Senior Financial Analyst

Our Company

At PracticeTek, we believe healthcare should be easy for providers, accessible for patients, and simple for everyone involved. PracticeTek was established by healthcare professionals and entrepreneurs who share a common goal: deliver seamless, high-quality, on-demand healthcare, free of the confusing limitations of traditional technological platforms. PracticeTek is a collection of innovative software companies working together to make healthcare easier, and more accessible, for everyone. We deliver robust software solutions that support practitioners, and foster exceptional patient experiences, contributing to the growth of healthcare clinics specializing in chiropractic, dental, orthodontics, optometry, and multi-discipline therapy.

The Career Opportunity

The Senior Financial Analyst will play a critical role in supporting the company’s Financial Planning & Analysis (FP&A) function, with a primary focus on cost management by brand and functional area. This role will own and drive the headcount and payroll planning process, ensuring timely approvals, accurate forecasting, and ongoing adherence to budget targets. The analyst will be responsible for reconciling and continuously improving the headcount forecast, providing clear visibility into staffing-related cost drivers and variances. In addition, the Senior Financial Analyst will own vendor spend management by partnering closely with Accounting and business owners. This includes ensuring software, contractor, and professional services expenses are budgeted correctly, monitoring spend versus plan, and proactively managing and offsetting variances. The position is ideally based in San Diego, CA with a hybrid work schedule (3 days per week in office). Remote will be considered for the right candidate.

Areas of Accountability

• HC / Payroll Process Owner: Conduct weekly HC approvals, monthly reconciliations vs. budget, quarterly reforecasts, and become systems and process expert for FP&A team. Report changes and quickly understand monthly variances.
• Vendor Spend Management: Collaborate closely with the accounting team and business owners to ensure timely and accurate financial reporting, including the preparation and review of financial statements, and adherence to budget.
• Revenue Reporting: Prepare customer-level monthly recurring revenue (MRR) reports and conduct flux analysis to identify trends and variances.
• Product Leadership Strategy: Lead monthly financial reviews with general managers and functional leadership to discuss performance, variances, and areas for improvement.
• Budget & Reforecasting: Manage the budgeting and reforecasting processes, ensuring alignment with company goals and providing accurate and timely financial projections.
• Financial Package Preparation: Prepare comprehensive financial packages for the Board of Directors and Investor team, providing insights and recommendations based on financial data.

Competencies for Success

• 4+ years of experience in finance
• HC / Payroll end-to-end budget management of HC 500+ and >$50M
• Ability to incorporate feedback and adjust approach as necessary
• Operate independently with persistent curiosity
• Excellent communication skills
• Desire to build, enhance and take ownership of processes and reporting
• Strong Microsoft Excel and PowerPoint skills
• Understanding of operational KPIs, budgeting process and report design
• Understanding of GAAP
• Previous experience pulling transactional details from an ERP (SAP, NetSuite, etc..)
• Experience building an annual budget in an FP&A tool (Anaplan, Adaptive, etc…)
• Ability to proactively identify and research variances to budget
• Embraces change and flexibility
• Prior SaaS or relevant industry experience is nice to have but not required

At PracticeTek we carefully consider a wide range of compensation factors to determine our offers of employment. This includes internal and external market factors as well as your individual experience and skills. These considerations can cause compensation to vary but we reasonably expect to pay between $49,450 - $105,000 for this position.

PracticeTek is an Equal Opportunity Employer that values employees with a broad cross-cultural perspective. We strive to create an inclusive environment, empower employees, and embrace diversity. We encourage everyone to respond. All applicants will receive fair and impartial treatment without regard to race, color, religion, sex, national origin, ancestry, citizenship status, age, legally protected physical or mental disability, protected veteran status, status in the U.S. uniformed services, sexual orientation, gender identity or expression, marital status, genetic information or on any other basis which is protected under applicable federal, state, or local law.