Director of Financial Planning and Analysis

Description

This is a full-time remote or hybrid position based in the Fort Lauderdale, FL area.

Reporting directly to the CFO, the core of this role is FP&A, and that is where the work starts. You will own the enterprise planning, forecasting, and management reporting engine: the annual budget, the quarterly forecast, the multi-year outlook, and the reporting package the executive team and our investors run on. Strong FP&A fundamentals are the requirement, not the aspiration, and the first priority is doing that work exceptionally well.

We are also hiring with the next several years in view. This is a finance organization in build mode, and for the right person the scope of this seat is expected to widen over time; toward deeper partnership with our commercial and operating leaders, toward the connection between operating KPIs, business intelligence, and financial outcomes, and toward broader enterprise finance leadership. We are looking for someone who can deliver on the FP&A mandate immediately and has the range to grow well past it.

About Us

MASA has been a leader in emergency medical transportation insurance since 1974. We're not just a company – we're a close-knit team dedicated to "Protecting families with compassion when others don't." Our professional yet friendly company culture fosters collaboration, innovation, and a clear mission that resonates through every role as we support our expanding base of 2+ million members across the United States and the Caribbean. Learn more at https://www.masaaccess.com 

What You Will Do

Enterprise Planning, Forecasting, and Reporting

• Lead the enterprise annual budget and quarterly forecast processes end to end. Formalize and publish the planning calendar and hold the organization to submission deadlines and quality standards. Standardize submission templates and assumptions to drive consistency across segments and functions.
• Build and maintain the multi-year enterprise financial outlook, including scenario and sensitivity analysis to support strategic and capital decisions.
• Own the monthly financial reporting process and the standard artifact set delivered to executive leadership and external stakeholders.
• Own the rolling cash flow forecast and working capital analysis in partnership with Treasury and Accounting.

Business Partnership and Decision Support

• Serve as the FP&A partner to segment, commercial, and functional leaders; present for their planning and performance discussions, and be trusted to help them make better decisions with better information.
• Partner with segment leaders to assess financial trends, size EBITDA improvement opportunities, and support execution of performance initiatives.
• Bring financial rigor to growth investments, pricing, and other significant business decisions through clear business cases, and close the loop on whether the results materialized.
• Lead the Corporate operating expense controller process, including recurring actual versus budget reviews with functional leaders. Drive identification and execution of cost savings, with particular focus on IT operating and capital spend. Partner with Human Resources on hiring plan oversight, approvals, and business cases for exceptions.
• Establish the capital expenditure and investment review process, including business case standards, ROI analysis, and post-implementation review of major spend.

Reporting, KPIs, and Analytics

• Help make the linkage between operating KPIs and financial results explicit: how volume, mix, retention, utilization, and productivity translate into revenue, margin, and cash.
• Partner with Business Intelligence to automate KPI production and management reporting, reducing manual FP&A workload and shortening the distance between a question and a credible answer.
• Pressure-test what the data is saying. Ask why a trend moved, chase the operational root cause, and surface the insight before it is requested.

Building for Scale

• Design and stand up processes that do not exist today, with the documentation, cadence, and controls that make them durable as the company grows.
• Put AI to work inside the finance function, using it to accelerate analysis, variance commentary, documentation, and recurring deliverables, and set the standards for how the team uses it responsibly with financial data.
• Identify and lead process changes that improve stability and efficiency as the company scales.
• Provide ad hoc analysis and decision support to the CFO and executive team.
• Support external reporting, audit, and diligence requests with well-documented analysis.

What You Bring

Core Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CPA preferred.
• 10+ years of progressive FP&A experience, including time spent as a dedicated finance partner to commercial, revenue, or operating leaders.
• Demonstrated ownership of a full annual budget and forecast cycle in a multi-segment or multi-entity environment.
• Track record of building finance processes where none existed, not only running processes someone else designed.
• Advanced Excel and hands-on experience with an ERP and a financial planning system. Working knowledge of business intelligence and visualization tools.
• Practical, hands-on use of AI tools in a finance context, with sound judgment about where the output must be verified before it reaches a decision-maker.
• Experience in a private equity-backed environment, including diligence and quality of earnings support.
• Insurance, membership, subscription, or healthcare services experience preferred.

What Will Set You Apart

• You think about the whole business, not just your slice of it. You can hold the enterprise P&L, the operating model, and the customer in view at the same time.
• You are commercially and business-inclined; drawn to the decisions behind the numbers, and comfortable having a point of view in front of the people making them.
• You are an exceptional stakeholder partner. Operating leaders come to you early because your input makes their decisions better.
• You are genuinely curious. You dig past the variance to the driver, and you keep asking until the story holds together.
• You present with clarity and credibility to executive audiences, and you can translate complexity without diluting it.
• You are comfortable with ambiguity and with building from the ground up, and you move between the strategic and the hands-on without friction.
• You are fluent in how operational KPIs drive financial outcomes, and comfortable working alongside business intelligence or data teams to get reporting productionized.
• You are an early and deliberate adopter of AI in your own workflow. You experiment, you know where it earns its keep and where it does not, and you bring the people around you along with you.
• You are looking for a role you can grow into rather than a role you have already outgrown, and you bring the ambition, judgment, and pace to take on more as the company scales.

What Success Looks Like in Year One

• A planning calendar and forecast process the organization runs on, with clean templates, maintained deadlines, and forecasts leadership trusts.
• Operating leaders describe you as their finance partner rather than their reporting contact.
• Early, visible progress connecting operational KPIs to financial results, with the recurring reporting behind them increasingly automated in partnership with Business Intelligence.
• At least one material process built from scratch and operating without you having to hold it up.
• A defined set of FP&A workflows measurably faster or better because of AI, with clear ground rules for how it is used on financial data.

How the Role Can Grow

The immediate mandate is FP&A, and we expect the first year to be spent making that function excellent. From there, and at a pace set by the person in the seat, we expect the scope to extend: into closer partnership with the leaders who run our commercial and operating areas, and into the intersection of business intelligence, operating KPIs, and financial performance.

You will work closely with the CFO and the executive team. We are hiring for range as much as for the job as written: the strongest candidate will be someone whose ceiling sits well above this description and who is looking for a platform to grow on rather than a title to hold.

Note: Any pay range listed for this position is an estimate by the job board and may not reflect the actual compensation.

#LI-RH1 #LI-REMOTE #corpjobs