PatientFi FP&A Manager
Company Description
PatientFi® is a technology-based, point-of-sale financing company in Irvine, CA that partners with healthcare providers to offer patients a friendly payment solution for out-of-pocket medical and dental procedures. The company serves various healthcare specialties, including plastic surgery, dermatology, ophthalmology, dentistry, fertility, and medical spas. PatientFi's mission is to expand patient access to elective healthcare treatments by removing the cost barrier and providing patients with a convenient payment option. PatientFi is a Series B company backed by leading venture capital and private equity investors and was recently named #54 on Deloitte’s Fast 500 list
Job Description
This is a remote role, with a slight preference for someone in California who could come into our office in Irvine, CA on a regular basis.
We are seeking an FP&A Manager to join our growing finance team. Reporting to the Vice President of FP&A, this role will be instrumental in supporting the company’s financial planning, forecasting, and reporting processes. The ideal candidate will bring strong analytical skills, attention to detail, and a collaborative mindset to help drive data-driven decision-making across the organization. This role will strongly support our commercial organization (Sales & Marketing).
Key Responsibilities
- Support the development and maintenance of PatientFi’s Operating Model
- Maintain corporate wide product profitability tools
- Assist in the preparation of monthly financial reporting
- Collaborate with the Sales & Marketing teams to gather data and insights for financial planning including volume forecasting
- Prepare, monitor and analyze key performance indicators (KPIs) to identify trends and variances
- Participate in the annual budgeting and monthly forecasting process
- Help prepare materials for executive and Board-level presentations
- Conduct ad hoc financial analysis to support strategic initiatives and operational decisions
- Contribute to the continuous improvement of financial systems and processes
Requirements
- 5 years of experience in financial planning & analysis, corporate finance, or investment banking
- Strong financial modeling and analytical skills
- Proficiency in Excel and financial reporting tools; experience with financial systems preferred
- Excellent attention to detail and organizational skills
- Ability to manage multiple priorities in a fast-paced, high-growth environment
- Strong communication skills with the ability to present findings clearly and concisely
- Experience in fintech or consumer lending is a plus
- Experience working with commercial (Sales & Marketing) organizations is a plus
- Working knowledge of US GAAP is preferred
Benefits
- Annual Bonus
- Medical, dental, and vision premiums covered at 80% for employees and dependents
- Unlimited PTO
- 401(k)
- Parental leave
- AD&D policy provided at no cost to employees
Benefits:
- Medical, dental, and vision premiums covered at 80% for employees and dependents
- Unlimited PTO
- 401(k)
- Parental leave
- AD&D, STD & LTD policy provided at no cost to employees
(NOTE: At this time, PatientFi is unable to sponsor or take over sponsorship of an employment Visa.)
- PatientFi provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristics protected by federal, state or local law. If you have any questions regarding accommodation, please reach out to HR@patientfi.com.