Director, FP&A and Operational Finance

We are seeking a strategic, hands-on Director of FP&A and Operational Finance to lead financial planning, analysis, and decision support across the organization. This high-impact role partners with executive leadership and private equity stakeholders on budgeting, forecasting, reporting, and performance improvement. The ideal candidate combines strong technical skills, business insight, and a passion for using data to drive smarter decisions and scalable growth.

About Us: 

CareRing Health is the healthcare-at-home leader, dedicated to bringing a comprehensive and coordinated ring of care – including home health, home-based primary care, homecare, and hospice care – to the chronically-ill, Medicaid/Medicare-eligible population.  Our innovative healthcare delivery model will result in better patient outcomes and bring health equity to this underserved population.  

What We Offer*:

We know that, to be the best place for our patients, we must be the best place to work for our employees.  We offer the following to our employees:

• Make a difference every day in the lives of those who need our help the most
• Competitive pay
• Paid on a weekly basis
• Medical/dental/vision/life insurance
• Paid holidays/PTO/401(k) match
• Career growth opportunities
• Great and collaborative work environment
• Work-life balance

What You Will Do:

• Financial Planning & Analysis

  • Lead all aspects of budgeting, forecasting, and long-range financial planning, partnering with business leaders to develop aligned, data-driven financial goals.
  • Build and manage scenario models to evaluate business cases, investments, and operational initiatives under multiple conditions.
  • Conduct detailed variance analyses, explaining key drivers of financial performance across revenue, margins, and operating expenses.
  • Own and maintain consolidated P&L, Balance Sheet, and Cash Flow forecasts.

  Strategic Decision Support

  • Act as a key financial advisor to the executive team, supporting strategic initiatives including:
  • M&A analysis and integration planning
  • Direct Labor strategy and margin improvement
  • Cost optimization and operational efficiency
  • Deliver clear, actionable insights to support resource allocation, growth strategies, and performance management.

  KPI & Performance Measurement

  • Develop and refine key performance indicators (KPIs) and operational dashboards that align with business drivers and strategic goals.
  • Partner with business unit leaders to track and analyze trends, productivity metrics, and other operational levers that influence financial outcomes.
  • Ensure timely and accurate reporting of KPIs across business units and service lines.

  Executive & Board Communication

  • Create and deliver board-ready financial materials, including monthly financial packages, forecasts, and business performance reviews.
  • Translate complex financial information into concise, compelling narratives tailored to executives, board members, and private equity stakeholders.
  • Anticipate questions and proactively prepare supporting data and analysis to inform critical decisions.

  Leadership & Collaboration

  • Build strong relationships with leaders across finance, operations, and other departments.
  • Serve as a liaison between Finance and the private equity sponsor, ensuring accurate and timely financial reporting and analysis.

  Process Improvement & Systems

  • Identify opportunities to enhance financial processes, reporting efficiency, and data accuracy.
  • Lead initiatives to standardize reporting, streamline data flows, and improve forecasting accuracy.
  • Leverage tools such as Excel, Power BI, and ERP systems (e.g., Sage Intacct) to automate and scale FP&A capabilities.

• 10+ years of progressive experience in financial planning, analysis, or accounting roles.
• Proven success in a private equity-backed environment, ideally in a small-to-mid-sized, fast-growing company.
• Strong technical skills in financial modeling, Excel, and data analysis; experience with Power BI or similar visualization tools preferred.
• Experience with ERP/accounting systems such as Sage Intacct or similar platforms.
• Industry background in Personal Care, Home Health, Hospice, or Professional Services/Staffing is a plus.
• Demonstrated experience in M&A, due diligence, or financial consulting is highly desirable.
• Strong communication and presentation skills, with the ability to influence and lead across functional areas.
• Detail-oriented with the ability to understand both the big picture and the underlying data.
• Career ambition to grow into a CFO role within a private equity portfolio company.

*Eligibility for certain benefits may depend on employment status

CareRing Health, LLC is an equal opportunity employer committed to providing equal employment opportunities without regard to race, color, religion, sex (including pregnancy), sexual orientation, age, national origin, disability, genetic information, veteran status, or any other classification protected by applicable law.

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