Business Planning & Performance Management Director

The Business Planning & Performance Management Director is responsible for leading the company’s financial planning, forecasting, budgeting, and analytical activities. This role provides critical insights and recommendations to senior management to support strategic decision-making and optimize financial performance. Responsibilities Budgeting & Forecasting Lead the annual budgeting process and develop financial forecasts. Collaborate with department heads to consolidate and refine budget inputs. Monitor variances and provide actionable insights on performance versus plan. Financial Analysis Analyze business trends, financial results, and key performance indicators (KPIs). Prepare monthly and quarterly financial reports and executive presentations. Conduct scenario modeling, ROI analysis, and profitability assessments. Strategic Planning Partner with leadership to evaluate business initiatives, investments, and cost-saving opportunities. Provide financial modeling and decision support for strategic projects. Contribute to long-term business and financial strategy development. Reporting Develop dashboards and visualizations for financial and operational performance. Ensure accuracy, timeliness, and consistency of financial data. Support board reporting and investor communications as needed. Process Improvement Identify opportunities to streamline financial processes and improve accuracy. Implement best practices in planning, reporting, and data management. Support system implementations or upgrades related to finance tools. Advanced Excel and financial modeling expertise. Proficiency with financial systems (e.g., Adaptive Insights, Anaplan, Hyperion, or similar). Strong analytical, communication, and presentation skills. Proven ability to influence cross-functional teams and senior leaders. Core Competencies Financial Acumen Refined knowledge and understanding of key financial indicators and processes used to make better business decisions. Leverage knowledge and analysis to provide strategic opportunities for the company. Action Oriented Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. Identifies and seizes new opportunities. Communicates Effectively Exchanging ideas, knowledge, and data so that the message is received and understood with clarity and purpose. Leverages emotional intelligence to adapt to the emotions and intentions of others. Business Insight & Organizational Savvy Ability to understand and effectively respond to various business scenarios. Remains flexible during times of change and comprehends business operations to provide quality insight on how to achieve success. Strong grasp of organizational culture and behavior helps to build support for ideas among key decision makers. Applies previous experience and knowledge to make sound decisions for Vatica. Keeps up with current and future policies, practices, and trends in the marketplace. Recognizes roadblocks and considers how to address adversity using positive influence. Plans and Aligns, Resourcefulness Plans and prioritizes work to meet the goals of the business. Breaks down objectives into plans and actions to achieve significant milestones. Anticipates and readily adjusts plans. Maintains organization of resources to support efficiency. Situational Adaptability & Flexibility Adapts approach in real time to respond to different situations. Thinks quickly and readily adapts behavior in the moment. High level of versatility. WORKING AT VATICA HEALTH ADVANTAGES Prosperity Competitive salary based on your experience and skills – we believe the top talent deserves the top dollar Bonus Potential (based on role and is discretionary) – if you go above and beyond, you should be rewarded 401k plans– we want to empower you to prepare for your future Room for growth and advancement- we love our employees and want to develop within Good Health Comprehensive Medical, Dental, and Vision insurance plans Tax-free Dependent Care Account Life insurance, short-term, and long-term disability Happiness Excellent PTO policy (everyone deserves a vacation now and then) Great work-life balance environment- We believe family comes first! Strong supportive teams- There is always a helping hand when you need it The salary for a position is typically determined by multiple factors such as the individual's qualifications, experience, skills, and location. The projected compensation range for the position may vary based on these factors and could range from $165,000 to $175,000 (annualized USD). However, this estimate represents just one aspect of our total compensation package offered.