Vice President, Financial Planning and Analysis

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October 1

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PatientNow

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Healthcare Insurance • SaaS • Wellness

PatientNow is a comprehensive software solution designed specifically for the aesthetics and wellness industry, including med spas, plastic surgery, dermatology, and weight loss practices. It offers an all-in-one platform that integrates electronic medical records (EMR), practice management, patient engagement tools, payments, and digital marketing services to streamline operations and enhance patient care. By utilizing AI and automated marketing strategies, PatientNow helps practices attract and retain patients while boosting efficiency and revenue. The platform also features tools for before and after photography, flexible financing options, and seamless integration with medical practice systems, making it a vital tool for modernizing and managing aesthetic practices effectively.

201 - 500 employees

⚕️ Healthcare Insurance

☁️ SaaS

🧘 Wellness

📋 Description

• Oversee forecasting, budgeting, long-range planning, and financial reporting processes • Serve as a key business partner to executive leadership (CFO, CEO) and department heads • Build and lead a high-performing FP&A team and mentor staff • Own the annual budgeting process and rolling forecasts, including revenue, operating/COGS expense, cash flow, and headcount planning • Develop long-range financial models aligning with company goals and investor expectations • Provide scenario analysis and sensitivity models to support strategic decision-making • Lead monthly and quarterly business reviews with actionable insights and variance analysis • Design and implement dashboards and reporting tools providing real-time business visibility • Translate business trends and drivers into financial implications for SaaS and integrated payments • Conduct deep-dive analyses on pricing, unit economics, CAC/LTV, churn, customer cohorts, and margin trends • Support board and investor reporting with clear financial narratives and strategic framing • Advance the FP&A function through automation and Business Intelligence applications • Establish scalable and repeatable financial planning frameworks to support company growth

🎯 Requirements

• 10+ years of progressive experience in FP&A, including 3+ years in a leadership role • Strong background in SaaS or subscription-based business models (ARR, MRR, churn, CAC, etc.) • Exceptional financial modeling and forecasting skills • Experience supporting executive leadership and Board-level communication • Advanced proficiency in Excel/Google Sheets and financial planning software required • BI/Data warehouse and data visualization experience required • Excellent communication and business partnership skills with a high degree of executive presence • Supervisory experience (position has supervisory responsibilities) • Preferred: Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA is a plus) • Preferred: Experience at a high-growth, venture-backed SaaS company • Preferred: Familiarity with investor reporting, KPI storytelling, and M&A financial analysis

🏖️ Benefits

• $165,000-$180,000 base salary range plus bonus • Remote work (United States)