Chief FP&A & Strategy Leader (Remote, PE-Backed)

PATIENTCARE EMS SOLUTIONS; Franklin (TN); Remote; USD 180,000 - 260,000; Full time

Job summary

PatientCare EMS Solutions is a private-equity-backed emergency medical transportation company seeking a senior FP&A leader to partner with the CFO and guide financial strategy across multiple operating units. You will own budgeting, forecasting, and board-ready reporting while driving capital allocation, labor optimization, and strategic finance initiatives.

You will lead complex financial modeling for bids, M&A diligence, and post-close integration, coordinate with RCM for revenue recognition,

Qualifications

• Bachelor's degree in Finance, Accounting, or Economics.
• 10+ years of progressive FP&A, corporate finance, or finance leadership experience, including 3+ years leading budgeting and forecasting for a multi-entity organization.
• Direct experience in a private-equity-backed company, including budget presentations to, and day-to-day information requests from, a sponsor or board.
• Demonstrated experience producing consolidated financial statements and driver-based variance analysis (volume, rate, mix) for executive leadership.
• Experience with lender reporting, including credit agreement and covenant compliance calculations.
• Advanced financial modeling skills (Excel and Power Query), including M&A, bid, and scenario models.
• Working knowledge of U.S. GAAP, including revenue recognition, and experience working with external auditors.
• Strong executive communication skills: able to present to a CFO, board, and PE sponsor and translate financial data into decisions for non-finance leaders.
• Proven ability to lead, develop, and set standards for a finance team.
• Sound judgment and discretion with confidential financial information, and the ability to manage multiple deadline-driven priorities.

Responsibilities

• Serve as the CFO's direct finance partner and liaison across the organization, advising on financial strategy, performance, and capital allocation, and representing Finance in executive and sponsor discussions.
• Own the end-to-end annual budget and monthly forecast processes across all operating companies, including assumptions, supporting analyses, and the final presentation to the private equity sponsor, with particular focus on labor/overtime, revenue, and capex.
• Lead financial statement generation, consolidation, and analysis, ensuring accurate and timely monthly reporting and driver-based variance analysis (volume, rate, mix) that explains results to executive leadership.
• Act as the primary point of contact for private equity sponsor requests; receive, prioritize, and manage each request through completion, and ensure timely, consistent, and accurate responses.
• Lead the financial modeling that supports strategic decisions, including RFP bids, M&A diligence and post-close integration, transport-volume growth scenarios, cost-reduction initiatives, staffing and labor strategy, and labor negotiations.
• Partner with the Revenue Cycle Management (RCM) team to determine monthly net revenue and oversee analysis of payor mix, collections, and revenue variances; lead revenue recognition review in coordination with the CFO and external auditors.
• Own monthly management reporting packages for operators, executive leadership, and the private equity sponsor, and lead preparation of Board of Directors materials and other executive-level presentations.
• Oversee cash flow forecasting, working capital analysis, and liquidity management in support of the CFO.
• Lead quarterly credit agreement / covenant compliance reporting and serve as a day-to-day finance contact for lenders, including review of calculation workpapers and response to lender inquiries.
• Support the external audit and tax process by coordinating with outside auditors and advisors on audit planning, deliverables, and technical accounting matters.
• Build, develop, and lead the FP&A team; set standards for advanced Excel / Power Query models, reporting quality, and review discipline.
• Drive finance process and internal control improvements (e.g., approval authority, budget and close processes) to scale reporting as the company grows through acquisition.
• Act as a trusted finance advisor to operating leaders, translating data into decisions for non-finance operators.
• Use AI tools (e.g., Claude, Microsoft Copilot) to accelerate and improve the quality of financial analysis and reporting.

Skills

FP&A leadership

Budgeting & forecasting

Consolidated statements

Lender reporting

M&A modeling

Advanced Excel/Power Query

Executive communication

Multi-entity management

Private equity liaison

AI-enabled analytics

Education

Bachelor's in finance/accounting

MBA preferred

Tools

ERP systems

BI tools

Job description

PatientCare EMS Solutions is a private-equity-backed emergency medical transportation company seeking a senior FP&A leader to partner with the CFO and guide financial strategy across multiple operating units. You will own budgeting, forecasting, and board-ready reporting while driving capital allocation, labor optimization, and strategic finance initiatives.

You will lead complex financial modeling for bids, M&A diligence, and post-close integration, coordinate with RCM for revenue recognition,