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 leads enterprise FP&A and owns the planning, forecasting, and management reporting engine.

The organization is in build mode and expects the scope of this seat to widen over time for the right candidate, including deeper partnership with commercial and operating leaders and stronger integration between operating 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.
  • Hold the organization 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; be present in their planning and performance discussions and provide decision support with better information.
• Partner with segment leaders to assess financial trends, size 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 close the loop on whether results materialized.
• Lead the Corporate operating expense controller process, including recurring actual versus budget reviews with functional leaders.
  • Drive identification and execution of cost savings, with a 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

• Help make the linkage between operating KPIs and financial results explicit (volume, mix, retention, utilization, and productivity translating into revenue, margin, and cash).
• Partner with Business Intelligence to automate KPI production and management reporting to reduce manual FP&A workload and shorten the distance between a question and a credible answer.
• Pressure-test insights by asking why trends moved, identifying operational root causes, and surfacing insights proactively.

Building for Scale

• Design and stand up processes that do not exist today, including documentation, cadence, and controls that remain durable as the organization grows.
• Put AI to work inside the finance function to accelerate analysis, variance commentary, documentation, and recurring deliverables.
  • Set standards for how the team uses AI responsibly 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 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 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 only running processes someone else 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 output must be verified before reaching a decision-maker.
• Experience in a private equity-backed environment, including diligence and quality of earnings support.
• Insurance, membership, subscription, or healthcare services experience preferred.

Preferred Qualifications

• MBA or CPA.

Success Metrics (Year One)

• A planning calendar and forecast process the organization runs on, with clean templates, maintained deadlines, and forecasts leadership trusts.
• Operating leaders describe you as their finance partner rather than their reporting contact.
• Visible progress connecting operational KPIs to financial results, with recurring reporting increasingly automated in partnership with Business Intelligence.
• At least one material process built from scratch and operating without you needing to hold it up.
• Defined FP&A workflows measurably faster or better because of AI, with clear ground rules for how it is used on financial data.

Compensation & Benefits

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

Location

• Fort Lauderdale, FL area (remote or hybrid).