Director, Business Analytics & Corporate Finance
Pediatric Associates, Plantation, FL, United States
PRIMARY FUNCTION
The Director of Business Analytics and Corporate Finance is responsible for overseeing enterprise-wide financial reporting, planning, and analysis while serving as the primary owner and administrator of the Planful EPM platform. This role partners closely with team members across finance organization, executive leadership, and operational teams to deliver accurate financial insights, scalable planning processes, and robust reporting infrastructure that supports strategic decision-making and growth. This position blends deep FP&A leadership with hands-on Planful administration, system architecture, and continuous optimization of financial planning and reporting processes across the organization
ESSENTIAL DUTIES AND RESPONSIBILITIES
This list may not include all of the duties that may be assigned.
Financial Reporting & Executive Support
Own the preparation and delivery of consolidated financial statements, including Income Statement, Balance Sheet, and Cash Flow reporting. Develop and distribute comprehensive monthly, quarterly, and annual financial reporting packages Produce detailed variance analysis, trend analysis, KPI reporting, and operational insights. Ensure timely and accurate financial reporting, including covenant and compliance reporting where applicable. Translate complex financial and operational data into clear, actionable insights through executive-ready presentations and dashboards.
Financial Planning, Budgeting & Forecasting
Lead corporate annual budgeting, rolling forecast, and long-range planning processes using both top-down strategic targets and bottom-up operational drivers. Design and manage multi-dimensional planning models across departments, cost centers, and profit centers, including multi-site and field-level P&L structures. Manage external consultants, vendors, and implementation partners related to financial systems and planning initiatives.
Planful EPM Platform Ownership & Administration
Serve as the primary Planful Solution Architect and System Administrator, owning platform financial data, statistical data, metadata, configuration, security, and model design. Oversee data integrations between ERP systems Dynamics 365 and Planful, ensuring data accuracy, integrity, and automation. Design, build, and maintain Planful planning, reporting, and consolidation solutions, including Structured Planning, Dynamic Planning, and Spotlight. Manage system upgrades, enhancements, and testing cycles; develop and maintain documentation and best practices. Partner with IT, Finance, and Operations to continuously improve scalability, performance, and usability of the EPM environment. Provide hands-on support, troubleshooting, and training to finance and business users.
Strategic Finance & Growth Initiatives
Support mergers and acquisitions through financial modeling, due diligence, synergy analysis, and post-acquisition integration planning. Build and maintain de novo and new-venture financial models, including ramp-up assumptions, break-even analysis, and ROI evaluation. Evaluate pricing strategies, margin improvement initiatives, and operational efficiency opportunities.
Leadership & Cross-Functional Partnership
Lead, mentor, and develop FP&A and finance systems team members, fostering a high-performance, collaborative culture. Partner cross-functionally with Accounting, Operations, IT, Revenue Cycle, and Economic Finance to align financial processes and data. Hands-on leader comfortable operating both strategically and tactically. Proven ability to manage complex projects, competing priorities, and tight deadlines.
QUALIFICATIONS Bachelor's degree in Business, Finance, Accounting, Economics, or related field. 15+ years of progressive experience in FP&A, financial reporting, and strategic finance roles. 10 + years of hands-on experience with the Planful EPM platform as an administrator, solution architect, or implementation lead. Proven experience supporting private equity-backed or multi-entity organizations. Strong background in multi-site, multi-department, or high-volume operational environments. Demonstrated success leading enterprise budgeting, forecasting, and reporting transformations. KNOWLEDGE, SKILLS AND ABILITIES
Expert-level knowledge of Planful (Structured Planning, Dynamic Planning, Spotlight, Reporting & Consolidation). Strong experience with ERP integrations (Dynamics 365, NetSuite, Intacct, Xero, or similar systems). Advanced financial modeling skills across P&L, Balance Sheet, and Cash Flow. High proficiency in Excel, PowerPoint, and financial presentation design. Strong understanding of GAAP financial reporting and FP&A best practices.
PERFORMANCE REQUIREMENTS
Adhere to all organizational information security policies and protect all sensitive information including but not limited to ePHI and PHI (Protected Health Information) in accordance with organizational policy, Federal, State, and local regulations.
The foregoing description is not intended and should not be construed to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended to be an accurate reflection of the general nature of level of the job.
The Director of Business Analytics and Corporate Finance is responsible for overseeing enterprise-wide financial reporting, planning, and analysis while serving as the primary owner and administrator of the Planful EPM platform. This role partners closely with team members across finance organization, executive leadership, and operational teams to deliver accurate financial insights, scalable planning processes, and robust reporting infrastructure that supports strategic decision-making and growth. This position blends deep FP&A leadership with hands-on Planful administration, system architecture, and continuous optimization of financial planning and reporting processes across the organization
ESSENTIAL DUTIES AND RESPONSIBILITIES
This list may not include all of the duties that may be assigned.
Financial Reporting & Executive Support
Own the preparation and delivery of consolidated financial statements, including Income Statement, Balance Sheet, and Cash Flow reporting. Develop and distribute comprehensive monthly, quarterly, and annual financial reporting packages Produce detailed variance analysis, trend analysis, KPI reporting, and operational insights. Ensure timely and accurate financial reporting, including covenant and compliance reporting where applicable. Translate complex financial and operational data into clear, actionable insights through executive-ready presentations and dashboards.
Financial Planning, Budgeting & Forecasting
Lead corporate annual budgeting, rolling forecast, and long-range planning processes using both top-down strategic targets and bottom-up operational drivers. Design and manage multi-dimensional planning models across departments, cost centers, and profit centers, including multi-site and field-level P&L structures. Manage external consultants, vendors, and implementation partners related to financial systems and planning initiatives.
Planful EPM Platform Ownership & Administration
Serve as the primary Planful Solution Architect and System Administrator, owning platform financial data, statistical data, metadata, configuration, security, and model design. Oversee data integrations between ERP systems Dynamics 365 and Planful, ensuring data accuracy, integrity, and automation. Design, build, and maintain Planful planning, reporting, and consolidation solutions, including Structured Planning, Dynamic Planning, and Spotlight. Manage system upgrades, enhancements, and testing cycles; develop and maintain documentation and best practices. Partner with IT, Finance, and Operations to continuously improve scalability, performance, and usability of the EPM environment. Provide hands-on support, troubleshooting, and training to finance and business users.
Strategic Finance & Growth Initiatives
Support mergers and acquisitions through financial modeling, due diligence, synergy analysis, and post-acquisition integration planning. Build and maintain de novo and new-venture financial models, including ramp-up assumptions, break-even analysis, and ROI evaluation. Evaluate pricing strategies, margin improvement initiatives, and operational efficiency opportunities.
Leadership & Cross-Functional Partnership
Lead, mentor, and develop FP&A and finance systems team members, fostering a high-performance, collaborative culture. Partner cross-functionally with Accounting, Operations, IT, Revenue Cycle, and Economic Finance to align financial processes and data. Hands-on leader comfortable operating both strategically and tactically. Proven ability to manage complex projects, competing priorities, and tight deadlines.
QUALIFICATIONS Bachelor's degree in Business, Finance, Accounting, Economics, or related field. 15+ years of progressive experience in FP&A, financial reporting, and strategic finance roles. 10 + years of hands-on experience with the Planful EPM platform as an administrator, solution architect, or implementation lead. Proven experience supporting private equity-backed or multi-entity organizations. Strong background in multi-site, multi-department, or high-volume operational environments. Demonstrated success leading enterprise budgeting, forecasting, and reporting transformations. KNOWLEDGE, SKILLS AND ABILITIES
Expert-level knowledge of Planful (Structured Planning, Dynamic Planning, Spotlight, Reporting & Consolidation). Strong experience with ERP integrations (Dynamics 365, NetSuite, Intacct, Xero, or similar systems). Advanced financial modeling skills across P&L, Balance Sheet, and Cash Flow. High proficiency in Excel, PowerPoint, and financial presentation design. Strong understanding of GAAP financial reporting and FP&A best practices.
PERFORMANCE REQUIREMENTS
Adhere to all organizational information security policies and protect all sensitive information including but not limited to ePHI and PHI (Protected Health Information) in accordance with organizational policy, Federal, State, and local regulations.
The foregoing description is not intended and should not be construed to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended to be an accurate reflection of the general nature of level of the job.