Director, FP&A

FinThrive

About The Position

The Director of Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for company planning, forecasting, budgeting, management reporting, and performance analytics. Reporting to the VP of Finance, the Director partners with executive and functional leaders to translate business strategy into financial plans, identify risks and opportunities, and provide actionable insights supporting growth, profitability, cash flow, and disciplined resource allocation. The role leads and develops the FP&A team and advances scalable, data-driven planning and reporting practices across the organization.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
10 or more years of progressive finance experience, including substantial responsibility for FP&A, budgeting, forecasting, modeling, and management reporting.
At least 3 years of experience leading, coaching, or developing finance professionals.
Advanced financial modeling and analytical skills.
Expert proficiency in Microsoft Excel and ability to synthesize complex data into clear business insights.
Demonstrated ability to influence and collaborate with executive leaders and cross-functional partners in a fast-paced, changing environment.
Excellent written, verbal, and presentation skills, including the ability to communicate financial information to non-financial audiences.
Experience developing executive reporting, KPIs, dashboards, and decision-support materials.
Minimal travel, a couple of times per year, based on business needs.

Nice To Haves

MBA, CPA, CMA, CFA, or another relevant advanced degree or professional credential.
Experience in healthcare technology, SaaS, software, revenue cycle management, or a private-equity-backed organization.
Experience with Power BI and enterprise planning or reporting platforms such as Anaplan, Workday Adaptive Planning, IBM Planning Analytics/TM1, Oracle, or NetSuite.
Experience supporting mergers and acquisitions, integration activities, investor reporting, board materials, or value-creation initiatives.

Responsibilities

Lead the annual operating plan, periodic forecasts, and long-range financial planning, including revenue, operating expense, headcount, capital, and cash flow assumptions.
Partner with executive and functional leaders across Product, Technology, Operations, Commercial, and corporate functions to evaluate performance, shape priorities, and support business decisions.
Develop and maintain driver-based financial models, scenario analyses, and investment cases for strategic initiatives, product investments, pricing, acquisitions, and other growth opportunities.
Deliver monthly and quarterly performance reporting, including variance analysis, trends, risks, opportunities, and recommended actions for senior leadership and other stakeholders.
Establish and monitor financial and operational KPIs, executive scorecards, and dashboards to improve visibility, accountability, forecast accuracy, and decision quality.
Drive continuous improvement, standardization, automation, and self-service analytics across planning and reporting processes and tools.
Partner with Accounting and business leaders to ensure accurate financial results, effective close-to-forecast processes, and timely identification of root causes for performance variances.
Build, coach, and retain a high-performing FP&A team; set clear expectations and strengthen the team's analytical, business-partnering, and executive communication capabilities.
Demonstrate integrity and ethics, model company values, and maintain a focus on self-development, feedback, and learning.
Support FinThrive's Compliance Program by following applicable policies and procedures, completing required training, protecting confidential information, and promptly reporting compliance concerns or incidents.