Director, Financial Planning & Analysis

Surgery Partners, Inc; Burlington; On-site; CAD 150,000 - 210,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

HSA with employer contribution

Life Insurance

PTO

401(k) with company match

And more!

Job summary

Surgery Partners, Inc. seeks a Director of Financial Planning and Analysis to lead core financial planning, budgeting, forecasting, analysis, and management reporting. This role requires broad financial expertise and executive-level communication.

You will partner with leaders, drive performance insights, and support the company’s financial objectives within a dynamic healthcare environment. MBA/CPA preferred; experience in a multi-unit organization is a plus.

Qualifications

• Six or more years of relevant finance experience.
• Professional experience across finance disciplines preferred.
• Advanced proficiency in Microsoft Excel required.
• Experience leading a department, team, or functional area.
• Advanced financial modeling skills.
• Experience with Microsoft Office, financial consolidation tools, and enterprise financial systems required.
• Demonstrated success designing, improving, and managing scalable processes.
• Hands-on leadership style with a proven ability to drive results.
• Demonstrated ability to advise business leaders on financial performance, planning, strategic priorities, and investment decisions.
• Strong written, verbal, and presentation skills.

Responsibilities

• Partner with leaders across the organization to align on financial performance, results, plans, risks, and opportunities.
• Use financial systems and data sources to prepare timely, accurate management reporting for business leaders.
• Collaborate with cross-functional partners to improve financial analysis, reporting, and decision support.
• Present financial results and business insights to senior management on a regular and ad hoc basis, including key trends, variances, risks, and opportunities.
• Develop clear presentations and reporting materials that communicate financial information and insights to management.
• Perform other duties as assigned.

Skills

Finance experience

Leadership experience

Advanced Excel

Financial analysis

Presentation skills

Communication

Education

MBA or CPA preferred

Tools

Microsoft Office

Financial consolidation tools

ERP systems

Job description

Accessibility Note

Surgery Partners is committed to complying with all applicable provisions of the Americans with Disabilities Act, as amended ("ADA"), and applicable state and local laws. It is the Company's policy not to discriminate against any qualified people or applicant with regard to any terms or conditions of employment on the basis of such individual's disability. Consistent with this policy of non-discrimination, the Company will provide reasonable accommodations to an individual with a disability, as defined in the ADA or applicable law, who has made the Company aware of his/her disability, unless doing so would cause an undue hardship to the Company. If you are an applicant and need a reasonable accommodation when applying for job opportunities within the Company or request a reasonable accommodation to utilize the Company's online employment application, please contact [e-mail]

Accessibility Note

Surgery Partners is committed to complying with all applicable provisions of the Americans with Disabilities Act, as amended ("ADA"), and applicable state and local laws. It is the Company's policy not to discriminate against any qualified people or applicant with regard to any terms or conditions of employment on the basis of such individual's disability. Consistent with this policy of non-discrimination, the Company will provide reasonable accommodations to an individual with a disability, as defined in the ADA or applicable law, who has made the Company aware of his/her disability, unless doing so would cause an undue hardship to the Company. If you are an applicant and need a reasonable accommodation when applying for job opportunities within the Company or request a reasonable accommodation to utilize the Company's online employment application, please contact [e-mail]

Job Summary

The Director of Financial Planning and Analysis (FPA) is a key leader within the Finance organization. This role oversees core financial planning, budgeting, forecasting, analysis, and management reporting activities. The ideal candidate combines broad financial expertise and business acumen with disciplined organization, strong analytical capabilities, and clear executive communication. Success requires the ability to operate independently, lead through complexity, and support the company’s financial objectives in a dynamic environment.

Duties And Responsibilities

• Partner with leaders across the organization to align on financial performance, results, plans, risks, and opportunities.


• Use financial systems and data sources to prepare timely, accurate management reporting for business leaders.


• Collaborate with cross-functional partners to improve financial analysis, reporting, and decision support.


• Present financial results and business insights to senior management on a regular and ad hoc basis, including key trends, variances, risks, and opportunities.


• Develop clear presentations and reporting materials that communicate financial information and insights to management.


• Perform other duties as assigned.

Qualifications

• Six or more years of relevant finance experience


• Professional experience across one or more finance disciplines preferred


• Advanced proficiency in Microsoft Excel required


• Experience leading a department, team, or functional area


• Advanced financial modeling skills


• Experience with Microsoft Office, financial consolidation tools, and enterprise financial systems required


• Demonstrated success designing, improving, and managing scalable processes


• Hands-on leadership style with a proven ability to drive results


• Demonstrated ability to advise business leaders on financial performance, planning, strategic priorities, and investment decisions


• Strong written, verbal, and presentation skills, including the ability to communicate with senior leaders


• Ability to meet deadlines and manage multiple commitments


• Solid values and high standards of ethics, integrity, and trust


• Ability to build effective partnerships with stakeholders across functions and levels of the company


• Ability to rapidly prepare decision-support analyses related to financial performance, planning, resource allocation, and business priorities


• Exceptional organizational skills and attention to detail


• Experience in a complex, multi-unit, or growth-oriented organization preferred


• Executive presence

EDUCATION

• MBA or CPA highly preferred

KEY COMPETENCIES

• Financial Management Expertise: Broad finance experience, including the ability to develop, evaluate, and communicate financial plans, analyses, and performance measures.


• Problem Solving and Analytical Orientation: Uses sound analytical judgment to interpret financial and business information, identify trends, and provide actionable insights. Examines relevant details while maintaining focus on strategic priorities.


• Results Orientation: Balances strategic thinking with disciplined execution and applies technical, creative, business, and communication skills to deliver measurable results.


• Communication and Decision Making: Communicates complex financial and business information clearly and persuasively. Makes timely, well-reasoned decisions when multiple alternatives are available

Benefits

• Comprehensive health, dental, and vision insurance


• Health Savings Account with an employer contribution


• Life Insurance


• PTO


• 401(k) retirement plan with a company match


• And more!

Equal Employment Opportunity & Work Force Diversity

Our organization is an equal opportunity employer and will not discriminate against any employee or applicant for employment based on race, color, creed, sex, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition, parental status, sexual orientation, veteran status, genetic testing results or any other consideration made unlawful by federal, state or local laws. This practice relates to all personnel matters such as compensation, benefits, training, promotions, transfers, layoffs, etc. Furthermore, our organization is committed to going beyond the legal requirements of equal employment opportunity to take positive actions which ensure diversity in the workplace and result in a multi-cultural organization. Surgery Partners conducts pre-employment screenings including but not limited to criminal background checks and drug testing.