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VP, FP&A

Company

Home Health / Hospice Provider

Location

Hybrid or remote considered

About the Company

The Company is a rapidly growing, San Diego-based provider of home health / hospice services and is private equity-sponsored. (More detail can be shared during interviews)

About the Role

The Vice President, Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for driving the company’s financial planning, budgeting, forecasting, and performance analysis. This role partners closely with executive leadership and private equity sponsors to monitor key financial metrics, support decision-making, and guide the company’s financial performance. The VP will lead and scale a high-performing FP&A team, optimize financial processes and systems, and deliver actionable insights that enhance operational efficiency and long-term value creation.

Key Responsibilities

Strategic Financial Leadership

  • Develop and drive financial planning strategies aligned with corporate goals and private equity sponsor expectations

  • Serve as a strategic advisor to the CFO and managers by delivering clear, insightful financial analysis to support business decisions

Budgeting & Forecasting

  • Oversee the annual budgeting process, long-range planning, and rolling forecasts

  • Build and maintain dynamic financial models and scenario analyses to support short- and long-term planning

Performance Monitoring & Reporting

  • Track key financial and operational KPIs, conduct variance analysis, and provide real-time insights to internal and external stakeholders

  • Produce monthly and quarterly financial packages for executive leadership, Board of Directors, and private equity sponsors

Operational & Financial Analysis

  • Evaluate business performance and investment opportunities using sophisticated modeling and ROI assessments

  • Lead initiatives to improve profitability, cost efficiency, and resource allocation across departments

Data & Technology Enablement

  • Enhance and automate reporting systems, business intelligence dashboards, and financial processes

  • Leverage ERP and FP&A tools to increase data accuracy, efficiency, and scalability

Team Leadership & Development

  • Recruit, mentor, and manage a growing FP&A team; build a high-performance, collaborative culture

  • Foster continuous improvement and drive operational excellence across the finance function

Cross-Functional Collaboration

  • Partner closely with Accounting, Operations, and business unit leaders to ensure financial alignment

  • Work within a matrixed organization to support functional leaders with relevant insights and financial recommendations

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred

  • 10+ years of progressive FP&A experience, with at least 5 years in a senior leadership role

  • Strong financial modeling, forecasting, and performance analysis expertise

  • Proficient in Microsoft Excel, PowerPoint, ERP systems, and business intelligence tools (e.g. Planful, Tableau, Power BI)

  • Proven experience in healthcare, staffing, or similarly complex, service-oriented business models strongly preferred

  • Experience in private equity-backed environments highly desirable

  • Excellent communication and presentation skills; able to distill complex data into clear insights for executives

  • High emotional intelligence and a hands-on leadership style that inspires and motivates teams

  • Demonstrated ability to thrive in fast-paced, dynamic settings and drive change effectively

  • History of building, developing, and mentoring a growing team

  • Strong emotional intelligence, ability to deliver complicated subject matter in a manner that is easy to understand

  • Strong ability to relate to individuals at all organizational levels

  • Ability to present themselves professionally and ethically

  • Sensitive to corporate needs, internal customer needs, and the Company's community presence

Additional Information

NA

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