Director of Financial Planning & Analysis

Piedmont Health Services Inc; Durham (NC); On-site; USD 112,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, Vision, LifeInsurance

403(b) Plan

Paid Holidays

CME

Job summary

Piedmont Health Services, Inc. seeks a Director of Financial Planning & Analysis to lead budgeting, forecasting, and financial planning for the organization. This role partners with senior leaders to develop annual operating and capital budgets and monitor performance.

The FP&A Director will build financial models, drive forecasting processes, and prepare monthly management reports. Collaboration with Accounting, Revenue Cycle, HR, Grants, and Operations is essential to align data with goals.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field.
• Master’s degree (MBA, MHA, or related field) preferred.
• Five (5) to seven (7) years of progressive experience in financial planning, budgeting, forecasting, financial analysis, or healthcare finance.
• Experience supporting multi-department budgeting processes.
• Healthcare, FQHC, non-profit, or multi-site organization experience preferred.
• Experience presenting financial information to executive leadership and non-financial audiences.

Responsibilities

• Lead budgeting, forecasting, variance analysis, and financial planning for the organization.
• Develop annual operating and capital budgets with senior leaders.
• Prepare monthly management reporting packages and provide actionable financial insights.
• Collaborate with Accounting, Revenue Cycle, HR, Grants, and Operational Leadership across the organization.

Skills

Advanced Microsoft Excel

Financial modeling

Budgeting & forecasting

Education

Bachelor's degree in Finance/Accounting/Business Admin/Economics

Master's degree (MBA, MHA, or related) preferred

Tools

Budgeting software

Job description

About Piedmont Health Services

Piedmont Health Services, Inc. (PHS) is a 501(c)(3) nonprofit and Federally Qualified Health Center (FQHC) in North Carolina. Dedicated to delivering top-tier, accessible, and inclusive primary healthcare, PHS has proudly served for 56 years and remains the largest community health center in central NC. Operating 11 Community Health Centers, 2 PACE (Program of All-Inclusive Care for the Elderly) SeniorCare facilities, and 2 Mobile Health Units, PHS extends its services to residents across five counties, including Alamance, Caswell, Chatham, Orange, and Lee.

What's an FQHC?

Federally Qualified Health Centers (FQHC) are community-based healthcare providers that receive funds from the Health Resources and Services Administration (HRSA) Health Center Program to provide primary care services in under-served areas.

Job Title

Director of Financial Planning & Analysis

Department

Finance

Reports to

Chief Financial Officer

Benefits

• Medical, Dental, Vision, Life Insurance (Short & Long Term Disability)
• 403(b) Plan
• Paid Holidays
• CME (Continuing Medical Education)

About Position

• Work Location: (New Corporate Office) 2525 Meridian Parkway, Suite 400, Building 5, Durham, NC
• Schedule: Monday through Friday, 8:00am to 5:00pm

Job Summary

The Financial Planning & Analysis (FP&A) Director serves as the organization's lead resource for budgeting, financial forecasting, variance analysis, and operational financial planning. This position partners closely with senior leaders, department directors, and the Finance team to develop the annual operating and capital budgets, monitor financial performance, forecast organizational results, and provide actionable financial insights that support strategic and operational decision-making.

The FP&A Director is responsible for building and maintaining financial models, developing forecasting processes, facilitating budget reviews with department leadership, and preparing monthly management reporting packages. The position serves as a financial consultant to operational leaders, helping them understand financial results, opportunities, risks, and performance drivers across the organization.

This role works collaboratively with Accounting, Revenue Cycle, Human Resources, Grants, and Operational Leadership to ensure financial data is accurate, meaningful, and aligned with organizational goals.

Minimum Qualifications

Education

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field;
• Master's Degree (MBA, MHA, or related field) preferred;

Experience

• Five (5) to seven (7) years of progressive experience in financial planning, budgeting, forecasting, financial analysis, or healthcare finance;
• Experience supporting multi-department budgeting processes;
• Healthcare, FQHC, non-profit, or multi-site organization experience preferred;
• Experience presenting financial information to executive leadership and non-financial audiences;

Knowledge, Skills, And Abilities

• Advanced Microsoft Excel and financial modeling skills;
• Strong analytical and problem-solving abilities;
• Experience with budgeting and forecasting software;
• Ability to translate complex financial information into actionable recommendations;
• Strong written and verbal communication skills;
• Ability to influence and build relationships across departments;
• Knowledge of healthcare financial reporting and performance metrics;
• Strong project management and organizational skills.

Immunizations

Be medically cleared for communicable diseases and have all immunizations up-to-date prior to beginning employment.

Salary Range

$111,854.00 - $150,322.00 (commensurate with years of experience)

EEO Statement

Piedmont Health Services, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to sex, sex stereotyping, pregnancy (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), race, color, religion, ancestry or national origin, age, disability status, medical condition, marital status, sexual orientation, gender, gender identity, gender expression, transgender status, protected military or veteran status, citizenship status, genetic information, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.