Director of Financial Planning and Analysis

Role Overview

GetixHealth is seeking a Director of Financial Planning & Analysis (FP&A) to build and lead a high-impact FP&A function supporting a growing, multi-entity business.

Reporting to the Chief Financial Officer, this individual will act as a strategic partner to executive leadership , driving data-informed decision-making, improving financial performance, and supporting scalable growth.

A key focus of this role will be building client-level P&L visibility across the organization and transforming the forecasting process into a more accurate, scalable, and insight-driven capability .

We are looking for a highly analytical and intellectually curious leader who thrives in complex environments, challenges assumptions, and connects financial insights to business strategy. This role offers the opportunity to establish best-in-class FP&A capabilities and build a high-performing team from the ground up .

Key Responsibilities

Financial Planning & Strategy

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• Lead annual budgeting, rolling forecasts, and long-range planning processes
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• Develop and maintain robust, scalable financial models supporting strategic initiatives and operational decisions
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• Drive the evolution of the forecasting process , improving accuracy, visibility, and responsiveness to business changes
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• Partner with executive leadership to translate financial data into actionable strategy
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• Support scenario planning, sensitivity analysis, and investment evaluation
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Client-Level Profitability & Insights (Core Initiative)

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• Design and implement client-level P&Ls across the organization to improve visibility into profitability by customer, service line, and geography
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• Partner with operations and accounting to align revenue, cost allocation, and margin reporting at a granular level
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• Identify profitability drivers, margin leakage, and optimization opportunities
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• Establish ongoing reporting and governance around client-level financial performance
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Business Partnership & Insights

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• Serve as a trusted advisor to cross-functional leaders across operations, HR, and accounting
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• Analyze financial performance across multiple lines of business , identifying trends, risks, and opportunities
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• Drive profitability improvement and cost optimization initiatives
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• Deliver clear, concise recommendations that influence decision-making
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Reporting & Analytics

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• Own monthly, quarterly, and ad hoc financial reporting for senior leadership
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• Enhance reporting processes, tools, and data accuracy to support real-time decision-making
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• Build dashboards and insights using BI tools (e.g., Power BI or similar)
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Systems & Process Excellence

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• Leverage and optimize financial systems (e.g., NetSuite or similar ERP platforms) to improve planning and reporting capabilities
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• Identify opportunities to automate and streamline workflows
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• Support the integration of modern financial technologies , including emerging AI-driven tools
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Team Leadership

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• Build, lead, and develop a high-performing FP&A team
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• Establish best practices, standard processes, and a strong analytical culture
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• Mentor team members and promote continuous learning and development
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Candidate Profile

Required Experience

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• 7–12+ years of progressive experience in FP&A, corporate finance, or related roles
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• Experience working in a multi-line-of-business, multinational organization
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• Proven track record of supporting executive leadership with financial insights and strategy
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• Strong expertise in financial modeling, forecasting, and performance analysis
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• Hands-on experience with ERP systems (NetSuite or similar) and financial reporting tools
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Preferred Qualifications

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• MBA, CPA, CFA, or equivalent advanced qualification
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• Experience working with or supporting US-based companies or global finance teams
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• Background in healthcare, revenue cycle management, or services-based organizations
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Key Attributes We’re Looking For

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• Intellectual curiosity – naturally inquisitive, digs into the “why” behind the numbers, and challenges assumptions
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• Strategic mindset – able to connect financial insights to business outcomes
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• Strong business acumen – understands drivers across multiple revenue streams and client segments
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• Advanced analytical capability – translates complex data into clear insights
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• Execution-oriented – able to build and implement new processes (not just analyze)
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• Excellent communication skills – able to influence senior stakeholders
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Technology & Innovation

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• Advanced proficiency in Excel and financial modeling tools
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• Experience with NetSuite or equivalent ERP platforms required
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• Familiarity with BI and visualization tools (e.g., Power BI)
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• Nice to have: Exposure to emerging AI tools (e.g., Microsoft Copilot, Claude, or similar) and interest in applying AI to finance workflows
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What Makes This Role Unique

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• Opportunity to build FP&A capability from the ground up in India
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• Ownership of a major transformation initiative (client-level P&Ls and forecasting improvement)
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• High visibility and direct collaboration with the CFO and executive team
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• Ability to shape the team, tools, and financial processes
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• Exposure to strategic initiatives across a growing, multi-line-of-business organization
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