Director, Financial Planning & Analysis

Director, Financial Planning & Analysis

GENERAL SUMMARY

This role has primary responsibility for building and expanding CHKD’s financial planning and analysis (FP&A) initiatives, including supporting organizational change, empowering leaders to make data-driven decisions, and standardizing and streamlining analytics and modeling efforts. The role will manage and collaborate with a team of finance business partners, along with other associated stakeholders and leadership, to develop and achieve these initiatives. Reports to departmental leadership.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Lead organizational long-range financial planning, scenario modeling, and capital allocation strategies to support sustainable growth.

Direct the annual budgeting process, engaging and educating stakeholders across service lines, departments, and locations to align budgeting with long-range forecasting and capital planning to ensure financial sustainability.

Cultivate business partnerships with leaders across service lines and departments.

Translate complex financial data into actionable insights, build trust, and identify return on investment (ROI) opportunities in collaboration with clinical, operational, and IT stakeholders.

Collaborate with the Strategy & Planning team to develop financial models and proformas that support service line expansion, market growth, and strategic initiatives.

Deliver timely and insightful monthly reporting—including dashboards, KPIs, labor productivity metrics, and financial metrics—to support decision-making.

Evaluate and prioritize capital investments in clinical technology, facilities, and digital health initiatives ensuring alignment with strategic goals and ROI.

Maintain healthcare industry expertise in Medicare, Medicaid and commercial reimbursement methodologies, along with experience in labor forecasting, including provider productivity modeling, FTE demand planning, and clinical staffing optimization.

Champion financial automation and digital transformation. Demonstrate hands-on expertise with EPM and BI tools (e.g., Strata, Power BI, Epic Cogito) to enhance FP&A capabilities, support cost transparency, track margin improvement initiatives, and enable data-driven decision-making. Build advanced financial models and apply predictive analytics to optimize performance.

Serve as a strategic advisor to the CFO, delivering clear, compelling financial narratives. Prepare executive-level presentations, support governance presentations, and oversee external financial surveys.

Foster a culture of accountability, innovation, and continuous improvement.

Leads, manages, coaches, and trains a team or department, provides guidance, support, and mentors to ensure optimal performance and productivity.

Oversees the recruitment, hiring, team / department orientation, performance appraisals and disciplinary actions including up to termination processes for a team or department.

Perform all other duties as assigned.

LICENSES AND / OR CERTIFICATIONS

Required Licenses and / or Certifications

N / A

Preferred Licenses and / or Certifications

N / A

MINIMUM EDUCATION AND EXPERIENCE REQUIREMENTS

Required Education and Experience

Bachelor’s degree in Finance, Business, Accounting, or another relevant field required

8+ years of experience in a finance, planning, or analytics role required

Preferred Education and Experience

MBA, CFA, or Master’s degree in Finance, Accounting, or another relevant field preferred

12+ years of progressive experience in finance, including experience in an FP&A department preferred

Experience working in-house at a large hospital or health system preferred

5+ years in a leadership role preferred

Required Knowledge, Skills and Abilities

Financial planning

Financial modeling

Data analytics & visualization (preferably with Power BI or adaptable skills)

Coaching & team development

Effective and adaptable communication skills (ability to “translate” complex financial topics between finance and non-finance stakeholders)

Budgeting and planning (specifically within a healthcare provider is preferred)

Stakeholder management (preferably with senior leaders)

Database management tools

Financial software and reporting applications

Preferred Knowledge, Skills and Abilities

Healthcare finance

Healthcare industry trends

Hospital reimbursement methodologies and financial principles

Accounting

Large-scale healthcare analytics

Coding - SQL, python, and / or other relevant coding languages

WORKING CONDITIONS

Normal office environment with little exposure to excessive noise, dust, temperature and the like.

PHYSICAL REQUIREMENTS

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