Director of FP&A
What: Oversee all FP&A functions, including budgeting, forecasting, M&A modeling, and lender and PE reporting.
When: Immediate need, interviews starting this week.
Where: Charlotte, NC
Why: Strategic growth and complexity require enhanced financial leadership in a PE-backed healthcare setting.
Office Environment: Collaborative, structured, and tool-enabled (Excel, Vena, Monday.com).
Salary: Base $150k–$160k + up to 10% bonus + equity. Position Overview:
This role leads the FP&A function at a fast-growing, PE-backed healthcare company, directly supporting executive leadership and playing a key role in strategic financial planning and reporting. Key Responsibilities:
● Lead a team of 5–8 analysts; guide all budgeting, forecasting, and financial modeling efforts.
● Develop and maintain integrated 3-statement models.
● Handle complex lender and PE reporting, including covenant compliance and EBITDA adjustments.
● Conduct M&A modeling and assist in integration activities.
● Manage data sourcing and analysis from platforms such as PayCom, Domo, and ESO Scheduling.
● Utilize tools like Vena and Monday.com for budgeting and project tracking. Qualifications:
● 5–8 years of leadership in FP&A, preferably in PE-backed healthcare.
● Excel expert with strong command of financial systems and data platforms.
● Experience in strategic reporting, lender compliance, and cross-functional collaboration. For immediate consideration, please submit updated resume to [email protected]
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