Director, FP&A

FinThrive; United States; On-site; USD 150,000 - 190,000; Full time

Job summary

FinThrive is seeking an experienced FP&A leader to drive annual planning, forecasting, and strategic financial initiatives. You will partner with Product, Technology, Operations, and Commercial teams to shape priorities and deliver robust driver-based models and scenario analyses.

The role requires a proven track record in FP&A leadership, advanced Excel and Power BI skills, and the ability to present complex financial insights to executives. Minimal travel is expected as needed.

Qualifications

• 10+ years of progressive finance experience with FP&A, budgeting, forecasting, modeling and reporting.
• At least 3 years of experience leading finance professionals.
• Advanced financial modeling and Excel mastery; translate data into insights.
• Proven ability to influence executives and collaborate cross-functionally.
• Excellent written, verbal, and presentation skills to non-financial audiences.
• Willingness for minimal travel a few times per year.

Responsibilities

• Lead the annual operating plan, forecasts, and long-range financial planning.
• Partner with executives across Product, Technology, Operations, Commercial to shape priorities.
• Develop driver-based models and scenario analyses for strategic initiatives.
• Deliver monthly and quarterly performance reporting with variance analysis.
• Establish and monitor KPIs and dashboards for visibility and accountability.
• Drive continuous improvement in planning and self-service analytics.
• Coach FP&A team and support close-to-forecast processes.

Skills

Financial modeling

Executive communication

Advanced Excel

FP&A leadership

Budgeting & forecasting

Stakeholder collaboration

Travel flexibility

Education

Bachelor's degree in Finance/Accounting/Economics

MBA/CPA/CMA/CFA (nice to have)

Tools

Power BI

Anaplan

Workday Adaptive Planning

IBM Planning Analytics/TM1

Oracle/NetSuite

Job description

About FinThrive

FinThrive is advancing the healthcare economy. We rethink revenue management to pave the way for a healthcare system that ensures every transaction and patient experience is addressed holistically. We are making breakthroughs in technology, developing award-winning revenue management solutions that adapt with healthcare professionals, freeing providers and payers from complexity and inefficiency so they can focus on doing their best work. Our end-to-end revenue management platform delivers a smarter, smoother revenue experience that increases revenue, reduces costs, expands cash collections, and supports regulatory compliance across the revenue cycle continuum.

Impact you will make

What you will do

• Lead the annual operating plan, periodic forecasts, and long-range financial planning processes, including revenue, operating expense, headcount, capital, and cash flow assumptions.
• Partner with executive and functional leaders across Product, Technology, Operations, Commercial, and corporate functions to evaluate performance, shape priorities, and support business decisions.
• Develop and maintain driver-based financial models, scenario analyses, and investment cases for strategic initiatives, product investments, pricing, acquisitions, and other growth opportunities.
• Deliver clear monthly and quarterly performance reporting, including variance analysis, trends, risks, opportunities, and recommended actions for senior leadership and other stakeholders.
• Establish and monitor financial and operational KPIs, executive scorecards, and dashboards that improve visibility, accountability, forecast accuracy, and decision quality.
• Drive continuous improvement, standardization, automation, and self-service analytics across planning and reporting processes and tools.
• Partner with Accounting and business leaders to ensure accurate financial results, effective close-to-forecast processes, and timely identification of root causes for performance variances.
• Build, coach, and retain a high-performing FP&A team; set clear expectations and strengthen the team's analytical, business-partnering, and executive communication capabilities.

What you will bring

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 10 or more years of progressive finance experience, including substantial responsibility for FP&A, budgeting, forecasting, modeling, and management reporting.
• At least 3 years of experience leading, coaching, or developing finance professionals.
• Advanced financial modeling and analytical skills, with expert proficiency in Microsoft Excel and the ability to synthesize complex data into clear business insights.
• Demonstrated ability to influence and collaborate with executive leaders and cross-functional partners in a fast-paced, changing environment.
• Excellent written, verbal, and presentation skills, including the ability to communicate financial information to non-financial audiences.
• Experience developing executive reporting, KPIs, dashboards, and decision-support materials.
• Minimal travel, a couple of times per year, based on business needs.

What we would like to see

• MBA, CPA, CMA, CFA, or another relevant advanced degree or professional credential.
• Experience in healthcare technology, SaaS, software, revenue cycle management, or a private-equity-backed organization.
• Experience with Power BI and enterprise planning or reporting platforms such as Anaplan, Workday Adaptive Planning, IBM Planning Analytics/TM1, Oracle, or NetSuite.
• Experience supporting mergers and acquisitions, integration activities, investor reporting, board materials, or value-creation initiatives.

FinThrive's Core Values and Expectations

• Demonstrate integrity and ethics in day-to-day work and decision-making. Model FinThrive's values of courage, authenticity, respect, excellence, and service, and maintain a focus on self-development, feedback, and learning.
• Support FinThrive's Compliance Program by adhering to applicable policies and procedures, completing required training, protecting confidential information, and promptly reporting compliance concerns or incidents through appropriate channels.

Physical Demands

The physical demands and work environment characteristics described below are representative of those required to perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Occasionally move around the work area, sit, perform manual tasks, operate a computer and other office equipment, extend arms, kneel, talk, and hear.
• Occasionally lift and/or move up to 15 pounds.
• Communicate clearly by telephone and video conference and maintain regular, punctual attendance consistent with applicable law and company policy.
• Work effectively in an environment where the typical noise level is minimal and where the role requires following direction, collaborating with others, and handling normal workplace stress.

FinThrive is an Equal Opportunity Employer. Employment decisions are made in accordance with applicable federal, state, and local laws and regulations.