Director – Financial Planning & Analysis Commercial

Description

Position Summary:

The Director of Financial Planning & Analysis, Commercial will lead comprehensive financial planning and analysis for the Commercial organization, encompassing budgeting, forecasting, and reporting on critical cost drivers including labor, commissions, and operating expenses across Sales, Marketing, Government Relations & Strategy, Business Development, and Managed Care functions. Serving as a trusted business partner to Commercial leaders and Corporate FP&A teams, this role will deliver strategic financial insights and analysis to drive organizational performance, optimize resource allocation, and support data-driven decision-making that advances the Commercial organization's strategic objectives and operational excellence.

Essential Functions and Job Responsibilities:

Budgeting & Forecasting

• Lead the annual budgeting and quarterly forecasting processes for the Commercial organization
• Develop detailed cost models for labor, commissions, and other operating expenses for each Commercial department and sales region
• Partner with colleagues in Commercial finance to translate growth projections to impacts on commission expenses
• Collaborate with HR and Sales Ops to align headcount and compensation plans with financial targets

Reporting & Analysis

• Deliver timely and accurate monthly reporting on actuals vs budget/forecast
• Analyze variances and provide actionable insights to Commercial leadership
• Establish, track, and report on key performance indicators (KPIs) related to productivity and ROI and compare trends across regions and over time

Business Partnership

• Serve as the primary finance liaison to Commercial leaders on all Commercial costs
• Support annual and quarterly sales commission planning and goal setting processes
• Support strategic initiatives such as territory planning, incentive design, and go-to-market investments
• Provide scenario modeling and ad hoc analysis to support decision-making

Corporate Planning

• Own the consolidated view of Commercial costs for corporate planning
• Partner with Corporate FP&A to ensure alignment with company-wide financial goals
• Contribute to board-level presentations and executive reporting
• Promote the mission, vision, and values of the organization.
• Develop and maintain working knowledge of current products and services offered by the company.
• Maintain patient confidentiality and function within the guidelines of HIPAA.
• Complete assigned compliance training and other educational programs as required.
• Maintain compliance with AdaptHealth’s Compliance Program
• Perform other related duties as assigned.

Competency, Skills and Abilities:

• Strong understanding of sales compensation structures and operating expense management
• Advanced excel and financial modeling skills; experience with planning tools (e.g., Oracle EPM)
• Excellent communication and stakeholder management skills
• Ability to thrive in a fast-paced, dynamic environment with a proactive and collaborative mindset
• Initiative; originate productive actions without specific instructions; generate new ideas, processes, and approaches to meet business needs.
• Self-reliant, good problem solver and results oriented. Entrepreneurial team player who can multi-task.
• Proficient computer skills and knowledge of Microsoft Office 

Requirements

Education and Experience Requirements:

• Bachelor’s Degree is required with a concentration in Accounting, Finance, Economics, or related field. MBA preferred
• 8+ years of progressive experience in FP&A, preferably with familiarity supporting a Sales function

Physical Demands and Work Environment:

• Work environment will be stressful at times, as overall office activities and work levels fluctuate
• Must be able to bend, stoop, stretch, stand, and sit for extended periods of time
• Subject to long periods of sitting and exposure to computer screen
• Ability to perform repetitive motions of wrists, hands, and/or fingers due to extensive computer use
• Metal ability to lead others and change processes in a fast-paced work environment
• Must be able to lift 30 pounds as needed
• Excellent ability to communicate both verbally and in writing
• May be exposed to angry or irate customers or patients
• Must be able to travel as needed
• Ability to effectively communicate both verbally and written with internal and external customers with the ability to demonstrate empathy, compassion, courtesy, and respect for privacy.