Director, Financial Planning & Analysis

ImagenetLLC•Tampa, FL

About The Position

Imagenet is a leading provider of back-office support technology and tech-enabled outsourced services to healthcare plans nationwide. We deliver claims processing services, including digital transformation, claims adjudication, contact center, and member and provider engagement solutions. Our company has doubled in size in the past 2 years and continues to grow. We have a fun, collaborative Culture within which you will leave your mark. Acting as a mission-critical partner to over 70 health plans, Imagenet processes millions of claims annually and manages complex structured and unstructured data workflows. Headquartered in Tampa, FL, with 10 U.S. regional offices and a wholly owned global delivery center in the Philippines. Imagenet is committed to enhancing care, engagement, and satisfaction for health plans, members, and providers. The Director, FP&A is responsible for leading the organization’s financial planning, budgeting, forecasting & financial analysis function. This role partners closely with senior leadership to provide financial insights, support decision-making, improve business performance and drive long term value creation.

Requirements

Bachelor’s degree in Finance, Economics, Accounting or Business Administration.
5+ years of progressive finance experience
3+ years of financial leadership experience
Strong background in budgeting, forecasting, financial modeling, and business analysis.
Experience with M&A and Corporate Development
Experience partnering with senior executives and operational leaders.
Advanced financial modeling and analytical skills.
Strong understanding of financial statements and KPIs.
Excellent communication and presentation abilities.
Strategic thinking and problem solving skills.
Advanced proficiency in excel.
Ability to influence decision making across the organization.

Nice To Haves

Professional designation preferred (CPA, CFA, MBA).

Responsibilities

Lead the annual budgeting and planning process.
Develop monthly forecasts for revenue, expenses, cash flow & profitability.
Maintain and enhance financial forecasting models.
Analyze variances between actual results, budget & forecast.
Provide actionable financial insights to support strategic decision-making.
Develop strategic pricing models for new and existing business to ensure competitive bids and profitability.
Evaluate business initiatives, investments, and capital expenditures.
Develop financial models and scenario analysis for senior leadership.
Assess risks and opportunities impacting financial performance.
Partner with operational leaders to improve financial performance.
Support leaders in developing budgets and managing costs.
Translate financial results into meaningful business recommendations.
Drive accountability for achieving financial targets.
Develop executive dashboards and key performance indicators (KPIs)
Ensure timely and accurate reporting of business performance.
Identify opportunities to improve financial processes, reporting & analytics.
Enhance forecasting accuracy and planning efficiency.
Promote data driven decision making across the organization.
Recruit, mentor and develop FP&A team members.
Establish performance goals and development plans.
Foster a collaborative, high performance culture.
Manage workload priorities and resource allocations.
Support the evaluation, financial analysis and execution of mergers, acquisitions, divestitures and strategic partnerships.
Lead financial due diligence activities, including analysis of financial performance, quality of earnings, working capital, cash flow, and key business drivers.
Coordinate internal and external due diligence teams.
Assess acquisition opportunities and prepare business cases, investment recommendations and presentations for executive leadership and the board of directors.
Identify financial risks, opportunities, synergies and integration considerations associated with potential transactions.
Lead financial integration planning and post-acquisition performance tracking to ensure realization of anticipation synergies and strategic objectives