VICE PRESIDENT FINANCIAL PLANNING & ANALYSIS

PSN Services LLC•Plano, TX

About The Position

The Vice President of FP&A will serve as a strategic financial leader and trusted business partner to the CFO and executive leadership team. This role is critical to our value creation plan, providing sophisticated financial analysis, strategic insights, and operational intelligence that drives decision-making across our multi-site platform. The VP of FP&A will build and lead a best-in-class FP&A function capable of supporting rapid growth, M&A activity, and operational excellence initiatives.

Requirements

10+ years of progressive FP&A experience, with at least 5 years in healthcare services or multi-site operations
Minimum 3 years in PE-backed companies or investment banking/transaction advisory roles supporting healthcare deals
Proven track record building FP&A functions from ground up or leading significant organizational transformation
Direct experience supporting M&A transactions including financial due diligence, integration, and deal modeling
Experience managing teams of 5+ FP&A professionals across multiple levels
Expert-level financial modeling capabilities including three-statement models, LBO analysis, and sensitivity analysis
Advanced Excel/Google Sheets proficiency (pivot tables, macros, complex formulas, data manipulation)
Experience with EPM platforms (High Radius, Vena, Adaptive Insights, Anaplan, Planful) and BI tools (Tableau, Power BI)
Deep understanding of healthcare economics including ASC/hospital reimbursement, payer contracting, and revenue cycle metrics
Proficiency with healthcare-specific KPIs: case costs, OR minutes, surgeon block utilization, collection rates, aging analysis
Exceptional communication skills with ability to present complex financial concepts to diverse audiences including PE sponsors, board members, and operational leaders
High tolerance for ambiguity and rapid change in dynamic growth environment
Entrepreneurial mindset with willingness to be hands-on and build processes from scratch
Strong business acumen and ability to connect financial analysis to operational drivers and strategic outcomes
Proven ability to thrive in high-intensity, results-oriented PE-backed environment
Intellectual curiosity and commitment to continuous learning in evolving healthcare landscape
Bachelor’s degree in finance, Accounting, Economics, or related field required

Nice To Haves

MBA from top-tier program strongly preferred
CPA, CFA, or FP&A certifications (FPAC, FMVA) highly valued
Healthcare finance certifications (CHFP) a plus

Responsibilities

Lead the annual budgeting and long-range strategic planning processes across all facilities and service lines
Develop and maintain comprehensive three-statement financial models and driver-based planning frameworks
Partner with Legent and Private Equity teams to deliver investor-grade reporting including monthly board and monthly MD&A packages, variance analysis, and KPI dashboards
Build and maintain pro-forma financial models for platform growth scenarios and add-on acquisitions
Provide strategic recommendations on pricing, payer mix optimization, and margin enhancement opportunities
Lead financial due diligence and modeling for add-on acquisition targets
Develop integration financial plans including synergy identification, working capital requirements, and EBITDA bridge analysis
Support transaction execution alongside investment banking advisors and PE sponsors
Track and report on acquisition performance with granular transaction-level analytics
Build business cases for organic growth initiatives including new service lines and facility expansions
Establish facility-level P&L accountability with site leaders and drive operational improvements through data-driven insights
Design and implement KPI scorecards tracking OR utilization, case volume by specialty, surgeon productivity, net collection rates, and days in A/R
Partner with Revenue Cycle Management leadership on DSO improvement, denial management, and collection effectiveness
Conduct detailed variance analysis on facility performance and identify actionable improvement opportunities
Support capital allocation decisions including equipment purchases, facility improvements, and technology investments
Build, mentor, and develop a high-performing FP&A team including Directors, Managers, and Analysts
Establish FP&A processes, policies, and best practices aligned with PE portfolio company standards
Drive adoption of planning and analytics technology and AI platforms (EPM tools, BI dashboards)
Foster a culture of analytical excellence, accountability, and continuous improvement
Partner with CFO on broader finance organization development including accounting and revenue cycle teams
Lead implementation of integrated planning and reporting systems capable of multi-entity consolidation
Accelerate month-end close processes from current 21-day timeline to 7-10 day target
Ensure data integrity across disparate facility systems and establish single source of truth for financial reporting
Design executive dashboards providing real-time visibility into operational and financial performance
Maintain documentation of processes, assumptions, and methodologies for audit and compliance purposes