Financial Foresight in Action: Building Insight Engines in a Growing Healthcare Network

The Client

Our client is a high-growth, PE-backed healthcare platform headquartered in Dallas, Texas. Focused on allergy and immunology, the organization is building a national network of leading practices to deliver high-quality, accessible care to patients suffering from asthma, allergies, and immunological disorders.

Originally introduced to us as a candidate in a prior search, the client re-engaged with ECA after assuming a new leadership role and facing an urgent need: to establish a foundational FP&A function in a fast-scaling, multi-site healthcare business.

The Challenge

As the company expanded its national footprint through acquisitions and organic growth, the need for real-time financial visibility and structured reporting became urgent. The client needed FP&A leaders who could:

• Support a multi-site business model with consolidated financial reporting
• Build financial planning, budgeting, and forecasting frameworks from the ground up
• Act as true finance business partners to cross-functional and operational leaders
• Provide data-driven insights to inform decisions at the executive level
• Bring both structure and agility to a dynamic, fast-changing environment

This was not a maintenance role—it was a greenfield opportunity to shape how finance supports the business.

Our Approach

We launched a highly targeted search focused on experienced FP&A professionals in the healthcare services industry, especially those with experience in:

• Multi-entity reporting and consolidation
• Cost center management and OPEX/revenue forecasting
• Financial modeling, trend analysis, and business intelligence tools
• Acting as a liaison between finance and key functional stakeholders
• High-growth, PE-backed environments requiring structure, speed, and strategic thinking

Cultural fit was essential: candidates needed to be proactive, hands-on builders with strong communication skills and the ability to influence across functions.

The Placements

We successfully placed two standout FP&A leaders:

Placement 1: A strategic finance professional with broad experience across budgeting, forecasting, and operational finance. Known for building clean, insightful models from scratch—including revenue forecasts, consolidated P&Ls, and corporate OPEX analyses. A trusted partner to executive leadership, this hire quickly became the go-to finance liaison for pricing, sales, marketing, and corporate development.

Placement 2: An experienced FP&A manager with a strong healthcare finance background, including clinical and managed care plan environments. With a robust skill set in financial reporting, planning, and workforce management, this leader brought a structured, data-informed approach to cost analysis and operational support. An MBA in finance further strengthened his ability to bridge strategic and tactical needs.

The Outcome

With these two placements, the client was able to build the FP&A function from the ground up—creating a centralized source of truth for financial performance and strategic decision-making.

Key results included:

• Creation of core financial tools, including OPEX breakouts, seasonality trackers, and headcount reports
• Improved visibility into SG&A drivers and patient-level KPIs
• Stronger alignment between finance and operations through embedded business partnering
• A finance team capable of scaling alongside the business while maintaining data discipline and executive responsiveness

By embedding experienced, business-minded FP&A leaders, the client gained not just reporting capabilities—but true financial insight to power growth.