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Prime Time Healthcare
Director of Financial Planning & AnalysisPrime Time Healthcare • Gilbert, AZ, United States
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Director of Financial Planning & Analysis

Director of Financial Planning & Analysis

Prime Time Healthcare • Gilbert, AZ, United States
5 days ago
Job type
  • Full-time
Job description

Director of Financial Planning & Analysis (FP&A) - Gilbert, AZ

Overview

The Director of FP&A is a highly visible leadership role with direct exposure to executive management and private-equity deal team. Reporting to the CFO, this individual will lead the FP&A function, delivering financial insights that drive strategic decisions in a fast-paced, evolving environment.

The role requires strong communication skills, independent thinking and a knack for problem solving. Hours may extend beyond normal business hours on occasion, and some infrequent travel may be needed.

This is an in-office role but with some flexibility for occasional remote work.

Key Responsibilities

  • Lead the FP&A function, providing strategic financial insights and guidance to executive leadership.
  • Oversee preparation of monthly, quarterly, and annual financial reporting packages for management, lenders, and board members.
  • Coordinate collection of inputs from various management team members and convert into board-level quality PowerPoint presentations and supporting Excel schedules.
  • Manage and improve the 13-week cash forecast process and related inputs.
  • Oversee regular lender reporting, including computation of debt covenants.
  • Analyze revenues, margins, and related pricing, including support for RFPs and strategic initiatives.
  • Lead annual budgeting, ongoing forecasting, and scenario modeling processes.
  • Develop and maintain dashboards and reporting tools (Tableau or equivalent) to provide actionable insights.
  • Conduct ad-hoc financial analyses and modeling to support strategic decision-making.
  • Mentor and manage junior financial analysts, fostering a culture of accuracy, collaboration, and continuous improvement.

Requirements / Key Skills

  • 5+ years of progressive financial planning and analysis experience, ideally in a private-equity portfolio company or similar environment.
  • Degree in Finance, Accounting, or related field; MBA a plus.
  • Strong understanding of accounting concepts and terminology (financial statement structures, GAAP, accrual accounting concepts, etc.).
  • Expert-level Excel skills required; experience with dashboards (Power BI, Tableau, etc.).
  • Hands-on experience extracting and manipulating data from various systems (SQL, ERP, etc.).
  • Experience with buy- and/or sell-side M&A a plus.
  • Extensive experience with annual budgeting, forecasting, and presentation of financial insights to executive leadership and Boards.
  • Strong interpersonal skills and comfort engaging directly with executive management and private equity deal team members.
  • Well-organized, resourceful, curious, dependable, and detail-oriented.
  • Accuracy is paramount - must be able to self-audit work product and ensure correctness.
  • Self-starter with ability to prioritize tasks and manage deadlines effectively.
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Director of Financial Planning & Analysis • Gilbert, AZ, United States

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