Sr. Financial Analyst

Job Description

Job Description

Our Company :

At PracticeTek, we believe healthcare should be easy for providers, accessible for patients, and simple for everyone involved.

PracticeTek was established by healthcare professionals and entrepreneurs who share a common goal : deliver seamless, high-quality, on-demand healthcare, free of the confusing limitations of traditional technological platforms.

PracticeTek is a collection of innovative software companies working together to make healthcare easier, and more accessible, for everyone.

We deliver robust software solutions that support practitioners, and foster exceptional patient experiences, contributing to the growth of healthcare clinics specializing in chiropractic, dental, orthodontics, optometry, and multi-discipline therapy.

The Career Opportunity :

The Senior Financial Analyst will play a critical role in supporting the company's financial planning and analysis (FP&A) functions.

This role is responsible for developing financial models, managing budgets, and conducting financial reviews. Key tasks include collaborating with accounting, preparing reports, and communicating insights to leadership.

The role involves revenue reporting, ad-hoc analysis, and ensuring loan compliance. The ideal candidate has finance experience in SaaS, has strong modeling skills and is adaptable.

The position is based in San Diego, CA with a hybrid work schedule (3 days per week in office).

Areas of Accountability :

• 3-Statement Modeling : Develop and maintain detailed financial models, including income statement, balance sheet, and cash flow projections to support business planning and decision-making processes.
• Coordination with Accounting : Collaborate closely with the accounting team to ensure timely and accurate financial reporting, including the preparation and review of financial statements.
• Monthly Reviews : Lead monthly financial reviews with general managers and functional leadership to discuss performance, variances, and areas for improvement.
• Budget & Reforecasting : Manage the budgeting and reforecasting processes, ensuring alignment with company goals and providing accurate and timely financial projections.
• Financial Analysis : Conduct proactive reviews and analyses of financial statements to identify risks and opportunities.

Translate financial data into actionable insights for the business.

• Stakeholder Communication : Effectively communicate and present financial results, trends, and forecasts to stakeholders, including senior management, Board of Directors, and investors.
• Revenue Reporting : Prepare customer-level monthly recurring revenue (MRR) reports and conduct flux analysis to identify trends and variances.
• Ad-hoc Analysis : Perform ad-hoc financial analyses related to products, margins, and spend efficiency to support strategic decision-making.
• Business Case & ROI Modeling : Develop and analyze business cases for new initiatives, including return on investment (ROI) modeling to evaluate potential outcomes and impact.
• Headcount Analysis : Conduct monthly headcount analysis, including reporting and forecasting, to ensure alignment with budgetary constraints and organizational needs.
• Financial Package Preparation : Prepare comprehensive financial packages for the Board of Directors and Investor team, providing insights and recommendations based on financial data.
• Loan Compliance Reporting : Oversee the preparation and submission of monthly and quarterly loan compliance reports, ensuring adherence to lender requirements.

Competencies for Success :

• Bachelor’s degree in finance, accounting, or related field; MBA or advanced degree a plus.
• 5+ years of experience in finance
• Prior SaaS or relevant industry experience is required
• Familiarity with 3 statement modeling
• Strong Microsoft Excel and PowerPoint skills
• Understanding of operational KPIs, budgeting process and report design
• Understanding of GAAP
• NetSuite experience (or similar ERP)
• Adaptive experience (or similar EPM)
• Operate independently with persistent curiosity
• Excellent communication skills
• Desire to build, enhance and take ownership of processes and reporting
• Ability to proactively identify and research variances to budget
• Ability to proactively communicate and align on priorities with leadership
• Embraces change and flexibility

At PracticeTek we carefully consider a wide range of compensation factors to determine our offers of employment. This includes internal and external market factors as well as your individual experience and skills.

These considerations can cause compensation to vary but we reasonably expect to pay between $49,450 - $110,000 for this position.

PracticeTek is an Equal Opportunity Employer that values employees with a broad cross-cultural perspective. We strive to create an inclusive environment, empower employees, and embrace diversity.

We encourage everyone to respond. All applicants will receive fair and impartial treatment without regard to race, color, religion, sex, national origin, ancestry, citizenship status, age, legally protected physical or mental disability, protected veteran status, status in the U.

S. uniformed services, sexual orientation, gender identity or expression, marital status, genetic information or on any other basis which is protected under applicable federal, state, or local law.

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