Compensation: Budgeted between $121,000 and $161,500 dependent upon applicable experience.
Remote: Experity offers Team Members the opportunity to work remotely or in an office.
The Finance Business Partner will serve as the primary strategic finance lead supporting the Go-To-Market (GTM) organization, including Sales, Marketing, RevOps, and Customer-facing teams. This role goes beyond reporting - it acts as a trusted advisor, translating data into actionable insights that shape revenue strategy, optimize investment decisions, and drive profitable growth.
Success in this role requires strong cross-functional partnership, commercial acumen, and the ability to influence senior leaders through clear storytelling and data-backed recommendations. The ideal candidate thrives in a fast-paced environment, anticipates challenges, and proactively identifies opportunities to improve performance across the revenue engine.
Responsibilities:- Lead the annual financial and strategic planning process for Revenue Cycle Management, partnering directly with RCM leadership to align financial plans with business priorities and operating goals.
- Serve as the strategic finance advisor to RCM leadership, providing financial insight, challenge, and recommendations to support business decisions.
- Lead analyses and projects that provide new insights into RCM performance and strengthen strategic and operational decision-making.
- Promote data-driven decision-making by translating complex financial and RCM operational information into clear, actionable recommendation.
- Partner closely with People Business Partners and RCM leaders on workforce planning, headcount forecasting, organizational changes, capacity planning, and other people-related decisions with significant financial impact.
- Collaborate with RCM leaders and cross-functional stakeholders to identify solutions needed to achieve business goals and provide influential advice, insight, challenge, and decision support.
- Manage special projects such as strategic planning, business case development, investment analysis, automation and process-improvement initiatives, and M&A support as needed.
- Ensure alignment between RCM financial plans, operational decisions, workforce strategies, client commitments, and broader company priorities.
- Review, analyze, and ensure the quality of RCM financial and operational data used for decision-making.
- Work with RCM teams to develop operational insights and recommendations that improve financial performance, productivity, and service delivery.
- Collaborate with RCM Operations, Client Success, Product, Technology, Revenue Operations, People Operations, and other cross-functional teams on analysis and decision support.
- Gather, consolidate, and analyze key financial and operating metrics, including revenue, gross margin, labor costs, productivity, collections, days in accounts receivable, denial trends, and other drivers of RCM performance.
- Identify key trends and root causes of revenue, margin, cost, and operational performance fluctuations, and recommend actions to improve results.
- Lead regular financial reporting and RCM business performance reviews, providing leadership with meaningful insights into results, risks, opportunities, forecast, and outlook.
- Other duties as assigned.
Education:- Bachelor's degree in finance, accounting or equivalent combination of education and experience.
Experience:- At least eight years of related work experience.
- Demonstrated experience partnering directly with senior leaders.
- Strong understanding of financial planning, forecasting, management reporting, financial statements, business performance analysis, and service-based operating models.
- Demonstrated ability to connect financial performance with operational drivers, workforce capacity, productivity, and client outcomes.
- Advanced MS Excel and financial modeling skills.
- Experience with Salesforce CRM and financial planning or reporting systems.
Preferred:- Master's Degree or MBA
- Private equity, healthcare services, or revenue cycle management experience
Travel: Ability to travel as needed.
