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@surgerypartners.com
Job Summary
The Senior Director, Financial Planning & Analysis (FP&A) will play a key leadership role within the Corporate Finance organization, overseeing the FP&A team and partnering with senior leaders to strengthen enterprise planning, forecasting, and performance management. The ideal candidate combines deep financial expertise, strong business acumen, disciplined organizational skills, knowledge of financial analysis tools and techniques, and exceptional communication skills. This leader must be able to develop a highly engaged team, operate effectively in a rapidly growing and complex environment, and help guide the company toward its long-term business objectives.
Reporting to the Group CFO, Enterprise and Corporate, this role leads the enterprise FP&A function and partners closely with Accounting, Operations, Corporate Finance, Business Intelligence, and other key stakeholders.
Duties And Responsibilities
- Establish the governance framework and execution strategy for the enterprise FP&A organization.
- Partner across company functions, including Operations, Development, and Corporate Finance, to align on business performance, monthly results, forecasts, and risks and opportunities.
- Lead all aspects of the annual budgeting process, including target setting, coordination, consolidation, analysis, and executive presentations.
- Lead high-priority ad hoc projects and analyses of key business issues, providing senior leadership with actionable insights that support timely decisions.
- Leverage available and newly developed systems data to create management reporting for assigned business lines and/or the enterprise.
- Maintain and enhance internal financial planning and reporting tools to create a highly efficient and effective FP&A function.
- Collaborate with business intelligence to create real time actionable analysis
- Create and maintain management reports for monthly, quarterly, and annual analysis containing profitability analysis, segment metrics, and capital utilization analysis.
- Understand and effectively communicate cost drivers in the organization.
- Presents financial and operational results to senior management on a regular and ad-hoc basis, including trends and competitive analysis giving full insight into the Company’s P&L.
- Prepare presentations and provide critical input into senior management discussions and strategy planning
- Development of business intelligence presentations for disbursing data to management in visual format
- Lead compilation, consolidation rollup, and analysis of annual budgets and forecasts
- Set the direction for driving efficiencies across all areas within the enterprise FP&A organization
- Create a diverse and inclusive environment
- Act as a talent steward for employees, including identifying and developing staff, educating and empowering, and assessing opportunities to realign work and team structure to ensure optimal efficiency and productivity.
- Lead financial innovation and change.
- Performs other duties as assigned
Qualifications
- 10+ years of progressive finance experience, including significant responsibility for budgeting, forecasting, variance analysis, and financial analysis; experience in both public accounting and private industry is preferred.
- 5+ years of experience managing staff
- Accounting, M&A and/or finance background preferred
- Advanced experience with use of Excel required
- Experience leading a department or functional area
- Advanced financial modeling skills required, including sophisticated use of Excel, pivot tables, data-query tools, and other contemporary modeling techniques; experience with automation tools, including macros and SQL, is preferred.
- Experience using Business Intelligence tools (i.e. Tableau, SAP, Power BI, etc.)
- Experience with consolidation and financial systems also required
- Demonstrated background in creating/improving processes and process management
- Hands-on leadership style with a proven ability to drive results
- Demonstrated ability to advise business leaders, define complex business problems, and develop decision-support analyses related to financial performance, business planning, strategic opportunities, and business cases.
- Demonstrated ability to effectively articulate an issue or point of view to a varied audience both verbally and in writing
- Strong communication skills including demonstrated ability to interact with senior management and influence outcomes across all levels of the organization
- Ability to meet rigorous deadlines of a growth-oriented company; ability to multi-task and prioritize responsibilities, coordinate and manage multiple commitments simultaneously
- Solid values and high standards of ethics, integrity, and trust
- Experience collaborating with stakeholders across multiple functions and levels of the company.
- Experience diagnosing, isolating, and resolving complex issues and recommending and implementing strategies to resolve problems
- Demonstrated ability to analyze and define business problems in order to prepare decision-support analysis on a range of issues related to financial performance, business planning, strategic opportunities, and business case analysis
- Experience in healthcare, hospitals, ambulatory surgery centers, and joint ventures preferred.
- Demonstrated executive presence, including the ability to communicate credibly, influence senior leaders, and represent the FP&A function in high-stakes discussions.
EDUCATION
- Bachelor’s degree in finance, accounting, or a related field required; MBA or CPA highly preferred.
KEY COMPETENCIES
- Deep Financial Planning & Analysis Capabilities: The successful candidate must possess significant FP&A experience, including the ability to develop and maintain a comprehensive financial projection model.
- Problem Solving & Analytical Orientation: Uses excellent problem-solving and analytical skills to track, analyze, interpret, and report key historical and projected operating metrics, trends, and financial results. Can take a deep dive into business details while maintaining focus on the broader strategic picture.
- Results Oriented: Thinks strategically and executes tactically, integrating technical, creative, business, and communication skills to deliver results.
- Effective Communication and Decision Making: Conveys important messages clearly and persuasively, makes timely decisions when circumstances require a rapid response, and demonstrates outstanding written and verbal communication skills.
Benefits
- Comprehensive health, dental, and vision insurance
- Health Savings Account with an employer contribution
- Life Insurance
- PTO
- 401(k) retirement plan with a company match
- And more!
Equal Employment Opportunity & Work Force Diversity
Our organization is an equal opportunity employer and will not discriminate against any employee or applicant for employment based on race, color, creed, sex, religion, marital status, age, national origin or ancestry, physical or mental disability, medical condition, parental status, sexual orientation, veteran status, genetic testing results or any other consideration made unlawful by federal, state or local laws. This practice relates to all personnel matters such as compensation, benefits, training, promotions, transfers, layoffs, etc. Furthermore, our organization is committed to going beyond the legal requirements of equal employment opportunity to take positive actions which ensure diversity in the workplace and result in a multi-cultural organization.
Surgery Partners conducts pre-employment screenings including but not limited to criminal background checks and drug testing.
Data Protection, Drug Free Workplace And Notice Electronic Consent
DRUG FREE WORKPLACE CONSENT AGREEMENT
I understand that Surgery Partners has a policy to maintain a drug free workplace. In accordance with the Drug Free Workplace Policy, all prospective employees must successfully complete a drug screen urinalysis as a condition of employment. Further, current employees may also be required to submit to drug screening, as a condition of continued employment, as specified under the guidelines of the Drug Free Workplace Policy.
I hereby acknowledge that my submission to a drug screen urinalysis is a term of employment and will be administered at no cost to me. All medical information obtained as a result of this test will be classified as confidential with the exception of the positive or negative result. I understand that a positive drug screen result will preclude me from any further consideration of employment with Surgery Partners unless reapplication requirements are met within the terms specified in the Drug Free Workplace Program. I also understand that, once employed, a positive drug screen result may subject me to disciplinary action up to and including termination.
In consideration of the above information, I hereby agree to submit to a drug screen urinalysis and authorize the release of the results to representatives of Surgery Partners. Also, I hereby release directors, managers, officers, employees or other representatives of Surgery Partners from any liabilities, damages, judgments or causes of actions, including costs and attorney fees before trial, at trial or on appeal, that result from this policy or testing procedure as applied to me.
CALIFORNIA PRIVACY NOTICE FOR APPLICANTS AND NEW HIRES
If you are a California resident, Surgery Partners collects personal information from and about you in connection with recruiting, hiring, and onboarding. This may include identifiers and contact information, resume and application information, education and work history, qualifications, licenses and certifications, communications with us, information relating to interviews and recruiting activity, internet or network activity relating to use of our recruiting systems, and, where applicable, background check, drug testing, or other information relevant to your application, hiring, or onboarding.
We collect and use this information to process your application, evaluate your qualifications, communicate with you about job opportunities and your application status, conduct interviews, complete hiring and onboarding activities, comply with legal and regulatory obligations, maintain business records, protect our systems and workplace, and establish, exercise, or defend legal claims.
We may disclose your personal information to our service providers and other recipients that support recruiting, hiring, onboarding, compliance, and business operations, including recruiting platform providers, background check providers, onboarding and benefits vendors, professional advisers, affiliates, and government authorities where required or permitted by law.
We do not sell your personal information. We also do not share your personal information for cross-context behavioral advertising. We retain your personal information for as long as reasonably necessary and proportionate for the purposes described above, including to evaluate you for current and future opportunities if you ask us to do so, complete onboarding, comply with legal obligations, maintain required records, and protect our legal interests. For more information about our California privacy practices, including your privacy rights and how to exercise them, please review our [California Applicant and Employee Privacy Notice]
ELECTRONIC SIGNATURE NOTICE AND CONSENT
This notice is intended to provide you with important information required by the Electronic Signatures in Global and National Commerce Act (E‐Sign Act).
Consent: By entering your name, you consent to submit your employment application and all related forms, documents and information electronically. You further consent to conduct any matters related to the recruiting, application, background check and/or onboarding process electronically. Typing your name in the textbox under or on a form, entering your login password, and clicking on "Submit", will constitute your electronic signature.
Right to Withdraw Your Consent: You have the right to withdraw your consent to receive disclosures and submit information electronically. If you choose to withdraw your consent, the application process will be terminated. You may withdraw your consent by contacting the Company, and typing in "Withdraw" in the textboxes for the Certification and Background Disclosure pages.
Paper Copies of Electronic Records: If you wish to obtain a free copy of your electronic application and disclosure forms, you may click on the "print" link on the manage your application page.
Updating contact information: It is your responsibility to update the Company regarding any changes to your e‐mail address or other contact information.
