Director, Financial Planning & Analysis
Description
Accessibility Note:
Surgery Partners is committed to complying with all applicable provisions of the Americans with Disabilities Act, as amended (“ADA”), and applicable state and local laws. It is the Company’s policy not to discriminate against any qualified people or applicant with regard to any terms or conditions of employment on the basis of such individual’s disability. Consistent with this policy of non-discrimination, the Company will provide reasonable accommodations to an individual with a disability, as defined in the ADA or applicable law, who has made the Company aware of his/her disability, unless doing so would cause an undue hardship to the Company. If you are an applicant and need a reasonable accommodation when applying for job opportunities within the Company or request a reasonable accommodation to utilize the Company’s online employment application, please contact talentacquisition@surgerypartners.com
This is a hybrid position based at our corporate office located in Brentwood, TN, with on-site work required Monday through Wednesday.
JOB SUMMARY
The Director of Financial Planning and Analysis (FPA) is a key leader within the Finance organization. This role oversees core financial planning, budgeting, forecasting, analysis, and management reporting activities. The ideal candidate combines broad financial expertise and business acumen with disciplined organization, strong analytical capabilities, and clear executive communication. Success requires the ability to operate independently, lead through complexity, and support the company’s financial objectives in a dynamic environment.
DUTIES AND RESPONSIBILITIES
- Partner with leaders across the organization to align on financial performance, results, plans, risks, and opportunities.
- Use financial systems and data sources to prepare timely, accurate management reporting for business leaders.
- Collaborate with cross-functional partners to improve financial analysis, reporting, and decision support.
- Present financial results and business insights to senior management on a regular and ad hoc basis, including key trends, variances, risks, and opportunities.
- Develop clear presentations and reporting materials that communicate financial information and insights to management.
- Perform other duties as assigned.
QUALIFICATIONS
- Six or more years of relevant finance experience
- Professional experience across one or more finance disciplines preferred
- Advanced proficiency in Microsoft Excel required
- Experience leading a department, team, or functional area
- Advanced financial modeling skills
- Experience with Microsoft Office, financial consolidation tools, and enterprise financial systems required
- Demonstrated success designing, improving, and managing scalable processes
- Hands-on leadership style with a proven ability to drive results
- Demonstrated ability to advise business leaders on financial performance, planning, strategic priorities, and investment decisions
- Strong written, verbal, and presentation skills, including the ability to communicate with senior leaders
- Ability to meet deadlines and manage multiple commitments
- Solid values and high standards of ethics, integrity, and trust
- Ability to build effective partnerships with stakeholders across functions and levels of the company
- Ability to rapidly prepare decision-support analyses related to financial performance, planning, resource allocation, and business priorities
- Exceptional organizational skills and attention to detail
- Experience in a complex, multi-unit, or growth-oriented organization preferred
- Executive presence
EDUCATION
- MBA or CPA highly preferred
KEY COMPETENCIES
- Financial Management Expertise: Broad finance experience, including the ability to develop, evaluate, and communicate financial plans, analyses, and performance measures.
- Problem Solving and Analytical Orientation: Uses sound analytical judgment to interpret financial and business information, identify trends, and provide actionable insights. Examines relevant details while maintaining focus on strategic priorities.
- Results Orientation: Balances strategic thinking with disciplined execution and applies technical, creative, business, and communication skills to deliver measurable results.
- Communication and Decision Making: Communicates complex financial and business information clearly and persuasively. Makes timely, well-reasoned decisions when multiple alternatives are available
Benefits:
- Comprehensive health, dental, and vision insurance
- Health Savings Account with an employer contribution
- Life Insurance
- PTO
- 401(k) retirement plan with a company match
- And more!
Equal Employment Opportunity & Work Force Diversity
Our organization is an equal opportunity employer and will not discriminate against any employee or applicant for employment based on race, color, creed, sex, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition, parental status, sexual orientation, veteran status, genetic testing results or any other consideration made unlawful by federal, state or local laws. This practice relates to all personnel matters such as compensation, benefits, training, promotions, transfers, layoffs, etc. Furthermore, our organization is committed to going beyond the legal requirements of equal employment opportunity to take positive actions which ensure diversity in the workplace and result in a multi-cultural organization.
Surgery Partners conducts pre-employment screenings including but not limited to criminal background checks and drug testing.
Skills
As published by greenhouse · 24 questions · 1 written answer
Basics
First Name, Last Name, Preferred First Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (5)
- What are your salary requirements?
- If yes, please explain: optional
- SP: Internal candidates: Have you notified your current manager that you are applying for this position?
- What is your highest level of completed education?
- What is the soonest date you would be able to begin work?
Pick from a list (18)
- Where did you hear about this opportunity?
- This role will work onsite at our corporate office in Brentwood, TN, Monday through Wednesday. Please confirm you are comfortable with this requirement. optional
- Will you now or in the future require immigration sponsorship for work authorization (e.g H1-B)? (if hired, verification will be required consistent with federal law.)
- Are you able to perform the essential functions of this position with or without a reasonable accommodation?
- Are you currently excluded from participation in any federally funded health care program including Medicare and Medicaid and are you aware of any potential exclusion from a federally funded health program?
- Can you travel if the job requires?
- Surgery Partners is a smoke free employer. Will you be able to comply with this policy?
- Have you ever been employed by Surgery Partners or any of its affiliates in any capacity? If yes, please review and select the facility/facilities where you were employed from the list below. If no, please select N/A.
- Are you at least 18 years of age?
- Are you legally authorized to work in the United States without sponsorship?
- Do you have any family members employed by Surgery Partners or one of its affiliates?
- The hiring process will consist of an interview (s), drug screen, background check, reference/employment checks, and potential employment assessment. Are you willing to participate in this process?
- Have you managed and developed FP&A teams, including responsibility for performance management, mentoring, and organizational planning?
- Do you have experience leading the annual budgeting, monthly forecasting, and long-range planning processes for an organization with revenues exceeding $500M?
- Have you built and implemented financial models, KPIs, and executive dashboards that improved decision-making and operational performance?
- Have you led cross-functional initiatives focused on margin improvement, cost optimization, growth strategy, or operational efficiency?
- I certify that the answers I have provided to the foregoing questions are true and correct. I agree that my Application for employment may be rejected or my employment terminated because of false or misleading answers or because of any material omissions I make in this Application or during the selection process. optional
- By selecting YES, I consent to receive recruiting SMS messages from Surgery Partners at the phone number provided on my job application.
Written answers (1)
- If you have previously worked for Surgery Partners or any of its affiliated facilities, please provide your dates of employment and any former name used during your employment (if applicable). If you have not previously worked for Surgery Partners, enter "N/A."