Director of FP&A

Role Description

Dane Street is seeking a Director of FP&A to build and lead the company’s financial planning and reporting engine during a period of rapid growth and a private equity partnership. This is a high-impact role responsible for creating structure, clarity, and insight across a healthcare services organization. The ideal candidate is a builder who thrives in environments with evolving systems, complex data, and high expectations for accuracy and speed.

Dane Street’s success relies on individual and team contributions every day. We care for our customers, each other, and Dane Street. It is the responsibility for all of us to maintain a positive working environment that promotes client satisfaction and results.

• Lead the company’s forecasting engine, including monthly, quarterly, and annual forecasts
• Own the PE reporting package and partner with the CFO on board and lender reporting
• Drive data mapping and alignment across ERP, HRIS, and in-house claims management system to ensure accurate consolidated reporting
• Develop and maintain a comprehensive KPI framework for financial and operational performance
• Partner with operations leadership to deliver actionable insights and business support
• Lead scenario modeling for pricing, volume, margin, and headcount planning
• Manage the annual budget process and long-range planning
• Oversee the calculations of various sales and operations-focused bonus programs
• Support the transition from Google Sheets to a modern finance tech stack, including Power BI, Excel, and future EPM tools
• Build scalable reporting processes and documentation to support future growth and exit readiness
• Other duties & special projects, as assigned and based on business needs.

Qualifications

• 5–10 years of progressive FP&A experience
• Experience in healthcare services strongly preferred
• Prior private equity experience highly desirable
• Advanced Excel and financial modeling skills
• Demonstrated ability to build structure in complex data environments
• Strong communication skills and ability to partner with operations leaders
• Calm, structured, and effective under pressure
• Ability to challenge assumptions and influence decisions respectfully

Requirements

• Experience with Power BI (data modeling, dashboard development)
• Experience with Workday Adaptive Planning (model building, reporting, forecasting)
• Familiarity with ERP/HRIS integrations and financial data governance

Benefits

• Medical, dental, and vision coverage for you and your family
• Voluntary life insurance options for you, your spouse, and your children
• Other voluntary benefits including hospital indemnity, critical illness, accident indemnity, and pet insurance plans
• Basic life insurance, short-term disability, and long-term disability coverage at no cost
• Generous paid time off policy
• 401k plan with a company match
• Apple equipment and a media stipend for remote workspace

Company Description

A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto, and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers, and Pharmacy Benefit Managers. We provide customized Independent Medical Exams and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process.