Director, FP&A

Job Description:

Qualifacts is a leading provider of behavioral health software and SaaS solutions for clinical productivity, compliance and state reporting, billing, and business intelligence. Its mission is to be an innovative and trusted technology and end-to-end solutions partner, enabling exceptional outcomes for its customers and those they serve. Qualifacts’ comprehensive portfolio, including the CareLogic®, Credible™, and InSync® platforms, spans and serves the entire behavioral health, rehabilitative, and human services market supporting non-profit Certified Community Behavioral Health Clinics (CCBHC) as well as for-profit large enterprise and small business providers. Qualifacts has a loyal customer base, with more than 2,500 customers representing 75,000 providers serving more than 6 million patients.  Qualifacts was recognized in the 2022 and 2023 Best in KLAS: Software and Services report as having the top ranked Behavioral Health EHR solutions.

If you want to work inside an atmosphere where innovation has purpose, and your ambition works to support our customers and those they serve, please apply today!

We are seeking candidates in Nashville or Tampa to work a hybrid schedule in either office location. Remote candidates will not be considered.

Summary of the FP&A Director

The FP&A Director prepares financial materials for the company executive team and the Board of Directors. You’ll drive the FP&A calendar and build storyboards for monthly company results, variance to budget analysis, and forecasts. With a global perspective on the company’s financial drivers, the Finance Manager will manage and enhance the library of KPI dashboards. 

Responsibilities for the FP&A Director

• FP&A Close & Forecast: Manage the team’s monthly close and forecast calendar by coordinating with accounting. Prepare the monthly close package for Board distribution with financial results, variance to budget analysis, and KPI dashboard. Summarize monthly forecast and annual budget for executive review.
• KPI Reporting: Support business unit executives with KPI reporting on key operational, sales, and financial metrics. Standardize metric definitions for the company.  Build and manage KPI dashboards for metrics that drive financial performance.
• Cash Forecasting: Forecast the company’s cash flow including monitoring and reporting on key drivers of cash generation to the CFO and Board of Directors.
• Reporting projects and other Ad Hoc Requests: A key project in year 1 will include building process, reports and collaboration in our move from Excel-based forecasting to Adaptive Planning.

Qualifications of the FP&A Director

• Bachelor’s degree, preferably in Finance/Accounting with 12 years of progressive experience in finance, accounting, or economics; OR master’s degree with 8 years of related experience
• 5 years’ experience with financial forecasting and variance analysis
• 3 years of experience building KPI dashboards
• 3 years of experience reporting results to VPs, C-Level executives, and/or board of directors
• 1 year experience in SaaS industry or Healthcare IT preferred

Knowledge, Skills, and Abilities of the Director, FP&A

• Ability to solve complex business and financial problems

• Strong ability to aggregate data, analyze, draw correct conclusions, and communicate the results verbally and in PowerPoint to executive audiences
• Can manage multiple high priority projects on a tight timeline and drive others to deliver work to you on time

Qualifacts is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.