Director, Financial Planning & Analysis

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Reporting to the Vice President of Finance, the Director, FP&A is a key leader on Lucy Rx's corporate finance team during a period of rapid, acquisition-driven growth. Backed by private equity firm Summit Partners, Lucy Rx has completed multiple acquisitions, and the FP&A team now serves as the consolidation hub for all acquired entities.

The Director will own the consolidation of financial results across entities, the application of EBITDA adjustments, lender compliance reporting, and the monthly financial reporting package delivered to the Executive Leadership Team (ELT) and the Board. The Director will also lead the company's annual budget and rolling forecast processes, partner with department leaders across the organization to manage expenses, and drive the integration of monthly close and financial processes for newly acquired companies.

A central priority of this role is maximizing the use of Vena, our new FP&A platform, to automate and standardize consolidation, reporting, budgeting, and forecasting. This is a hands‑on leadership role, ideal for someone who thrives in a fast‑paced, PE‑backed, mid‑market environment and can move seamlessly between executive-level communication and detailed financial modeling.

The Director will manage and develop a team of financial analysts, including a Senior Financial Analyst.

• Lead the monthly consolidation of financial statements (income statement, balance sheet, and statement of cash flows) across all acquired entities, ensuring accuracy, consistency, and timeliness
• Assist in monthly close and financial process integration of newly acquired companies, including chart of accounts mapping, reporting alignment, budget/forecast integration, and finance data warehouse consistency
• Support M&A activity as needed, including diligence support, Quality of Earnings analysis, synergy identification and tracking, and post‑acquisition net working capital assessments

• Prepare monthly lender financials and compliance certificates, including covenant leverage ratio calculations and stress testing
• Prepare, document, and maintain EBITDA adjustments (add-backs, pro forma adjustments, and synergies) in accordance with credit agreement definitions and private equity reporting requirements
• Produce the monthly reporting package for the ELT and the Board, with high‑level, decision‑ready explanations of budget, forecast, and prior‑year variances, supported by trend and KPI analysis

• Own the annual budget and rolling forecast processes for a consolidated, multi‑entity P&L, including models, templates, timelines, and key assumptions
• Partner with department leaders across the organization to build and monitor their budgets, manage expenses, and explain variances, including SG&A and headcount planning
• Analyze trends in revenue, cost of revenue, SG&A, and other key performance indicators, highlighting drivers of unexpected variances and recommending corrective actions

• Serve as the FP&A lead for the implementation and ongoing optimization of Vena, designing templates, workflows, and data integrations to automate consolidation, reporting, budgeting, and forecasting
• Champion adoption of Vena across Finance and business users, maximizing the platform for all FP&A functions and continuously reducing manual, Excel‑only processes
• Continuously improve FP&A processes, models, and deliverables for efficiency, scalability, and accuracy, including the use of AI tools where appropriate