Office Practicum · 1 month ago
Manager of Financial Planning and Analysis
United States
Full-time
Remote
Senior Level
$120K/yr - $130K/yr
5+ years expOffice Practicum is seeking a Manager of Financial Planning and Analysis who will determine financial strategy and implement performance metrics. This role will drive financial effectiveness by establishing planning and forecasting processes, while providing financial consulting and strategic support to senior management.
CommunitiesComputerSoftware
Responsibilities
Responsible for all aspects of management reporting and analysis, including operating expenses, working capital requirements, cash flow analysis and funding requirements
Responsible for tracking all elements of ARR (annual recurring revenue), including bookings, price increases, churn, and downsells
Collaborate with functional leaders in developing the annual operating plan and quarterly financial forecasts
Ensure alignment between corporate goals & timelines and resource/spend plans
Provide budget-to-actual variance analyses for flash, monthly, quarterly, and annual reporting for the Company, as well as at functional and cost center levels
Prepare monthly and quarterly financial reports for debt covenant compliance
Provide functional/department leaders business partnering support, through financial modeling and pro-forma analyses to support strategic decision making with day-to-day operations and new initiatives
Support company business development activities with financial modeling for strategic partnerships, collaboration programs and licensing activities
Develop, evolve ,and publish regular KPI/metric reporting to track results and identify trends
Implement a financial planning and analysis software to automate the processes, where applicable
Evaluate current processes, identify best practices, develop plans to reach goals and implement improvements
Participate in the preparation of board of director and executive presentations
Work closely with the accounting team to continuously improve the financial close process and provide support in the expense accrual analysis
Ad-Hoc Reporting and Analysis
Qualification
Required
4 year college degree in finance, accounting or business administration, or equivalent experience
5-7 years of experience in a FP&A role
Experience in the SaaS industry
Strong understanding of private equity financial structures and reporting requirements
Public accounting experience in either audit or transaction services
Advanced Excel modeling skills
Strong knowledge of US GAAP
Demonstrated history of financial modeling with business partner mindset
Proficiency with ERP systems, cloud planning solutions and other relevant operational applications within the SaaS industry
Mission-driven, enthusiastic to learn and grow; team-oriented with a positive attitude
Ability to work collaboratively and influence people at all levels of the organization and make actionable recommendations and follow through on execution
Ability to anticipate issues, ensure data integrity and accuracy of details while being capable of higher-level interpretation and explanation
Strong analytical and excellent written and verbal communication skills
Ability to think creatively, highly driven, and self-motivated
Preferred
Experience with mergers and acquisitions (M&A) activities
Experience with SaaS preferred
Company
Office Practicum
OP is the industry leader in pediatric-specific EHR technology and practice solutions, built by pediatricians, for pediatricians.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Pamlico Capital
2018-02-02Private Equity
2011-11-16Private Equity
Leadership Team
D
Dan Feiten
Chief Medical Officer & Product Leader of Clinical Innovation
Recent News
2025-05-28
Company data provided by crunchbase