Finance Project Manager
What We Need
Kareo is seeking a Finance Project Manager who will be responsible for developing, interpreting and implementing financial concepts for financial planning and control.
The Finance Project Manager will conduct technical analyses to determine present and future financial performance. Finally, they will perform economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance, cash flow needs, and impact of governmental requirements.
Your Area of Focus
Perform financial analysis on balance sheet, cash flow, operating results and scenario business plans to determine rates of return, capital / cash flow requirements, and key business drivers
Prepare scenario forecasts and analysis on business, industry and general economic trends
Provide accurate and timely reports for performance monitoring
Prepare budget to actual cost analysis and profitability analysis
Support the development and maintenance of the company’s financial models and analysis to support the operating and strategic initiatives
Prepare and analyze key metrics, performance indicators, highlighting trends and analyzing cause of unexpected variances
Assist with development of budgets, comparison to actual results, defining actions for cost alignment, KPI reporting, and communication to business leaders
Build out a business intelligence warehouse and business intelligence dashboards
Generate quarterly, monthly and weekly financial reporting
Review the work of junior Financial Analysts and provide coaching as needed
Assist with preparation of presentations to Executive Leaders, Board of Directors and Senior Management
Your Professional Qualifications
7-10 years minimum experience in finance positions with increasing levels of responsibility
Proven track record as the Finance Manager of a successful B2B SaaS / Cloud software business
Knowledge of Finance, Accounting, Budgeting, cost control principles including GAAP, and three statement financial modeling
Proficiency with automated financial and accounting records
Strong system aptitude and experience in Netsuite, Salesforce, and Adaptive preferable
Expert level skills in MS Excel required
Expert level skills in Tableau
Seasoned professional and independent thinker with experience leading small teams and coaching analysts
Proven ability to think creatively and drive innovation in the market and within our company
Demonstrated success in leading process improvement initiatives
Zero tolerance for inaccuracy and strong attention to detail
Ability to juggle multiple high priority projects simultaneously
Experience with high complexity (ideally multi-product lines) financial models and large-scale growth from $50M to $250M+
Experience with high-transaction, recurring revenue business models (ideally targeting SMB businesses)
Strong familiarity with software revenue recognition, GAAP financial statements, SaaS metrics, and software best practices
Proven experience driving successful, value-creating fundraising and M&A transactions
Presence to command credibility and influence functional partners
Healthcare experience is preferred but not required
Passionate - Be Passionately Driven : We take pride in our work, inspire others to excel, and are dedicated to solving tough problems in healthcare.
We hold ourselves to the highest standards. And we work with urgency because what we do matters.
Customer-Focused - Dedicated to Customer Success : Helping our customers succeed directs every action we take. We’re committed to helping their practices run smoother so their patients can thrive.
We are solution-oriented and aligned with their needs.
Collaborative - Together We’re Better : Great teams are collaborative, selfless, hardworking, and dedicated. We are willing to do what it takes to get the job done so we can accomplish more together.
Growing - Constant Growth : We strive to have a growth mindset in all we do. We reject the status quo. We take a unique approach and make every effort to bring clarity to a needlessly complex industry.
We are creative problem solvers that believe in making things better.