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 Senior FP&A Manager to serve as the strategic finance lead for one or more of our healthcare verticals. In this highly visible role, you’ll function as the CFO for your business unit — embedded with product, strategy, and go-to-market leaders to drive sustainable growth, operational efficiency, and strategic decision-making.
You will own the vertical’s financial strategy, long-range planning, and performance analysis, and you’ll play a critical role in shaping business direction through data-driven insights. This role is ideal for a senior finance professional with deep SaaS experience, proven business partnering skills, and a track record of influencing executives. While initially an individual contributor role, it is designed to evolve into team leadership responsibilities.
Areas of Accountability:
Business Unit Finance Leadership
- Serve as the primary senior finance leader for assigned healthcare vertical(s) and/or defined functional departments.
- Lead financial forecasting, planning, and executive-level reporting for the vertical.
- Own P&L accountability, driving variance analysis, trend identification, and strategic recommendations.
- Develop deep insight into vertical-level product economics, margin structures, and key drivers.
- Partner closely with vertical leadership, product owners, GTM executives, and G&A leaders to align strategies with financial objectives.
- Present actionable insights and recommendations to executive leadership, including C-suite stakeholders.
- Partner with product and strategy teams to inform roadmap decisions and assess business impact.
- Lead advanced financial modeling for new offerings, monetization initiatives, and market expansion opportunities.
- Influence capital allocation, investment prioritization, and resource planning decisions at the senior level.
- Lead analysis and improvement of critical SaaS metrics such as:
- SaaS Magic Number
- Marketing Efficiency Ratio (MER)
- Customer Acquisition Cost (CAC)
- Customer Lifetime Value (LTV)
- Time to Value (Bookings to Billings)
- Partner with revenue leadership to shape pricing, packaging, and promotional strategies to optimize revenue and profitability.
- Drive advanced customer-level, cohort, and retention analytics to identify growth opportunities.
- Lead monthly and quarterly business reviews with vertical executives.
- Enable self-service reporting and insights through Power BI, Tableau, and SQL-based solutions.
- Lead the evolution of financial systems, planning workflows, and analytics infrastructure.
- Build and maintain scalable long-range planning and forecasting models (Adaptive Insights, Excel).
- Deliver Board- and investor-ready presentations highlighting vertical-level performance and strategic priorities.
Competencies for Success:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or advanced degree strongly preferred.
- 8+ years of progressive FP&A experience, with significant time spent in SaaS or technology environments.
- Demonstrated success influencing executives and driving cross-functional alignment.
- Strong grasp of FP&A best practices, advanced financial modeling, and operational KPI analysis.
- Proficient in SQL, Power BI, and Tableau; experienced with ERP/EPM tools like NetSuite and Adaptive Insights.
- In-depth understanding of GAAP and financial reporting.
- Self-directed leader with exceptional prioritization, executive communication, and storytelling skills.
- Proven track record of process ownership, infrastructure improvement, and scaling financial operations."
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 $155,000 - $175,000 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.
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What We Do
PracticeTek was established by investors and entrepreneurs who came together with a vision for the future of healthcare: high-quality care delivered seamlessly and on demand, without the burden and confusion of traditional systems. We are a collection of best-in-class software solutions that serve the retail healthcare market, including dental, orthodontic, chiropractic, optometry, and dermatology practices. Our solutions empower allied professionals to connect with their patients and grow their business. The result is better care, lower workloads for staff, and less overhead costs for providers — which means more resources for improving patient care.
PracticeTek invests in middle-market, retail-healthcare SaaS companies. Established by industry veterans with decades of experience at the helm of successful software enterprises, PracticeTek provides opportunities for entrepreneurs to accelerate their personal wealth, continue to run and grow their business, while collaborating with other like-minded entrepreneurs to continue their legacy and impact the future of healthcare. PracticeTek is an investment firm with a mission: we partner with founders who are changing healthcare for all.
