Director, Financial Planning & Analysis

A Place for Mom is seeking an experienced Director, Financial Planning & Analysis to take ownership of our financial modeling, annual budget process, and monthly forecasting. This key leadership position will drive budget-to-actual analysis, deliver insightful reporting, and support both internal and external reporting requirements through detailed, ad hoc analyses.

Key Responsibilities

• Lead and manage the annual budgeting process, monthly financial forecasting, and development/maintenance of supporting financial models and tools.

• Partner proactively with departmental leaders to ensure alignment with budgeted plans and support their financial decision-making.

• Monitor key performance indicators, identify trends, and analyze the causes of variances, assessing their impact on the business.

• Collaborate closely with operational teams to surface actionable insights and drive improved business outcomes through analytics.

• Prepare and deliver ad hoc analyses and custom financial reports to support business objectives.

• Produce weekly, quarterly, and monthly financial reports for management and stakeholders.

• Utilize business intelligence tools and dashboards to enhance reporting capabilities.

• Perform additional duties as assigned to support evolving business needs.

Qualifications

• 5+ years of Financial Planning & Analysis experience, including director-level responsibilities.

• Exceptional interpersonal and collaboration skills.

• Advanced skills in Microsoft Excel and PowerPoint required.

• Interest in or experience with AI tools.

• Strong organizational abilities and highest standards for accuracy and precision.

• Excellent verbal and written communication skills; ability to present complex information clearly.

• Creative thinker, highly driven and self-motivated.

• Demonstrated hands-on approach to problem-solving and delivering analytical insights.

• Leadership experience in a management capacity with a collaborative, team-oriented mindset.

• Ability and willingness to travel occasionally to the NYC office for team collaboration is preferred, but not required.

Education Requirements

• Bachelor’s degree in Accounting or Finance required.

• CPA preferred, but not required.

Compensation

• Base Salary - $170k - $190k

• Bonus - 30% Management Bonus

Benefits

• 401(k) plus match

• Dental insurance

• Health insurance

• Vision Insurance

• Paid Time Off

• Pet Insurance

About A Place for Mom

A Place for Mom is the leading platform guiding families through every stage of the aging journey. Together, we simplify the senior care search with free, personalized support — connecting caregivers and their loved ones to vetted providers from our network of 15,000+ senior living communities and home care agencies.

Since 2000, our teams have helped millions of families find care that fits their needs. Behind every referral and resource is a shared goal: to help families focus on what matters most — their love for each other.

We’re proud to be a mission-driven company where every role contributes to improving lives. Caring isn’t just a core value — it’s who we are. Whether you’re supporting families directly or driving innovation behind the scenes, your work at A Place for Mom makes a real difference.

Our employees live the company values every day:

• Mission Over Me: We find purpose in helping caregivers and their senior loved ones while approaching our work with empathy.

• Do Hard Things: We are energized by solving challenging problems and see it as an opportunity to grow.

• Drive Outcomes as a Team: We each own the outcome but can only achieve it as a team.

• Win The Right Way: We see organizational integrity as the foundation for how we operate.

• Embrace Change: We innovate and constantly evolve.

Additional Information:

A Place for Mom has recently become aware of the fraudulent use of our name on job postings and via recruiting emails that are illegitimate and not in any way associated with us. APFM will never ask you to provide sensitive personal information as part of the recruiting process, such as your social security number; send you any unsolicited job offers or employment contracts; require any fees, payments, or access to financial accounts; and/or extend an offer without conducting an interview.

If you suspect you are being scammed or have been scammed online, you may report the crime to the Federal Bureau of Investigation and obtain more information regarding online scams at the Federal Trade Commission.

All your information will be kept confidential according to EEO guidelines.

A Place for Mom uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.