Director of Financial Planning and Analysis

Company Overview

As a leading healthcare provider in Oklahoma, Kansas, and Texas, Xpress Wellness offers comprehensive urgent care services for non-life threatening illnesses and injuries. With a focus on providing healthcare resources to underserved areas, Xpress Wellness offers occupational medicine, workers compensation, behavioral health, primary care, facility-based healthcare services and virtual services.

Position Overview

The Director of Financial Planning and Analysis (FP&A) will be responsible for driving the company's financial planning processes, leading financial analysis, and providing strategic insights to the executive team. This position will involve assessment of financial performance, budgeting, forecasting, and analysis of business trends. The ideal candidate will serve as a key financial partner to the leadership team, ensuring comprehensive financial reporting and planning to support the operational and strategic objectives of Xpress Wellness.

Key Responsibilities

• Assist in developing and executing the financial strategy to support Xpress Wellness's growth objectives.
• Lead the annual budgeting process, monthly forecasting, and financial analysis to identify trends and insights.
• Collaborate with operational leaders to develop metrics that drive performance and accountability.
• Provide financial modeling for new business initiatives, evaluations of potential acquisitions, and strategic investments.
• Monitor operational performance and variance from budget, providing analysis and recommendations.
• Support the preparation of reports for both internal stakeholders and external regulatory bodies.
• Establish strong relationships with various departments and serve as a proactive resource for financial decision-making.
• Continuously develop and improve financial processes, systems, and tools to enhance decision support capabilities.
• Lead, mentor, and develop the FP&A team to ensure high levels of performance and professional growth.

Requirements

• Bachelor’s degree in finance, accounting, or related field; MBA or relevant advanced degree preferred.
• 7+ years of experience in financial planning and analysis. Healthcare experience is required, preferably in a multi-site practice management organization.
• Strong understanding of financial modeling, budgeting, and forecasting techniques.
• Proven experience in partnering with senior leadership to drive financial strategies and decision-making.
• Exceptional analytical skills with the ability to develop actionable insights from data.
• Proficiency in financial software and advanced Excel skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Excellent communication and interpersonal skills, with a knack for presenting complicated financial information clearly.
• Strong leadership skills and experience in team development and mentoring.

Benefits

Xpress Wellness offers a great working environment with the following perks:

• Competitive pay
• Generous PTO
• Health
• Dental
• Vision
• Retirement package with employer match
• Short-term disability + long-term disability options
• Life insurance