Vice President, Financial Planning & Analysis

HaloMD is seeking an exceptional Vice President of Financial Planning & Analysis (FP&A) to build and lead a high-performing FP&A function. As a newly created role, the VP of FP&A will play a critical role in shaping the company’s financial strategy, providing insights that drive key decision-making, and enabling sustainable growth. This is a unique opportunity to establish the FP&A function from the ground up, partnering with executive leadership to ensure financial alignment with organizational objectives.

The ideal candidate is a strategic and analytical leader with deep experience in financial planning, forecasting, and business performance management, and thrives in high-growth, fast-paced environments.

FP&A Strategy and Leadership:

· Develop and execute the vision and framework for a world-class FP&A function that aligns with HaloMD’s strategic goals.

· Serve as a trusted advisor to the CFO and executive leadership team, providing actionable insights to inform strategic decisions.

· Build and lead a high-performing FP&A team, fostering a culture of collaboration, excellence, and continuous improvement.

Financial Planning and Analysis:

· Oversee all aspects of financial planning, forecasting, and budgeting to ensure alignment with company objectives.

· Develop and maintain financial models to support strategic initiatives and long-term planning.

· Provide variance analysis and actionable recommendations to improve business performance.

Strategic Partnering and Business Insights:

· Partner with department heads to provide financial insights that support operational and strategic goals.

· Analyze key business drivers and metrics to identify growth opportunities and risks.

· Present clear, concise financial reports and dashboards to executive leadership and key stakeholders.

Process Improvement and Scalability:

· Establish robust financial processes, systems, and tools to enhance accuracy, efficiency, and scalability.

· Implement and optimize technology solutions to streamline FP&A operations and reporting.

Performance Management and Reporting:

· Develop KPIs and performance metrics to measure and evaluate financial and operational success.

· Provide regular reporting and presentations to the executive team, board of directors, and investors.

· Drive initiatives to optimize profitability and ensure cost-efficiency across the organization.

M&A and Capital Strategy Support:

· Support potential merger, acquisition, and investment activities with financial modeling and due diligence.

· Partner with the CFO to evaluate capital allocation strategies and funding needs.

· Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).

· 10+ years of progressive finance experience, with at least 5 years in leadership roles within FP&A.

· Experience within healthcare or RCM strongly preferred.

· Proven ability to build and scale FP&A functions in high-growth or dynamic environments.

· Expertise in financial modeling, forecasting, and business performance analysis.

· Strong knowledge of financial systems and tools (e.g., ERP, BI platforms, and FP&A software).

· Exceptional communication skills, with experience presenting to executives, boards, and investors.

· Demonstrated ability to lead and mentor teams while managing competing priorities.

Must thrive in dynamic, fast-paced environments with ambiguity, minimal structure, and evolving processes.