Director, FP&A Business Partner

Overview

This role owns the financial performance of the PSS business unit and serves as the primary finance partner to senior operational leaders. It is a build-and-scale opportunity with significant hands-on responsibility, including forecasting and reporting, process improvements, enhanced visibility, and shaping how the business makes decisions.

Responsibilities

• Own the business financials for PSS (Hub & Copay)
  • Lead end-to-end financial oversight, translating operational drivers into revenue, cost, and margin outcomes
  • Provide clear insights into performance, risks, and opportunities
  • Maintain direct ownership of the business unit income statement and underlying drivers (volume, pricing, cost structure)
• Lead forecasting and performance management
  • Personally build and update forecast models, including key client-level assumptions and roll-ups
  • Lead monthly Budget vs. Actual (BvA) analysis, including root cause investigation and clear articulation of drivers
  • Improve forecast accuracy and transparency across the business
• Influence decisions and drive margin improvements
  • Regularly review and explain margin performance at both aggregate and program/client levels
  • Identify and drive opportunities to improve financial performance
  • Partner with leadership on pricing, volume, and cost decisions
  • Build and support business cases to support investment initiatives proposed by the BU
• Build and scale the FP&A function
  • Establish structure and priorities for a growing FP&A team
  • Directly manage an existing contractor supporting reporting and forecasting; an FP&A Analyst will be added after this role is onboarded
  • Operate in a lean environment with limited leverage, requiring direct execution of core deliverables
  • Improve reporting, reduce manual work, and drive automation by partnering with the FP&A team to build future FP&A tools (planning tools, AI, etc.)
• Act as a true business partner
  • Work directly with Directors and VPs to support decision-making
  • Translate complex financial data into clear, actionable insights
  • Build credibility and influence across the organization
  • Serve as the primary source of truth for financial performance, confidently explaining results and assumptions in detail

Requirements

• 10+ years of experience in FP&A, corporate finance, or similar
• Proven ownership of financials for a complex business unit
• Strong modeling, forecasting, and analytical skills (standard and ad-hoc analysis)
• Ability to operate both strategically and in the details
• Experience building or managing small, high-impact teams
• Strong communication and business partnership skills
• Demonstrated willingness and ability to remain hands-on in a leadership role

Preferred Qualifications

• Prior experience implementing FP&A tools or AI solutions (nice to have)

Success Metrics (First 6–12 Months)

• Deep ownership and understanding of PSS financial performance
• Improved forecast accuracy and clarity into key drivers
• Strong partnership with business leaders (trusted advisor)
• Enhanced reporting and visibility into margins and profitability
• Scalable FP&A processes with reduced manual effort
• Clear, consistent ownership of BvA, forecasting, and margin explanations

Compensation & Benefits

Full-time employees can expect:

• Medical, dental, and vision plans, including HSA- and FSA-eligible options, with the employer contributing toward premium costs
• Additional health support, including telehealth and Employee Assistance Program (EAP) services
• Company match on Health Savings Account contributions
• Free Basic Life and AD&D coverage equal to annual earnings, with a minimum of $50,000 and a maximum of $300,000
• Company-paid Short-Term Disability coverage, with the option to purchase Long-Term Disability
• 401(k) Retirement Savings Plan with 100% match on the first 5% contributed, with immediate vesting
• Paid Time Off (PTO) and Sick Leave
• Nine paid holidays plus two floating holidays
• Opportunities for advancement and professional growth

Location

• Headquarters locations include Morrisville, North Carolina and Jeffersonville, Indiana.

Work Environment & Physical Demands

• Regularly required to talk or hear
• Frequently required to sit for long periods of time, use hands to type, handle or feel; and reach with hands and arms
• Prefer candidates who can type at least 35 words per minute with 97% accuracy
• Minimal flexibility to travel as needed is preferred
• Professional office environment; routinely uses standard office equipment such as computers, phones, photocopiers, etc.

Additional Information

• An offer of employment is contingent upon successful completion of a background check and, depending on the position, a drug screen in accordance with company standards.
• This job description is not intended to be an exhaustive list of duties; responsibilities may be modified at any time, with or without notice.
• Equal Opportunity: an equal opportunity employer.