• Oversee monthly global reporting and support sales leadership. • Collaborate with teams on financial reviews and research projects. • Regular communication with international stakeholders. • Timely submission of reports, including monthly reporting to Japan. • Provide integrated financial planning, data collection, analysis, recommendations, and reporting. • Monitor customer and equipment financial results. • Review month-end close activities and support routine accounting transactions. • Prepare and review reporting packages and participate in promotional credit programs. • Prepare timely, accurate financial reporting, including forecasting, planning, and variance analysis. • Coordinate budgeting and forecasting activities with management. • Perform financial close activities ensuring compliance with GAAP. • Lead and support projects focused on improving business and financial performance.

Role Description GetixHealth is seeking a Director of Financial Planning & Analysis (FP&A) to lead financial strategy, forecasting, and performance insights across the organization. This role will partner closely with executive leadership and operational teams to drive data-informed decisions, improve financial performance, and support company growth. This is a high-impact, strategic role responsible for owning financial planning processes, building scalable models, and delivering actionable insights. Qualifications - Bachelor’s degree in Finance, Accounting, Economics, or related field - MBA, CPA, CFA, or similar certification preferred - 7–10+ years of experience in FP&A, corporate finance, or related field - Strong expertise in financial planning, modeling, budgeting, and forecasting - Advanced analytical and problem-solving skills with the ability to translate data into strategy - Experience creating and presenting financial reports to senior leadership - Proven leadership and team management experience - Excellent communication and presentation skills - Advanced proficiency in Excel and financial systems/tools (ERP, BI tools like Power BI preferred) Requirements - Lead the annual budgeting, forecasting, and long-range planning processes - Build and maintain financial models to support strategic initiatives and business decisions - Analyze financial performance, identify trends, and provide actionable recommendations - Develop and deliver monthly, quarterly, and ad hoc financial reports to leadership - Partner with business leaders to align financial goals with operational strategy - Monitor and evaluate cost structures and profitability, identifying opportunities for optimization - Support executive decision-making with data-driven insights and scenario analysis - Oversee and improve financial reporting processes, tools, and data accuracy - Lead, mentor, and develop a high-performing FP&A team - Collaborate cross-functionally with operations, HR, accounting, and executive leadership Benefits - Comprehensive Health Coverage: Enjoy medical, dental, and vision plans available starting after 60 days of full-time employment. - Life & Disability Insurance: Benefit from basic life/AD&D, short-term, and long-term disability coverage, with optional voluntary life/AD&D plans. - 401(k) Plan: Eligible to participate in the company’s 401(k) plan after 6 months of continuous service. - Paid Time Off (PTO): Start accruing PTO from your very first day of employment. - Flexible Benefits: Customize your benefits package to fit your personal and family needs. Company Description Founded in 1992, GetixHealth is a trusted leader in healthcare revenue cycle management, with offices across the U.S. and India. We’re more than revenue cycle experts—we’re a mission-driven team dedicated to helping healthcare organizations improve financial outcomes while delivering compassionate care. With over 2,500 employees, we foster a culture that values professionalism, innovation, and—above all—people.

• Drive the annual budgeting and forecasting cycles by developing sophisticated strategic models that capture the unique complexities of our insurance and administrative services business model. • Serve as a key strategic partner to department heads, offering financial expertise and actionable guidance to help them achieve their operational and financial objectives. • Architect and automate high-impact management reporting packages that monitor KPIs, surface critical trends, and evaluate budget vs. actual performance for executive reviews and Board presentations. • Build and maintain advanced financial models to analyze client and broker profitability, claim and reserve dynamics, staffing requirements, and prospective M&A or partnership initiatives. • Optimize financial systems and workflows to enhance the speed and precision of reporting, with a dedicated focus on leveraging AI-driven tools to drive operational innovation.

• Build and own financial and operating models that inform pricing, demand, revenue strategy, and long-term planning • Generate insights from financial and operational data to drive strategic decisions, identify risks and opportunities, and improve performance • Lead budgeting and forecasting processes, including scenario planning and variance analysis • Work with the CEO and VP of Development to determine short- and long-term fundraising needs, develop grant budgets, and manage expenditures against grants • Partner cross-functionally with program, development, and sales teams to align on priorities, track performance, and support execution • Synthesize complex analyses into clear, actionable recommendations for senior leadership and the Board • Evaluate new programs, partnerships, and growth opportunities through financial modeling and ROI analysis