Vice President of Financial Planning

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The Vice President of Financial Planning is responsible for leading the organization’s financial planning, budgeting, forecasting, and management reporting functions. This role serves as a strategic finance partner to executive leadership, the Board, and the company’s private equity sponsor, providing insight, analysis, and discipline to support informed decision making and long-term value creation. The VP, Financial Planning oversees corporate FP&A activities, ensures alignment between financial plans and strategic objectives, and drives continuous improvement in planning processes, analytics, and reporting through the adoption of modern financial technology, automation, and data and AI capabilities.

This is a full time, hybrid Vice President of Financial Planning role located in Brentwood, TN.

• Leads the organization’s financial planning, budgeting, and forecasting activities, ensuring alignment with strategic priorities and financial objectives.
• Ensures timely and accurate delivery of management reporting, including monthly and quarterly financial review packages for executive leadership, the Board, and private equity sponsor.
• Develops rolling forecasts and scenario / sensitivity analyses to enable proactive decision making and to inform sponsor, Board, and lender discussions.
• Leads financial due diligence and modeling in support of M&A, integration, and other strategic transactions, ensuring accurate, consistent, and timely information for internal and external stakeholders.
• Partners with Treasury leadership supporting lender and covenant compliance reporting and financial materials required for credit facilities, refinancings, and capital raises.
• Serves as a senior finance business partner to executive leadership and business unit leaders, providing insights to support strategic and operational decisions.
• Supports revenue planning, incentive and commission plan design, sales target setting, special projects, and executive and Board level presentations in collaboration with senior finance leadership.
• Drives process optimization, standardization, and continuous improvement in financial planning tools, reporting, and analytics.
• Partners with Finance, Accounting, Payroll, Procurement, and other functions to ensure accurate financial data, coding, and reporting practices.
• Champions the adoption of modern financial technology—including EPM/FP&A platforms, business intelligence and data visualization tools, automation, and AI to enhance the depth, speed, accuracy, and scalability of financial insights.
• Leads, mentors, and develops financial planning leaders and teams, fostering strong business partnerships, accountability, succession planning, and analytical excellence.

• Bachelor’s degree in Finance, Accounting, Business, or a related field required.
• Master’s degree (MBA) and/or CPA/CFA preferred.
• 15+ years of progressive experience in finance, accounting, or financial planning roles.
• Proven experience leading budgeting, forecasting, and performance management activities in a complex organization.
• Experience partnering with executive leadership on strategic planning and financial decision making.
• Experience in a private equity–backed or sponsor-owned company strongly preferred, including reporting to and engaging with PE sponsors, Boards, and lenders.
• Experience supporting M&A, due diligence, integration, and value creation initiatives preferred.
• Healthcare experience preferred.
• Deep understanding of financial planning, forecasting, and performance management principles.
• Strong analytical and financial modeling skills, including long-range projection and scenario modeling.
• Understanding of private equity value creation levers, EBITDA build/bridge analysis, and…