About the Role
The ideal candidate brings deep FP&A expertise within PE-backed environments, exceptional Excel and financial modeling capabilities, and a track record of building board‑ready materials that drive executive decision‑making. This leader will manage a team of analysts and own the full planning cycle, from long‑range strategy to weekly KPI reporting.
Schedule : Three days onsite per week in North Atlanta and Two days remote
Responsibilities
- Architect and maintain sophisticated, dynamic financial models in Excel including integrated P&L, balance sheet, and cash flow models with scenario and sensitivity analysis
- Lead the development of long‑range planning (LRP) models, annual operating plans (AOP), and rolling forecasts across all business units
- Build and maintain 13‑week cash flow models, working capital analyses, and covenant compliance tracking frameworks
- Conduct ad hoc financial analyses to support M&A due diligence, organic growth initiatives, and cost optimization programs
- Design and maintain operational dashboards that translate operational data into actionable financial insights
PE reporting & Investor Relations Support
- Own the monthly and quarterly management reporting packages delivered to the PE sponsor, including variance analysis, KPI commentary, and forward‑looking projections
- Prepare lender compliance reports, covenant calculations, and investor presentations with precision and adherence to tight deadlines
- Partner with the CFO on equity story development, investor materials, and value creation plan tracking
- Support EBITDA bridge analyses, run‑rate adjustments, and quality of earnings (QoE) preparation for audit and transaction readiness
- Develop and maintain PE return models including IRR, MOIC, and waterfall distribution analyses
Board & Executive Presentations
- Lead the preparation and delivery of monthly Board of Directors and Executive Committee financial presentations, including narrative‑driven storytelling and clear data visualization
- Translate complex financial data into compelling, executive‑ready materials that drive strategic discussion and decision‑making
- Present financial results and forward guidance directly to the CFO, CEO, and board members with confidence and credibility
- Develop standardized templates and cadences for recurring financial communication, ensuring consistency and accuracy across all reporting
- Coordinate cross‑functionally with Accounting, Operations, and Strategy teams to ensure alignment and completeness of all board‑level materials
Strategic Finance Leadership
- Serve as a trusted financial advisor to business unit leaders, providing data‑driven guidance on capital allocation, pricing strategy, and operational efficiency
- Lead, mentor, and develop a team of finance analysts and managers, fostering a culture of analytical rigor and continuous improvement
- Drive finance process transformation, including implementation of planning tools, automation of reporting workflows, and enhancement of data infrastructure
- Partner with the M&A team to support acquisition underwriting, integration modeling, and post‑close performance tracking
Qualifications
- 10+ years of progressive finance experience, with at least 3 years in a senior leadership capacity within a PE‑backed or high‑growth environment
- Experience within healthcare services, health sciences, or a related regulated industry strongly preferred
- Expert‑level proficiency in Microsoft Excel, including complex financial model construction, advanced formulas, Power Query, and VBA/macros
- Demonstrated experience preparing and presenting materials to private equity sponsors, lenders, and board‑level stakeholders
- Strong command of GAAP accounting principles, financial statement analysis, and unit‑level economics in a multi‑site or distributed operations environment
- Bachelor's degree in Finance, Accounting, or Economics required; MBA, CFA, or CPA strongly preferred
- Experience with enterprise planning platforms (Adaptive Insights, Anaplan, Hyperion, or similar) a plus
- Outstanding written and verbal communication skills with the ability to simplify complex concepts for non‑financial audiences
Required Skills
- Advanced Excel & Financial Modeling
- PE Sponsor Reporting & Relations
- Board Material Preparation
- Multi‑Site Operations Finance
- Executive Communication
- Strategic Thinking & Problem Solving
- Cross‑Functional Collaboration
Pay range and compensation package
This organization offers a competitive compensation package commensurate with experience, including:
- Competitive base salary in line with market benchmarks for VP of Finance leadership
- Annual performance bonus tied to organizational and individual objectives
- Equity / management incentive plan (MIP) participation
- 401(k) with employer match
- Generous PTO and paid holidays
- Professional development and continuing education support
Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices.
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