Finance Business Partner Director

Job Description:

Financial Planning & Forecasting

• Lead annual budgeting, quarterly forecasting, and long-range planning processes for Engineering and Product business areas.
• Develop and maintain complex financial models to support strategic initiatives, workforce planning, resource allocation, capital investments, operational decisions, and business performance analysis.
• Monitor actual results against budget and forecast, identify key variances, and provide insights into financial drivers, risks, and opportunities.
• Partner with business leaders to improve forecast accuracy, cost predictability, financial transparency, and accountability.
• Drive multi-year planning and scenario analysis to evaluate the financial impact of business strategies, investment decisions, and operating model changes.

Business Partnership & Decision Support

• Serve as a trusted finance advisor to business leaders by providing proactive financial guidance, analysis, and strategic recommendations.
• Partner with leaders to evaluate resource allocation, cost management, investment prioritization, productivity, operational performance, and business tradeoffs while balancing growth, innovation, and financial discipline.
• Lead business cases, ROI analysis, scenario planning, and financial evaluation for strategic initiatives.
• Translate complex financial data into clear, actionable insights for financial and non-financial stakeholders.
• Influence decision-making by presenting well-supported financial recommendations and alternatives.
• Provide scenario analysis to assess the financial implications of product launches, architectural changes, or platform modernization.

Reporting & Analytics

• Develop and maintain Product P&L’s to improve transparency, accountability, and cost efficiency with a focus on increasing profitability.
• Prepare and present financial reporting packages, dashboards, executive summaries, and performance updates.
• Analyze trends, KPIs, productivity metrics, and operational performance indicators.
• Identify leading indicators of financial risk, cost pressure, margin impact, or performance improvement opportunities.
• Ensure accuracy, integrity, and consistency of financial data used for planning, reporting, and decision-making.
• Drive the development, automation, and continuous improvement of reporting tools, financial models, dashboards, and planning processes.

Strategic Support & Financial Governance

• Oversee cloud cost strategy including optimization, reserved capacity planning, and scaling economics.
• Influence long-term investment strategy, product roadmap funding, and infrastructure scalability decisions.
• Provide financial thought leadership in build vs. buy, vendor strategy, and architecture investment decisions.
• Shape enterprise, functional, or business unit strategic planning initiatives through financial analysis and business insight.
• Evaluate business opportunities, operational efficiencies, investment tradeoffs, and financial improvement opportunities.
• Lead financial governance for significant initiatives, capital investments, resource planning, and business transformation efforts.

Process Improvement & Cross-Functional Collaboration

• Identify opportunities to improve planning processes, forecasting accuracy, reporting efficiency, financial transparency, and analytical frameworks.
• Strengthen cost allocation, performance measurement, and business reporting methodologies where applicable.
• Contribute to scalable finance processes and tools that support business growth and evolving organizational needs.
• Provide subject matter guidance to less experienced finance team members as needed.
• Influence cross-functional partners and establish strong working relationships across Finance, Accounting, Engineering and Product.

Education Required

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field.
• Master’s degree in Business Administration, Finance, Accounting, or related field preferred.

Experience Required

• 10+ years of progressive FP&A, strategic finance, operational finance, or finance business partnering experience.
• Experience supporting business leaders through budgeting, forecasting, financial modeling, variance analysis, reporting, and decision support.
• Experience developing complex financial models, analyzing business performance, and presenting financial recommendations to cross-functional stakeholders.
• Experience working in a matrixed or cross-functional environment preferred.
• Experience supporting one or more business areas such as corporate functions, engineering, product, operations, technology, cloud, or infrastructure preferred.
• Experience supporting technology-driven organizations, SaaS business models, or R&D/infrastructure investment environments preferred.

License/Certification Required

• CPA, CMA, CFA, MBA, or other advanced finance or accounting credential preferred.

Knowledge of

• Strong understanding of technology economics.
• Financial planning and analysis principles, including budgeting, forecasting, long-range planning, variance analysis, and financial modeling.
• Business case development, ROI analysis, scenario planning, and investment evaluation.
• Financial reporting, dashboards, KPIs, and operational performance metrics.
• Cost management, resource planning, workforce planning, and productivity analysis.
• ERP systems, financial planning tools, business intelligence platforms, and reporting systems.
• SaaS, technology, healthcare, product, infrastructure, or subscription-based business models, where applicable.
• Cloud cost structures, infrastructure scalability, and R&D capitalization concepts preferred.

Skill in

• Advanced financial modeling and executive communication skills.
• Building complex financial models that support planning, forecasting, investment analysis, and business decision-making.
• Analyzing financial and operational data to identify trends, risks, opportunities, and performance drivers.
• Preparing clear financial reporting, dashboards, executive summaries, and presentations.
• Translating complex financial information into practical business insights for non-financial stakeholders.
• Communicating financial recommendations clearly and effectively to leaders and cross-functional stakeholders.
• Influencing stakeholders and building strong cross-functional partnerships.
• Improving financial processes, reporting tools, planning models, and analytical frameworks.

Ability to

• Serve as a specialized finance partner to Engineering and Product business leaders.
• Shape and connect financial analysis to business strategy, operational performance, and long-term objectives.
• Provide proactive recommendations that support informed decision-making and financial discipline.
• Balance business growth, innovation, operational needs, and cost management.
• Identify financial risks and opportunities and recommend practical actions.
• Influence senior stakeholders and drive business outcomes.
• Maintain accuracy, confidentiality, and integrity when working with sensitive financial and business information.

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.

NextGen Healthcare is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.