Head of FP&A and Systems, Finatal, TX, US

Finatal is Partnered with a top tier private equity firm in search of a Head of FP&A and Systems for one of their quickly growing portfolio companies.

The company is a technology-enabled healthcare staffing organization ($XXXM rev, $XXM EBITDA) and is looking to bring in a Head of FP&A and Systems to own, optimize, and scale the financial planning infrastructure. This role goes beyond traditional budgeting and forecasting, emphasizing system implementation, automation, and cross-functional decision support. This individual will serve as the internal owner of Workday Adaptive Planning, lead system integrations with Workday ERP, and deliver accurate, automated forecasting and analytics. You’ll collaborate with executive and operational stakeholders to deliver actionable financial insights while managing a small team of high-performing financial analysts.

Principal Responsibilities:

• Own and lead the Adaptive Planning platform, including full implementation, configuration, ongoing administration, and evolution to meet business needs.
• Integrate Adaptive Planning with Workday to ensure efficient, accurate, and automated data flow between systems.
• Lead the monthly forecasting, annual budgeting, and long-range strategic planning processes, driving accountability and collaboration across departments.
• Build complex financial models and conduct scenario planning to support strategic decision-making, investments, and organizational goals.
• Create and maintain executive-level dashboards and reporting using PowerBI, Adaptive Planning, Excel, and similar systems.
• Define, track, and evolve KPIs and performance metrics to provide visibility into operational and financial performance.
• Prepare and deliver accurate, timely, and insightful board and executive financial reports.
• Collaborate with business leaders to develop financial narratives and support decision-making across the organization.
• Drive continuous improvement initiatives, including automation of reporting processes and refinement of planning workflows.
• Stay current with industry trends and best practices in FP&A, financial systems, and analytics.
• Manage and develop a team of financial analysts, providing coaching, direction, and growth opportunities.

Day to Day Operational Focus:

• Reviewing system data integrity and forecast accuracy.
• Collaborating with business partners on planning assumptions.
• Working in Power BI and SWL to extract and visualize key metrics.
• Coaching and reviewing work of financial analysts.
• Driving automation and repeatability in reporting processes.
• Preparing executive-ready insights and supporting strategic initiatives.

Success Metrics:

• Adaptive Planning implemented and fully integrated with Workday, with positive stakeholder feedback and minimal manual interventions.
• Monthly forecasts maintained within a +/- 3% variance.
• 90%+ satisfaction rating from business stakeholders for the relevance and clarity of FP&A outputs.
• On-time, error-free delivery of board packets and financial executive reports.
• Completion of at least one finance process or technology improvement project per quarter.

Required Qualifications:

• Proven success implementing and managing Workday Adaptive Planning as a primary FP&A tool.
• Experience integrating Adaptive Planning with Workday.
• Advanced Excel skills (including Power Query and advanced formulas).
• Power BI dashboard/report creation experience.
• Demonstrated experience with forecasting, modeling, and financial planning cycles.
• Strong communication and business partnership skills.
• Experience managing or mentoring a small team.

Preferred Qualifications:

• Familiarity with Workday ERP modules and data structures.
• Proficiency in SQL for data extraction and transformation.
• Experience in Bullhorn system functionality and data structures.
• Background in healthcare, SaaS, or staffing-related environments.