VICE PRESIDENT FINANCIAL PLANNING & ANALYSIS

Job Description

Job Description

About Legent Health

At Legent Health , our mission is simple yet profound: “To provide first-class health care that puts YOU first.”

Our vision reflects our commitment to excellence: “Through robust physician partnerships, become a nationwide leader in compassionate, quality healthcare focused on the patient and available to everyone.”

Our values, also known as our brand pillars, define how we stay true to our identity in the healthcare industry and the communities we serve. These values are central to everything we do:

• Respect: We honor the time and trust of both patients and physicians by delivering organized, efficient services that ensure a seamless healthcare experience.
• Service: We are committed to highly personalized care for patients, their families, and the physicians who serve them, driving optimal outcomes for all.
• Leadership: We strive to be a trusted leader through innovation, clear communication, and unwavering dedication to excellence across our employees and partners.

Joining Legent Health means being part of a team that lives these principles every day, as we build a future focused on compassionate, quality care.

About the Role The Vice President of FP&A will serve as a strategic financial leader and trusted business partner to the CFO and executive leadership team. This role is critical to our value creation plan, providing sophisticated financial analysis, strategic insights, and operational intelligence that drives decision-making across our multi-site platform. The VP of FP&A will build and lead a best-in-class FP&A function capable of supporting rapid growth, M&A activity, and operational excellence initiatives.

POSITION’S ESSENTIAL RESPONSIBILITIES:

Strategic Planning & Analysis

• Lead the annual budgeting and long-range strategic planning processes across all facilities and service lines
• Develop and maintain comprehensive three-statement financial models and driver-based planning frameworks
• Partner with Legent and Private Equity teams to deliver investor-grade reporting including monthly board and monthly MD&A packages, variance analysis, and KPI dashboards
• Build and maintain pro-forma financial models for platform growth scenarios and add-on acquisitions
• Provide strategic recommendations on pricing, payer mix optimization, and margin enhancement opportunities

M&A Support & Integration

• Lead financial due diligence and modeling for add-on acquisition targets
• Develop integration financial plans including synergy identification, working capital requirements, and EBITDA bridge analysis
• Support transaction execution alongside investment banking advisors and PE sponsors
• Track and report on acquisition performance with granular transaction-level analytics
• Build business cases for organic growth initiatives including new service lines and facility expansions

Operational Finance & Business Partnership

• Establish facility-level P&L accountability with site leaders and drive operational improvements through data-driven insights
• Design and implement KPI scorecards tracking OR utilization, case volume by specialty, surgeon productivity, net collection rates, and days in A/R
• Partner with Revenue Cycle Management leadership on DSO improvement, denial management, and collection effectiveness
• Conduct detailed variance analysis on facility performance and identify actionable improvement opportunities
• Support capital allocation decisions including equipment purchases, facility improvements, and technology investments

Team Leadership & Development

• Build, mentor, and develop a high-performing FP&A team including Directors, Managers, and Analysts
• Establish FP&A processes, policies, and best practices aligned with PE portfolio company standards
• Drive adoption of planning and analytics technology and AI platforms (EPM tools, BI dashboards)
• Foster a culture of analytical excellence, accountability, and continuous improvement
• Partner with CFO on broader finance organization development including accounting and revenue cycle teams

Financial Systems & Reporting Infrastructure

• Lead implementation of integrated planning and reporting systems capable of multi-entity consolidation
• Accelerate month-end close processes from current 21-day timeline to 7-10 day target
• Ensure data integrity across disparate facility systems and establish single source of truth for financial reporting
• Design executive dashboards providing real-time visibility into operational and financial performance
• Maintain documentation of processes, assumptions, and methodologies for audit and compliance purposes

POSITION REQUIREMENTS:

• 10+ years of progressive FP&A experience, with at least 5 years in healthcare services or multi-site operations
• Minimum 3 years in PE-backed companies or investment banking/transaction advisory roles supporting healthcare deals
• Proven track record building FP&A functions from ground up or leading significant organizational transformation
• Direct experience supporting M&A transactions including financial due diligence, integration, and deal modeling
• Experience managing teams of 5+ FP&A professionals across multiple levels
• Expert-level financial modeling capabilities including three-statement models, LBO analysis, and sensitivity analysis
• Advanced Excel/Google Sheets proficiency (pivot tables, macros, complex formulas, data manipulation)
• Experience with EPM platforms (High Radius, Vena, Adaptive Insights, Anaplan, Planful) and BI tools (Tableau, Power BI)
• Deep understanding of healthcare economics including ASC/hospital reimbursement, payer contracting, and revenue cycle metrics
• Proficiency with healthcare-specific KPIs: case costs, OR minutes, surgeon block utilization, collection rates, aging analysis
• Exceptional communication skills with ability to present complex financial concepts to diverse audiences including PE sponsors, board members, and operational leaders
• High tolerance for ambiguity and rapid change in dynamic growth environment
• Entrepreneurial mindset with willingness to be hands-on and build processes from scratch
• Strong business acumen and ability to connect financial analysis to operational drivers and strategic outcomes
• Proven ability to thrive in high-intensity, results-oriented PE-backed environment
• Intellectual curiosity and commitment to continuous learning in evolving healthcare landscape

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Bachelor’s degree in finance, Accounting, Economics, or related field required
• MBA from top-tier program strongly preferred
• CPA, CFA, or FP&A certifications (FPAC, FMVA) highly valued
• Healthcare finance certifications (CHFP) a plus

Why Join Legent Health?

Legent Health fosters an environment where team members are empowered to deliver exceptional care while growing professionally within a supportive, values-driven culture.

We Offer:

• Competitive salary and performance incentives
• Comprehensive benefits package
• Paid time off and wellness programs
• Career development and training opportunities

Equal Employment Opportunity (EEO) Statement

Legent Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other legally protected characteristic.

I-9 and E-Verify Compliance:
Employment eligibility will be verified through the U.S. Department of Homeland Security’s E-Verify system. All applicants must provide valid documentation to establish identity and authorization to work in the United States, as required by federal law.