Director, Financial Planning & Analysis

Most companies claim to have the best people. We say to them, "Keep dreaming." Our people are second to none. They set us apart with their entrepreneurial spirit and ambition. They come to us from the likes of Amazon, Microsoft, Nordstrom, Starbucks and the sports world, bringing energy, bold ideas and a willingness to dive into the unfamiliar. It's our people that make BDA the top global Merchandise Agency to work for. Location: Woodinville, WA * This role is based in Woodinville, WA and requires you to work onsite 4 days per week, with 1 day remote. * To be considered, you must live within commuting distance, as regular in-person collaboration is a key part of the role. JOB SUMMARY We are looking for an experienced finance leader who can turn complex financial and operational data into meaningful business insights and action. This role will serve as a strategic partner to business leaders across BDA, helping guide financial performance, forecasting, investment decisions, business development opportunities, and ongoing operational improvements. Operating within a fast-moving, global organization, this leader will have visibility across multiple areas of the business and play an important role in helping leaders understand what is driving performance, where opportunities or risks exist, and what actions can improve results. The role will lead key FP&A processes, including annual planning, recurring forecasts, cash flow and balance sheet analysis, financial modeling, and performance measurement, while also supporting broader initiatives such as acquisitions, cost optimization, process improvements, and new business opportunities. Beyond the numbers, we are looking for a leader who can simplify complexity, influence decisions, build strong cross-functional partnerships, and develop a high-performing finance team. DUTIES & RESPONSIBILITIES * On-going projects (financial/business process improvement, cost reduction, acquisitions/divestitures, * etc.) * Report business unit financial results to business leaders * Analyze operational and financial performance * Short-range financial performance forecasting * Manage annual and recurring forecast processes * New client business development analysis, support and success measurement * Capital investment forecast and analysis * Balance sheet and Cash Flow forecast and analysis * Develop and analyze key operational and financial performance metrics * Staff management and development * Prepare and deliver senior management presentations * Analyzing overall performance in the marketplace versus our competitors * Other job duties and projects as assigned QUALIFICATIONS * Minimum 10 years finance experience working in a large-scale, complex, multi-location, multi-product * international business environment * Minimum of 5 years in a financial planning and analysis role at a manager level * Ability to engage cross-functionally to provides insights, influence and outcomes to improve business * performance * Strong knowledge of finance * Ability to dive deep, analyze and summarize information to enable effective decision-making * Skilled with retrieving and manipulating large amounts of data for analysis and reporting * Demonstrated success in working cross-functionally to plan and execute annual budgets and recurring forecasts * Lead a team with excellent financial modeling skills * Excellent presentation and communication skills * Staff coaching and mentoring experience * Financial/business process improvement * Bachelor's degree in business administration, finance or economics * MBA Preferred WHY THIS ROLE? * Influence meaningful business decisions. Partner directly with senior and business leaders, using financial insights to help shape investments, priorities, growth opportunities, and overall business performance. * Gain broad exposure across a complex global business. Work across business units, functions, clients, and strategic initiatives rather than being limited to one narrow area of finance. * Help build what’s next. Play an active role in improving financial processes, forecasting capabilities, performance metrics, and decision-making as BDA continues to evolve and grow. * Lead and develop talent. Build the strength of the FP&A function by coaching and developing a team while raising the level of financial insight and partnership across the organization. Why BDA? BDA is a place where creativity, partnership, and customer care come together. For more than 40 years, we have helped some of the world’s most recognized brands create memorable experiences through branded merchandise, gifting, and custom programs. We are proud of the work we do, the relationships we build, and the people behind it all. At BDA, you will find a team that values collaboration, innovation, and a “get it done” mindset — while still making space for creativity, growth, and meaningful impact.  Our Core Values: * BDA is a Team and a Family * Always Strive to Be The Best * Entrepreneurial Spirit * Tigger Attitude * Work Hard, Play Hard * Make It Happen the Best Way * Total Client Affinity & Advocacy  Want to learn more? So much to explore * BDA Instagram: https://www.instagram.com/bda_inc/ [https://www.instagram.com/bda_inc/] * Harper + Scott (a BDA company): https://www.harperandscott.com/ [https://www.harperandscott.com/] & https://www.instagram.com/harperandscott/ [https://www.instagram.com/harperandscott/] * swagup (a BDA company) end-to-end Merch Ecommerce site: https://www.swagup.com/ [https://www.swagup.com/] * Idea Planet (a BDA company): https://www.ideaplanetlp.com/about [https://www.ideaplanetlp.com/about] * BDA Careers Page: https://www.bdainc.com/careers/ [https://www.bdainc.com/careers/] * LinkedIn – BDA page: https://www.linkedin.com/company/bdainc/ [https://www.linkedin.com/company/bdainc/] #LI-AH1 #LI-Hybrid We are pleased to share the base salary range for this position is $85,000 to $215,000. If you are hired at BDA, your compensation will be determined based on factors that may include geographic location, skills, education, and experience. In addition to these factors, we believe in the importance of pay equity and consider internal equity of our current team members as a part of any offer. In the spirit of pay transparency, the range listed is the full base salary range for the role and hiring at the top of the range would not be typical, in order to allow for future salary growth. The range listed is just one component of BDA’s total compensation and rewards programs, which includes: robust PTO; vacation, a paid volunteer day, holidays and summer Fridays, Benefits; medical, dental, vision, life, and AD&D insurance, 401k; tuition reimbursement, mental health and financial wellness programs and professional development opportunities including tuition reimbursement. Certain revenue-generating positions may be eligible for incentive compensation.  BDA is more than a workplace - it’s a family. For more than four decades we’ve promoted a vibrant and welcoming culture that not only accepts but demands you to be different. The quirky, the bold, the creative and the unique make up the foundation of a company that the most iconic brands in the world look to help tell their story through the power of merchandise.   BDA Inc. is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by federal, state, or local law. https://kraken-bdainc.icims.com/jobs/introConnect With Us! Not ready to apply? Connect with us [https://international-bdainc.icims.com/connect?back=intro&hashed=-435620418] for general consideration. For more information: www.bdainc.com [https://www.bdainc.com]     For information about BDA's privacy policy for job applicants click here [https://www.bdainc.com/privacypolicy]. Must be 18 years or older to apply.

At ConvenientMD, we’re on a mission to make good health more convenient for all – working to improve how patients and providers experience healthcare in New England. To support this belief, we’re building a team of dedicated professionals who genuinely care about improving lives, are passionate about work that can make a difference, and are driven to learn from one another.  THE OPPORTUNITY  The Director of Financial Planning & Analysis will lead the financial planning, budgeting, forecasting, business intelligence, and analysis functions across the organization. This highly visible role will serve as a critical business partner to the executive team and practice leaders, providing actionable insights that drive operational performance and strategic decision-making. The ideal candidate thrives in a fast-paced, multi-site healthcare environment and has prior experience in a private equity-backed organization.  This position is based onsite at ConvenientMD Headquarters in Portsmouth, New Hampshire. YOUR IMPACT  * Lead the company-wide annual budgeting process, including building detailed P&L, balance sheet, and cash flow models. * Develop, manage, and continuously refine monthly forecasting processes to provide accurate and timely financial outlooks. *  Analyze monthly financial results versus budget/forecast and prepare executive-level reporting packages with variance analysis and actionable insights. * Build and maintain robust financial models to support strategic initiatives, including new site openings, physician onboarding, and M&A activity (if applicable). * Partner with operations, clinical leadership, and practice managers to develop KPIs, monitor performance, and drive profitability. * Oversee the development and optimization of Business Intelligence (BI) tools and reporting systems to enhance visibility into key performance indicators and operational metrics. * Collaborate with IT and data teams to ensure data integrity, governance, and integration of financial and operational systems into BI platforms. * Lead the implementation and continuous improvement of BI dashboards and tools (e.g., Power BI, Adaptive Insights) to support data-driven decision-making at all levels of the organization. * Manage, mentor, and develop a small team of FP&A and BI analysts, fostering a high-performance and collaborative culture. * Support debt covenant compliance and reporting requirements for lenders. * Manage financial reporting requirements to the equity sponsor. * Support the executive team in the preparation of analysis and content for board meetings. * Lead ad-hoc financial analysis to evaluate business opportunities, cost-saving initiatives, pricing strategies, and capital investments. * Assist in due diligence, integration, and financial modeling related to mergers and acquisitions or de novo growth. * Continuously improve processes, systems, and reporting to support the company’s growth and scalability. WHO YOU ARE  * Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA preferred. * 7+ years of progressive FP&A or finance experience, ideally in a multi-site healthcare services organization or private equity-backed company. * Prior experience managing and developing finance or FP&A team members. * Strong understanding of healthcare reimbursement models, physician practice economics, and revenue cycle fundamentals. * Advanced financial modeling skills and expertise in Microsoft Excel * Proficiency with Business Intelligence tools (Power BI, Adaptive Insights, etc.) and ERP systems such as Experity. * Experience managing or partnering on data warehouse design, maintenance, and governance to ensure data accuracy and accessibility. * Proven ability to build, maintain, and scale automated dashboards and reporting to support data-driven decision-making. * Effective communicator with the ability to interact confidently with executives, private equity sponsors, lenders, and operational teams. * Highly organized and self-motivated with a bias for action and a collaborative working style. * Comfortable operating in a fast-paced, evolving environment with an ownership mentality. WHY YOU'LL LOVE WORKING WITH US * Collaborative team environment that encourages professional growth * Urgent care services at no cost to our team members and their families * Extensive benefit offerings including health, dental, and vision coverage, company paid short-term disability, and optional pet insurance * 401k match after one year of service  * Access to our primary care (depending on location) * Educational Alliance with Purdue University Global and reduced tuition rates for team members and their families  * Employer rewards and access to discounts offered on services and products such as hotels, travel, entertainment, restaurants, and more There's a job and then there's purposeful, transformative work. Our aim is to create a workplace where you can learn, grow, and continuously refine your skills. Applicants rarely meet every single job requirement, and we appreciate that many skills and backgrounds can make people successful in this role. We are committed to creating a strong sense of belonging for all team members, and our process is designed to prevent discrimination against applicants regardless of gender identity, sexual orientation, religion, ethnicity, age, disability status, or any other aspect which makes you unique. If you’re looking for a great next step, and want to feel good about what you do, we’d love to hear from you.  It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.