Job Seekers
Head of Financial Planning & Analysis
Job Description
Head of Financial Planning & Analysis (FP&A)
Location: Hybrid – Corporate Office with Remote Flexibility
Compensation: Competitive base salary ($180,000–$210,000) + bonus + outstanding benefits
Our client, a dynamic, private equity-backed, multi-location organization, is looking for a Head of FP&A to become a strategic partner to the CFO, executive leadership, and PE sponsor. This role will lead the FP&A function, shaping financial strategy, driving forecasting and budgeting, and delivering insights that fuel growth and value creation. You’ll also play a pivotal role in M&A readiness, strategic planning, and building scalable financial processes for a high-growth environment.
Key Responsibilities
- Strategic Partnership: Collaborate with CFO, CEO, and leadership to provide actionable insights that influence business decisions and profitability.
- Budgeting & Forecasting: Own the annual planning cycle, ensuring accuracy and alignment with organizational goals.
- Reporting Excellence: Deliver monthly financial reports and performance dashboards for executives, board members, and PE sponsors.
- Financial Modeling: Build and maintain models to evaluate performance, risk, and growth opportunities.
- KPI & Analytics: Define and monitor KPIs, and create dynamic dashboards in Power BI to translate data into strategic action.
- Cash Flow Oversight: Manage cash flow forecasting and optimize working capital.
- M&A Support: Contribute to due diligence, valuation, and integration for acquisitions.
- Innovation: Advance analytics capabilities to drive incremental value and align data with strategic objectives.
What We’re Looking For
- Proven experience in multi-site healthcare, franchising, or PE-backed businesses.
- Strong analytical skills and ability to simplify complex processes.
- Exceptional communication and relationship-building skills with senior leadership.
- 8–10+ years in Finance/FP&A roles, ideally in high-growth, PE environments.
- Expertise in ERP systems (NetSuite preferred), Power BI, and advanced Excel.
- Bachelor’s in Finance or Accounting required; MBA preferred.
Why Join Us?
- Flexible hybrid work model.
- Competitive compensation and comprehensive benefits.
- High visibility with executive leadership and private equity sponsors.
- Opportunity to shape FP&A strategy and build a scalable team.
- Recent NetSuite implementation and upcoming CRM projects.
At Taylor White, we specialize in Accounting & Finance roles in Tampa Bay. Our industry knowledge, combined with our extensive recruiting experience, means we not only know what you're looking for...we know how to find it! For more information, please contact us via our website at www.taylorwhite.com.
INDHP
JOB#22621
Additional Information
Whether you're an employer seeking talent or a job candidate ready for new challenges, we can help. We're Taylor White. A recruitment firm focused exclusively on placing those in the accounting and finance field - and only in the Tampa Bay area. What's more, most of our recruiters used to be accounting professionals themselves so we're uniquely capable of understanding your needs - no matter what side of the table you're on.
From placing top-tier talent in permanent positions throughout Tampa Bay to providing access to the area's best consultants, there's a reason Taylor White is the first firm both candidates and employers turn to. We know accountants.