Why This Role Matters
Every big decision we make, from where we invest to which initiatives we back, runs through the financial story you tell. As Director of FP&A, you’ll sit alongside executive leaders and our private equity sponsor, New Mountain Capital, translating ambition into plans the whole company can execute. The clarity you create helps leaders move faster, spot risks early, and put resources where they’ll do the most good for our clients and members. When your models, metrics, and recommendations are sharp, the entire organization makes better bets and delivers on its mission.
What You’ll Actually Do
- Own the long-term plan: Build and maintain the three-to-five-year financial model, grounding it in company metrics so leadership always has a current, accurate view of where the business is headed.
- Serve as New Mountain Capital’s finance lead: Manage intake and response for every recurring and ad hoc sponsor request, building a trusted relationship through responsive, consistent follow-through.
- Run PE-ownership activities: Prepare board materials and support M&A and diligence work, keeping quality high even when timelines are tight.
- Advise executive leadership: Assess business performance, surface risks and opportunities, and deliver clear recommendations that shape strategic decisions.
- Evaluate investments and initiatives: Use financial modeling and scenario analysis to weigh resource allocation and strategic initiatives, testing assumptions and asking the questions that sharpen the answer.
- Lead operating reviews and executive presentations: Turn financial results into clear, compelling narratives for executives, business unit leaders, and the board, so each audience understands what’s driving performance and what it means for the outlook.
- Own corporate metrics reporting: Define and report consolidated metrics, including ARR and retention, consistently enough that the company and its sponsor can trust the trends.
- Drive company-wide initiatives: Represent Finance on cross-functional teams and help business leaders hit their targets.
- Build repeatable reporting processes: Establish disciplined workflows for sponsor reporting, board materials, and diligence support that deliver accurate, timely results every cycle.