Essential Functions
- Business Partnering & Decision Support:
- Serve as the primary finance point of contact for designated business units and product lines
- Translate business questions into analytical frameworks and provide clear, actionable recommendations
- Build financial fluency across business owners—coach leaders on drivers, unit economics, and trade-offs
- Partner with central FP&A and Accounting for forecast inputs, variance narratives, and ad hoc executive readouts
- Revenue & Enablement
- Analyze recurring revenue (ARR/MRR), churn/retention, expansion, and upsell dynamics; develop insights to improve growth quality
- Partner with Sales/CS on pipeline health, pricing/discounting discipline, and customer/product economics
- Support go-to-market motions with cohort and product analyses, segmentation, and performance diagnostics
- Pricing & Strategic Projects
- Support pricing strategy, packaging, and monetization initiatives, including post-launch performance reviews
- Conduct SKU-level profitability analysis to identify underperforming products and opportunities for margin improvement
- Develop pricing frameworks for new SKUs, including tiered pricing, bundling strategies, and value-based pricing models
- Partner with Product and Sales to rationalize SKU portfolio, eliminating low-value SKUs and consolidating overlapping offerings
- Monitor price realization and discounting trends across SKUs; implement guardrails to protect margin integrity
- Lead packaging optimization initiatives to align offerings with customer segments, improve attach rates, and drive upsell/cross-sell
- Build scenario models for strategic decisions (e.g., product investments, partnerships, portfolio changes)
- Data & BI Collaboration
- Co-create datasets and dashboards with Enterprise BI; refine metric definitions and governance for ARR, churn, cohort KPIs, services utilization/margins, pipeline conversion, and customer health
- Collaborate with BI to create SKU performance dashboards, tracking adoption, revenue contribution, and profitability by segment
- Drive metric literacy and adoption across the organization; ensure “single source of truth” alignment
Minimum Requirements
- Minimum 5-7+ years of experience in finance, analytics or strategy roles
- Demonstrated success influencing senior business leaders and driving measurable operational or commercial outcomes
- Strong proficiency with financial modeling, scenario analysis, and unit economics
- Software/SaaS experience with recurring revenue models (ARR/MRR), implementation/professional services, and related revenue streams highly preferred
- Comfort with data tools including strong MS Excel skills and partnering with BI/analytics teams; adept at defining metrics and working with or building dashboards
- Demonstrated experience in utilizing data and analytical tools (e.g. Power Query, Power BI, SQL, etc.) to improve manual or Excel-based work
- Continuous improvement mindset including solution seeking and personal skills development
- Excellent communication skills and ability to distill complexity into clear narratives and recommendations
- Ability to work cross functionally and build trusted relationships throughout the company
- Extremely organized with the ability to prioritize activities, manage timelines, and effectively deliver results withing a fast-paced environment
- Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field
Preferred Qualifications
- MBA or relevant graduate degree preferred
- Experience working with private equity stakeholders
- SaaS technology, Healthcare IT or healthcare services industry experience preferred
- NetSuite and Salesforce.com experience preferred
- Experience working with enterprise planning software preferred (e.g. Adaptive, Planful, Anaplan, Pigment, etc.)
Working Environment/Physical Demands
- 100% Remote
- Long-distance or air travel as needed – not to exceed 10% travel
Similar Jobs
What We Do
Nextech’s specialty-focused technology solutions are personalized to meet the unique workflow requirements of specialty providers, helping practices increase efficiencies across their clinical, administrative, financial and marketing functions using a single platform. Offering all-in-one, ONC-certified electronic medical records (EMR/EHR), practice management, revenue management, and patient engagement software and services, Nextech is recognized as the top single solution provider for ophthalmology, plastic surgery and dermatology, serving a client base of more than 9,000 providers and 50,000 office staff members. Offering physicians intelligent healthcare technology, Nextech focuses on the success of its specialty practices through consultative guidance and implementation of solutions tailored to the speed and workflows of individual providers.



.png)





