Strategic Finance Manager

🔥 10 minutes ago

🇺🇸 United States – Remote

💵 $97.5k - $131.6k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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WebPT

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2008

🏥 Healthcare

☁️ SaaS

🤝 B2B

💰 GROWTH EQUITY VC on 2019-07

Healthcare • SaaS • B2B

WebPT is an all-in-one practice management and electronic medical record (EMR) platform built for rehabilitation therapy providers. It offers configurable documentation for physical therapists, occupational therapists, and speech-language pathologists, plus billing and revenue cycle management (RCM) services, scheduling, electronic benefits verification, intake automation, home exercise programs, telehealth, outcomes tracking with standardized tests, MIPS/QCDR support, and AI-assisted documentation and coding tools. The platform integrates with many third-party systems, supports marketing and patient engagement tools, and emphasizes security and HIPAA-compliant workflows for outpatient clinics, hospitals, home health, and multi-location practices.

📋 Description

• Lead the company’s financial planning processes, including long-term strategic planning, annual budgeting, and monthly reforecasting • Own and continuously enhance financial models across revenue, cash flow, and operating expense • Partner with business leaders across Sales, R&D, and G&A to provide actionable insights that drive growth and margin expansion • Deliver presentations and analysis for executives, investors, and the Board of Directors • Drive analysis of SaaS metrics and unit economics, including ARR growth, retention, and sales efficiency • Support capital structure planning and scenario modeling • Lead the FP&A team’s role in the monthly close process, ensuring accurate reporting and timely variance analysis • Champion process improvements, automation, and systems enhancements to increase FP&A efficiency and scalability • Conduct ad hoc financial analyses, including unit economics, pricing, cash conversion, public comp benchmarking, and capital structure alternatives • Collaborate with cross-functional teams to gather relevant data and insights for financial analyses

🎯 Requirements

• 5–7 years of progressive experience in FP&A, investment banking, consulting, or corporate finance, with exposure to the SaaS industry • Bachelor’s degree in Finance, Economics, Accounting, or a related field, or equivalent experience • Advanced Excel skills, with the ability to build and troubleshoot complex and performant models with little to no direction • Deep understanding of SaaS metrics and drivers • Strong knowledge of financial statements and GAAP principles • Strong executive presence with the ability to distill complex financial information into clear insights for senior leadership and external stakeholders • Proactive, strategic thinker who can balance detail orientation with a broader business perspective • Proficiency with financial systems, including ERPs (Sage Intacct), CRMs (Salesforce), and planning & budgeting software (Planful) • Data and analytics expertise, including ability to run SQL queries and create custom visualizations in tools such as Tableau, PowerBI, and others

🏖️ Benefits

• Ample Time Off for fun and rest • Work from nearly anywhere in the US • WFH supply budget • Time Off to make an impact through volunteering • Multiple Employee Resource Groups (ERGs) • Health, Dental, Vision, 401k, HSA, and many other benefits

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