Sr. Financial Systems Analyst - IPS- Integrated Practice Solutions
San Diego, CA
About the Job
Our Company:
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.
We believe healthcare should be easy. We’ve built PracticeTek to make sure that it is. 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, nutritionists, and integrated medicine practices. PracticeTek invests in middle-market, retail-healthcare SaaS companies. PracticeTek is an investment firm with a mission: we partner with founders who are changing healthcare for the better, for all.
The Finance 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.
The Career Opportunity:
As the Sr. Financial Systems Analyst you will become a subject matter expert in our financial system applications including Zuora/RevPro, NetSuite, Avalara and Concur in order to drive our operations towards optimal automation and efficiency. You will work cross-functionally with other departments to ensure peak performance of our entire quote-to-cash process, partnering effectively with all levels of the organization to identify and resolve problems, to recommend and institute best practices and to make critical decisions.
The position is based in San Diego with a hybrid work schedule (2 days per week in the office)
Areas of Accountability:
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 49,450-110,000 for this position.
PracticeTek and its family of companies 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.
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.
We believe healthcare should be easy. We’ve built PracticeTek to make sure that it is. 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, nutritionists, and integrated medicine practices. PracticeTek invests in middle-market, retail-healthcare SaaS companies. PracticeTek is an investment firm with a mission: we partner with founders who are changing healthcare for the better, for all.
The Finance 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.
The Career Opportunity:
As the Sr. Financial Systems Analyst you will become a subject matter expert in our financial system applications including Zuora/RevPro, NetSuite, Avalara and Concur in order to drive our operations towards optimal automation and efficiency. You will work cross-functionally with other departments to ensure peak performance of our entire quote-to-cash process, partnering effectively with all levels of the organization to identify and resolve problems, to recommend and institute best practices and to make critical decisions.
The position is based in San Diego with a hybrid work schedule (2 days per week in the office)
Areas of Accountability:
- Take ownership of our financial system applications including Zuora/RevPro, Zuora CPQ, NetSuite, Avalara and Concur and serve as the SME on these platforms and related processes.
- Manage and improve system configurations, master data quality and data processing to ensure transaction and reporting accuracy.
- Manipulate, transform and work with large data sets to ensure integrity of our systems is maintained.
- Help troubleshoot issues reported by users.
- Partner with cross functional teams to understand and fulfill their requirements as part of the quote-to-cash process.
- Maintain and improve the successful integration of our financial applications with other systems that are used to facilitate the quote-to-cash process including SalesForce, DocuSign and Tableau.
- Actively seek feedback regarding platform performance and functionality to identify opportunities for system and process improvements and enhancements.
- Design, create and run various system-generated reports as required.
- Review system release notes, understand their implications and adapt as necessary to minimize disruption to our operations.
- Work with third-party application providers, technology teams and consultants to maintain and improve the successful integrations across our financial system platforms.
- User administration including assignment of roles and determination of appropriate user access/permission levels.
- Document user and system administration procedures and train users, as necessary.
- Complete special projects as assigned.
- Bachelor’s Degree in Accounting, Finance, Information Technology, Business or a related field.
- 3+ years of experience as a financial systems analyst or administrator of Zuora or similar subscription billing management software application.
- Experience with NetSuite, Avalara, Concur, SalesForce, DocuSign and/or Tableau is preferred.
- Strong familiarity with B2B quote-to-cash processes.
- Experience with accounting principles and processes, particularly in areas of revenue recognition.
- Ability to work both independently or as part of a cross-functional team to collaborate on special projects and initiatives.
- Demonstrated ability to manage large projects to successful completion with limited supervision.
- Ability to effectively manage and set priorities based on immediate and long-term business needs .
- Experience in high growth, fast-paced environments through organic initiatives or acquisitions a plus.
- Experience in a high-volume transaction processing environment – SaaS or software industry preferred .
- Strong communication skills and the ability to interact effectively with all levels of management.
- Superior knowledge of Microsoft Excel.
- Comfortable performing ad-hoc research and analysis.
- Detail oriented with strong organizational, analytical and, problem-solving skills.
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 49,450-110,000 for this position.
PracticeTek and its family of companies 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.
Source : IPS- Integrated Practice Solutions