Financial Planning & Analysis (FP&A) Director

Compensation: $165,000 - $180,000 Base + Bonus Opportunity
Employment Type: Direct Hire

Build the Function. Influence the Business. Lead the Future.

A rapidly growing healthcare-related organization is seeking a strategic and hands-on Director of FP&A to establish and scale a modern financial planning and analytics function. This is a rare opportunity for a finance leader who thrives in building capabilities from the ground up rather than inheriting mature processes.

Reporting directly to executive leadership, this individual will initially serve as a high-impact individual contributor while developing the reporting infrastructure, analytical frameworks, forecasting models, and decision-support tools that will guide the organization's next phase of growth. Over time, this role is expected to evolve into a leadership position responsible for building and managing an FP&A team.

If you're energized by transforming fragmented data into actionable business intelligence and partnering with leaders to drive profitability, this role offers significant visibility and long-term career growth.

What You'll Do

Create a Best-in-Class FP&A Function

• Design and implement scalable FP&A processes, reporting structures, and performance metrics.
• Improve data quality, consistency, and accessibility across multiple business units.
• Build automated reporting solutions and dashboards that provide timely business insights.
• Establish KPI frameworks that align financial performance with organizational goals.

Drive Business Performance

• Analyze trends impacting revenue, profitability, productivity, and operational effectiveness.
• Identify opportunities for margin improvement and operational optimization.
• Deliver recommendations that help leaders make informed strategic and financial decisions.
• Transform financial data into clear business narratives for non-financial stakeholders.

Lead Forecasting & Planning

• Own annual budgeting, forecasting, and long-range planning cycles.
• Develop and maintain sophisticated financial models supporting growth initiatives.
• Perform scenario analysis, sensitivity modeling, and variance analysis.
• Evaluate business risks and opportunities across multiple product and service lines.

Executive Partnership & Strategic Support

• Prepare executive-level financial presentations and performance reviews.
• Collaborate with Sales, Operations, IT, Finance, and other business leaders.
• Support pricing strategies, sales performance analysis, incentive plan evaluations, and investment decisions.
• Provide insights that help leadership understand where business performance is excelling and where corrective action is needed.

Build for the Future

• Create structure and accountability in a rapidly evolving environment.
• Help establish a data-driven culture throughout the organization.
• Recruit, develop, and lead an FP&A team as the function expands.

What We're Looking For

Required Experience

• 8+ years of progressive experience in FP&A, financial analysis, corporate finance, or related disciplines.
• Experience within healthcare, medical device, medical equipment, DME, healthcare services, or related healthcare environments.
• Strong background in financial modeling, forecasting, budgeting, and executive reporting.
• Proven ability to work with imperfect or evolving datasets and create meaningful business insights.
• Experience influencing senior leadership and cross-functional stakeholders.

Preferred Qualifications

• MBA, CPA, CFA, or similar professional designation.
• Experience supporting private equity-backed organizations.
• Background in consulting, investment banking, corporate strategy, or business transformation initiatives.
• Experience designing financial dashboards and KPI reporting environments.

Technical Skills

Experience with some combination of:

• Power BI
• Tableau
• SQL
• NetSuite
• Alteryx
• Business intelligence and reporting platforms
• Financial planning and analytics tools

The Ideal Candidate

The successful candidate is more than a finance professional-they are a builder.

You enjoy creating processes where none exist, bringing clarity to complex situations, and turning data into compelling stories that drive action. You're comfortable working in ambiguity, partnering across departments, and balancing strategic thinking with hands-on execution. Most importantly, you're excited by the opportunity to establish a function today and lead a team tomorrow.

Why Consider This Opportunity?

• High visibility with executive leadership.
• Opportunity to shape the FP&A function from the ground up.
• Clear path into people leadership and team-building.
• Exposure to strategic business decisions and growth initiatives.
• Meaningful impact on operational and financial performance across the organization.

Qualified candidates with healthcare, medical device, or medical equipment industry experience are strongly encouraged to apply.