Senior Financial Analyst

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PerfectServe

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2003

⚕️ Healthcare Insurance

☁️ SaaS

💰 Private Equity Round on 2018-05

Healthcare Insurance • SaaS

PerfectServe is a healthcare technology company that specializes in clinical communication and collaboration solutions. The company provides tools to improve communication between healthcare professionals, streamline clinical workflows, and enhance patient engagement. Its products include medical answering services, provider scheduling, and a healthcare operator console, all designed to ensure effective and secure communication across care settings. PerfectServe aims to reduce administrative burdens and support provider wellness while maintaining compliance with industry regulations. Trusted by over 30,000 healthcare organizations, PerfectServe integrates with existing healthcare systems to optimize provider scheduling, improve patient and family communication, and enable virtual care.

📋 Description

• Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense • Lead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecast • Support the annual operating plan process, including departmental build-ups, scenario modeling, and executive review presentations • Prepare monthly and quarterly financial packages for internal leadership and external stakeholders (board, PE sponsor) • Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn • Calculate and maintain customer-level ARR tracking, including new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across systems • Build and maintain variance analysis with clear narrative bridging actuals to budget and forecast • Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy • Serve as a finance partner to multiple functional areas • Translate financial data into actionable insights for operational leaders with varying levels of finance literacy • Support department heads through headcount planning, quota and commission modeling, and budget management • Build scenario and sensitivity models to support strategic decisions (pricing, go-to-market investments, M&A diligence support) • Contribute to board and investor materials, including financial slides, KPI commentary, and executive summaries • Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as needed

🎯 Requirements

• 3–7 years of experience in FP&A, corporate finance, accounting, or a related analytical role • Prior experience in a SaaS or subscription-based technology company strongly preferred • Proficiency in Excel financial modeling (multi-tab P&L models, scenario analysis, dynamic lookups); VBA or macro experience is a plus • Strong command of SaaS metrics: ARR, MRR, NRR, GRR, CAC, LTV, churn, bookings • Familiarity with GAAP revenue recognition principles, including ASC 606 • Excellent written and verbal communication; able to present clearly to both operational and executive audiences • High attention to detail with the ability to manage multiple deliverables under deadline

🏖️ Benefits

• Remote first work environment • Health, Dental, Vision, Life and Disability Insurance options available day one. • 401K - with match and immediately vested. • 17 company holidays, 2 floating holidays plus competitive paid time off policy • Internal Advancement Opportunities