• Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense • Lead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecast • Support the annual operating plan process, including departmental build-ups, scenario modeling, and executive review presentations • Prepare monthly and quarterly financial packages for internal leadership and external stakeholders (board, PE sponsor) • Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn • Calculate and maintain customer-level ARR tracking, including new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across systems • Build and maintain variance analysis with clear narrative bridging actuals to budget and forecast • Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy • Serve as a finance partner to multiple functional areas • Translate financial data into actionable insights for operational leaders with varying levels of finance literacy • Support department heads through headcount planning, quota and commission modeling, and budget management • Build scenario and sensitivity models to support strategic decisions (pricing, go-to-market investments, M&A diligence support) • Contribute to board and investor materials, including financial slides, KPI commentary, and executive summaries • Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as needed

Role Description The Director of FP&A leads the company's financial planning, forecasting, and performance analysis efforts. This role partners closely with executive leadership and functional leaders to provide insights that drive strategic decision-making, optimize financial performance, and support long-term growth. The Director of FP&A manages budgeting, forecasting, financial modeling, and reporting while building scalable processes and developing a high-performing team. Key Responsibilities - Strategic Planning & Analysis - Lead annual budgeting, rolling forecasts, and long-range financial planning processes - Develop financial models to support strategic initiatives, investments, pricing, and M&A activity - Analyze financial and operational performance, identifying trends, risks, and opportunities - Provide clear, actionable insights and recommendations to executive leadership - Financial Analysis & Reporting - Deliver monthly, quarterly, and annual financial reporting packages, including P&L, cash flow, and balance sheet analysis - Lead variance analysis against budgets, forecasts, and prior periods, highlighting key business drivers and implications - Build executive dashboards and board-level reports that clearly communicate financial performance and strategic insights - Translate complex data into actionable narratives and visuals that support executive decision-making - Define and track operational and financial KPIs to measure effectiveness and return on investment - Develop and maintain reporting standards, templates, and processes for enterprise-wide use - Improve reporting timelines and accuracy through automation, data governance, and workflow optimization - Business Partnership - Serve as a trusted finance partner to department heads (e.g., Operations, Sales, HR, Marketing) - Support headcount planning, compensation modeling, and cost management initiatives - Translate complex financial data into concise narratives for non-financial stakeholders - Reporting & Executive Communication - Oversee monthly, quarterly, and ad hoc financial reporting and variance analysis - Prepare executive dashboards, board materials, and investor-ready presentations - Ensure consistency, accuracy, and timeliness of financial information - Process Improvement & Systems - Build and refine FP&A processes, tools, and financial systems to support scale - Improve data integrity, forecasting accuracy, and reporting automation - Partner with Accounting to ensure alignment between forecasts and actuals - Team Leadership - Lead, mentor, and develop FP&A managers and analysts - Establish clear goals, performance standards, and career development paths - Foster a culture of accountability, collaboration, and continuous improvement Qualifications - Required - Bachelor's degree in Finance, Accounting, Economics, or related field - 8--12+ years of progressive finance experience, including FP&A leadership - Strong financial modeling, forecasting, and analytical skills - Experience partnering with senior leaders and influencing decision-making - Advanced Excel skills; experience with financial planning tools (e.g., Adaptive, Anaplan, Workday, Oracle, NetSuite) - Preferred - MBA or CPA/CFA - Experience in a high-growth, multi-entity, or PE-backed environment - Experience preparing board or investor reporting materials Requirements - Seldom: Stationary Position - Sitting or Standing - Occasionally: Active Position - Walking, jogging, running - Frequently: Use of hands/fingers - Operate, Use, Inspect, Place, Detect, Position, Prepare, activate - Frequently: Climb/Balance - Stairs, ladders, ropes, equipment, beams - Frequently: Stoop/kneel/crouch or crawl - Position self, move - Frequently: Talk/hear - communicate, detect, converse with, discern, convey, express oneself, exchange information - Frequently: See - Detect, determine, perceive, identify, recognize, judge, observe, inspect, estimate, assess - Frequently: Carry weight, lift - Move, transport, position, put, install, remove -- 50 lbs or less - Occasionally: Carry weight, lift - Move, transport, position, put, install, remove -- 50 lbs or more - Occasionally: Exposure to - Exposed, work around, chemicals, odors, smells, noise, indoors or outdoors, heat, cool. Benefits - The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodation will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. - Job descriptions typically change over time as requirements and employee skill levels change. Supervisors may revise and/or add duties to reflect these changes. - The Employer retains the right to change or assign other duties to this position. Company Description Arch Amenities Group is the leading provider of amenity management, consulting, and wellness services for commercial real estate, residential communities, and hospitality properties. Formed through the strategic acquisition of top hospitality and wellness-led providers, Arch brings together decades of experience and forward-thinking innovation to deliver unmatched lifestyle and hospitality experiences. We partner with owners, operators, and developers to transform spas, fitness centers, meeting and event spaces, pools, clubs, and residential amenities into vibrant destinations that foster connection, wellness, and belonging. Our mission is to create spaces where people thrive. With a North American footprint, a diverse client portfolio, and a highly trained service team, we help properties unlock the full potential of their amenity spaces by improving satisfaction, increasing retention, and driving ROI through thoughtful programming, operational excellence, and seamless service. The Arch in our name reflects the connections we build between people and spaces, guests and experiences, and teams and technology. Everything we do is designed to create lasting value and measurable impact. If you're looking to grow with an organization that leads in hospitality, wellness, and lifestyle services, Arch is a place to do what you love and build a career with purpose. Join the team shaping the future of the amenity experience.

• Support the execution of program goals and management objectives, with a strong focus on Financial Planning, Managed Money, and Insurance business growth. • Partner with the Regional Investment Director to drive results across key performance indicators, including AUM growth, productivity, and advisor headcount. • Provide hands-on coaching and development to Financial Advisors to enhance sales effectiveness, deepen client relationships, and improve adoption of core solutions. • Reinforce consistent use of financial planning and advisory tools to promote holistic client engagement and strong practice management discipline. • Assist in managing relationships with bank and credit union partners, ensuring alignment to strategic priorities and supporting execution of growth initiatives. • Identify opportunities within the advisor population through performance data and field observation; implement targeted actions to improve outcomes. • Support recruiting efforts by helping to identify, attract, and onboard high-quality Financial Advisors into the program. • Act as a day-to-day resource for advisors, helping to resolve challenges, remove barriers, and escalate complex issues as appropriate. • Help maintain a strong risk and compliance culture by reinforcing adherence to regulatory requirements and program policies. • Contribute to a positive team culture that emphasizes accountability, collaboration, and continuous improvement. • Support change management efforts by helping advisors navigate evolving program initiatives, tools, and expectations.

• Managing and resolving high volumes of accounts for services provided by Essentia Health • Acting as the primary contact or liaison for patients to discuss outstanding statements and resolve inquiries in a timely manner • Providing efficient and accurate support for insurance, coding, registration, financial assistance and other billing related issues • Performing routine account analysis to evaluate, develop and implement action plans with patients to resolve financial responsibilities • Follow-up with delinquent accounts and payment plans, collection of patient accounts • Handling incoming patient mail and responding to inquiries via written communication