• Preparing regular financial reports and presentations.
• Participating in ad-hoc analysis and special projects. 
• Prepare proposals and assist with M&A process, as needed and requested 
• Prepare de novo budget forecasting

Education: Bachelor's degree in finance, business, or a related field.

Experience: 5 or more years of solid, progressive FP&A experience, preferably at a large, multi-site organization in healthcare. 

Additional qualifications include:

• Exemplary Microsoft Excel skills including pivot tables, VLOOKUP, and complex formulas
• Superior communication skills, both written and verbal
• Ability to present information to physicians and leadership team in a meaningful manner
• Sound problem-solving skills
• Ability to think strategically and entrepreneurially 
• Grit, ability to roll up sleeves and get into details, when needed
• Prior experience with proposals, de novo forecast budgeting, and M&A
• Desire and proven ability to advance into future vice president role