Director, Financial Planning and Analysis

ALLERGY PARTNERS•Asheville, NC

7d•Onsite

About The Position

The Director of Financial Planning and Analysis at Allergy Partners will partner closely with Finance leadership and Operations teams to support and guide financial analysis and reporting across consolidated and site-level details. This role ensures the maintenance of existing reporting structures while introducing new reports as needed. The individual must anticipate operational leaders' "need-to-know" insights, offering actionable options for change and identifying value creation levers. This role provides Allergy Partners’s leadership with reliable analysis and insights for strategic planning and goal setting. Responsibilities include business forecasting, preparing accurate monthly financial reports, and creating presentations that offer thoughtful analysis, actionable insights, and decision-making frameworks. The ideal candidate will balance strategic and day-to-day financial counsel with strong technical skills, familiarity with month-end close processes, and excellent interpersonal capabilities. As an FP&A expert, this role reports to the Vice President of Financial Operations while maintaining a strong dotted line to the Operations organization of Allergy Partners. The position oversees direct reports and requires close interaction with senior leaders, offering visibility to both the board and lenders to ensure transparency and alignment with financial and operational goals.

Requirements

Bachelor’s degree with 7+ years of experience in finance, accounting, or a related area required
Comprehensive knowledge of accounting, financial, and operational principles
Expertise in developing financial reports, metrics, and actionable insights
Strong interpersonal and communication skills to interact across management levels
Proven ability to manage multiple priorities and adapt to a fast-paced, dynamic environment
Advanced proficiency in Excel, Word, and PowerPoint
Exceptional attention to detail with the ability to maintain a strategic perspective
Demonstrated ability to influence stakeholders through effective verbal and written communication
Track record of successfully driving cross-functional projects across an organization

Nice To Haves

MBA preferred

Responsibilities

Provide FP&A support to accounting teams for budgeting, monthly reporting, forecasting, and metrics in a timely manner
Support the Finance and Accounting team during month- and quarter-end close processes
Proactively identify business challenges and opportunities, proposing actionable solutions
Actively manage site/clinic-level performance to control and influence expenses
Dive deeply into financial data to become a subject matter expert, offering additional insights
Transform and enhance the site Finance team by updating policies, challenging legacy practices, and building a forward-looking finance function
Create presentations that deliver insightful analysis, identify required action items, and effectively frame decision-making
Research and explain variances to forecast, budget, and prior-year expenses, identifying opportunities for improvement
Develop and maintain effective relationships with business partners and cross-functional teams at all organizational levels
Collaborate with leadership to define goals and financial targets, driving overall business objectives
Ensure financial insights and reports are tailored for key stakeholders, including the board and lenders, to provide transparency and alignment on critical decisions
Completes all assigned AP training (such as CPR, OSHA, HIPAA, Compliance, Information Security, others) within designated timeframes.
Complies with Allergy Partners and respective hub/department policies and reports incidents of policy violations to a Supervisor/Manager/Director, Department of Compliance & Privacy or via the AP EthicsPoint hotline.
Models the AP Code of Conduct and demonstrates a commitment to the AP Compliance Program, standards and policies.