Director, financial planning

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@
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@
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