Director of Financial Planning and Analysis

Lumexa Imaging; Dallas (TX); Hybride; USD 100 000 - 130 000; Plein temps

Résumé du poste

A healthcare company is seeking a Director of Financial Planning and Analysis responsible for leading financial reporting, budgeting, and analytics. Candidates should have a Bachelor's Degree in Finance and at least 10 years of finance experience, including 3-5 years in a leadership role in FP&A. This position is based in Dallas, TX or Charlotte, NC with a hybrid work schedule.

Qualifications

• 3-5 years in leadership role in FP&A.
• Ability to communicate complex data effectively.
• Experience with financial presentation materials.
• Attention to detail and organizational skills.
• Ability to adapt to changing priorities.

Responsabilités

• Oversee monthly financial reporting and P/L responsibilities.
• Facilitate budgeting and forecasting processes.
• Engage in M&A activities for financial modeling.
• Prepare business review presentations for leadership.

Connaissances

Leadership in FP&A

Advanced Excel skills

Analytical skills

Presentation skills

Organizational skills

Formation

Bachelor's Degree in Finance

Outils

Enterprise reporting tools

Description du poste

Director of Financial Planning and Analysis

Get AI-powered advice on this job and more exclusive features.

The Director of FP&A will be required to sit at one of our corporate offices in either Dallas, TX or Charlotte, NC on a hybrid schedule. Successful candidates must reside in one of these two markets.

The primary responsibility of the Director, FP&A is to provide leadership and support timely and accurate financial reporting and analytics to senior business leaders. This position will be responsible for monthly financial reporting and analysis, budget and forecast preparation, capital requisitions and tracking, ad-hoc reporting and special projects for one region in the Lumexa footprint. This role will supervise 1 Sr. Financial Analyst and report to the Regional CFO. The Director FP&A will interact with both regional and corporate leadership.

Responsibilities include but not limited to:

Responsibilities

• Financial Reporting & Analysis – Review of monthly financials and operational metrics, full P/L responsibilities
• Manage variance/ trend analysis with explanations of changes
• Partner with key stakeholders to enhance benchmarking and dashboards (ie- revenue cycle, operations, accounting)

• Budget & Forecast Preparation- Facilitate the rolling forecast efforts with the local team and consolidate results for senior leadership
• Participate in annual strategic planning activities, providing insight and support to operational partners
• Lead annual budget preparation, providing analytics that coordinate strategic planning efforts and annual budget
• Identify & size risks and opportunities not reflected in forecasted/budgeted results

• Ad-Hoc Reporting & Special Projects- Participate in M&A activity including modeling, consolidation & financial statement reviews
• Prepare reporting and presentation level output for additional information requests by senior leadership (ie- quarterly BoD meetings, business reviews)
• Additional ad-hoc work as needed

Knowledge, Skills & Abilities

• 3-5 years experience in a leadership role in an FP&A environment
• Ability to translate complex financial data, verbally and graphically, to communicate with non-financial stakeholders and leaders
• Polished presentation skills, both in preparing presentation materials and the ability to relay to senior leadership
• Advanced/expert Excel skills and experience with enterprise reporting tools / data warehouses
• Strong organization skills, attention to detail & the ability to follow through to resolve outstanding issues
• High ability to adapt to changing priorities and work collaboratively to meet deadlines
• Willingness to work long hours, when necessary
• Minimum of Bachelors Degree in a financial related study and 10+ years finance experience

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

Industries

• Hospitals and Health Care

Note: This refined description focuses on the role responsibilities and qualifications and removes boilerplate and extraneous job-board content.