Director of FP&A

TheKey Holdings, LLC; Texas; Hybride; USD 170 000 - 230 000; Plein temps

Avantages offerts par ce poste

Medical/Dental/Vision Insurance

401(k) Matching

PTO

Holidays and Floating Holidays

Flexible Spending Account

Health Savings Account

Employee Assistance Program

Pet Insurance

Résumé du poste

TheKey Holdings, LLC is seeking a Director of FP&A to serve as a strategic architect and financial heartbeat for the business in Texas. You will translate goals into data-driven plans, lead budgeting, forecasting, and board reporting, and act as a trusted advisor driving rigorous investment decisions and cross-functional accountability.

You will champion process improvements, develop the team, and spearhead AI-enabled analytics to sharpen operational discipline and financial targets across the

Qualifications

• Bachelor's or higher in finance, accounting, economics, or related field.
• 10–15 years in finance with FP&A leadership experience.
• MBA or CPA preferred; private equity exposure a plus.
• Experience in healthcare services or multi-site environments is a plus.

Responsabilités

• Own budgeting, forecasting, and performance reporting for the assigned area.
• Lead investment evaluation and prioritization for capital spend.
• Identify risks and opportunities and drive their resolution.
• Partner on liquidity forecasting, cash-flow planning, and covenant compliance.
• Define KPIs and reporting structures; manage EBITDA expansion tracking.
• Partner with business leaders to drive accountability and informed decisions.
• Own board and sponsor reporting and ensure data integrity for audits.
• Implement finance tools, automation, and process improvements.
• Develop managers and analysts to raise analytical rigor and communication.
• Own planning infrastructure, data governance, and systems supporting scalable planning.
• Drive cross-functional execution to hit financial targets.
• Lead AI-enabled planning, reporting, and analytics adoption with responsible use.

Connaissances

Advanced Excel

Strategic partnering

Leadership

Formation

B.A./B.S. in finance, accounting, economics, or related field

MBA or CPA (preferred)

Outils

Workday Adaptive Planning

EPM platforms

BI platforms

AI-enabled analytics tools

Description du poste

Role Overview

The Director of FP&A acts as a strategic architect and financial heartbeat for the business, translating high-level goals into actionable, data-driven plans. Beyond managing core budgeting, forecasting, and board-level reporting, this role serves as a trusted advisor to leadership—challenging assumptions, identifying risks, and sharpening the rigor of investment decisions. By championing process improvements, fostering team development, and spearheading the integration of AI-enabled analytics, you will drive the operational discipline and cross-functional accountability needed to achieve meaningful business outcomes.

Responsibilities

• Planning and forecasting. Own budgeting, forecasting, and performance reporting for the assigned area.
• Business cases and capital. Lead investment evaluation and prioritization for assigned areas, sharpening the rigor of business cases supporting proposed spend.
• Risk and controls. Identify risks and opportunities and drive their resolution.
• Partner with the VP, FP&A on liquidity forecasting, cash-flow planning, and covenant compliance.
• KPIs and performance. Define KPIs and reporting structure for the area; own the EBITDA expansion tracker and improve its accuracy, speed, and analytical depth.
• Business partnering. Partner closely with business leaders, challenging assumptions, shaping decisions, and driving accountability for results.
• Board and sponsor reporting. Own board and sponsor reporting for the area, supporting audit readiness and the integrity of the underlying data.
• Tools and automation. Implement finance tools, automation, and process improvements.
• People leadership. Develop managers and analysts, raising the standard of analytical rigor and communication.
• Finance systems and data governance. Own planning infrastructure, reporting standards, and finance data quality, ensuring systems support scalable planning and decision-making.
• Cross-functional execution. Drive cross-functional execution across the business in support of financial targets.
• AI strategy and enablement. Drive the adoption of AI-enabled planning, reporting, and analytical capabilities, and establish standards for their responsible and effective use.
• Executive partnership. Serve as a trusted advisor to executive leaders, influencing decisions through financial insight, scenario analysis, and resource allocation recommendations.
• Strategic planning. Translate company objectives into actionable operating plans and measurable financial targets.

Qualifications & Experience

• B.A. or B.S. in finance, accounting, economics, or a related field.
• Ten to fifteen years of experience in finance, including several years in FP&A leadership.
• Advanced proficiency in Excel.
• Experience with EPM and BI platforms.
• Preferred: MBA or CPA.
• Experience within a private equity-backed organization.
• Experience in home care or multi-site healthcare services.
• Experience with Workday Adaptive Planning.
• Experience using AI-enabled productivity, reporting, or analytical tools.

Physical Requirements

Ability to travel approximately up to 30% of the time, lift and carry up to 15-20 pounds, sit, stand and walk for prolonged periods, and use standard office equipment such as personal computer, laptop, telephone, photocopy machine, and other office technology.

Benefits

• Medical/Dental/Vision Insurance
• TouchCare
• VirtualCare
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO
• Plan for Non-Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance

Equal Employment Opportunity Statement

TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. California Residents Only: In accordance with Article 2 of the California Health and Safety Code – California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California-based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime and in compliance with applicable state and local laws, their conditional offer will be rescinded.