Director of Financial Planning

3 weeks ago

Palm Beach Gardens, United States American Orthopedic Partners Full time $175,000 - $200,000
Job DescriptionJob Description

American Orthopedic Partners and its affiliated professional entities (collectively, “the Company”) are committed to complying with all applicable state and federal laws that govern the practice of medicine. To that end, this job description should be interpreted in a manner that is compliant with respect to the permitted duties, as allowed by law. Some states may allow greater duties than those listed below, and some may allow less. It is the policy of the Company that patient care or other services, which require professional licensure or certification, may only be rendered by teammates who are licensed or certified to provide such services.

Job Summary

The Director of Financial Planning & Analysis (FP&A) will lead and drive the financial planning and analysis functions of our organization, playing a critical role in shaping and executing the company's financial strategy. This senior leadership role requires a blend of strategic thinking, strong analytical capabilities, and expertise in financial modeling and forecasting, with the ability to manage these functions in a remote setting.

This role provides an exciting opportunity to:

  • Work remotely
  • Thrive in a growth-driven environment
  • Grow in an environment with no red tape
  • Build something you are passionate about
  • Great compensation
  • Opportunity to showcase your leadership

Essential Functions

  • Financial Strategy & Planning: Develop and implement financial strategies that align with the company’s overall goals, with a focus on acquisitions, operational excellence, and driving success through enterprise goals by function, including SG&A management in partnership with operations.
  • Budgeting & Forecasting: Direct the annual budgeting process, ensuring alignment with strategic objectives and operational goals. Lead financial forecasting, capital allocation, and business case development to support decision-making processes.
  • Financial Analysis: Provide day-to-day business partnership to senior leadership, delivering insights to inform strategy and operations. Conduct financial analysis as needed on an ad hoc basis.
  • Reporting & Metrics: Oversee the preparation and presentation of financial reports, including key reporting packages such as the MOR, reporting to private equity partners, labor package, and more. Create metric definitions, manage reporting frequency, and tailor reports to audiences such as Doctors, Field Management, and the executive team.
  • Performance Monitoring & Indicators: Enhance leading and lagging indicators to measure financial and operational success, while establishing and optimizing KPIs to track performance across the organization.
  • Cost Management: Identify and implement cost-saving measures and efficiency improvements.
  • Strategic Support: Provide senior-level financial insights to support business development and company growth.
  • Compliance: Ensure that all financial planning and analysis activities adhere to industry regulations and internal policies.
  • Remote Operations: Leverage digital tools to manage and coordinate FP&A activities across remote teams.

Qualifications

Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; CPA or CFA certification preferred. An MBA or equivalent advanced degree is highly desirable.

Experience: Minimum of 7-10 years of progressive experience in financial planning and analysis, ideally within the healthcare or orthopedic industry, with significant experience in acquisitions.

Skills:

  • Process and Automation: Skilled in optimizing processes and leveraging automation for efficiency.
  • Documentation: Strong documentation practices to maintain clarity and consistency across all financial activities.
  • Insights vs. Reporting: Distinguishes between providing raw data and delivering actionable insights that inform strategic decision-making.
  • Proficiency in financial planning and analysis software (e.g., Excel, Adaptive Insights, Hyperion).
  • Strong leadership skills, with a proven ability to build high-performing processes through collaboration and cross-functional teamwork.
  • Excellent communication and presentation skills, capable of conveying complex financial information to various stakeholders.
  • Extensive experience in budgeting, forecasting, and financial reporting, particularly within remote environments.

Attributes:

  • Owner Mindset: Takes full responsibility for outcomes and drives results proactively.
  • Deliverable Timing: Highly organized with a focus on meeting deadlines with timely and accurate financial deliverables.
  • High attention to detail and commitment to accuracy.
  • Strong problem-solving and critical-thinking abilities.
  • Adaptable and resilient in dynamic, fast-paced work environments.
  • Results-driven with a focus on execution and accountability.

We provide a comprehensive benefits package including paid holidays, vacation & sick, as well as healthcare and financial wellness benefits.

Compensation for the role will depend on several factors, including a candidate’s qualifications, skills, competencies, and experience.

We are proud to be an equal opportunity workplace and an affirmative action employer. As such, individuals are recruited, hired, assigned, and promoted without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, protected veteran status, or any other protected characteristic. Please note that we participate in E-Verify and will provide the federal government with your I-9 Form information to confirm that you are authorized to work in the U.S.

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