The Position

Associate Manager, FP&A

What We Need

Kareo is seeking an experienced Associate Manager, FP&A to join the Strategic Finance team reporting to the Director of Strategic Finance & Investor Relations. In this highly visible role, you will have a major impact on the success of our FP&A team as you help manage our expense forecasting, manage our financial model in Adaptive, aid in balance sheet and cash flow forecasting, and support our corporate analytics and metrics reporting. As you execute your responsibilities, you will also be empowered to partner across the organization to build relationships, optimize our tools, and seek efficiencies in our processes. The ideal candidate is driven to exceed personal and team goals, is always looking to incrementally improve processes and analyses, and is naturally inclined to anticipate risks, take ownership of challenges, and make sound business decisions.

Your Area of Focus

• Help manage all aspects of expense forecasting and reporting with a focus on R&D and G&A
• Oversee the monthly close process, partnering with Accounting to ensure accurate general ledger and company-wide financial statement reporting
• Participate and help manage the monthly, quarterly, and annual planning cycles
• Aid in managing the financial model in Adaptive and deliver model efficiencies to support forecasting, automated reporting, and the overall planning process
• Prepare analysis, commentary, and presentation materials for Board of Directors and other Executive-level meetings
• Manage ad-hoc analyses and special projects as requested by our head of strategic finance, CFO, and Leadership team
• Prepare budget to actual expense variance analysis to help business owners make informed and data-driven decisions
• Prepare and analyze key SaaS business metrics and peer benchmarking

Your Professional Qualifications

• 4+ years of progressive experience on a Corporate FP&A team, preferably in the SaaS or technology space
• Proven ability to drive results with a focused, pragmatic approach
• Experience with Adaptive, Netsuite, and Tableau a plus
• Expert level skills in MS Excel and PowerPoint 
• Full understanding of GAAP, financial statement analysis and modeling across all three financial statements
• Public company and investor relations experience
• Ability to resolve wide range of issues in creative ways
• BS/BA in Finance, Economics, or other quantitative discipline

Our Values

•  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.

Kareo is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.