Director of Financial Planning & Analysis

Xanitos•Edgmont Township, PA

1d•Hybrid

About The Position

The Director of Financial Planning & Analysis (FP&A) will be the primary strategic finance partner to the CFO and operations leadership of a Private Equity-owned healthcare environmental services / janitorial company with approximately 4,200 employees. This is a hands-on, builder role responsible for establishing and leading the FP&A function, with a near-term focus on improving forecasting, performance management, and decision support across a multi-site, labor-intensive business.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
7–10+ years of progressive experience in FP&A, strategic finance, or corporate finance.
Experience in multi-site, labor-intensive services; healthcare services, facilities management, janitorial, or outsourced services strongly preferred.
Demonstrated success building or significantly upgrading FP&A processes, ideally in a Private Equity-backed environment.
Advanced financial modeling skills in Excel (or equivalent), including building 3-statement models and scenario analyses.
Strong understanding of contract economics, labor cost drivers (wage, overtime, mix), and working capital dynamics.
Excellent communication and presentation skills, with the ability to convey complex analysis to non-financial stakeholders.
Hands-on and detail-oriented, with a willingness to roll up sleeves in a lean environment.
Strong business acumen and operator-oriented mindset; comfortable spending time with field and regional leaders.
Low-ego collaborator who can build trust with finance, operations, and Private Equity stakeholders.
Ownership mentality with a bias for action and measurable impact.
Ability to thrive in a dynamic, change-oriented, PE-backed setting.
Some travel required for meetings and presentations, but not extensive.

Nice To Haves

MBA, CPA, CFA, or other relevant advanced credential.
Direct experience in healthcare environmental services, janitorial services, or related healthcare support services.
Experience with Oracle or similar ERP systems and BI/analytics tools (e.g., Power BI, Tableau, Looker).
Prior involvement in 13-week cash forecasting and lender/covenant reporting.

Responsibilities

Own the monthly and quarterly forecasting process for revenue, EBITDA, and cash flow at consolidated, regional, and major customer levels.
Lead the annual budgeting and multi-year planning process in partnership with operations, HR, and other corporate functions.
Build and maintain integrated financial models (P&L, balance sheet, cash flow) that reflect contract economics, labor productivity, and overhead.
Develop scenario analyses to evaluate the impact of wage inflation, staffing mix, productivity initiatives, and new business wins or losses.
Design and own the monthly KPI and performance reporting pack for executive leadership, Board, and Private Equity sponsor.
Provide clear, concise variance analysis versus budget and forecast, with a focus on contract-level profitability and labor productivity.
Develop standardized dashboards and reporting for revenue, margin, labor metrics (hours, overtime, productivity), and workforce metrics (turnover, safety).
Support lender and covenant reporting as needed, ensuring alignment between internal and external views of performance.
Serve as a strategic finance partner to the COO and regional / operations leaders, translating financial insights into operational actions.
Evaluate contract bids, renewals, and scope changes by building clear financial models and sensitivity analyses.
Partner with operations to assess ROI on productivity initiatives, technology investments, and staffing model changes.
Provide ad hoc analysis and decision support on pricing, staffing, and capital allocation decisions.
Partner with the CFO, Controller, and Accounting Manager to leverage the 13-week cash forecast and daily cash tracking tools.
Analyze working capital drivers, including billing cycles, DSO by health system or customer, and payroll timing.
Support initiatives to improve cash conversion, reduce volatility, and enhance liquidity visibility for management and the sponsor.
Establish FP&A processes, calendars, and templates appropriate for a PE-owned, multi-site services platform.
Standardize key assumptions, definitions, and KPI calculations across finance and operations.
Partner with IT/Oracle/reporting teams on data availability and quality for FP&A needs.
Support the design and implementation of the transition from 13 four-week periods to a 12-month reporting calendar, including implications for budgeting, KPI trends, and external reporting.
Initially operate as a highly hands-on individual contributor while establishing core FP&A routines and tools.
Coach and upskill members of the finance team in analytical methods, financial modeling, and business partnering.
Promote a culture of disciplined, data-driven decision making across the organization.

Benefits

Medical
Dental
Vision
Life, Accident, and Disability Insurance
401K Retirement Plans
Employee Assistance Program (EAP)
Employee Wellness Program
Commuter Benefits
Shoes for Crews Reimbursement
Paid Time off including Vacation, Sick, Holidays, Elective Holidays, Bereavement, Parental Bonding, Volunteer Day, and Jury Duty.
Employee Discounts to Theme Parks, Theaters, Sporting Events, Movies, and More.