Director of Financial Planning and Analysis

Overview

This is a full-time remote or hybrid position based in the Fort Lauderdale, FL area. Reporting directly to the CFO, this role focuses on FP&A—owning enterprise planning, forecasting, and management reporting.

Strong FP&A fundamentals are required. The organization is also hiring with the next several years in view, with scope expected to broaden over time for the right candidate, including deeper partnership with commercial and operating leaders and increased connection between operational KPIs, business intelligence, and financial outcomes.

Responsibilities

Enterprise Planning, Forecasting, and Reporting

• Lead the enterprise annual budget and quarterly forecast processes end to end.
• Formalize and publish the planning calendar; ensure adherence to submission deadlines and quality standards.
• Standardize submission templates and assumptions to drive consistency across segments and functions.
• Build and maintain the multi-year enterprise financial outlook, including scenario and sensitivity analysis to support strategic and capital decisions.
• Own the monthly financial reporting process and the standard artifact set delivered to executive leadership and external stakeholders.
• Own the rolling cash flow forecast and working capital analysis in partnership with Treasury and Accounting.

Business Partnership and Decision Support

• Serve as the FP&A partner to segment, commercial, and functional leaders; support planning and performance discussions.
• Assess financial trends with segment leaders, identify EBITDA improvement opportunities, and support execution of performance initiatives.
• Provide financial rigor to growth investments, pricing, and other significant business decisions through clear business cases, and track whether results materialize.
• Lead the Corporate operating expense controller process, including recurring actual versus budget reviews with functional leaders.
• Drive identification and execution of cost savings, with particular focus on IT operating and capital spend.
• Partner with Human Resources on hiring plan oversight, approvals, and business cases for exceptions.
• Establish the capital expenditure and investment review process, including business case standards, ROI analysis, and post-implementation review of major spend.

Reporting, KPIs, and Analytics

• Clarify how operating KPIs translate into revenue, margin, and cash (including volume, mix, retention, utilization, and productivity).
• Partner with Business Intelligence to automate KPI production and management reporting, reducing manual FP&A workload.
• Pressure-test data trends by identifying the operational root cause behind movements and surfacing insights proactively.

Building for Scale

• Design and stand up processes that do not exist today, including documentation, cadence, and controls that scale.
• Apply AI within the finance function to accelerate analysis, variance commentary, documentation, and recurring deliverables; set standards for responsible use of AI with financial data.
• Identify and lead process changes that improve stability and efficiency as the organization scales.
• Provide ad hoc analysis and decision support to the CFO and executive team.
• Support external reporting, audit, and diligence requests with well-documented analysis.

Requirements

Core Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA preferred.
• 10+ years of progressive FP&A experience, including time spent as a dedicated finance partner to commercial, revenue, or operating leaders.
• Demonstrated ownership of a full annual budget and forecast cycle in a multi-segment or multi-entity environment.
• Track record of building finance processes where none existed (not just running processes others designed).
• Advanced Excel and hands-on experience with an ERP and a financial planning system.
• Working knowledge of business intelligence and visualization tools.
• Practical, hands-on use of AI tools in a finance context, with sound judgment about where outputs must be verified before reaching decision-makers.
• Experience in a private equity-backed environment, including diligence and quality of earnings support.

Preferred Experience

• Insurance, membership, subscription, or healthcare services experience.

Preferred Qualifications (What Will Set You Apart)

• Thinks beyond a single function; can hold the enterprise P&L, operating model, and customer context together.
• Commercially and business-inclined; interested in decision-making behind the numbers.
• Strong stakeholder partnership; operating leaders involve you early because your input improves decisions.
• Curious and persistent in identifying underlying drivers behind variances.
• Presents clearly and credibly to executive audiences; translates complexity without diluting it.
• Comfortable with ambiguity and building from the ground up; can move between strategic and hands-on work.
• Fluent in how operational KPIs drive financial outcomes; comfortable working alongside business intelligence/data teams to operationalize reporting.
• Early, deliberate adopter of AI in day-to-day work, with clear understanding of where it helps and where verification is required.
• Motivated by growth and increased scope over time as the organization scales.

Location

• Fort Lauderdale, FL area (remote or hybrid)

Compensation & Benefits

• Any pay range listed for this position is an estimate by the job board and may not reflect actual compensation.