Title: Finance Manager
Industry: Healthcare
Location: San Diego - Hybrid
Overview: Pacific Executive Search has been engaged on a search for a Finance Manager. In this role, you will take on strategic responsibilities as the primary finance leader for a healthcare vertical, allowing you to directly influence growth and efficiency while collaborating with cross-functional teams. Located in San Diego, you can expect a hybrid work environment that offers flexibility, along with opportunities for career advancement as the company continues to grow.
Description:
Responsibilities
- Act as the lead finance partner for designated healthcare verticals.
- Oversee financial forecasting, planning, and reporting for assigned functional departments.
- Ensure accountability for P&L performance through variance analysis and strategic collaboration.
- Gain a comprehensive understanding of product offerings, profit margins, and key drivers impacting the P&L.
- Collaborate closely with product leaders, go-to-market teams, and general administrative functions.
- Deliver financial insights and strategic recommendations to senior management.
- Work alongside product and strategy teams to inform roadmap decisions and assess performance.
- Lead financial modeling efforts for new products, features, and monetization strategies.
- Promote financial discipline in strategic decision-making, including investments and resource allocation.
- Evaluate and enhance key SaaS metrics such as SaaS Magic Number, Marketing Efficiency Ratio (MER), Customer Acquisition Cost (CAC), Customer Lifetime Value (LTV), and Time to Value (Bookings to Billings).
- Direct initiatives in pricing, packaging, and promotional strategies to maximize revenue and profit margins.
- Conduct detailed customer-level and cohort analysis to identify growth and retention opportunities.
- Facilitate monthly and quarterly performance reviews with stakeholders in the business unit.
- Enhance data accessibility through effective reporting and dashboarding using tools like Power BI, Tableau, and SQL.
- Lead enhancements in financial systems, reporting tools, and planning workflows.
- Create and maintain scalable forecasting and planning models utilizing Adaptive Insights and Excel.
- Prepare financial packages for Board and investor presentations, tailored to insights from the business unit.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related discipline; an MBA or advanced degree is advantageous.
- Minimum of 7 years of finance experience, preferably within a SaaS or technology sector.
- Strong grasp of FP&A best practices, financial modeling, and operational key performance indicators (KPIs).
- Proficient in SQL, Power BI, and Tableau for data analysis and visualization purposes.
- Experience with ERP and EPM tools, such as NetSuite and Adaptive Insights.
- Solid understanding of GAAP and the preparation of financial statements.
- Self-motivated individual capable of working independently, managing multiple tasks, and communicating effectively.
- Exceptional analytical, problem-solving, and storytelling abilities, with a strong curiosity for uncovering insights.
- Enthusiastic about developing, refining, and managing processes and reporting infrastructures.
