Director, Finance Business Partner – Sales & Marketing

🕒 June 7

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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NextGen Healthcare

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1998

⚕️ Healthcare Insurance

☁️ SaaS

📡 Telecommunications

💰 Venture Round on 2015-02

Healthcare Insurance • SaaS • Telecommunications

NextGen Healthcare is a company that provides integrated health IT solutions to ambulatory practices. Their services include electronic health records (EHR), practice management, interoperability, patient engagement, and telehealth solutions. They aim to enhance the patient and provider experience through innovative technologies such as AI-driven workflows and mobile solutions. NextGen Healthcare also offers tailored solutions for various specialties and focuses on improving clinical and financial outcomes for their clients. They support practices of all sizes, from small offices to large enterprises, and emphasize the importance of interoperability and data exchange to enhance healthcare delivery.

📋 Description

• Serve as the primary finance advisor and strategic business partner to the Chief Revenue Officer and senior Sales and Marketing leadership • Deliver financial decision support across investment planning, growth strategy, and resource allocation • Provide financial perspective on territory design, sales coverage models, channel strategy, and marketing investment prioritization • Lead the monthly rolling forecast process across bookings, headcount, and operating expense • Lead the annual budget process, including bottoms-up planning for bookings, headcount, and operating expense • Develop and maintain driver-based financial models to support GTM resource allocation and strategic planning • Own and evolve GTM KPI and ROI frameworks, including CAC, LTV, payback period, GRR, NRR, and ACV • Partner with Sales leadership on target setting, quota design, rep productivity assumptions, and territory planning • Lead weekly and monthly analysis of financial results, including executive-level variance analysis and trend reporting • Prepare executive-ready materials, including financial models, scenario analyses, and board-level presentations • Lead the Commercial Analytics function across Sales pipeline, rep productivity, territory performance, marketing ROI, demand generation analytics, and campaign attribution • Strengthen financial reporting infrastructure, improve forecast accuracy, and evolve reporting cadences to meet the needs of a PE-backed, high-growth environment • Lead and develop a team spanning FP&A and commercial analytics by setting analytical standards, managing priorities, and fostering a high-performance culture • Perform other duties that support the overall objective of the position

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required • MBA preferred • 10+ years of progressive FP&A, strategic finance, operational finance, or commercial finance experience • 5+ years of people management experience • Experience leading financial planning and decision support for Sales and/or Marketing organizations in a PE-backed or high-growth SaaS environment • Experience leading or closely partnering with a commercial analytics function strongly preferred • Experience partnering with senior leaders in a matrixed environment and influencing VP- and C-suite-level decision-making • Experience building driver-based, scalable models across headcount, capacity, and revenue • Experience with Workday Adaptive Planning, Salesforce, Power BI, or comparable FP&A, CRM, and BI platforms preferred

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work arrangements • Paid time off • Professional development opportunities