Director of Financial Planning and Analysis

Director of Financial Planning & Analysis (Director of FP&A)

Industry : Healthcare SaaS / Dental Enterprise Platform

Location : Miami, FL

Ownership : Founder-led, self-funded with acquisition financing

Company Overview

Our client is a newly formed healthcare SaaS enterprise created through the combination of several organizations dedicated to improving efficiency and profitability for dental practices nationwide.

Together, the company delivers an integrated platform offering practice management software, HIPAA-compliant communication tools, e-prescribing, and revenue cycle management solutions. Serving more than 20,000 dental practices across the U.S., the combined business provides end-to-end visibility and automation for dental organizations—from patient communication to billing and collections. With a strong foundation of recurring revenue, a proven leadership team, and a loyal customer base, the company is positioned for accelerated growth through cross-selling, technology integration, and operational discipline.

Position Summary

The Director of FP&A will be a key member of the leadership team, responsible for establishing the financial framework and analytical rigor to support the company's next phase of growth and integration. This role combines strategic finance leadership with hands-on operational execution—ideal for a finance executive who can design scalable systems while actively leading the integration of the three legacy organizations.

Reporting to the CFO and collaborating closely with the integration Advisor and CEO, the Director of FP&A will build a comprehensive financial planning and reporting function that enables sound decision-making, transparency, and accountability.

Key Responsibilities

• Lead financial integration across all three companies, unifying systems, processes, and reporting frameworks.
• Build and lead a high-performing FP&A function responsible for budgeting, forecasting, variance analysis, and strategic financial modeling.
• Develop and maintain detailed financial and operating models to support forecasting, scenario planning, and strategic decision-making.
• Own 13-week cash flow forecasting, working capital optimization, and collections discipline to maintain liquidity and operational flexibility.
• Lead the assessment and integration of financial systems and reporting tools across the three legacy businesses to establish unified data visibility and control.
• Develop dashboards and KPIs to monitor company performance across ARR, EBITDA, and key operational metrics.
• Partner with Product, Sales, and Operations to align financial goals with business priorities and drive cross-functional accountability.
• Implement financial processes and systems to support growth, improve predictability, and ensure compliance across multiple business lines.

Qualifications

Ideal Candidate Profile

The ideal candidate is a strategic and operational finance leader who thrives in dynamic, founder-led environments and is energized by the opportunity to bring structure and insight to a high-growth platform. They will have experience leading financial integration efforts across multiple entities, implementing systems and processes from the ground up, and supporting technology-driven business transformation. This person brings both the discipline of an institutional operator and the agility of a hands-on builder—able to influence, execute, and lead through change.

Why This Role

Wide range of factors are considered in making compensation decisions. Exact compensation may vary based on factors including skills, experience, certification, license and location. A reasonable estimate of current total compensation range including potential discretionary incentives is $150,000 to $225,000 USD per year.

About ETONIEN : ETONIEN is a national professional services firm supporting diverse PE and corporate clients with immediate project and interim Leadership, Finance, Accounting, Restructuring, HR, and Operations related needs.

Our primary focus is to attract, develop and retain elite Financial, Operational, and Restructuring consultants with experience in supporting primarily middle-market Private Equity backed portfolio companies and corporate clients in the following roles : CEO, COO, CFO, CRO, Controller, FP&A, Treasury, HR, Supply Chain and Procurement. Beyond technical expertise, we strive to partner with detailed oriented and hands-on practitioners committed to excellence and who appreciate challenging, fast-paced environments.