Company Overview: Comprehensive practice management solutions for the elective medical industry are essential for improving efficiency, and the client-centric culture of the PatientNow team is well-poised to continue delivering solutions that allow our customers to spend more time where they want to, with their patients. With our expanding line of products, we demonstrate our commitment to delivering purpose-built technology to medical aesthetics and wellness service providers in our ever evolving market. PatientNow continues to see Med Spa business growth, in addition to expansion in the areas of nutrition, weight loss and hormone replacement. PatientNow’s goal is to be the elective medical industry’s most trusted and intuitive practice management solution— fueled by innovation, integration, and strategic partnerships, delivered by a team with unrivaled grit.
Vision: Empowering practices and businesses to improve health and wellness worldwide by helping their clients look and feel their best.
Mission: PatientNow is elevating businesses focused on beauty, wellness and medical aesthetics with innovative, all-in-one software and consulting service solutions. People who partner with us stand out in the industry with strong market differentiation, while streamlining operations for long term success and sustainable growth.
Values:
- Show up – being present and supportive: for each other through collaboration and respect, for our customers with exceptional service, and for the business with dedication to excellence and growth.
- Own the outcome – By understanding the objective, exceeding expectations with pride, confirming resolution, communicating early and often, and continuously learning and improving
- Be Authentic - By sharing thoughts and opinions, keeping promises, showing your true self, and engaging with respect
Position Summary: The Senior Financial Analyst is responsible for assisting with financial reporting and analysis to support strategic initiatives of the business. The ideal candidate will have strong financial modeling skills, a solid understanding of accounting principles, ability to organize and analyze large data sets, and excellent communication skills.
Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Assist in the preparation of annual budgets, quarterly forecasts, and long-range plans.
- Develop and maintain financial models for various business segments and projects.
- Analyze financial data to identify trends, variances, and opportunities for business improvement.
- Maintain customer roll forward models to examine monthly recurring revenue and retention analysis.
- Define and report Key Performance Indicators for departmental and company-wide performance.
- Support the monthly financial reporting process, including variance analysis and completion of management reporting presentations.
- Collaborate with cross-functional teams to gather relevant information for financial analysis.
- Prepare ad-hoc analyses and reports as needed to support decision making across the business.
- Continuously improve financial processes and systems to advance the FP&A function.
Competencies: To perform the job successfully, an individual should demonstrate the following.
Adaptability - Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals.
Business Ethics – Inspires the trust of others. Keeps commitments. Treats people with respect. Upholds organizational values. Works with integrity and ethics.
Communications - Exhibits good listening and comprehension. Clearly expresses ideas and thoughts in written as well as verbal form. Selects and uses appropriate communication methods.
Continuous Learning - Assesses own strengths and weaknesses. Continuously pursues training and development opportunities. Seeks feedback to improve performance. Shares expertise with others.
Problem Solving - Develops creative solutions. Gathers and analyzes information skillfully. Identifies and resolves problems in a timely manner. Works well in group problem solving situations.
Teamwork - Balances team and individual responsibilities. Contributes to building a positive team spirit. Exhibits objectivity and openness to others' views. Gives and welcomes feedback.
Education/Experience:
- Bachelor’s degree (or equivalent) in Finance, Accounting, Business, or related field.
- Proven success working in an FP&A (or equivalent) department.
- Advanced Excel skills required.
- Experience working with large data sets and organizing outputs into dashboards, charts, graphs, etc.
- SQL proficiency a strong plus
- Experience with business intelligence tools such as Tableau or PowerBI preferred.
- Strong analytical and problem-solving skills.
- Ability to prioritize tasks.
- Resourceful mindset and strong attention to detail
- Excellent verbal and written communication skills.
- Excellent interpersonal, negotiation, and conflict resolution skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with a proven ability to meet deadlines.
- Ability to act with integrity, professionalism, and confidentiality.
Supervisory Responsibilities: This position does not have supervisory responsibilities.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit at a desk and work on a computer for prolonged periods. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.