Director Financial Planning and Analysis (FP&A)

Accounting & Finance Dublin, Ohio


Description

Who we are

Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®.

We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement.

About the role

The Director of FP&A serves as a key financial partner across the business. This individual will be a primary architect of the company’s financial future, leading long-range planning, strategic modeling, and the execution of growth and margin initiatives. The Director will lead strategic finance responsibilities, including acquisition target modeling and the monitoring of new business initiatives. This is a high-impact role with significant exposure to senior leadership, requiring a "hands-on" leader who can work side-by-side with the team to build models and processes that support a fast-paced, high-growth environment.
Location: This position is located at our Dublin, OH campus with hybrid flexibility. This position may work remotely anywhere in the United States of America.

What you’ll do (Essential Responsibilities)

Strategic Finance & Planning

  • Architect the Long-Range Plan: Lead the company’s long-range financial planning process, including strategic scenario modeling and sensitivity analyses.
  • Executive Advisory: Partner with senior leadership to align financial strategy with global business objectives.
  • Capital & Investment Oversight: Drive the development of investment tracking (run rate and one-time spend) and transformation team initiatives to measure business plan progress and support data-driven decision making.

Forecasting & Operational Excellence

  • Global Forecasting Governance: Manage monthly, quarterly, and annual forecasting processes across multiple products and business units.
  • Performance Narratives: Lead forecast-to-actual variance analysis and bridge building, providing high-level insights and commentary to executive leadership.
  • Consolidated Modeling: Oversee and maintain accurate, timely financial models across all departments and entities, including complex intercompany economics and eliminations.

Acquisition Strategy & Performance

  • Deal Underwriting: Build and maintain financial models for newly acquired businesses and acquisition targets, including pro forma financials, enterprise synergy analysis, and integration cost impacts.
  • Post-Acquisition Accountability: Provide post-acquisition financial tracking and performance analysis compared to the original deal underwriting model.

Team & Organizational Development

  • Systems & Scale: Design and implement scalable FP&A processes, tools, and reporting structures, including the optimization of system integrations.
  • Leadership & Mentorship: Mentor and develop a high-performing FP&A team of managers and senior financial analysts.
  • Functional Partnership: Serve as a lead thought partner with functional leaders to support a diverse product and growth-oriented organization.
  • All other duties as assigned.

What you’ll bring (Qualifications)

  • Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • Experience: 10+ years of progressive experience in FP&A, corporate finance, investment banking, or management consulting.
  • Strategic Mastery: Proven experience leading multi-product forecast models, strategic planning, and consolidated forecasting for complex organizations.
  • Technical Excellence: Advanced Excel and financial modeling skills.
  • Systems Expertise: Proficiency in planning software and systems optimization (e.g., Adaptive, SageIntacct, Alteryx) is highly preferred.
  • Business Acumen: Exceptional analytical and communication skills with the ability to work independently in high-growth environments.
  • PE & Board Exposure: Prior experience supporting executive leadership and working in a private equity-backed organization, including sponsor reporting and complex cash flow modeling.
  • A high degree of personal accountability and trustworthiness, a commitment to working within Quantum Health’s policies, values and ethics, and to protecting the sensitive data entrusted to us.

--

#LI-AT1

#LI-Hybrid 



What’s in it for you

  • Compensation: Competitive base and incentive compensation
  • Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more.
  • Retirement: 401(k) plan with up to 4% employer match and full vesting on day one.
  • Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more.
  • Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development.
  • Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision.
  • Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more!


What you should know


  • Internal Associates: Already a Healthcare Warrior? Apply internally through Jobvite.
  • Process: Application > Phone Screen > Online Assessment(s) > Interview(s) > Offer > Background Check.
  • Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we’re committed to empowering our ERGs, and we’re proud to be an equal opportunity employer .

  • Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds.
  • Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate’s unique combination of experience and qualifications related to the position.
  • Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship.
  • Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party.


Reasonable Accommodation: Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request.



Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending in @quantum-health.com. Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.


Share This Job