Kareo Looking for Finance Manager at Irvine, CA Full Time

The Position

Finance Manager

What We Need

Kareo is seeking a high performing Finance Manager to join our US team with ownership across revenue and expense budgeting and forecasting, ad-hoc modeling, and the creation of strategic analyses to help support the business and its leaders.  The Finance Manager will develop and maintain data-driven and drivers-based financial models to determine present and future financial performance for revenue and all three financial statements. The ideal candidate will have SaaS experience with a high-growth company, is a self-starter, and has the ability to work well with cross-functional teams.

Your Area of Focus

• Manage key FP&A processes, including but not limited to analyzing financial and operational data to provide insightful recommendations to business partners, real-time forecasts, annual budgeting, monthly / quarterly forecasting, revenue forecasting and analytics, identifying risks and opportunities, monthly close coordination with Accounting team, and performance reporting.
• Provide consolidated financial tracking, analysis, and commentary to the Director of FP&A and other key stakeholders to support key deliverables, working in close partnership with various FP&A team members and other accounting, finance and business partners.
• Design planning/forecast models, headcount plans, capital expenditure plans, and reporting packages and dashboards to track key performance metrics and insights.
• Dive deep into specific focus areas of the business as a key business partner, to develop insights and analysis to provide greater visibility and enhance real-time decision-making.
• Assist the Director with driving process improvements and best practices within the FP&A organization to increase effectiveness and coordination in the forecasting/budgeting and reporting processes.
• Collaborate with cross functional teams to prepare variance analyses to budget and other deep-dives as assigned.

Your Professional Qualifications

• BA/BS degree in finance, accounting, economics, or an applicable field; MBA or equivalent experience preferred.
• 10+ years of experience ideally reflecting a combination of FP&A / Investor Relations / Corporate Development and financial/accounting services experience (investment banking, private equity, venture capital or Big 4 accounting) with previous public company Finance Manager experience.
• Outstanding project management skills with experience and ability to help drive the budget process with multiple stakeholders and interests.
• Strong understanding of corporate finance and accounting concepts, three statement financial modeling, and SaaS KPIs.
• Excel expert with ability to build models from scratch and proficient with financial reporting systems; Netsuite, Adaptive and Tableau knowledge a plus.
• Excellent communicator (both written and verbal), with the ability to present to senior management in a clear, concise manner.
• Superb attention to detail and the ability to prioritize and deliver in a fast-paced, quickly changing environment.
• Ability to collaborate cross-functionally and with Executive leadership.
• Strong sense of ownership and leadership initiative, with a high sense of urgency to meet and exceed deadlines.
• Strong business sense, with the ability to understand changing industry forces and experience with relevant SaaS KPIs.
• High personal and professional integrity, with a willingness to roll up your sleeves and dig into anything and everything to support the business.

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.