Sr. Financial Analyst (Hybrid in San Diego, CA) - IPS- Integrated Practice Solutions

IPS Overview:

With a legacy spanning over 20 years, IPS is the market leader in practice management software for chiropractic, optometry and therapy practices across the United States.  We stay ahead of the pack by constantly innovating, growing, and developing new products and services that serve the health and wellness profession.  Our vision – to be the most loved, most essential software and service provider for every practice – is not just words.  They reflect who we are as a company, and who we are as a people.

Finance & Accounting Department:

The Finance and Accounting Department mission is to drive achievement of the company’s financial goals and corporate strategic initiatives by providing insights and headlights into the financial and operational well-being of the company.  In addition, the Department is responsible for maintaining control of the Company’s financial operations and compliance.

Purpose:

Reporting to the CFO, the Senior Financial Analyst  will lead and manage all our key financial planning processes, including financial and operational reporting, budget development, forecasting, and long-term planning. The position will  drive complex financial analysis to reveal key insights into the company’s performance and help steer the organization to achieve its corporate objectives. The successful Sr. Financial Analyst provides a full range of finance support for all operational and administrative management partners and acts as a liaison between business functions and finance/accounting leadership. This role will provide the right individual with a unique opportunity to be involved in all aspects of the business, make significant contributions to the growth of the enterprise, and have regular exposure to the CEO and senior executive team.

Areas of Accountability:

• Primary role is to accurately forecast and report financial results on a monthly, quarterly, and annual basis. Provide analysis and insight of current or forecasted results and the go-forward impact on the business.
• Lead the financial reporting, presentation, and MD&A process for all external stakeholder (board and lender) reporting requirements.
• Partner with various business functions to provide key financial reporting, analytical decision support, and performance analysis, recommend and implement actions that drive more efficient and profitable results.
• Prepare annual operating and capital budgets for all business functions, including planning for strategic objectives, headcount, business initiatives, cash flow, expenses, and productivity gains.
• Provide comprehensive variance analysis, including performance to budget/forecast, identification of gaps, trends, and opportunities within the company, and provide recommendations for possible course corrections necessary to functional and finance management.
• Develop and provide regular analysis and summaries of key performance indicators that drive the success of the company.
• Evaluate current financial planning processes and tools and lead potential implementation or refinement of new financial planning and reporting software applications.
• Contribute to process improvement efforts to streamline finance operations and reporting.
• Plan, facilitate and implement ad hoc analyses to support decision-making, evaluate business initiatives, or to evaluate performance.
• Assists in maintaining and developing departmental policies and procedures in matters affecting cost, accounting, budgeting, and reporting policies.

Competencies for Success:

• Leverage strengths of the current FP&A team members; commitment to recruiting, mentoring, training, and retaining a diverse team in order to maximize and reach optimal individual and organizational goals.
• Demonstrate an ability to set objectives and goals and organize work effectively to meet and exceed goals, whether across the organization, in a team setting, or as an independent contributor. Possess strong organizational and time management skills.
• Keen analytic, organizational and problem-solving skills which allows for strategic data interpretation versus simple reporting; comfortable manipulating and analyzing large volumes of data.
• Strong interpersonal and communication skills; experience in effectively communicating key data and findings, including presentations to departmental managers and senior management.
• Ability to work effectively in a dynamic and fast-paced environment; strong project management skills and ability to multi-task is essential; sense of urgency and ability to get things done.
• Bachelor's degree in finance or accounting fields. MBA is preferred.
• 3+ years in financial planning and analysis, with increasing level of responsibility.
• Experience in software-as-a-service (SaaS), software, or healthcare business a plus
• Strong knowledge of financial reporting, cost analysis, and accounting practices.
• Thorough knowledge of Microsoft Office (Excel, Word, PowerPoint, etc.).
• Expert ability to develop complex financial models (IS, BS, CF, and sensitivity analysis), reports, and analyses using spreadsheet macros, formulas, and functions.
• Experience with Corporate Performance Management systems such as Adaptive Insights, Hyperion, Planful, Anaplan, Netsuite, etc., and strong appitude to learn new systems and reporting/planning tools.

At Integrated Practice Solutions, 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 $49450- $180,000 for this position.

Integrated Practice Solutions 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.