Capsa Healthcare

Director of Financial Planning – Analysis

Capsa Healthcare

full-time

Posted on:

Location Type: Hybrid

Location: Canal Winchester • Ohio • United States

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Job Level

Lead

Tech Stack

ERP

About the role

  • Lead and manage all aspects of the company's financial analysis and reporting of company-wide operational activities.
  • Oversee the development of the annual budget and multi-year strategic plans, ensuring alignment between departmental goals and corporate objectives.
  • Drive the monthly/quarterly rolling forecast process to provide leadership with real-time visibility into financial performance and potential risks.
  • Build complex financial models to evaluate "what-if" scenarios, including market expansion, new product launches, and M&A opportunities.
  • Deliver high-impact financial presentations to Executive leadership as needed, translating complex data into actionable strategic recommendations.
  • Establish and track critical business metrics that go beyond the P&L to measure the true health of the business.
  • Conduct deep-dive analyses into budget-to-actual variances to identify underlying business drivers and operational inefficiencies.
  • Act as a strategic advisor to department heads to help them manage their budgets and optimize their spend for maximum ROI.
  • Assist in prioritizing capital expenditures and resource allocation based on data-driven internal rate of return (IRR) and payback period analyses.
  • Evaluate, implement, and optimize FP&A software to automate manual processes and increase data integrity.
  • Collaborate with Accounting and BI teams to ensure a "single source of truth" for all financial and operational data.

Requirements

  • Bachelor’s Degree required with a major in Accounting or Finance preferred.
  • Tenure: 7-10 years of progressive experience in financial planning, analysis and corporate finance.
  • Management Experience: At least 3-5 years in a leadership capacity, managing a team of analysts and overseeing cross-functional projects.
  • Mastery of Enterprise Resource Planning (ERP) systems
  • Experience with foreign currency translation, international tax implications, and consolidating financials across multiple global entities is preferred.
  • Ability to work with various levels of management throughout the organization.
  • High level of proficiency in Microsoft office programs; expert-level Excel skills are a baseline requirement.
  • Communication: Exceptional ability to "tell the story" behind the numbers, making financial data accessible to non-financial leaders.
  • Strong team skills and the ability to work effectively with internal and external groups as part of various initiatives.
Benefits
  • Commensurate salary
  • Paid time off
  • Paid holidays
  • Medical, dental and vision insurance
  • Paid parental leave
  • 401(k) with company match
  • Company-paid Life, AD&D and Long-term disability insurance
  • Voluntary programs for: Short-term disability, Supplemental Life, Accidental Injury, Hospital Indemnity & Critical Illness insurance and ID theft protection
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisbudgetingfinancial modelingforecastingcapital expenditure analysisforeign currency translationinternational tax implicationsdata analysisreturn on investment (ROI)enterprise resource planning (ERP)
Soft Skills
leadershipcommunicationteam collaborationstrategic advisinganalytical thinkingproblem-solvingpresentation skillsinterpersonal skillscross-functional project managementstorytelling with data