Capsa Healthcare · 17 hours ago
Director of Financial Planning & Analysis
Canal Winchester, OH
Full-time
Hybrid
Director/Executive
7+ years expCapsa Healthcare is seeking a Director of Financial Planning & Analysis who will lead and manage all aspects of the company's financial analysis and reporting. The role involves overseeing the annual planning process, driving rolling forecasts, and delivering high-impact financial presentations to executive leadership.
Health CareHospital
Responsibilities
Lead the Annual Planning Process: Oversee the development of the annual budget and multi-year strategic plans, ensuring alignment between departmental goals and corporate objectives
Drive the monthly/quarterly rolling forecast process to provide leadership with real-time visibility into financial performance and potential risks
Build complex financial models to evaluate "what-if" scenarios, including market expansion, new product launches, and M&A opportunities
Deliver high-impact financial presentations to Executive leadership as needed, translating complex data into actionable strategic recommendations
Establish and track critical business metrics that go beyond the P&L to measure the true health of the business
Conduct deep-dive analyses into budget-to-actual variances to identify underlying business drivers and operational inefficiencies
Act as a strategic advisor to department heads to help them manage their budgets and optimize their spend for maximum ROI, serving as the financial support professional for Capsa’s sales, marketing & engineering teams
Assist in prioritizing capital expenditures and resource allocation based on data-driven internal rate of return (IRR) and payback period analyses
Evaluate, implement, and optimize FP&A software to automate manual processes and increase data integrity
Collaborate with Accounting and BI teams to ensure a "single source of truth" for all financial and operational data
Cooperatively provides hands-on job function training to co-workers as needed
Must understand and comply with Safety, 5S, ISO, and other corporate programs, initiatives and procedures
Dependable and consistent attendance is critical for team performance and productivity
Other duties or special projects as assigned
Supervision of approximately 1-5 FP&A personnel, as assigned
Qualification
Required
Bachelor's Degree required with a major in Accounting or Finance preferred
Tenure: 7-10 years of progressive experience in financial planning, analysis and corporate finance
Management Experience: At least 3-5 years in a leadership capacity, managing a team of analysts and overseeing cross-functional projects
Mastery of Enterprise Resource Planning (ERP) systems
Ability to work with various levels of management throughout the organization
High level of proficiency in Microsoft office programs; expert-level Excel skills are a baseline requirement
Communication: Exceptional ability to 'tell the story' behind the numbers, making financial data accessible to non-financial leaders
Strong team skills and the ability to work effectively with internal and external groups as part of various initiatives
Preferred
Experience with foreign currency translation, international tax implications, and consolidating financials across multiple global entities is preferred
Benefits
Paid time off
Paid holidays
Medical, dental and vision insurance
Paid parental leave
401(k) with company match
Company-paid Life, AD&D and Long-term disability insurance
Voluntary programs for: Short-term disability, Supplemental Life, Accidental Injury, Hospital Indemnity & Critical Illness insurance and ID theft protection
Company
Capsa Healthcare
Capsa Healthcare is a provider of mobile workstations, medication management products, and pharmacy automation solutions.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-09-11Acquired
2000-12-01Private Equity
Leadership Team
Gaurav Agarwal
Chief Executive Officer
Jeff Schlossnagle
President of Pharmacy Automation & Chief Commercial Officer
Recent News
Capsa Healthcare
2025-11-18
Company data provided by crunchbase