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