We are seeking a strong FP&A leader within the healthcare services industry who is strategic, data driven, and can “tell the story” behind the numbers. This role will report to a terrific CFO – high caliber, great personality, and mentor.

Our client is a high-growth PE-backed, mission-focused consumer healthcare services organization. Our strategic head of FP&A will partner with the company’s senior leadership team on Corporate FP&A and business operations initiatives while mentoring a team. This role is jam-packed with the FUN types of FP&A work – strategy, competitive landscape, profitability analysis, building for the future, and more.

If this sounds like you, please read on...

Duties & Responsibilities

Core Financial Planning and Analysis

• Leads and directs the enterprise financial planning and analysis function including, but not limited to, annual budgeting, monthly forecasting, multi-year planning, and performance management.
• Deliver routine KPI reports to the executive team and regional operators.
• Partner with Accounting to prepare and deliver the monthly financial reporting package, including variance analysis/exception reporting.
• Develop a standardized reporting package for the Board and reports/dashboards for the leadership team.
• Prepare and present monthly financials to the Senior Executive Leadership Team.
• Manage and develop staff, and partner with the executive team and regional operators.

Performance Management

• Ownership of performance management - work with operational and corporate stakeholders on the performance management of their respective groups.
• Design and maintain key reporting dashboards, reports, and KPIs across the business to share with stakeholders and management.
• Lead Monthly Operating Reviews for all operating regions to drive field financial planning, field performance management, monthly performance analytics, monthly action planning, and decision support.
• Design and implement weekly and monthly reporting to identify and explain variances to forecast, budget, and historical expenses, provided in a clear and action-oriented format that drives management decisions.

Strategic Support

• Support De Novo and acquisition modeling and performance analysis, including working capital analysis.
• Identify the forward-looking metrics that provide insight into the drivers of the company's operational and financial health tied to the company's overall objectives.
• Partner with operational leadership to identify KPIs relative to their functions in support of strategic initiatives.
• Prepare financial presentations for the monthly and quarterly board/sponsor update meetings.
• Work closely with the CFO and others on ad hoc analyses.
• Provide capital and other investment financial analyses along with ongoing monitoring of capital expenditures.

Required Cultural Competencies

• Leadership : Clear communicator who articulates a vision and direction and holds others accountable to deliver.
• Passionate : Drives the change agenda and is committed and excited to accomplish all objectives on time.
• Motivational : Thrives on opportunities to lead in situations with limited structure or established processes, providing development paths for team members.
• Intellectual curiosity : Keeps asking “why” and is excited to “tell the story behind the numbers”

Requirements & Qualifications

• A "Finance Athlete" with at least ten years of experience in FP&A, investment banking, or management consulting (or similar experience).
• Bachelor's Degree in a related field (Accounting, Finance, or Economics).
• Minimum of 10 years of Finance or Management Consulting experience.
• Strong familiarity with accounting / financial reporting / BI systems, ideally Vena and PoweBI.
• Advanced Excel skills; working knowledge of VBA and/or SQL preferred.
• Advanced financial modeling, including DCF; ability to automate in Excel.
• Detail-oriented and proficient in building and using complicated data sources, financial modeling, data analytics, and multi-year projections.
• Strong management skills; ability to lead a team of Director, Manager, and Analyst.
• Must have excellent communication and presentation skills.
• Superior interpersonal skills are required; must have the ability to lead and work well with teams.
• Highly skilled problem-solver who thrives in a highly collaborative environment.
• Experience with company going through a sale process is highly desired.
• Ability to work independently, take initiative, and see projects through to completion.
• Ability to influence without direct authority.