Director of FP&A

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 Director of FP&A is responsible for leading the day-to-day functions of the PracticeTek FP&A team to ensure rapid and high-quality reporting and management of business intelligence and analytics.

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

Areas of Accountability:

• Initially, have a hands-on role in building the EPM up to achieve the following objectives:
• Rapid and agile financial and non-financial reporting of KPIs and full financial / business analytics
• Financial modeling to allow for rolling forecasting, annual budgeting, variable scenario decision making
• Workforce management and reporting
• Web based inputs
• Outputs that are both detailed / structured as well as visual
• Responsible for maintenance and management / uptime of EPM
• Operate closely with the SVP Finance in establishing PracticeTek’s customer cohort, including as a key leader in Project Harmony, ensuring the successful integration of Salesforce, HubSpot, Zuora to allow for high fidelity billing, collections and customer data management
• Working closely with the CFO and SVP to design, implement and maintain reports, visualizations and dashboards for PracticeTek
• Support the SVP in managing and delivering the annual budget and quarterly forecasts
• Participate in Rev Ops team
• Direct FP&A team in providing segment, cross functional, executive and external business support functions including:
• data validation
• monthly analysis and reporting,
• annual budgeting,
• preparation for external reporting (board, investor, lender)
• Operate as SME in finance for all Go-To Market analysis and data
• Customer Cohort
• CAC / LTV's
• MER
• Business Partner to Sales and Marketing
• Operate as Business Partner to several segments
  
  

Competencies for Success:

• Bachelor’s degree in finance, Accounting, or related field; MBA or advanced degree preferred
• 5-10 years of progressive experience in finance
• Experience in a company with a minimum revenue range of $100 million
• Experience in SaaS preferably SMB
• Experience with EMP build / implementation and management
• Experience with modeling and go-to market motion
• Experience with data validation, visualization tools etc
• Business support / cross functional model experience
• M&A exposure
• Must be a self-starter with strong oral and written communication skills
• Exceptional attention to detail, efficiency, and accuracy
• Strong analytical and creative problem-solving skills
• Excellent communication skills, with the ability to present complex financial information in a clear and concise manner
  
  

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 [Salary Range] 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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