District Partners has been engaged by a leading healthcare organization to identify a Director of Budget & Financial Planning to lead enterprise-level budgeting, forecasting, and long-range financial planning functions. This strategic finance leader will oversee a high-performing FP&A team and play a critical role in driving financial performance, supporting business growth, and fostering a data-driven culture across the organization.
In this role, the Director will guide the development and execution of the annual operating and capital budgets, financial pro formas, and special financial projects while collaborating closely with senior leadership. The ideal candidate will bring deep healthcare financial experience, strong analytical and technical acumen, and the ability to translate complex financial data into actionable insights that inform executive decision-making.
What You'll Do:
- Lead the development, management, and continuous improvement of the organization’s enterprise budget process and financial planning framework.
- Direct a team responsible for financial modeling, forecasting, and long-term financial planning.
- Partner with operational and clinical leaders to align budget objectives with strategic priorities.
- Oversee special financial analyses, capital projects, and pro forma development for business initiatives.
- Ensure accuracy, compliance, and transparency across budgeting and reporting processes.
- Support executive leadership with timely, data-driven insights and scenario analyses.
- Serve as a mentor and positive leader, modeling collaboration, accountability, and innovation.
What You Must Have:
- Bachelor’s degree in Business Administration, Accounting, Finance, or related field.
- Minimum of five (5) years of progressive experience in budgeting, financial analysis, or related functions within a medium to large healthcare organization.
- Minimum of two (2) years leading a budget or FP&A team, including responsibility for enterprise budgeting and planning processes.
Preferred Qualifications:
- Experience with healthcare financial systems such as PeopleSoft, EPIC, and Strata/StrataJazz.
- Strong background in project management, financial modeling, and decision support analytics.
- Proven success establishing financial policies, procedures, and analytical frameworks.
- Demonstrated ability to manage multiple complex initiatives, mentor staff, and provide strategic financial guidance.
- Excellent communication, presentation, and interpersonal skills.
- Advanced proficiency in Microsoft Excel and related business applications.
- Master’s degree in Finance, Accounting, or Business Administration preferred.
Location: Sarasota, FL (On-site)