Job Summary: The Director of Financial Planning & Analysis (FP&A) is responsible for leading the organization’s financial planning, forecasting, and analytical efforts across multiple entities and service lines. This role transforms financial and operational data into actionable insight, supporting executive leadership in strategic decision-making, growth planning, and long-term financial sustainability. The Director of FP&A partners closely with the CFAO, Director of Finance, and program leadership to ensure a clear understanding of revenue drivers, cost structures, and financial risks across Medicaid-funded, residential, and grant-supported programs.
Key Responsibilities:
Financial Planning & Forecasting
- Lead the annual budgeting process across all entities and programs using Martus and Sage Intacct
- Develop periodic reforecasts to reflect changes in service volume, authorizations, census, and funding
- Build multi-year financial projections to support growth initiatives, including expansion into new states
- Model financial scenarios to assess operational, funding, and strategic decisions
Program & Revenue Analysis
- Develop and maintain program-level financial models tied to key revenue drivers (beds, units served, billable hours, census, authorizations)
- Analyze variances between budget, forecast, and actual results, identifying root causes and trends
- Support leadership in understanding revenue cycle dynamics and sustainability by program and funding source
- Partner with program leaders to translate financial data into operational insight
Decision Support & Strategic Insight
- Provide financial analysis to support new program development, service expansion, and funding opportunities
- Evaluate financial risks and opportunities related to reimbursement changes, staffing models, and service mix
- Prepare financial summaries and analysis for executive leadership and internal planning discussions
- Support long-term financial strategy aligned with mission, growth, and stewardship goals
Data Integrity & Systems Collaboration
- Collaborate with the Director of Finance to ensure alignment between accounting results and planning models
- Improve usability and consistency of financial data across systems and reports
- Enhance financial dashboards, reporting tools, and data clarity for non-financial leaders
- Ensure planning and analysis processes are documented, repeatable, and scalable
Leadership & Collaboration
- Serve as a financial thought partner to executive and program leadership
- Coach and guide program leaders in understanding financial performance and drivers
- Supervise and develop assigned staff, as applicable
- Prepare financial analysis and materials for executive and finance committee review
- Works in close partnership with the Network Controller.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s preferred)
- 8+ years of progressive experience in financial planning, analysis, or strategic finance
- Experience in nonprofit, healthcare, human services, or Medicaid-funded environments strongly preferred
- Demonstrated expertise in budgeting, forecasting, and financial modeling
- Strong analytical, communication, and cross-functional collaboration skills
- Experience with Sage Intacct and budgeting tools such as Martus or similar platforms preferred
- Must have the ability to perform light to moderate lifting when necessary
- Possession of valid driver’s license and demonstrated safe driving record
- Attend required annual training
Core Competencies:
- Strategic and analytical thinking
- Financial modeling and forecasting
- Program-level financial analysis
- Clear communication with non-financial leaders
- Mission-aligned decision support
- Stewardship and accountability
