Director, Financial Planning & Analysis in Greater Nashville, Tennessee at JAXSCO LLC

Who We Are

Driven by transparency, integrity, and a commitment to health equity, JAXSCO is a purpose-driven healthcare management and consulting partner for community-based organizations that traditional healthcare often overlooks. We empower HIV-service organizations, STI prevention programs, LGBTQIA+ clinics, FQHCs, and public health departments by strengthening 340B programs, managing pharmacy and clinic operations, and deploying telehealth solutions to ensure underserved populations receive essential care. Unlike traditional for-profit firms, JAXSCO reinvests a significant portion of its net income directly into partner organizations and their communities, measuring success by our partners' operational efficiency, financial sustainability, and lasting community impact. If you're passionate about making a meaningful difference in patients' lives and driven by the opportunity to strengthen the nonprofits that serve them, JAXSCO is the place for you.

What You’ll Do (Job Summary)

The Director of Financial Planning & Analysis (FP&A), reporting to the Chief Financial Officer, is responsible for leading the Company's financial planning, forecasting, budgeting, and performance management processes. This role drives financial and operational performance by translating strategic objectives into actionable financial plans, analytical insights, and decision support for executive leadership. The Director of FP&A oversees the full spectrum of financial planning activities, from long-range strategic planning and annual budgeting to forecasting, variance analysis, and operational performance monitoring. Partnering closely with business leaders across the organization, this position ensures financial accountability, identifies opportunities for growth and profitability, and provides the data-driven insights necessary to support key business decisions. The Director of FP&A develops and monitors key performance indicators (KPIs), builds robust financial models and reporting tools, and delivers meaningful analysis that enables the organization to achieve both short-term objectives and long-term strategic goals.

Essential job functions

• Perform multi-variable sensitivity and trend analyses to identify drivers of revenue trends; integrate findings into advanced forecasting tools to improve predictability.
• Act as a strategic partner to department leaders, identifying financial opportunities or risks (e.g., margin erosion, spend overruns) and ensuring consistent service delivery across all departments.
• Design, build, and maintain standardized tracking of key department and service line KPIs to inform enterprise-level planning and decision-making.
• Lead the end-to-end financial planning process, including the annual budget, monthly forecasts, and long-range strategic modeling across all service lines.
• Partner with Accounting to support monthly close reviews, ensuring the accuracy of accruals, reclasses, and expense recognition in the income statement and balance sheet.
• Conduct detailed monthly variance analyses (Actual vs. Budget/Forecast/Prior Year) and communicate root causes and material variances to the segment leadership team.
• Prepare and review all capital allocation requests, performing feasibility and ROI analysis to support investment in business growth initiatives.
• Serve as a financial thought partner to executive and senior leadership, providing insights on growth initiatives, cost optimization, and leverage outlook.
• Coordinate closely with the CFO on messaging for external stakeholders, including lenders and tax partners, ensuring all reporting is audit- and investor-ready.
• Drive continuous improvement in FP&A tools and systems; lead automation opportunities to reduce manual reporting and bridge gaps between ERP, BI, and operational systems.
• Establish financial governance standards and mentor accounting and finance team members to foster professional growth and departmental excellence.
• Maintain strong collaborative ties with the broader finance team and lead finance-related change initiatives as the organization evolves.

Note: This list of essential job functions is comprehensive but not exhaustive. Other duties may be assigned based on business needs and the individual's skill set.

What We Need (Qualifications)

• Bachelor’s degree in Accounting, Finance, or Business Management from an accredited institution.
• 7+ years of progressive experience in FP&A preferably within pharmacy / healthcare industries.
• Sophisticated corporate and commercial finance background, demonstrating the agility to navigate complex business issues.
• Ability to dive deep into granular data while maintaining a broad strategic perspective to find creative solutions for leadership.
• Must have solid budgeting/forecasting/reporting background and experience with managing multiple entities
• Must be able to work independently, manage multiple projects simultaneously, and organize workload to meet organizational timelines in a fast paced, very high-growth environment.
• Understands and has proven experience of how to support the growth of brands through consistency and disciplined execution
• Hands-on experience with QuickBooks and Sage systems, or other accounting and planning tools.
• Proficiency in Microsoft Excel and Power BI for high-level financial analysis, dashboard creation, and strategic reporting.

What We'd Love (Preferred)

• Master of Business Administration (MBA), Master of Accountancy (MAcc), active CPA designation (or pursuit), or relevant professional certifications.
• Advanced proficiency with QuickBooks or similar financial systems and Microsoft Excel for financial analysis, forecasting, and management reporting.
• 10 + years of experience in multi-entity healthcare, pharmacy, or regulated multi-state environments.
• Direct expertise in the 340B Drug Pricing Program, 340B grantees (Ryan White, FQHCs, DSH), or ambulatory clinics.
• Background in multi-site or multi-brand operations, including an entrepreneurial history in fast-paced, startup pharmaceutical environments.
• Experience serving HIV-focused, public health, or LGBTQ+ non-profit organizations, with a demonstrated commitment to developing relevant cultural competencies and foundational knowledge of LGBTQ+ health terminology.
• Proven track record of supporting audit activities and delivering executive-level financial presentations.

What You Bring (Skills / Competencies)

• Expertise in constructing dynamic financial models, long-range forecasts, cash-flow forecasts, scenario analyses, and CapEx tracking schedules.
• Advanced proficiency leveraging Power BI, Excel, and QuickBooks to consolidate data and synthesize complex metrics into executive-level dashboards.
• Strong ability to analyze P&L statements, evaluate operational metrics, identify variance drivers, and monitor overall financial performance.
• Highly organized and proactive approach to refining financial workflows, maintaining documentation integrity, and driving process automation.
• Exceptional verbal and written communication skills to present complex financial concepts, engage internal and external stakeholders, and deliver actionable recommendations to leadership.
• Proven capacity to align cross-functional operations with organizational goals, manage multi-stakeholder initiatives, and thrive in diverse, mission-driven healthcare environments.
• Capacity to thrive in a fast-paced, evolving, and inclusive healthcare environment serving diverse patient and community populations.
• Aptitude for working effectively in diverse, multicultural, and mission-driven healthcare environments.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Frequently remains in a stationary position up to 50% of the day. Constantly moves about the office to access machinery, file cabinets, and meeting rooms.
• Constantly operates computers and office machinery requiring repetitive hand and wrist motions, with occasional reaching and bending.
• On occasion, may carry, move, or position office materials weighing up to 50 pounds.
• Regularly exchanges accurate information via phone, email, virtual, and in-person interactions. Must perceive and assess details on screen displays and paper documents.
• May travel for events or company priorities.

JAXSCO is an Equal Opportunity Employer committed to a diverse, inclusive, and equitable workplace. Employment decisions are based on merit, qualifications, and business needs, without regard to race, color, religion, creed, sex, gender, gender identity or expression, sexual orientation, pregnancy, age, national origin, ancestry, disability, HIV status, marital status, protected military status, or any other legally protected status.

We are dedicated to fostering a safe, affirming environment and will provide reasonable accommodation for qualified individuals with known disabilities unless it causes an undue hardship. Candidates from diverse backgrounds, including BIPOC and LGBTQIA+ communities, are encouraged to apply.