Financial Analyst

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 Financial Analyst is responsible for data loading, management, integrity in EPM / Cohort environment and supporting FP&A leaders in performing analysis and producing reports in daily / monthly / quarterly / annual reporting while writing reports and visualizations on an as needed basis.

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

Areas of Accountability:

• Initially support:
• 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 planning, management and reporting
• Web based inputs
• Outputs that are both detailed / structured as well as visual
• Support the annual budgeting, forecasting processes
• Support preparation of Go-To Market analysis and data
• Customer Cohort
• CAC / LTV's
• MER
  

Competencies for Success:

• Bachelor’s degree in finance, accounting, or related field; MBA or advanced degree a plus
• 0-1 year of experience in finance
• Experience with dynamic modeling
• Experience with data validation, visualization tools etc
• 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 $49450-$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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