Director, Finance Transformation and Performance Office

Aeroflow Health – Director, Finance Transformation and Performance Office

Aeroflow Health is a national leader in home medical equipment and clinical services. We combine technology, operational excellence, and compassionate expertise to deliver essential products and care directly to patients’ homes. At Aeroflow Health, we make healthcare accessible by taking a wholistic approach to how we care for our patients.

We are equally passionate about taking care of our employees. Recognized as one of the fastest-growing healthcare companies in the U.S., an Inc. 5000 honoree, and a certified Great Place to Work®, Aeroflow continues to seek ways they can  be one of the nation’s top employers.  As we continue to grow, we remain committed to building an exceptional workplace where talented professionals are empowered, supported, and inspired to make a meaningful impact every day.

The Opportunity

As our business continues to evolve, we're investing in the future of Finance by launching the Finance Transformation & Performance Office (FTPO)—a new function responsible for elevating financial planning, performance management, executive reporting, and strategic decision support across the enterprise.

This is a unique opportunity to build—not inherit.

As the inaugural Director of the Finance Transformation & Performance Office, you'll work directly with the CFO to build the planning processes, performance reporting, and analytical capabilities that drive executive decision-making across Aeroflow.

Rather than maintaining an existing FP&A function, you'll create one.

You'll lead enterprise forecasting, budgeting, executive financial reporting, and business performance analytics while partnering across Finance, Operations, Revenue Cycle, Accounting, Data Engineering, and Business Unit leadership to improve how financial information supports strategic decisions.

If you're energized by building scalable processes, solving complex business problems, and influencing company strategy through financial analysis, this role offers the opportunity to make a lasting impact.

Your Primary Responsibilities

As the Director of Finance Transformation and Performance Office you will:

• Own Aeroflow's annual budgeting process, quarterly forecasts, and rolling financial planning across multiple business units.


• Develop and maintain financial models that support strategic planning, capital allocation, pricing decisions, and business growth.


• Lead the evolution of forecasting methodologies to improve accuracy, visibility, and business partnership.


• Prepare rolling 13-week cash flow forecasts and own enterprise liquidity planning, including modeling collection lag inherent in DME reimbursement.


• Develop and deliver monthly Management Discussion & Analysis (MD&A) and variance package that serves as the primary financial narrative for the executive team.


• Build executive scorecards and standardized KPIs that provide leadership with meaningful, actionable insights and serve as the single source of truth for enterprise performance, replacing fragmented BU-level reporting.


• Establish and enforce standardized financial reporting definitions, metric governance, and planning processes across all business units.


• Translate financial results into compelling business narratives that support executive decision-making.


• Build scalable planning, forecasting, and reporting processes that improve how Finance supports the organization.


• Identify opportunities to automate reporting, simplify workflows, and enhance financial visibility.


• Lead Finance Transformation initiatives in coordination with the CFO that strengthen planning capabilities and decision support.


• Champion continuous improvement while balancing long-term transformation with day-to-day business needs.


• Serve as a trusted financial advisor to Business Unit leaders and cross-functional partners.


• Collaborate with Accounting, Revenue Cycle, Operations, Procurement, Compliance, HR, and Data Engineering to improve financial performance and operational decision-making.


• Support strategic initiatives through financial modeling, scenario analysis, and business case development.


• Facilitate financial reviews that help leaders understand performance trends and identify opportunities for improvement.


• Develop reporting and analytical frameworks that improve visibility into revenue quality, profitability, working capital, and business performance.


• Develop payer level and product-level profitability analytics that support contract negotiations, pricing decisions, and portfolio management. Own unit economics studies by product and payer, and lead semiannual portfolio reviews. Support investment evaluations.


• Support enterprise initiatives by identifying financial risks, opportunities, and operational trends through data-driven analysis.


• Ensure all planning models are built on governed, validated financial data from the enterprise Performance Data Mart (Snowflake, Sigma).


• Recruit, coach, and develop a high-performing team of Financial Analysts, starting with two direct reports in the first 90 days.


• Establish analytical standards, reporting expectations, and best practices.


• Foster a collaborative, curious, and solutions-oriented team culture.


• Balance strategic leadership with hands-on analytical work in a player-coach environment.


• Employee has an individual responsibility for knowledge of and compliance with laws, regulations, and policies.


• Compliance is a condition of employment and is considered an element of job performance


• Maintain HIPAA/patient confidentiality


• Regular and reliable attendance as assigned by your schedule


• Other job duties assigned

During your First Year you will:

• Establish a scalable budgeting and forecasting process, including the company’s first rolling 13-week cash forecast across the enterprise.


• Deliver executive reporting that becomes the trusted financial narrative for senior leadership.


• Improve forecast accuracy and planning discipline through standardized processes.


• Develop meaningful executive scorecards and performance dashboards.


• Strengthen visibility into cash flow, profitability, and business performance.


• Establish FTPO as the enterprise authority on financial performance measurement and reporting.


• Recruit and develop a high-performing Finance Transformation team.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.


• 8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or Finance Transformation.


• Experience leading budgeting, forecasting, and financial planning processes within a complex organization.


• Demonstrated success improving financial reporting, planning methodologies, or business performance processes.


• Experience partnering with senior leaders to support strategic business decisions.


• Previous people leadership experience, including coaching and developing finance professionals.


• Advanced Excel and financial modeling expertise.


• Strong forecasting, budgeting, and scenario planning capabilities.


• SQL proficiency with the ability to validate and analyze financial data.

You might also have

• MBA, CPA, CFA, or other relevant professional certification.


• Healthcare, health services, DME, payer, provider, or revenue cycle experience.


• Experience working within a multi-business-unit or high-growth organization.


• Experience with business intelligence tools such as Sigma, Tableau, Power BI, or Looker.


• Snowflake or cloud data warehouse experience strongly preferred; this role works directly with governed data layers in the enterprise Performance Data Mart, not static extracts.


• Experience with Sage Intacct or similar mid-market ERP systems.


• Exposure to reimbursement models, payer economics, or healthcare operations.


• Experience supporting finance transformation or process improvement initiatives.

What we look for

The ideal candidate for this role is a builder who thrives on creating scalable processes and improving workflows. They are equally adept at analyzing complex financial data and communicating strategic recommendations, driven by a genuine curiosity about the business operations behind the numbers. As an effective collaborator, they build strong cross-functional relationships and are comfortable navigating ambiguity to bring structure to complex challenges. Furthermore, they are a thoughtful, highly organized leader who balances multiple priorities while actively developing talent, fostering continuous learning, and leading by example.

They understand (or are eager to learn) the structural economics of healthcare reimbursement, where revenue recognition, cash collection, and margin reality can diverge significantly.

What Aeroflow Offers

Competitive Pay, Health Plans with FSA or HSA options, Dental, and Vision Insurance, Optional Life Insurance, 401K with Company Match, 12 weeks of parental leave for birthing parent/ 4 weeks leave for non-birthing parent(s), Additional Parental benefits to include fertility stipends, free diapers, breast pump, Paid Holidays, PTO Accrual from day one, Employee Assistance Programs and SO MUCH MORE!!

Here at Aeroflow, we are proud of our commitment to all of our employees. Aeroflow Health has been recognized both locally and nationally for the following achievements:

• Family Forward Certified


• Great Place to Work Certified


• Inc. 5000 Best Place to Work award winner


• HME Excellence Award


• Sky High Growth Award

If you’ve been looking for an opportunity that will allow you to make an impact, and an organization with unlimited growth potential, we want to hear from you!

Aeroflow Health is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

We value transparency and candidate safety throughout the hiring process. Aeroflow recruiters may reach out through platforms such as LinkedIn or Indeed; however, all interviews and/or offer coordination and sensitive information requests will occur only through our official communication channels. You will never be asked to provide personal data outside our secure application portal, and all interview or offer details will come from an @aeroflowinc.com email address. We do not conduct interviews via text message or instant-messaging apps. If you have concerns, please contact our Talent Acquisition team for verification