Director Financial Planning and Analysis (FP&A)
Quantum Health, Dublin, OH, United States
Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®.
We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement.
About the role The Director of FP&A serves as a key financial partner across the business. This individual will be a primary architect of the company’s financial future, leading long-range planning, strategic modeling, and the execution of growth and margin initiatives. The Director will lead strategic finance responsibilities, including acquisition target modeling and the monitoring of new business initiatives. This is a high-impact role with significant exposure to senior leadership, requiring a "hands‑on" leader who can work side-by-side with the team to build models and processes that support a fast‑paced, high‑growth environment.
Location This position is located at our Dublin, OH campus with hybrid flexibility OR remote.
What you’ll do (Essential Responsibilities) Strategic Finance & Planning
Architect the Long-Range Plan:
Lead the company’s long-range financial planning process, including strategic scenario modeling and sensitivity analyses.
Executive Advisory:
Partner with senior leadership to align financial strategy with global business objectives.
Capital & Investment Oversight:
Drive the development of investment tracking (run rate and one-time spend) and transformation team initiatives to measure business plan progress and support data‑driven decision making.
Forecasting & Operational Excellence
Global Forecasting Governance:
Manage monthly, quarterly, and annual forecasting processes across multiple products and business units.
Performance Narratives:
Lead forecast‑to‑actual variance analysis and bridge building, providing high-level insights and commentary to executive leadership.
Consolidated Modeling:
Oversee and maintain accurate, timely financial models across all departments and entities, including complex intercompany economics and eliminations.
Deal Underwriting:
Build and maintain financial models for newly acquired businesses and acquisition targets, including pro forma financials, enterprise synergy analysis, and integration cost impacts.
Post‑Acquisition Accountability:
Provide post‑acquisition financial tracking and performance analysis compared to the original deal underwriting model.
Team & Organizational Development
Systems & Scale:
Design and implement scalable FP&A processes, tools, and reporting structures, including the optimization of system integrations.
Leadership & Mentorship:
Mentor and develop a high‑performing FP&A team of managers and senior financial analysts.
Functional Partnership:
Serve as a lead thought partner with functional leaders to support a diverse product and growth‑oriented organization.
All other duties as assigned.
What you’ll bring (Qualifications)
Education:
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Experience:
10+ years of progressive experience in FP&A, corporate finance, investment banking, or management consulting.
Strategic Mastery: Proven experience leading multi-product forecast models, strategic planning, and consolidated forecasting for complex organizations.
Technical Excellence: Advanced Excel and financial modeling skills.
Systems Expertise: Proficiency in planning software and systems optimization (e.g., Adaptive, SageIntacct, Alteryx) is highly preferred.
Business Acumen: Exceptional analytical and communication skills with the ability to work independently in high-growth environments.
PE & Board Exposure: Prior experience supporting executive leadership and working in a private equity‑backed organization, including sponsor reporting and complex cash flow modeling.
A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health’s policies, values and ethics, and to protecting the sensitive data entrusted to us.
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We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement.
About the role The Director of FP&A serves as a key financial partner across the business. This individual will be a primary architect of the company’s financial future, leading long-range planning, strategic modeling, and the execution of growth and margin initiatives. The Director will lead strategic finance responsibilities, including acquisition target modeling and the monitoring of new business initiatives. This is a high-impact role with significant exposure to senior leadership, requiring a "hands‑on" leader who can work side-by-side with the team to build models and processes that support a fast‑paced, high‑growth environment.
Location This position is located at our Dublin, OH campus with hybrid flexibility OR remote.
What you’ll do (Essential Responsibilities) Strategic Finance & Planning
Architect the Long-Range Plan:
Lead the company’s long-range financial planning process, including strategic scenario modeling and sensitivity analyses.
Executive Advisory:
Partner with senior leadership to align financial strategy with global business objectives.
Capital & Investment Oversight:
Drive the development of investment tracking (run rate and one-time spend) and transformation team initiatives to measure business plan progress and support data‑driven decision making.
Forecasting & Operational Excellence
Global Forecasting Governance:
Manage monthly, quarterly, and annual forecasting processes across multiple products and business units.
Performance Narratives:
Lead forecast‑to‑actual variance analysis and bridge building, providing high-level insights and commentary to executive leadership.
Consolidated Modeling:
Oversee and maintain accurate, timely financial models across all departments and entities, including complex intercompany economics and eliminations.
Deal Underwriting:
Build and maintain financial models for newly acquired businesses and acquisition targets, including pro forma financials, enterprise synergy analysis, and integration cost impacts.
Post‑Acquisition Accountability:
Provide post‑acquisition financial tracking and performance analysis compared to the original deal underwriting model.
Team & Organizational Development
Systems & Scale:
Design and implement scalable FP&A processes, tools, and reporting structures, including the optimization of system integrations.
Leadership & Mentorship:
Mentor and develop a high‑performing FP&A team of managers and senior financial analysts.
Functional Partnership:
Serve as a lead thought partner with functional leaders to support a diverse product and growth‑oriented organization.
All other duties as assigned.
What you’ll bring (Qualifications)
Education:
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Experience:
10+ years of progressive experience in FP&A, corporate finance, investment banking, or management consulting.
Strategic Mastery: Proven experience leading multi-product forecast models, strategic planning, and consolidated forecasting for complex organizations.
Technical Excellence: Advanced Excel and financial modeling skills.
Systems Expertise: Proficiency in planning software and systems optimization (e.g., Adaptive, SageIntacct, Alteryx) is highly preferred.
Business Acumen: Exceptional analytical and communication skills with the ability to work independently in high-growth environments.
PE & Board Exposure: Prior experience supporting executive leadership and working in a private equity‑backed organization, including sponsor reporting and complex cash flow modeling.
A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health’s policies, values and ethics, and to protecting the sensitive data entrusted to us.
#J-18808-Ljbffr