Director of FP&A - Any

Finance
Ref: 372 Date Posted: Monday 25 Apr 2022
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Are you a service-minded, strategic financial leader with an interest in influencing the growth of a private equity backed company providing school-based mental health care services to K-12 students across the nation? If so, Elevation is actively seeking a Director of FP&A, and we would love to speak with you!

Reporting directly to the CFO, the Director of FP&A will be responsible for developing and implementing an integrated business planning process (including long-term strategic planning, annual budgeting, and forecasting), ensuring all stakeholders contribute to and buy-into financial outlooks. Since this is a private equity backed company, the Director will work closely with the investment team, CEO, CFO, VP of Sales, and Chief Program Officer to develop, refine operational metrics, OKRs, and drivers for forecasting business activities.

What You Will Be Doing:

  • Maturing the company’s FP&A program and developing a multi-site financial model for the company.
    • Assembling the assortment of benchmarks, solutions, models, research, and metrics from each location and region to key in on how current and proposed operations can support the financial growth plan of the company.
    • Assisting in the development of any “new” treatment models through analytical work, based on the growth strategy.
    • Working closely with individual departments, collecting historical budget metrics, setting a path to project a 3-5 year financial forecast and growth horizon, and being prepared to lead the 2023 annual budget process.
    • Evaluating and introducing appropriate financial planning tools.
  • Converting the company’s operational plan into operational KPIs that can be communicated and transparently tracked across the business.
    • Working with IT, Operations, individual Clinical Directors, HR, etc. to gauge overall financial health, maximize profit margins, balance investments, and help the team execute against that plan.
  • Partnering with the VP of IT and Director of Data & Analytics to scope, implement, and improve the company’s business intelligence platform and insights.
  • Providing ad hoc analyses that enable sound business decisions across the organization.
  • Supporting M&A efforts to help the company keep pace with its growth goals.
  • Performing scenario analysis of financial outcomes based on a range of operational levers which impact the business.
  • Developing reports for the monthly operating review, providing monthly financial results and forecast expectations to the Board along with analysis of revenue and spending vs. targets. 
  • Special projects may include add-on diligence and investment analysis.

What You Need To Have:

  • 8+ years’ experience.
  • Bachelor’s Degree in Finance or Economics, preferred.
  • High proficiency in Excel and PowerPoint.
  • Ability to provide meaningful and insightful commentary on financial results to management, investors, and other constituents on a monthly, quarterly, and annual basis.
  • Experience leading FP&A for a $50M or > distributed services company.
  • Experience providing modeling support for transactions and successful deals.
  • Strong analytical skills and results orientation.
  • Ability to quickly understand the relevant levers from both the operation and financial perspectives.
  • Ability to bring discipline and rigor to analysis, but also leverage common sense to solutions.
  • Strategic thinking skills and inquisitiveness while toggling between operational and the strategic needs of the company.
  • Outstanding communication skills and proven leader of change. Ability to inspire team members to adopt new behaviors required for growth and success.
  • Be a service-minded partner to the management team and clinical leadership.
  • Nice to Haves:
    • Based in NJ
    • Experience operating in a private equity-backed and/or levered environment.
    • Sales operations and compensation planning
    • People management experience
    • MBA or CPA