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A bit about us:

Our client is one of the healthcare industry’s fastest growing healthcare software solutions providers. Founded by professionals with deep experience in software development and healthcare, our platforms are tailored for post-acute payers and providers seeking innovative yet cost effective ways to provide better service to patients and to maintain a high level of compliance in response to rapidly changing market regulations.

Why join us?

  • One of the fastest growing companies
  • Career progression
  • Remote
  • Strong industry - healthcare technology!

Job Details

We are seeking a highly skilled and experienced Director, Financial Planning & Analysis (FP&A) to lead a small team of analysts in conjunction with the current VP, FP&A. This individual will serve as a critical business partner to C-level executives, overseeing key financial processes such as forecasting and monthly reporting, and supporting strategic initiatives like mergers and acquisitions (M&A), lender or private equity (PE) investor requests. The ideal candidate will possess extensive experience in the software industry with a solid understanding of best practices in planning and forecasting, be excited to dig-in and support next level growth and process maturity utilizing knowledge of planning/ forecasting tools, and advanced financial modeling skills.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
We are seeking candidates located in Washington, DC or New York City metro areas.

Essential Job Duties
  • Leadership and Team Management: Lead, mentor, and develop a small team of FP&A analysts, fostering a culture of excellence and continuous improvement.
  • Business Partnership: Serve as a trusted advisor to C-level executives, providing insights and recommendations to drive strategic decision-making. Leverage financial expertise to help business partners understand financial implications of their decisions, optimize resource allocation, and identify growth opportunities.
  • Financial Processes: Oversee key financial processes, including forecasting, budgeting, and monthly reporting, ensuring accuracy and timeliness.
  • Strategic Initiatives: Support and lead strategic initiatives such as M&A activities, lender or PE investor requests, and other ad hoc projects.
  • Financial Modeling: Develop and maintain robust financial models to support business planning and decision-making.
  • Tools and Systems: Optimize utilization of current forecasting tool (Adaptive) and support ongoing Finance Tech stack evolution
  • Performance Analysis: Conduct detailed financial analysis, identifying trends, risks, and opportunities to inform strategic planning.

Required Education, Experience, Certifications and Skills
  • Bachelor’s degree in analytical field such as Finance, Economics or Math required; MBA, MSF or other advanced degree preferred
  • Minimum of 10 years of experience in FP&A, with at least 5 years in a leadership role. Demonstrated experience in partnering with business leaders to drive financial performance and support strategic initiatives.
  • Extensive experience with planning and forecasting tools, and advanced proficiency in Excel-based financial modeling.
  • Strong analytical and problem-solving abilities, with a keen attention to detail.
  • Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely.
  • Strong leadership and team management skills, with a proven ability to mentor and develop talent through balancing company needs with individual development goals
  • Ability to think strategically and translate business strategies into actionable financial plans
  • Experience in supporting strategic initiatives such as M&A and lender or PE investor requests is highly desirable.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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