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Innovate Mississippi
Innovate Mississippi

Group Lead, FP&A

American HealthTech

American HealthTech

United States · Remote
Posted on Monday, June 24, 2024

As a Group Lead Finance Planning & Analysis, you will be at the forefront of our financial strategy and decision-making process. You will work closely with the business teams to track financial performance, provide crucial financial information, forecasting, budgeting, and in-depth analysis. Your insights and expertise will play a pivotal role in guiding strategic decision-making and setting the course for our organization's future success. In this role, you will not only support but also challenge the business to ensure that its strategies align seamlessly with our financial goals, as well as talent, technology, and other critical strategies. Your ability to provide a comprehensive financial perspective will empower our teams to make informed choices, optimize resources, and drive sustainable growth.

Essential Functions:

  • Manage the financial analysis project and statistical studies.
  • Provide key financial analysis and reporting by managing a team of individual contributors that will manage various monthly reporting processes.
  • Provide guidance on investment and project decisions to the finance leadership team.
  • Ensure that project/department milestones/goals are met and adhering to approved budgets.
  • Extensive knowledge of department processes.
  • Collaborate with business teams to create detailed financial forecasts, budgets, and financial models to support strategic planning and decision-making.
  • Work closely with cross-functional teams to ensure that financial strategies align with organizational goals and initiatives, with a focus on integrated forecasting and budgeting.
  • Play a critical role in driving financial process improvements and enhancing the organization's financial performance, with a specific emphasis on efficiency.
  • Strategize and scale by connecting the dots between where we’re going and how we need to nudge the organization to get there, driving forecasting and budgeting initiatives.
  • Partner and connect to build trusted relationships with managers and leaders, providing deep insights and helping them see around the corner.
  • Act as a business partner to deeply understand our strategy and align it with the organization’s structures, initiatives, and processes, particularly in the context of forecasting and budgeting.
  • Develop and monitor critical financial performance metrics, such as revenue growth, cost management, and profitability, and communicate actionable insights to business teams.
  • Present financial findings, potential risks and opportunities, and recommendations to the Leader of the business unit, empowering them to make well-informed, data-driven decisions that optimize performance and drive sustainable growth.


  • Skills may include Business Valuation, Capital Budgeting, Capital Management, Financial Modeling, Financial Planning & Analysis (FP&A), Financial Reporting, Profitability Analysis, Cost Analysis, Financial Analysis Software, Financial Research and Analytics Software.

Staff Management

Responsible for ensuring area of responsibility has the talent and resources to meet short- and long-term organizational goals as well as ensuring maximum productivity and performance. Responsibilities include, but are not limited to:

  • Manage staff in the day-to-day performance of their jobs.
  • Proactively recruit, screen, and select candidates for current and future resource requirements.
  • Effectively orient new hires to ensure a positive and productive employee engagement experience.
  • Ensure structure and hiring plans (within budget) are appropriate for performance and productivity levels required.
  • Utilize the company’s performance management program as designed to align individual performance to overall performance objectives. Meet all completion requirements at a high quality level. Provide ongoing performance feedback. Identify and take appropriate action for non-performance.
  • Ensure each employee has a yearly performance review that is reviewed with employee and the review to be sent to Human Resources each year.
  • Ensure each employee has a clear and thorough understanding of their role and responsibilities. Keep job descriptions current for each position.
  • Actively support and participate in organizational development and training programs. Meet all completion requirements at a high quality level.
  • Mentor, guide, and coach direct reports in order to expand their capabilities and performance.
  • Communicate all corporate matters in a positive and timely manner as directed by Corporate Communications or senior managements.
  • Administer all internal policies and procedures in accordance with corporate, human resources, budgetary, and finance guidelines. Ensure accuracy of staff data records.
  • Comply with all employment laws and regulations including, but not limited to, equal employment opportunities for all.

Minimum Qualifications:

  • Bachelor's degree in Finance, Accounting, or a related field; MBA or advanced degree preferred, but not required.
  • Minimum of 8 years of experience in financial planning, analysis, and operations roles.
  • 5+ years of Finance Business Partner experience in both fast-growing tech firms and established organizations.
  • Proven ability to partner with senior leaders, driving resource allocation and enhancing business results.
  • Strong analytical and project management skills with a detail-oriented yet flexible problem-solving approach.
  • Exceptional written and verbal communication skills, able to influence diverse groups and experience levels.
  • Proven track record in driving the financial process and improvements, ensuring accuracy and alignment with business objectives.
  • High level of proficiency with financial software and reporting tools, including Microsoft Excel and ERP systems.

Preferred Qualifications:

  • Experience working in a high-growth, rapidly scaling environment.
  • Experience working closely with different Finance functions.
  • Advanced proficiency in Microsoft Office products, particularly Excel and PowerPoint.
  • Hands-on experience in budgeting, forecasting, and financial modeling to support strategic decision-making.
  • Demonstrated ability to consistently deliver financial forecasts and budgets in a timely manner, meeting critical deadlines.
  • Strong analytical and critical-thinking capabilities to address complex financial challenges.
  • Effective communication skills with the ability to convey financial insights to diverse business teams.
  • Previous experience with financial systems conversions, integrations, or the implementation of new financial tools and technologies is advantageous.

Why Join Our Team?

If you join us, you will receive:

  • Work remotely with a work/life balance approach
  • Robust benefits offering, including 401(k)
  • Generous time off allotments
  • 10 paid holidays annually
  • Employer-paid short term disability and life insurance
  • Paid Parental Leave