Senior Financial Analyst

6 hours ago

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Tebra

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Healthcare Insurance • SaaS • Health

Tebra is a comprehensive technology platform designed to streamline the operations of independent healthcare practices. It provides an all-in-one solution that optimizes practice efficiency by integrating electronic health records, revenue cycle management, and patient scheduling with over 130 healthcare systems. Tebra offers tools for practice growth, patient experience, care delivery, billing and payments, and data insights. The platform helps practices attract more patients, manage their reputation, enhance patient experience, and automate operations while ensuring full security and HIPAA compliance. Tebra is tailored for family medicine, pediatrics, primary care, and psychology specialties, enabling them to deliver better care, get paid faster, and gain deeper insights through data-driven practice management.

501 - 1000 employees

⚕️ Healthcare Insurance

☁️ SaaS

💰 Debt Financing on 2022-07

📋 Description

• You will be the primary financial architect supporting our revenue engine. • This role is a critical intersection between Sales, Marketing, Product, and Finance, focused entirely on driving our long term 3-statement model, optimizing and ensuring our growth is profitable (the Rule of 40). • You will own the unit economics that govern every investment decision. • Own and refine the 3-Year 3-Statement Integrated Model (P&L, Balance Sheet, Cash Flow), ensuring all GTM and investment strategies are translated into consistent forecasts. • Act as the embedded financial expert for Sales and Marketing leadership, translating investment analysis directly into actionable ROI targets; own the core LTV/CAC model, driving deep-dive analysis on Blended CAC, Payback Periods, and LTV:CAC Ratios. • Partner with Product and Customer Success leadership to translate retention data (NDR, cohort performance) into clear margin and revenue expansion strategies. • Prepare high-impact, data-rich presentations for the Board and executive team, providing clear financial projections and strategic insights.

🎯 Requirements

• 2-3 years of progressive experience in a demanding financial role (Strategic Finance, FP&A, Investment Banking, or Management Consulting), with significant exposure to high-growth B2B SaaS business models. • Expert-level proficiency in advanced financial modeling, including 3-Statement integration and cohort-based LTV/CAC analysis. • Strong experience leveraging modern FP&A platforms (e.g., Adaptive) and expert command of data extraction from CRM (Salesforce) for financial analysis. • Proven ability to translate complex data sets into actionable visuals using BI tools (Tableau) to drive executive decision-making.

🏖️ Benefits

• In addition to our healthcare benefits, we also offer amazing perks! • Need work from home basics? We offer a discount through Dell! • We also offer a number of resources to help you keep your mind and body healthy. • Check out Gympass for a great workout, or Telus Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences.