Senior Director, Financial Planning and Analysis

Senior Director, Financial Planning and Analysis As the Senior Director of Financial Planning and Analysis, you will play a crucial role in steering the financial roadmap of the company. Your expertise will guide the development and management of our annual operating budget, forecasting future financial performance, and supporting M&A initiatives. You will also prepare materials for the board of directors and institutional investors, and provide insightful analyses to aid in strategic decision-making. Additionally, collaboration with accounting and business systems teams will be key to achieving our financial objectives. Who Will Thrive in This Role You are a problem-solver, adept at collecting, analyzing, and interpreting financial data, essential for identifying and resolving financial challenges. You are a trusted advisor and a visionary leader who develops and nurtures talent within your team, fostering effective relationships with internal and external stakeholders. You value collaboration, understanding the importance of working with key stakeholders to develop competitive go-to-market strategies, driving market share and profitability. You think strategically about the company's financial future, crafting plans to achieve our financial goals. Your Key Responsibilities In this role, your responsibilities will span four main areas: Leadership, Program Execution, Operations, and Analysis. Leadership Collaborate with the CFO and senior management to establish the vision and strategic direction for the FP&A function, identifying goals and executing plans to achieve them. Lead and build a high-performing FP&A team, overseeing recruitment and providing ongoing training and development. Ensure alignment between the financial planning process and business objectives, working closely with business leaders to provide essential insights for informed decision-making. Develop scenarios and models to manage risk and uncertainty throughout financial planning. Program Execution Ensure that all Statements of Work (SOWs) are developed with achievable goals, managing all aspects from requirements definitions through to reporting. Engage with partners and core business teams to enhance strategic relationships. Operations Oversee the financial planning and budgeting process, collaborating with business leaders to gather insights, develop models, and track actual results. Provide analysis to support strategic decision-making, identifying trends, risks, and opportunities. Manage financial risk by implementing key policies and procedures while monitoring exposure. Supervise the management reporting process to ensure accuracy and compliance. Guide and support the FP&A team in achieving their goals through training and resolving challenges. Analysis Collect and analyze financial data from various sources. Develop financial models to predict future performance. Identify trends and patterns to inform predictions. Provide actionable insights and recommendations to senior leadership. Communicate financial information clearly to diverse audiences. Qualifications MBA or Master’s degree in Finance; strong accounting skills are a significant advantage. Experience in the healthcare industry is a plus. Proficiency in NetSuite and Adaptive Planning. 15+ years of experience, primarily in FP&A leadership roles. Strong analytical and problem-solving skills. Excellent communication and presentation capabilities. Ability to work autonomously and in a team environment. Demonstrated ability to lead and motivate teams. Physical Requirements 90% desk and phone work. 10% travel to various DrFirst and customer locations in the US. Benefits Competitive compensation with a base salary ranging from $160,000 to $200,000, based on experience and skills. Eligibility for a performance-based bonus program. Comprehensive medical, dental, and vision insurance. 401K plan eligibility after 3 months, with a company match of 50% of the first 5% contributed, under a 3-year vesting schedule. Health Savings Account for eligible employees enrolled in the HDHP, with a generous company contribution. 100% company-paid short and long-term disability, AD&D, and life insurance. Accrued paid time off (PTO) starting at 18 days for the first 3 years, increasing thereafter, along with 7 paid holidays. Access to an Employee Assistance Program. Continuing education funds of up to $1500 annually for eligible programs after 1 year of service. Voluntary benefits, including FSA, Hospital Indemnity, Accident, and Critical Illness Insurance.