Director, Financial Planning & Analysis

HHAeXchange is the leading technology platform for home and community-based care. Founded in 2008, HHAeXchange was born out of an idea to create a fully comprehensive end-to-end homecare solution to help people who are aging or have disabilities thrive in their homes and communities. Our employees are passionate about transforming the healthcare space by building the only homecare ecosystem that fully connects patients, personal care providers, managed care organizations, and states.

We are seeking a highly skilled and experienced Director, Financial Planning & Analysis (FP&A) to lead a small team of analysts in conjunction with the current VP, FP&A. This individual will serve as a critical business partner to C-level executives, overseeing key financial processes such as forecasting and monthly reporting, and supporting strategic initiatives like mergers and acquisitions (M&A), lender or private equity (PE) investor requests. The ideal candidate will possess extensive experience in the software industry with a solid understanding of best practices in planning and forecasting, be excited to dig-in and support next level growth and process maturity utilizing knowledge of planning/ forecasting tools, and advanced financial modeling skills.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily with or without reasonable accommodations. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

We are seeking candidates located in either the Washington, DC or New York City metro areas.

Essential Job Duties

• Leadership and Team Management: Lead, mentor, and develop a small team of FP&A analysts, fostering a culture of excellence and continuous improvement.
• Business Partnership: Serve as a trusted advisor to C-level executives, providing insights and recommendations to drive strategic decision-making. Leverage financial expertise to help business partners understand financial implications of their decisions, optimize resource allocation, and identify growth opportunities.
• Financial Processes: Oversee key financial processes, including forecasting, budgeting, and monthly reporting, ensuring accuracy and timeliness.
• Strategic Initiatives: Support and lead strategic initiatives such as M&A activities, lender or PE investor requests, and other ad hoc projects.
• Financial Modeling: Develop and maintain robust financial models to support business planning and decision-making.
• Tools and Systems: Optimize utilization of current forecasting tool (Adaptive) and support ongoing Finance Tech stack evolution.
• Performance Analysis: Conduct detailed financial analysis, identifying trends, risks, and opportunities to inform strategic planning.

Other Job Duties

• Other duties as assigned by supervisor or HHAeXchange leader.

Required Education, Experience, Certifications and Skills

• Bachelor’s degree in analytical field such as Finance, Economics or Math required; MBA, MSF or other advanced degree preferred.
• Minimum of 10 years of experience in FP&A, with at least 5 years in a leadership role. Demonstrated experience in partnering with business leaders to drive financial performance and support strategic initiatives.
• Extensive experience with planning and forecasting tools, and advanced proficiency in Excel-based financial modeling.
• Strong analytical and problem-solving abilities, with a keen attention to detail.
• Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely.
• Strong leadership and team management skills, with a proven ability to mentor and develop talent through balancing company needs with individual development goals.
• Ability to think strategically and translate business strategies into actionable financial plans.
• Experience in supporting strategic initiatives such as M&A and lender or PE investor requests is highly desirable.

The base salary range for this US-based, full-time, and exempt position is $180,000-$190,000, not including variable compensation. An employee’s exact starting salary will be based on various factors including but not limited to experience, education, training, merit, location, and the ability to exemplify the HHAeXchange core values.

This is a benefits-eligible position. HHAeXchange offers competitive health plans, paid time-off, company paid holidays, 401K retirement program with a Company elected match, including other company sponsored programs.

HHAeXchange is an equal-opportunity employer. The Company offers employment opportunities to all applicants and employees without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, medical condition, marital status, veteran status, citizenship, genetic information, hairstyles, or any other status protected by local or federal law.