Job Details

Senior Vice President of Financial Planning & Analysis

About the Company

A rapidly growing provider of innovative patient engagement software.

Industry
Software Development

Type
Privately Held, Private Equity-backed

Founded
2004

Employees
201-500

Specialties

• Patient acquisition and retention (PAR)
• Practice management software
• EMR
• Scheduling
• Memberships
• Merchant processing
• Patient review management
• Recurring revenue
• Two-way texting
• Patient portal
• Photo management
• Inventory management
• Point of sale
• Reporting
• Customer support
• Gift cards
• Appointment reminders

About the Role

Join our dynamic team as the Senior Vice President of Financial Planning and Analysis (FP&A). We are looking for a strategic finance leader with a robust background in SaaS or subscription-based business models. This pivotal role is essential for enhancing financial clarity, discipline, and performance throughout our organization. As the VP of FP&A, you will oversee the annual budgeting process, rolling forecasts, and develop long-range financial models. You will act as a vital business partner to executive leadership, offering data-driven insights and leading a high-performing FP&A team.

The ideal candidate will have a minimum of 10 years of FP&A experience, with at least 3 years in a leadership position. Exceptional financial modeling and forecasting capabilities are paramount. Key responsibilities include strategic planning, forecasting, and conducting scenario analysis to assist in decision-making. A solid grasp of SaaS business models, including metrics such as ARR, MRR, churn, and CAC, is crucial. You should be capable of translating business trends into financial implications, performing comprehensive analyses, and preparing reports for the board and investors.

We require a strong educational background in finance, accounting, economics, or a related discipline, with an MBA or CFA being a valued asset. Advanced proficiency in Excel/Google Sheets, financial planning software, and experience with BI, data warehouse, and data visualization tools are essential. As a candidate, you should exemplify adaptability, business ethics, effective communication, a commitment to continuous learning, problem-solving skills, and a collaborative team spirit.

Hiring Manager Title
CFO

Travel Percent
Less than 10%

Functions

• Finance