The Director of Finance & Analytics leads financial planning and analysis (FP&A), financial analytics, performance reporting, and financial operations oversight for Sage Veterinary Imaging.
Reporting to the COO, this role serves as SVI's senior internal financial resource, translating financial and operational data into actionable insights that improve profitability, guide business decisions, and support growth.
The Director also oversees employee reimbursements, accounts payable, and accounts receivable processes, working closely with outsourced financial service providers to ensure accuracy, efficiency, and accountability.
We're looking for a hands-on financial professional who enjoys digging into the numbers, challenging assumptions, identifying opportunities, and turning insights into action.
Key Responsibilities
Financial Planning & Analytics (FP&A)
- Lead budgeting, forecasting, financial modeling, and variance analysis.
- Develop financial dashboards, KPIs, and business intelligence reporting across locations and service lines.
- Analyze revenue, profitability, margins, cash flow, labor costs, and operational performance.
- Identify financial trends, risks, cost inefficiencies, and opportunities to improve profitability.
- Evaluate pricing, resource utilization, investments, and return on investment.
- Deliver clear financial insights and recommendations to the COO and leadership team.
Financial Operations & Vendor Oversight
- Oversee employee reimbursements, accounts payable (AP), and accounts receivable (AR), ensuring timely processing, accuracy, and appropriate approvals.
- Coordinate with outsourced accounting providers supporting AP, AR, billing, collections, payroll, and financial reporting.
- Monitor AR aging, collections, outstanding payables, reimbursements, and cash flow to identify and resolve issues.
- Review financial statements, reconciliations, and monthly reporting for accuracy and completeness.
- Strengthen financial controls, approval workflows, expense management, and reporting processes.
- Partner with operational leadership to improve revenue capture, financial efficiency, and accountability.
Financial Strategy & Business Growth
- Develop financial models supporting market expansion, new services, capital investments, and business growth.
- Evaluate financial risks, investment opportunities, and business performance against growth objectives.
- Support acquisition and partnership opportunities through financial analysis, preliminary valuations, and due diligence coordination.
- Collaborate with executive leadership and external financial advisors on strategic financial initiatives.
- Recommend improvements to financial systems, processes, and reporting infrastructure as the organization scales.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 7+ years of progressive finance experience, including substantial FP&A and financial analytics responsibilities.
- Advanced financial modeling, forecasting, budgeting, and analytical skills.
- Advanced Excel proficiency and experience with financial reporting and business intelligence tools.
- Strong understanding of financial statements, cash flow, AP/AR processes, and operational finance.
- Experience supporting multi-location or growth-oriented organizations.
- Ability to translate complex financial information into clear, actionable recommendations.
- Strong analytical judgment, attention to detail, problem-solving skills, and independent execution.
- Effective communication and collaboration with operational leaders and external financial partners.
Preferred Qualifications
- MBA, CPA, CFA, or equivalent advanced credentials.
- Previous Senior FP&A Manager, Finance Manager, or Director-level experience.
- Healthcare, veterinary, specialty medical services, or multi-site business experience.
- Demonstrated experience supporting business growth, scaling operations, or market expansion.
- Experience developing financial dashboards and scalable analytics processes.
- Proficiency with Power BI, Tableau, or comparable business intelligence platforms.
- Familiarity with M&A financial analysis, due diligence, or acquisition integration.
- Experience overseeing outsourced accounting and financial service providers.
What Success Looks Like
- Financial Visibility: Accurate forecasts, reliable dashboards, and meaningful financial reporting.
- Financial Performance: Actionable insights that improve profitability, cash flow, and operational efficiency.
- Financial Operations: Timely reimbursements, effective AP/AR oversight, accurate reporting, and strong vendor coordination.
- Strategic Growth: Sound financial analysis supporting expansion, investments, and business opportunities.
- Leadership Partnership: Clear recommendations that strengthen financial decision-making and accountability.
Benefits & Perks
- Competitive salary
- 401(k) with company match
- Medical, dental, and vision insurance, subject to eligibility requirements
- Employee Assistance Program (EAP)
- 15 days of Paid Time Off annually
- Paid company holidays
- Continuing education and professional development opportunities
- Employee pet care discounts
- Collaborative, growth-oriented work environment
- Work in Round Rock location or remotely, let's talk!
Work Style Survey
As part of our interview process, please complete our work style survey:
https://go.cultureindex.com/p/Nsgbxm7QAzymZ