Senior FP&A

The Senior Financial Planning & Analysis (Sr. FP&A) professional is a hands‑on strategic finance leader who partners directly with the founder/owner and senior leadership team. This role is responsible for both developing financial strategy and executing the day to day analytical work required to support decision making. The Sr. FP&A professional will lead budgeting, forecasting, provider compensation analysis, and company operations evaluations while delivering clear, compelling financial presentations to senior leadership and stakeholders.

• Act as a primary financial partner; providing direct support through hands‑on analysis, modeling, and strategic insight.
• Independently build and maintain detailed financial models, forecasts, and budgets (no delegation-only role).
• Prepare and deliver executive‑ready presentations, dashboards, and financial narratives for leadership, board meetings, and joint venture partners.
• Analyze provider compensation models, productivity metrics, incentives, and profitability by provider, service line, and location.
• Evaluate joint ventures, partnerships, and growth initiatives through detailed financial modeling, ROI analysis, and risk assessment.
• Perform variance analysis and translate financial results into clear business drivers and action items.
• Collaborate cross‑functionally with accounting, operations, and leadership to ensure data accuracy and alignment.
• Support due diligence, integration planning, and performance monitoring for acquisitions and new ventures.
• Identify and implement opportunities for margin improvement, cost containment, and scalable growth.
• Respond to ad hoc analytical and presentation requests in a fast‑paced, founder‑led environment.

• Demonstrated ability to personally execute complex financial analyses and models from start to finish.
• Strong executive presence with the ability to clearly present financial information to non‑financial leaders.
• Ability to simplify complex financial concepts into concise, visually effective presentations. Proven capability to operate effectively in an entrepreneurial, high‑accountability environment. Consistent delivery of accurate forecasts, models, and insights under tight timelines.
• High ownership mindset with a bias toward action and problem‑solving.

• Advanced financial modeling and forecasting expertise; expert‑level Excel required.
• Strong presentation skills with experience preparing and presenting to founders, executives, boards, or investors.
• Direct experience with provider compensation structures and incentive‑based pay models. Experience analyzing joint ventures, partnerships, or multi‑entity financial structures.
• Ability to manage ambiguity and incomplete data while producing actionable insights.

• 7–10+ years of progressive FP&A or corporate finance experience.
• Prior experience working directly with a Founder/Owner or within a closely held or entrepreneurial organization required.
• Experience in healthcare, professional services, or other provider‑driven business models strongly preferred.
• Proven track record in hands‑on roles rather than purely managerial or advisory positions.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• MBA, CPA, CFA, or similar advanced credential preferred.