Vice President of Financial Planning & Analysis - Healthcare

Job Description

Job Description

Job Title:

Vice President of Financial Planning & Analysis (FP&A)

Location (City, State):

Charlotte, North Carolina

Industry:

Healthcare Services

Pay:

$175,000 - $225,000 annually + 20–30% bonus

Benefits:

This position may be eligible for medical, dental, vision, and 401(k).

Job Description:

Our client is seeking a Vice President of FP&A to lead financial planning, forecasting, analysis, and strategic decision support across a multi-site healthcare organization. This executive-level role will partner closely with senior leadership to provide data-driven insights, build scalable financial models, and support key initiatives including growth strategy, acquisitions, and operational optimization. The ideal candidate is both analytically strong and highly forward-thinking, with the ability to leverage modern financial tools, AI platforms, and data systems to enhance decision-making.

Key Responsibilities:

Financial Planning & Analysis Leadership

• Lead annual budgeting, forecasting, and long-range planning processes.
• Develop and maintain advanced financial models to support strategic initiatives and capital planning.
• Deliver executive-level reporting, variance analysis, and financial insights to leadership and board stakeholders.
• Build and enhance dashboards and reporting tools to track KPIs across financial and operational metrics.

Strategic & Operational Partnership

• Partner with operational leaders to improve financial performance across multiple locations.
• Identify opportunities to improve efficiency, profitability, and cost structure while maintaining service quality.
• Support strategic initiatives including growth planning, expansion efforts, and potential acquisitions.
• Assist with financial due diligence and post-integration performance tracking for new business opportunities.

Data, Systems & Innovation

• Leverage modern analytics tools, ERP systems, and AI-driven platforms to enhance financial analysis and forecasting capabilities.
• Work with large datasets and relational systems to build scalable reporting solutions.
• Continuously identify opportunities to automate and improve financial processes using technology.

Leadership & Team Development

• Lead and develop a small FP&A team, fostering analytical rigor and accountability.
• Collaborate cross-functionally with accounting, revenue cycle, HR, and clinical leadership teams.
• Serve as a key financial advisor to executive leadership, providing clear and actionable insights.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or related field required.
• MBA, CPA, CFA, or similar advanced credential preferred.
• 10+ years of progressive experience in financial planning and analysis, including senior leadership responsibilities.
• Strong background in multi-site healthcare, dental support organizations, physician practices, or related healthcare services strongly preferred.
• Deep expertise in budgeting, forecasting, financial modeling, and business intelligence.
• Experience supporting acquisitions, integrations, or growth initiatives.
• Strong leadership experience managing or mentoring FP&A teams.

Technical Skills:

• Advanced Microsoft Excel (pivot tables, lookups, Power Query, etc.)
• Power BI or similar data visualization tools
• SQL or relational database experience
• ERP systems experience (NetSuite strongly preferred)
• Exposure to NetSuite Planning & Budgeting tools (or similar platforms)
• Experience leveraging AI tools (ChatGPT, Claude, or similar) in financial workflows

Additional Details:

• Direct-hire executive leadership role.
• Hybrid schedule: onsite 3 days per week (Monday, Tuesday, Thursday).
• Standard business hours approximately 8:00 AM – 5:30 PM.
• Reports directly to the Chief Financial Officer and partners closely with executive leadership.
• Small FP&A team structure with opportunity to build and scale function.

Perks:

• Highly competitive compensation with performance bonus.
• Executive-level visibility and influence across the organization.
• Opportunity to shape financial strategy in a growing multi-site healthcare environment.
• Exposure to modern financial tools, AI-driven analytics, and advanced reporting systems.
• Collaborative leadership team and growth-oriented culture.
• Strong opportunity for impact across operations, strategy, and acquisitions.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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