About this role
Company Profile:
Our client is the leading platform connecting Nurse Practitioners (NPs) with collaborating physicians across the United States. Their service streamlines an often-complex process—enabling NPs to quickly, affordably, and confidently find physician collaborators to meet state requirements and launch their practices.
An exciting leadership role for a results-driven finance professional eager to shape global partnerships with a purpose-driven, innovation-focused team
Overall purpose and responsibilities of the role:
The role covers end-to-end financial strategy, planning, and controls. Key responsibilities include building forecasts and cash models, turning insights into actions for margin and EBITDA improvement, and managing data/BI systems with clear metric definitions and dashboards. It also involves fast, accurate accounting close with proper controls, direct ownership of contractor and marketplace payouts, and running a comprehensive KPI system across revenue, margins, OpEx, CAC/LTV, cash runway, and forecast accuracy.
Duties and Responsibilities:
Strategy & FP&A
Build a driver-based 12-month forecast and 13-week cash model with scenarios (pricing/take-rate tests, churn shifts, ACH vs card mix, discounts)Translate insights into actions: margin improvements, pricing guardrails, headcount plan, and “levers to hit target EBITDA & runway.”
Data & BI
Own metric definitions and the data model from ERP/PSP/CRM → BI (any modern stack).Ship exec dashboards and weekly KPI readouts; maintain forecast vs actuals and variance/MAPE.
Accounting & Controls
Fast monthly close (≤5 biz days); subscription/marketplace revenue recognition; payout/fees reconciliation (Stripe/Adyen/PayPal or similar)Requirements
Must-have Skills / Qualification:
Bachelor’s or master’s degree in finance or accounting.CPA or CFA certification is a plus but not required.3–5+ years of finance experience in SaaS/marketplace or staffing agency environments (required).Proficient in Excel/Google Sheets; fluent in BI tool (Power BI, Tableau, Looker, Metabase).SQL experience is an advantage.At least two exposures to ERP/PSP-agnostic systems (e.g., NetSuite, Intacct, QuickBooks, Odoo, Zoho; Stripe, Adyen, PayPal).Strong communication skills with the ability to brief the CEO/Board and translate analysis into action.
Job type: Permanent
Emp type: Full-time
Schedule: Monday - Friday, 9:00 AM - 6:00 PM
Location: Work From Home
Industry: Marketplace/Healthcare