Position Overview:

Primary Responsibilities:

• Lead the corporate FP&A function, including annual budgeting, quarterly forecasting, long-range planning, and performance tracking.
• Develop and maintain standardized, automated reporting and dashboards to communicate key financial and operational metrics to stakeholders.
• Partner with the CFO to prepare and present financial analysis and strategic insights to the executive team, Board of Directors, and other key stakeholders.
• Collaborate cross-functionally with Operations, Sales, HR, and IT to provide financial support for strategic initiatives and optimize company-wide planning processes.
• Deliver high-quality variance analysis, KPI trends, and strategic commentary to explain business performance and recommend actions.
• Provide decision support and scenario modeling for capital investments, M&A activity, organizational restructuring, and other major initiatives.
• Establish and maintain strong relationships with department leaders to drive financial accountability and support data-driven decision-making.
• Oversee headcount and operating expense planning, including monthly reporting of budget-to-actual performance and resource allocations.
• Ensure alignment between corporate financial models and general ledger/ERP systems.
• Drive continuous improvement in FP&A processes and tools, focusing on standardization, scalability, and accuracy.
• Mentor and develop a high-performing team of analysts, fostering professional growth and skill development.
• Assist in the preparation of quarterly Board materials, lender presentations, and investor communications as needed.

Qualifications & Requirements:

• Bachelor’s degree in Finance, Accounting, Business, or a related field required; MBA, CPA, or CFA preferred.
• 8–12 years of progressive finance experience, with a strong background in FP&A, corporate finance, or financial consulting.
• 3+ years of leadership experience, managing teams and cross-functional stakeholders.
• Experience in a multi-site services environment such as healthcare, hospitality, or retail strongly preferred.
• Strong grasp of financial modeling, budgeting, forecasting, and performance metrics.
• Demonstrated ability to communicate complex financial concepts to non-financial audiences with clarity and confidence.
• Highly proficient in Excel, PowerPoint, and financial planning tools (e.g., Adaptive Insights, Anaplan, or similar).
• Experience working with ERP systems (e.g., NetSuite, Workday, Oracle) and BI platforms (e.g., Power BI, Tableau).
• Results-oriented, analytical thinker with a continuous improvement mindset.
• Excellent organizational, leadership, and interpersonal skills.