Director of Finance

Director of Finance

The Director of Finance leads financial planning and analysis, management and board reporting, and cash forecasting for Tri-Imaging Solutions, and is the Chief Financial Officer's primary partner on the forward-looking side of the finance function. Tri-Imaging is a private equity-backed medical imaging parts and service company that recently combined with Direct Med Imaging. Working closely with the Controller, who owns the close and accounting, this role turns the company's financial and operating data into forecasts, analysis, and reporting for the executive team, board, and lenders, and builds the planning models, dashboards, and processes that let the function scale through continued growth and acquisitions.

The Director manages a small FP&A team, stays directly involved in modeling and analysis, and has a path toward broader financial leadership.

Key Responsibilities include but are not limited to:

Financial Planning & Analysis

• Lead the annual budget process and a rolling monthly forecast, partnering with department, sales, and facility leaders on assumptions and accountability
• Own the company's operating model, including scenario planning, multi-year planning, and the assumptions behind revenue, margin, and EBITDA by revenue stream
• Report business performance against budget, forecast, and prior year with clear variance commentary for the CEO, President, and CFO
• Build transaction-level analytics from the company's operating data to forecast revenue, margin, and purchasing across parts, service, and contract revenue streams
• Support pricing, bid costing, and customer contract analysis with sound margin and working capital assumptions

Management, Board & Lender Reporting

• Produce the monthly management reporting package and board materials, including financial bridges by revenue stream, EBITDA analysis, and KPI reporting, working from the Controller's closed financials
• Prepare lender reporting, covenant compliance calculations, and the adjusted EBITDA add-back schedule under the company's credit agreement, coordinating with the Controller on supporting detail
• Respond to private equity sponsor, lender, and board information requests with accurate, well-organized analysis
• Design the reporting cadence and formats that support long-term business growth and keep leadership focused on the right metrics

Cash & Working Capital

• Own the 13-week cash forecast and weekly cash reporting, including debt service, interest, and covenant headroom
• Analyze and report on working capital drivers, including receivables aging, inventory turns and aging, and core exchange exposure, and partner with the Controller and operations on improvement plans
• Model liquidity, capital expenditure, and financing scenarios to support CFO and sponsor decision-making

People & Team Leadership

• Manage and develop a small FP&A team, including hiring, training, coaching, and performance management
• Remain directly involved in financial modeling and analysis alongside team management
• Mentor team members and support their growth into future financial leaders

Systems, Data & Insight

• Serve as the organization's financial systems and data expert
• Translate complex financial and operating data into clear insight for senior leadership, including the CEO and President
• Build and automate planning, forecasting, and reporting processes using Power Query, Power BI, or similar tools, in coordination with the Controller on data sources and definitions

Strategic & Cross-Functional Support

• Partner with the CFO and executive leadership on strategic financial decisions and private equity sponsor initiatives
• Partner with department and facility leaders on budget planning, cost efficiency, and business cases for investment

Job Requirements:

Education and Experience

• Bachelor's degree in Finance, Accounting, or a related field required; MBA or CPA a plus
• 8 to 12+ years of progressive finance experience with a strong FP&A background, including experience managing a team
• Experience in a private equity-backed or leveraged company, including lender reporting and covenant compliance, strongly preferred
• Experience in a distribution, parts, field service, or healthcare services business with meaningful inventory and receivables is preferred; medical imaging or healthcare technology management experience is a plus
• M&A and post-merger integration experience is a plus

Knowledge, Skills, and Abilities:

• Proven ability to build planning, forecasting, and reporting processes where none exist, with an eye toward…