The FP&A Manager will lead financial strategy, forecasting, and analysis for healthcare verticals, collaborating with various teams to drive growth and financial performance.
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:
Location: San Diego, CA | Hybrid (3 days/week in office)
We are seeking a Finance Manager to serve as the strategic finance lead for one or more of our healthcare verticals. This is not a back-office role — you will act as the CFO for your business unit, deeply embedded with product, strategy, and go-to-market teams to drive growth and efficiency. You’ll own financial strategy, planning, and performance analysis while serving as a key business partner to vertical leadership.
This is a highly visible role ideal for someone with strong SaaS finance expertise, deep business acumen, and a passion for working cross-functionally. While this role is not a people manager initially, there is room for future leadership opportunities.
Areas of Accountability:
Business Unit Finance & Leadership
Competencies for Success:
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 - $135,000 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.
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:
Location: San Diego, CA | Hybrid (3 days/week in office)
We are seeking a Finance Manager to serve as the strategic finance lead for one or more of our healthcare verticals. This is not a back-office role — you will act as the CFO for your business unit, deeply embedded with product, strategy, and go-to-market teams to drive growth and efficiency. You’ll own financial strategy, planning, and performance analysis while serving as a key business partner to vertical leadership.
This is a highly visible role ideal for someone with strong SaaS finance expertise, deep business acumen, and a passion for working cross-functionally. While this role is not a people manager initially, there is room for future leadership opportunities.
Areas of Accountability:
Business Unit Finance & Leadership
- Serve as the primary finance leader for assigned healthcare vertical(s)
- Serve as the primary finance leader for a defined functional department
- Own financial forecasting, planning, and reporting
- Be accountable for P&L performance through variance analysis, trend identification, and strategic collaboration
- Develop a deep understanding of products, margins, and drivers within the P&L
- Partner closely with all functionals including vertical product leaders, and go-to-market teams, and G&A functions
- Present financial insights and recommendations to senior leadership
- Collaborate with product and strategy teams to support roadmap decisions and performance evaluation
- Lead financial modeling for new products, features, and monetization initiatives
- Champion financial rigor in strategic decisions including investments, prioritization, and resourcing
- Analyze and improve key SaaS metrics like:
- SaaS Magic Number
- Marketing Efficiency Ratio (MER)
- Customer Acquisition Cost (CAC)
- Customer Lifetime Value (LTV)
- Time to Value (Bookings to Billings)
- Lead efforts in pricing, packaging, and promotional strategies to optimize revenue and margin
- Drive customer-level and cohort analysis to uncover growth and retention opportunities
- Conduct monthly and quarterly performance reviews with business unit stakeholders
- Democratize data through reporting and dashboarding (Power BI, Tableau, SQL)
- Drive improvements in financial systems, reporting tools, and planning workflows
- Build and maintain scalable forecasting and planning models using Adaptive Insights and Excel
- Prepare Board and investor-ready financial packages tailored to business unit insights
Competencies for Success:
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or advanced degree a plus)
- 7+ years of finance experience, ideally in a SaaS or technology environment
- Strong understanding of FP&A best practices, financial modeling, and operational KPIs
- Proficiency in SQL, Power BI, and Tableau for data analysis and visualization
- Experience with ERP and EPM tools such as NetSuite and Adaptive Insights
- In-depth knowledge of GAAP and financial statement preparation
- Self-starter who operates independently, manages multiple priorities, and communicates proactively
- Strong analytical, problem-solving, and storytelling skills, with a persistent curiosity to uncover insights
- Passion for building, improving, and owning processes and reporting infrastructure
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 - $135,000 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.
Top Skills
Adaptive Insights
Excel
NetSuite
Power BI
SQL
Tableau
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