Director of financial planning and analysis

Role Overview
Getix Health 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., Net Suite 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 (Net Suite 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 Net Suite 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