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
- Lead annual budgeting, rolling forecasts, and long-range planning processes
- Develop and maintain robust, scalable financial models supporting strategic initiatives and operational decisions
- Drive the evolution of the forecasting process, improving accuracy, visibility, and responsiveness to business changes
- Partner with executive leadership to translate financial data into actionable strategy
- Support scenario planning, sensitivity analysis, and investment evaluation
Client-Level Profitability & Insights (Core Initiative)
- Design and implement client-level P&Ls across the organization to improve visibility into profitability by customer, service line, and geography
- Partner with operations and accounting to align revenue, cost allocation, and margin reporting at a granular level
- Identify profitability drivers, margin leakage, and optimization opportunities
- Establish ongoing reporting and governance around client-level financial performance
Business Partnership & Insights
- Serve as a trusted advisor to cross-functional leaders across operations, HR, and accounting
- Analyze financial performance across multiple lines of business, identifying trends, risks, and opportunities
- Drive profitability improvement and cost optimization initiatives
- Deliver clear, concise recommendations that influence decision-making
Reporting & Analytics
- Own monthly, quarterly, and ad hoc financial reporting for senior leadership
- Enhance reporting processes, tools, and data accuracy to support real-time decision-making
- Build dashboards and insights using BI tools (e.g., Power BI or similar)
Systems & Process Excellence
- Leverage and optimize financial systems (e.g., NetSuite or similar ERP platforms) to improve planning and reporting capabilities
- Identify opportunities to automate and streamline workflows
- Support the integration of modern financial technologies, including emerging AI-driven tools
Team Leadership
- Build, lead, and develop a high-performing FP&A team
- Establish best practices, standard processes, and a strong analytical culture
- Mentor team members and promote continuous learning and development
Candidate Profile
Required Experience
- 7–12+ years of progressive experience in FP&A, corporate finance, or related roles
- Experience working in a multi-line-of-business, multinational organization
- Proven track record of supporting executive leadership with financial insights and strategy
- Strong expertise in financial modeling, forecasting, and performance analysis
- Hands-on experience with ERP systems (NetSuite or similar) and financial reporting tools
Preferred Qualifications
- MBA, CPA, CFA, or equivalent advanced qualification
- Experience working with or supporting US-based companies or global finance teams
- Background in healthcare, revenue cycle management, or services-based organizations
Key Attributes We're Looking For
- Intellectual curiosity – naturally inquisitive, digs into the why behind the numbers, and challenges assumptions
- Strategic mindset – able to connect financial insights to business outcomes
- Strong business acumen – understands drivers across multiple revenue streams and client segments
- Advanced analytical capability – translates complex data into clear insights
- Execution-oriented – able to build and implement new processes (not just analyze)
- Excellent communication skills – able to influence senior stakeholders
Technology & Innovation
- Advanced proficiency in Excel and financial modeling tools
- Experience with NetSuite or equivalent ERP platforms required
- Familiarity with BI and visualization tools (e.g., Power BI)
- Nice to have: Exposure to emerging AI tools (e.g., Microsoft Copilot, Claude, or similar) and interest in applying AI to finance workflows
What Makes This Role Unique
- Opportunity to build FP&A capability from the ground up in India
- Ownership of a major transformation initiative (client-level P&Ls and forecasting improvement)
- High visibility and direct collaboration with the CFO and executive team
- Ability to shape the team, tools, and financial processes
- Exposure to strategic initiatives across a growing, multi-line-of-business organization
