Director of Finance

About the role

Join a growth-oriented market leader in software-as-a-service (SaaS) solutions and services within the health field. As the Director of Finance, you will lead the company's financial planning, forecasting, modeling, reporting, and strategic decision-support functions for this private equity-backed organization. Reporting directly to the CFO, you will serve as a strategic partner to executive leadership, helping guide business decisions through data-driven financial analysis and insight. This role focuses on financial planning and analysis (FP&A), business finance, metric development and reporting, and financial strategy, partnering closely with the Controller and Accounting team, who are responsible for accounting operations and compliance.

The ideal candidate is a highly analytical finance leader with exceptional modeling capabilities and a demonstrated ability to translate financial data into actionable business recommendations. This individual will have the opportunity to help build a world-class finance function while supporting the company's continued growth and value creation objectives. We are unified around a virtual-first culture centered around teamwork, relentless focus on client outcomes, and individual accountability.

Responsibilities

• Lead the company's annual budgeting process and rolling forecast cycles.
• Own the development and maintenance of monthly and long-range financial models.
• Drive topline and operating analytics that provide actionable business insights and support strategic growth initiatives.
• Review and refine monthly forecasts in partnership with department leaders across the organization.
• Analyze and explain variances to budget, forecast, prior month, and prior year results.
• Present financial performance, forecasts, key risks, and opportunities to the CFO and executive leadership team.
• Develop and maintain multi-year strategic plans that support organizational growth objectives and private equity value creation initiatives.
• Create dashboards and key performance indicator (KPI) reporting to monitor business performance and key operating metrics.
• Partner with Sales, Customer Success, Product, and Operations teams to evaluate business performance and identify growth opportunities.
• Support board reporting and investor-related financial analyses.
• Build and maintain sophisticated financial models to evaluate new business opportunities, strategic initiatives, investments, and resource allocation decisions.
• Lead financial analysis related to pricing strategy, customer profitability, market expansion, and product investments.
• Partner with leadership on scenario planning and sensitivity analyses to support strategic decision-making.
• Assist in pricing evaluations for Request for Proposal (RFP) and contracting processes.
• Support the financial evaluation and submission of RFPs, proposals, and related business opportunities.
• Lead financial due diligence, valuation analyses, and modeling efforts related to mergers, acquisitions, and strategic partnerships.
• Evaluate operational and financial trends to identify opportunities for revenue growth, cost efficiencies, margin expansion, and improved business performance.
• Develop business cases and ROI analyses for new initiatives, technology investments, and organizational priorities.
• Assist with special finance projects as needed and serve as a key financial advisor to cross-functional leadership teams.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 8+ years of progressive experience in FP&A, Strategic Finance, Corporate Finance, Investment Banking, Consulting, or related financial leadership roles.
• 3+ years leading financial planning and forecasting processes in a high-growth environment.
• Strong understanding of US GAAP.
• SaaS experience required with a deep understanding of SaaS business models, metrics, and key performance indicators including ARR, MRR, retention, churn, CAC, LTV, gross margin, and unit economics.
• Experience with large, complex, multi-year services contracts.
• Expertise in revenue recognition.
• Advanced financial modeling, forecasting, and analytical skills.
• Experience building long-range financial plans and executive-level reporting packages.
• Experience developing pricing analyses and supporting commercial decision-making.
• Experience supporting contracting processes, RFP evaluations, and business case development.
• ERP, reporting, and planning system experience.
• Advanced proficiency in Excel and financial reporting tools.
• Ability to automate data collection from disparate systems into planning and reporting processes.
• Demonstrated ability to influence decision-making through quantitative analysis and business partnership.
• Proven ability to build cross-functional relationships and communicate effectively across all levels of the organization.
• Experience supporting private equity-backed companies preferred.

Qualifications

• MBA, CFA, CPA, or other relevant advanced designation.
• Experience in healthcare technology and/or healthcare SaaS organizations.
• Experience preparing Board of Directors and investor presentation materials.
• Prior experience supporting M&A transactions, integrations, and strategic growth initiatives.
• Experience designing and implementing FP&A processes, systems, and reporting automation.
• Experience with NetSuite, Salesforce, payroll and expense management systems, financial planning software tools, data warehousing and reporting tools.

At this time, we are unable to provide sponsorship for this position. This role is an individual contributor position with the potential to grow into a staff manager role as the company grows.