Qualifications

• 5+ years of FP&A or corporate finance experience, ideally in a PE-backed, high-growth SaaS or healthcare technology environment.
• Proven management of monthly close and forecast cycles with cross-functional collaboration.
• Strong financial modeling skills using Excel; familiarity with ERP or CPM platforms is a plus.
• Knowledge of SaaS metrics such as ARR, churn, and net revenue retention in relation to financial reporting and forecasting.
• Bachelor's degree in Finance, Accounting, or a related discipline.

Responsibilities

• Lead the monthly close process and coordinate with Accounting, business leaders, and FP&A teams.
• Ensure accuracy of month-end reporting and data integrity before executive review.
• Act as the main Finance contact for business leaders during the forecast cycle, organizing meetings and collecting inputs.
• Analyze and validate business leader submissions against historical data and financial assumptions, reporting risks to the FP&A Director.
• Draft commentary and summaries regarding forecast variances for executive presentations.
• Maintain oversight of expense and revenue forecast inputs for clear communication and accuracy before CFO review.
• Facilitate monthly retrospectives to identify and implement improvements for future cycles.

Benefits

• Mission-driven work focused on improving patient lives.
• Comprehensive and affordable medical benefits, plus non-medical perks like Student Loan Reimbursement and Flexible Paid Time Off.
• 401(k) plan with company matching to support retirement savings.
• Extensive Learning & Development resources, offering over 700+ free development courses for all employees.