Director of Financial Planning and Analysis

Job description

Position Overview:
We are seeking a Director of Financial Planning and Analysis (FP and A) to lead the company's budgeting, forecasting, and financial performance management processes. This role will serve as a strategic partner to executive leadership and department heads, driving visibility into financial performance, improving decision-making, and elevating the overall finance function to best-in-class standards.

Key Responsibilities:
* Execute annual budgeting process end-to-end, including timeline management,
stakeholder alignment, and executive presentation.
* Own monthly and quarterly forecasting processes, ensuring accuracy, transparency, and actionable insights.
* Develop and maintain departmental P and Ls, partnering with business leaders to
manage spend, headcount, and performance against targets.
* Partner with department heads to improve financial literacy and accountability,
including:
- Open headcount planning and tracking.
- Expense management and variance analysis.
- ROI-driven decision-making.
* Build and manage vendor spend models, ensuring alignment with budget targets
and identifying optimization opportunities.
* Establish and enforce strong financial governance across planning, forecasting, and reporting processes.
* Partner closely with Accounting to:
- Improve the monthly close process (speed, accuracy, and coordination).
- Align actuals with forecast structures for clean variance analysis.
- Ensure consistency between financial reporting and management reporting.
* Develop scalable FP and A processes, tools, and reporting packages to support
company growth.
* Lead KPI development and performance tracking across departments.
* Prepare executive and board-level financial materials, including variance analysis
and strategic insights.
* Build, mentor, and lead a FP and A analyst

Qualifications:
* 8 to 12+ years of progressive experience in FP and A, corporate finance, or related roles; leadership experience required.
- Is a director or a manager
* Strong experience owning budgeting and forecasting in a multi-department environment.
* Deep understanding of financial statements, especially P and L management and variance analysis.
* Proven ability to partner cross-functionally with non-finance stakeholders.
* Experience improving financial processes and implementing best practices.
* Strong systems experience (e.g., ERP systems, Power BI; advanced Excel required).
* Excellent communication skills with experience presenting to executive leadership
Bachelor's degree in Finance, Accounting, or related field (MBA or CFA preferred).

EEO Statement:
Provider Resources, LLC is an Equal Opportunity Employer. We do not discriminate against qualified applicants based upon any protected group status, including but not limited to race, religion, color, creed, sex (including breastfeeding and related conditions), gender identity/gender expression, pregnancy (including childbirth and related conditions), national origin, ancestry, age, marital status, military or veteran status, sexual orientation, genetic information, physical or mental disability or medical condition as defined by applicable equal opportunity laws. Any request for accommodation can be directed to Human Resources.

Benefits and Compensation
Provider Resources provides a competitive benefits package that includes access to Medical, Dental, and Vision Insurance, Life Insurance, Disability, Health Savings Account (HSA), Flexible Spending Accounts (FSA), Critical Illness, Accident, Legal and ID Theft, 401k plan, PTO. The anticipated salary range for fully qualified candidates applying for this role will be [...] (not including discretionary bonus, equity, and benefits). The final salary offered will be dependent on several factors that include but are not limited to relevant previous experience including duration and type of experience within the industry, education, and internal equity.

HUBZone Preference: Preference will be given to individuals who reside in, or are willing to relocate to, a recognized HUBZone area. For more information, visit Go to www.sba.gov/hubzone for more information.