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Director of FP&A
Dane StreetDirector of FP&A at Dane Street building financial planning and reporting during rapid growth phase. Lead forecasting, budgeting, and operational insights in a healthcare services environment.
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Lead the company’s forecasting engine, including monthly, quarterly, and annual forecasts
- Own the PE reporting package and partner with the CFO on board and lender reporting
- Drive data mapping and alignment across ERP, HRIS, and in-house claims management system to ensure accurate consolidated reporting
- Develop and maintain a comprehensive KPI framework for financial and operational performance
- Partner with operations leadership to deliver actionable insights and business support
- Lead scenario modeling for pricing, volume, margin, and headcount planning
- Manage the annual budget process and long-range planning
- Oversee the calculations of various sales and operations-focused bonus programs
- Support the transition from Google Sheets to a modern finance tech stack, including Power BI, Excel, and future EPM tools
- Build scalable reporting processes and documentation to support future growth and exit readiness
Requirements
What you’ll need- An Associate’s Degree or Bachelor’s Degree is preferred
- 5–10 years of progressive FP&A experience
- Experience in healthcare services strongly preferred
- Prior private equity experience highly desirable
- Advanced Excel and financial modeling skills
- Demonstrated ability to build structure in complex data environments
- Calm, structured, and effective under pressure
- Ability to challenge assumptions and influence decisions respectfully
- Experience with Power BI (data modeling, dashboard development)
- Experience with Workday Adaptive Planning (model building, reporting, forecasting)
- Familiarity with ERP/HRIS integrations and financial data governance
Benefits
Comp & perks- medical, dental, and vision coverage for you and your family
- voluntary life insurance options for you, your spouse, and your children
- hospital indemnity, critical illness, accident indemnity, and pet insurance plans
- basic life insurance, short-term disability, and long-term disability coverage
- generous paid time off policy
- 401k plan with a company match
- Apple equipment and a media stipend for remote workspace
ATS Keywords
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Hard Skills & Tools
financial modelingdata mappingKPI framework developmentscenario modelingbudget managementbonus program calculationsdata governance
Soft Skills
ability to challenge assumptionsinfluence decisionscalm under pressurestructured thinkingeffective communication
Certifications
Associate’s DegreeBachelor’s Degree