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PatientNow · 3 months ago

Vice President of Financial Planning & Analysis

United States

Full-time

Remote

Director/Executive

$165K/yr - $180K/yr

10+ years exp

PatientNow is a company that provides comprehensive practice management solutions for the elective medical industry, focusing on improving efficiency and customer satisfaction. The Vice President of Financial Planning & Analysis (FP&A) will be responsible for driving financial clarity and performance across the organization, overseeing forecasting, budgeting, and financial reporting, while partnering closely with executive leadership.

AssociationHealth CareSoftware

Responsibilities

Own the annual budgeting process and rolling forecasts, including revenue, operating/COGS expense, cash flow, and headcount planning collaborating with ELT members

Develop long-range financial models that align with company goals and investor expectations

Provide scenario analysis and sensitivity models to support strategic decision-making

Serve as a thought partner to the CFO, CEO, and department heads on business drivers, KPIs, and resource allocation

Provide financial input for company initiatives and team charters

Lead monthly and quarterly business reviews with actionable insights and variance analysis

Design and implement dashboards and reporting tools that provide real-time business visibility

Translate business trends and drivers into financial implications and opportunities specifically in the areas of SaaS and integrated payments

Conduct deep-dive analyses to evaluate pricing, unit economics, CAC/LTV, churn, customer cohorts, and margin trends

Support board and investor reporting with clear financial narratives and strategic framing

Build, mentor, and lead a high-performing FP&A team

Advance the FP&A function through automation and Business Intelligence applications

Establish scalable and repeatable financial planning frameworks to support company growth

Qualification

Financial modelingSaaS business modelBudgetingForecastingData visualizationExecutive communicationBusiness IntelligenceTeam leadershipAnalytical mindsetCollaborationProblem-solving