Director of Financial Planning and Analysis

Role Overview

GetixHealth is seeking a Director of Financial Planning & Analysis (FP&A) to build and lead a high-impact FP&A function supporting a growing, multi-entity business.

Reporting to the Chief Financial Officer, this individual will act as a strategic partner to executive leadership, driving data-informed decision-making, improving financial performance, and supporting scalable growth.

A key focus of this role will be building client-level P&L visibility across the organization and transforming the forecasting process into a more accurate, scalable, and insight-driven capability.

We are looking for a highly analytical and intellectually curious leader who thrives in complex environments, challenges assumptions, and connects financial insights to business strategy. This role offers the opportunity to establish best-in-class FP&A capabilities and build a high-performing team from the ground up.

Key Responsibilities

Financial Planning & Strategy

• Lead annual budgeting, rolling forecasts, and long-range planning processes
• Develop and maintain robust, scalable financial models supporting strategic initiatives and operational decisions
• Drive the evolution of the forecasting process, improving accuracy, visibility, and responsiveness to business changes
• Partner with executive leadership to translate financial data into actionable strategy
• Support scenario planning, sensitivity analysis, and investment evaluation

Client-Level Profitability & Insights (Core Initiative)

• Design and implement client-level P&Ls across the organization to improve visibility into profitability by customer, service line, and geography
• Partner with operations and accounting to align revenue, cost allocation, and margin reporting at a granular level
• Identify profitability drivers, margin leakage, and optimization opportunities
• Establish ongoing reporting and governance around client-level financial performance

Business Partnership & Insights

• Serve as a trusted advisor to cross-functional leaders across operations, HR, and accounting
• Analyze financial performance across multiple lines of business, identifying trends, risks, and opportunities
• Drive profitability improvement and cost optimization initiatives
• Deliver clear, concise recommendations that influence decision-making

Reporting & Analytics

• Own monthly, quarterly, and ad hoc financial reporting for senior leadership
• Enhance reporting processes, tools, and data accuracy to support real-time decision-making
• Build dashboards and insights using BI tools (e.g., Power BI or similar)

Systems & Process Excellence

• Leverage and optimize financial systems (e.g., NetSuite or similar ERP platforms) to improve planning and reporting capabilities
• Identify opportunities to automate and streamline workflows
• Support the integration of modern financial technologies, including emerging AI-driven tools

Team Leadership

• Build, lead, and develop a high-performing FP&A team
• Establish best practices, standard processes, and a strong analytical culture
• Mentor team members and promote continuous learning and development

Candidate Profile

Required Experience

• 7-12+ years of progressive experience in FP&A, corporate finance, or related roles
• Experience working in a multi-line-of-business, multinational organization
• Proven track record of supporting executive leadership with financial insights and strategy
• Strong expertise in financial modeling, forecasting, and performance analysis
• Hands-on experience with ERP systems (NetSuite or similar) and financial reporting tools

Preferred Qualifications

• MBA, CPA, CFA, or equivalent advanced qualification
• Experience working with or supporting US-based companies or global finance teams
• Background in healthcare, revenue cycle management, or services-based organizations

Key Attributes We're Looking For

• Intellectual curiosity - naturally inquisitive, digs into the "why" behind the numbers, and challenges assumptions
• Strategic mindset - able to connect financial insights to business outcomes
• Strong business acumen - understands drivers across multiple revenue streams and client segments
• Advanced analytical capability - translates complex data into clear insights
• Execution-oriented - able to build and implement new processes (not just analyze)
• Excellent communication skills - able to influence senior stakeholders

Technology & Innovation

• Advanced proficiency in Excel and financial modeling tools
• Experience with NetSuite or equivalent ERP platforms required
• Familiarity with BI and visualization tools (e.g., Power BI)
• Nice to have: Exposure to emerging AI tools (e.g., Microsoft Copilot, Claude, or similar) and interest in applying AI to finance workflows

What Makes This Role Unique

• Opportunity to build FP&A capability from the ground up in India
• Ownership of a major transformation initiative (client-level P&Ls and forecasting improvement)
• High visibility and direct collaboration with the CFO and executive team
• Ability to shape the team, tools, and financial processes
• Exposure to strategic initiatives across a growing, multi-line-of-business organization