Current jobs related to Head of Financial Planning - Tampa, FL - Taylor White

  • Financial Planning

    5 hours ago

    Tampa, FL, United States King & George LLC Full time

    Job Title: Financial Planning & Analysis (FP&A) Accountant Reports To: Corporate Controller Department: Finance Job Type: Full-Time Position Summary: Global Widget is a vertically integrated, next-generation manufacturer of premium health and wellness products specializing in gummy production. We are seeking an experienced and analytical FP&A Accountant to...

  • Financial Analyst

    3 days ago

    Tampa, FL, United States Syntricate Technologies Full time

    Financial Analyst (Capacity Planning) Tampa, FL (3 days onsite - Hybrid) 12 months Web Cam Interview $65/Hr on W2 Financial Analyst (Capacity Planning) ISG Data Engineering team is looking for an experienced, motivated, and self-driven financial analyst to join our team. In this role, you will gain a detailed understanding of approach associated...

  • Financial Planning

    2 weeks ago

    Tampa, FL, United States Global Widget Full time

    Job DetailsJob Location Global Widget - Tampa, FL Position Type Full Time Education Level 4 Year Degree Salary Range $85000.00 - $95000.00 Salary Travel Percentage Negligible Job Shift Day Job Category Accounting DescriptionJob Title: Financial Planning & Analysis (FP&A) Accountant Reports To: Corporate Controller Department: Finance Job Type: Full-Time...

  • Financial Advisor

    2 weeks ago

    Tampa, FL, United States Corebridge Financial Full time

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...

  • Financial Advisor

    6 days ago

    Tampa, FL, United States Corebridge Financial Full time

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...

  • Financial Advisor

    3 hours ago

    Tampa, FL, United States Corebridge Financial Full time

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...

  • Financial Planning

    5 days ago

    Tampa, FL, United States BETTER HEALTH GROUP INC Defunct Full time

    Overview Our mission is Better Health. Our passion is helping others. What's Your Why? Are you looking for a career opportunity that will help you grow personally and professionally? Do you have a passion for helping others achieve Better Health? Are you ready to join a growing team that shares your mission? Why Join Our Team: At Better Health Group, it's...

  • Financial Planning

    1 week ago

    Tampa, FL, United States BETTER HEALTH GROUP INC Defunct Full time

    Overview Our mission is Better Health. Our passion is helping others. What's Your Why? Are you looking for a career opportunity that will help you grow personally and professionally? Do you have a passion for helping others achieve Better Health? Are you ready to join a growing team that shares your mission? Why Join Our Team: At Better Health Group, it's...

  • Financial Planning

    6 days ago

    Tampa, FL, United States BETTER HEALTH GROUP INC Defunct Full time

    Overview Our mission is Better Health. Our passion is helping others. What's Your Why? Are you looking for a career opportunity that will help you grow personally and professionally? Do you have a passion for helping others achieve Better Health? Are you ready to join a growing team that shares your mission? Why Join Our Team: At Better Health Group, it's...

  • Financial Planning

    13 hours ago

    Tampa, FL, United States BETTER HEALTH GROUP INC Defunct Full time

    Overview Our mission is Better Health. Our passion is helping others. What's Your Why? Are you looking for a career opportunity that will help you grow personally and professionally? Do you have a passion for helping others achieve Better Health? Are you ready to join a growing team that shares your mission? Why Join Our Team: At Better Health Group, it's...

Head of Financial Planning

2 weeks ago

Tampa, FL, United States Taylor White Full time
Head of Financial Planning & Analysis (FP&A)

Location: Hybrid (Corporate Office + Remote Flexibility)
Compensation: Highly competitive base salary ($180,000-$210,000) plus bonus and exceptional benefits

Our client, a private equity-owned, multi-location organization, is seeking a Head of Financial Planning & Analysis (FP&A) to serve as a key strategic partner to the CFO, executive leadership team, and private equity sponsor. This individual will lead the FP&A function, driving financial planning, forecasting, budgeting, and analysis to support decision-making, business growth, and value creation. The role will also play a critical part in strategic planning initiatives, M&A preparation, and building scalable financial processes.

What You Will Be Doing:
  • Strategic Leadership: Partner with CFO, CEO, and executive team to provide actionable insights that drive growth and profitability.
  • Budgeting & Forecasting: Manage and oversee the annual budgeting and forecasting process, ensuring accuracy and alignment with business objectives.
  • Financial Reporting: Lead monthly reporting, including key financial metrics and performance indicators. Prepare and present clear, actionable reports for executive leadership, board of directors, and private equity sponsors.
  • Financial Modeling: Develop and maintain detailed financial models to assess company performance, profitability, risks, and growth opportunities.
  • KPI Development: Establish and track key financial and operational KPIs. Collaborate with department leaders to provide data-driven insights for marketing strategies and clinic-level performance.
  • Analytics & Dashboards: Create dynamic dashboards and management reporting tools using Power BI to translate metrics into financial impact and prioritize business issues.
  • Innovation: Drive advanced business analytics to deliver incremental value and align data with strategic objectives.
  • Cash Flow Management: Oversee cash flow forecasting and support working capital optimization.
  • M&A Support: Assist in financial due diligence, valuation, and post-acquisition integration for potential acquisitions.
What You Bring:
  • Strong business acumen, ideally with experience in multi-site healthcare platforms, franchisors, and/or private equity-backed organizations.
  • Expertise in process mapping, simplification, and streamlining.
  • Exceptional analytical and problem-solving skills with acute attention to detail and sound business judgment.
  • Ability to thrive in a fast-paced, dynamic environment with competing priorities.
  • Excellent communication skills and ability to build trusted relationships with senior leadership and board members.
  • Team-oriented mindset with strong leadership and delegation capabilities.
  • 8-10+ years of relevant experience in Finance and FP&A roles.
  • Proven track record in high-growth, private equity environments, including FP&A experience with acquisitions and/or sale processes.
  • Expertise in building scalable financial planning, analysis, and reporting models.
  • Advanced proficiency in ERP systems (NetSuite preferred), Power BI, and MS Office Suite (Excel and PowerPoint).
  • Bachelor's degree in Finance or Accounting required; MBA preferred.
Why You'll Love Working Here:
  • Hybrid work environment with flexibility.
  • Competitive base salary ($180,000-$210,000) plus bonus.
  • Comprehensive benefits package.
  • High visibility and leadership exposure within a private equity-backed growth organization.
  • Career Path: This is a high-visibility role working side-by-side with the ELT and PE team.
  • Systems Investment:
  • Recent NetSuite implementation.
  • Opportunity to build out data analytics capabilities and participate in CRM system implementation.
  • Team Leadership:
  • Initially oversee a data analyst, with additional team buildout as the organization scales.
  • Cross-Functional Collaboration:
  • Expand marketing analytics and operational KPI dashboarding.
  • Work closely with CEO, CFO, and private equity sponsor on M&A strategy and execution.

INDHP

JOB#22621

Additional Information

Whether you're an employer seeking talent or a job candidate ready for new challenges, we can help. We're Taylor White. A recruitment firm focused exclusively on placing those in the accounting and finance field - and only in the Tampa Bay area. What's more, most of our recruiters used to be accounting professionals themselves so we're uniquely capable of understanding your needs - no matter what side of the table you're on.

From placing top-tier talent in permanent positions throughout Tampa Bay to providing access to the area's best consultants, there's a reason Taylor White is the first firm both candidates and employers turn to. We know accountants.