Director Financial Planning & Analysis

All Star Recruiting Locums • Boca Raton, FL

8h • Hybrid

About The Position

As the Director of Financial Planning & Analysis, you will serve as a strategic business partner to executive leadership, driving financial performance through data-driven insights, forecasting, budgeting, and long-term financial planning. You will play a critical leadership role in helping guide company strategy, optimize financial performance, and build scalable processes that support continued growth. You will own the following:
Partner with executive leadership to develop financial strategies that support organizational growth and operational priorities.
Lead the annual budgeting and forecasting process while partnering cross-functionally with department leaders to develop and refine financial plans.
Collaborate closely with Sales leadership to establish revenue and gross margin targets, evaluate assumptions, and translate business strategy into actionable financial plans.
Develop sophisticated financial models, including direct cash flow forecasts, scenario planning, and long-range business projections.
Analyze financial and operational performance to identify revenue opportunities, margin improvements, cost efficiencies, and business risks.
Leverage AI-enabled tools, automation, and advanced analytics to improve financial reporting, forecasting accuracy, and operational efficiency.
Monitor market trends, competitive performance, and industry benchmarks to provide strategic recommendations to executive leadership.
Design and enhance scalable financial reporting processes, dashboards, and workflows that improve executive decision-making.
Prepare and review executive-level financial reporting packages, lender reporting, and other key financial presentations.
Lead cross-functional initiatives focused on financial process improvement, operational excellence, and integration readiness in a high-growth environment.
Deliver timely financial performance updates to executive leadership, proactively identifying business risks and growth opportunities.
Mentor, coach, and develop FP&A team members while fostering a high-performance culture.
Ensure timely completion of key financial deliverables and reporting deadlines.
Support strategic initiatives, acquisitions, special projects, and other duties as assigned.

Requirements

• Exceptional analytical and financial modeling skills with the ability to translate complex data into actionable business insights.
• Strong business acumen with the ability to align financial strategy with organizational objectives.
• Expertise in budgeting, forecasting, scenario planning, cash flow modeling, and long-term financial planning.
• Advanced proficiency with ERP systems, financial software, business intelligence tools, and advanced Excel modeling.
• Experience leveraging AI-enabled tools, automation, and emerging technologies to improve financial and operational processes.
• Strong knowledge of corporate finance principles and financial performance management.
• Hands-on experience developing scalable reporting, forecasting, and analytics processes that improve executive visibility and decision-making.
• Outstanding presentation and communication skills with the ability to communicate financial concepts to both financial and non-financial stakeholders.
• Ability to build strong relationships and influence leaders across Finance, Sales, Operations, and Executive Leadership.
• Proven ability to lead through change while driving process improvements in a fast-paced, high-growth environment.
• Bachelor's degree in Finance, Accounting, Economics, or a related field required.
• 7–10 years of progressive experience in Finance, Accounting, or Financial Planning & Analysis.
• Minimum of 2–3 years of leadership experience managing and developing finance professionals.
• Extensive experience with budgeting, forecasting, financial modeling, strategic planning, and direct cash flow forecasting.
• Advanced experience with ERP systems and financial platforms such as Sage Intacct, SAP, Adaptive Planning, or similar solutions.
• Advanced proficiency in Microsoft Excel and financial modeling.
• Demonstrated experience implementing AI-enabled tools, automation, and process improvements that drive operational efficiencies.
• Experience leading financial transformation initiatives within a high-growth business environment.

Nice To Haves

• MBA or Master's degree in Finance strongly preferred.
• Experience within high-growth, acquisitive, private equity-backed, or healthcare-related organizations is highly valued.
• Experience preparing lender reporting and supporting private equity-backed organizations strongly preferred.
• Experience in healthcare staffing, healthcare services, professional services, or other high-growth industries.
• Experience supporting mergers, acquisitions, or business integrations.
• Experience developing executive dashboards, KPIs, and enterprise reporting solutions.
• Experience working in private equity-backed organizations.
• Proven success leading finance transformation and continuous improvement initiatives.

Responsibilities

• Partner with executive leadership to develop financial strategies that support organizational growth and operational priorities.
• Lead the annual budgeting and forecasting process while partnering cross-functionally with department leaders to develop and refine financial plans.
• Collaborate closely with Sales leadership to establish revenue and gross margin targets, evaluate assumptions, and translate business strategy into actionable financial plans.
• Develop sophisticated financial models, including direct cash flow forecasts, scenario planning, and long-range business projections.
• Analyze financial and operational performance to identify revenue opportunities, margin improvements, cost efficiencies, and business risks.
• Leverage AI-enabled tools, automation, and advanced analytics to improve financial reporting, forecasting accuracy, and operational efficiency.
• Monitor market trends, competitive performance, and industry benchmarks to provide strategic recommendations to executive leadership.
• Design and enhance scalable financial reporting processes, dashboards, and workflows that improve executive decision-making.
• Prepare and review executive-level financial reporting packages, lender reporting, and other key financial presentations.
• Lead cross-functional initiatives focused on financial process improvement, operational excellence, and integration readiness in a high-growth environment.
• Deliver timely financial performance updates to executive leadership, proactively identifying business risks and growth opportunities.
• Mentor, coach, and develop FP&A team members while fostering a high-performance culture.
• Ensure timely completion of key financial deliverables and reporting deadlines.
• Support strategic initiatives, acquisitions, special projects, and other duties as assigned.

Benefits

• Competitive base salary with an annual discretionary bonus opportunity
• Hybrid work model that supports flexibility while fostering collaboration and connection
• Comprehensive medical, dental, and vision insurance
• 401(k) with company match to help you plan for the future
• Three weeks of paid time off, plus 10 paid holidays
• Paid parental leave
• Ongoing professional development and leadership growth opportunities
• Opportunity to help shape the financial strategy of one of the nation's fastest-growing healthcare staffing organizations
• A collaborative, people-first culture where your ideas are valued and innovation is encouraged

What This Job Offers

• Job Type: Full-time
• Career Level: Director