Director of Financial Planning and Analysis

The Director of Financial Planning & Analysis serves as a key business partner responsible for budgeting, forecasting, financial modeling, operational analytics, and performance reporting across the organization. This role partners closely with Finance, Revenue Cycle, Sales, Operations, and Executive Leadership to provide actionable financial insights that support growth, profitability, resource allocation, and strategic decision-making.

This leader is responsible for translating complex financial and operational data into meaningful business intelligence, supporting the annual planning process, forecasting future performance, identifying risks and opportunities, and driving accountability across functional areas.

• Financial Acumen & Business Partnership: Understands the financial and operational drivers of organizational performance and effectively translates data into actionable business recommendations. Demonstrates a strong intellectual curiosity to learn the business, understand market dynamics, and develop data-driven perspectives that inform strategic decision-making.
• Analytical Thinking & Problem Solving: Evaluates complex financial, operational, and performance data to identify trends, risks, opportunities, and root causes. Maintains a strong focus on data integrity and analytical rigor, validating conclusions through multiple data sources and perspectives rather than relying on a single-dimensional analysis.
• Forecasting & Financial Modeling: Develops reliable forecasting models and scenario analyses that support strategic planning and executive decision-making. Thrives in dynamic and evolving business environments, utilizing financial modeling to assess alternative business strategies, operational changes, and potential outcomes.
• Communication & Influence: Presents financial information clearly and effectively to both financial and non-financial stakeholders. Communicates insights and recommendations in a manner that drives alignment, informed decision-making, and accountability across the organization.
• Process Improvement: Identifies opportunities to improve reporting efficiency, forecasting accuracy, data quality, and financial planning processes. Leverages analytical insights to streamline workflows and enhance decision support capabilities.
• Execution & Accountability: Manages multiple priorities and delivers accurate, timely, and actionable financial insights. Demonstrates adaptability in fast-paced, changing environments and effectively responds to ad hoc analytical requests while maintaining high standards of quality and accuracy.

• Ensure all monthly, quarterly, and annual financial reporting packages are well-planned and coordinated, consistently on time and completed with impeccable accuracy.
• Develop executive-level presentations and analyses.
• Support monthly business reviews and strategic planning sessions.
• Deliver actionable insights to leadership teams.

• Analyze organizational performance metrics and financial outcomes.
• Monitor revenue trends, reimbursement performance, collections, productivity, and profitability metrics.
• Develop and automate KPI reporting and performance dashboards.
• Provide recommendations supporting operational improvement initiatives.

• Lead annual budgeting and periodic forecasting processes.
• Partner with department leaders to develop operating budgets.
• Monitor budget performance and variance trends.
• Develop monthly, quarterly, and annual forecasts.
• Maintain financial models supporting revenue, expenses, labor, and operational performance.
• Conduct scenario planning and sensitivity analyses.
• Evaluate risks and opportunities impacting financial performance.
• Providing investigation and explanation of variances to Plan and Forecast

• Partner with Sales, Revenue Cycle, Operations, Compliance, and Finance leadership.
• Support investment analyses and resource allocation decisions.
• Assist with business case development and ROI assessments.
• Drive accountability through performance measurement and reporting.
• Work with the Accounting/Finance staff, IT and other functional groups to identify, recommend and implement streamlined and automated processes.

• Be a proactive thought leader to prepare for upcoming challenges as we grow in volume and complexity.
• Partner with cross functional leaders to ensure monthly results are well-understood, appropriately assessed for improvement opportunities and in-line with forecasts; provide accounting guidance as needed to broad audiences.
• Provide financial leadership and insights to the sales organization around growth initiatives, customer development, sales performance incentives and product development opportunities
• Continuously improving the current processes for budgeting, management reporting and
• forecasting to improve efficiency, accuracy, timeliness and level of support for the business.

• Bachelor's Degree in Finance,…