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Manager, Financial Planning and Analysis

About DrFirst:
This is a great opportunity to be a part of a successful Healthcare IT company experiencing significant growth. We have proven SaaS products, brand-name customers, significant revenue, and growth, and are backed by leading investors. Here you'll get to work with some of the smartest and most interesting people around; solving unique and complex challenges in healthcare on a scale matched by few companies.

Over 300,000 healthcare professionals, 200,000 prescribers, 67,000 pharmacies and 60% of the healthcare IT vendors in the market depend on us every day to manage medication safety and efficiency, reduce clinical errors, and improve patient outcomes.

Our culture is entrepreneurial, team oriented, collaborative, and fast-paced. If you get excited about stretching yourself in new ways, developing yourself to your fullest potential, and care about working with smart colleagues; we want to talk to you!
Position Overview:
The Manager, FP&A will collaborate with the Vice President, FP&A in partnering with the business to understand trends, separate relevant from non-relevant information and articulate the financial impact(s) to DrFirst. If you are a proven self-starter with innovative ideas who can problem solve on the fly, enjoys analyzing and evaluating operational metrics, and thrives on working cross-functionally in a rapidly changing environment, then keep reading!

In this role, you will be responsible for robust modeling, analytics and techniques that will allow us to describe realities, build scenarios, and predict performance. As a result, we will make better data-driven business and financial decisions. You will be responsible for deliverables that properly address departmental finances. You will be considered a financial/technology/healthcare professional that will help DrFirst better understand strategic investment for new platforms, new products, and operational support to the various business systems.

You will be aligned with operations and fully engaged in providing insight into costs and functional value. The candidate will also work closely with the department teams to develop financial budgets, projections and forecasts based on commercial growth, historical data, and market analysis.

Who will love this job?
  • A Creative thinker who has a proven ability to solve problems and meet marketplace challenges using traditional and non-traditional methods
  • An Effective influencer who relies on their good ideas and collaborative style to influence and direct internal and external teams to achieve desired outcomes
  • A Self-starter who exhibits a can-do, team-oriented demeanor. Well organized and able to work effectively on multiple projects and project types, in a timely manner, with limited management oversight
  • A Curious mind who strongly believes in continuous education and relentlessly pursues knowledge and excellence both in subjects of professional and personal interest
What you will work on:
What you’ll do:
  • Partner with key stakeholders to develop the master financial modeling for increased clarity on revenue/profitability projections in support of strategic initiatives and business objectives
  • Diligence on future financings/M&A as well as data supporting conversations with the external community
  • Work on a variety of special projects that may include IPO readiness activities, acquisition integration, financings, new business initiatives, etc.
  • Support with preparation of SEC and other regulatory filings as needed
  • Assist in developing and managing annual budget/quarterly forecasts
  • Drive process enhancements and improvements in financial reporting and planning
  • Support financial system (Adaptive Insights) for budgeting and forecasting processes
  • Evaluate contracts to understand revenue and expense recognition and model assumptions accordingly
  • Review monthly/quarterly P&L reports and perform variance analysis
  • Create and maintain KPIs on business operations and trends, proactively identifying and analyzing issues and opportunities, making data-based recommendations
  • Assist in preparation for Board of Director meetings
Qualifications:
What you should have done/What you bring:
  • Bachelor’s degree in Finance or Accounting required, MBA and/or CPA preferred
  • 5-8 years progressive work experience in financial analysis/investment banking
  • Excellent analytical and problem-solving skills and a high level of initiative and critical thinking
  • Corporate finance, transaction advisory or auditing experience
  • Strong financial modeling skills
  • GAAP accounting knowledge preferred; experience with SEC filings/reporting a plus
  • Demonstrated ability to streamline processes and exceptional attention to detail
  • Strong interpersonal, presentation and organizational skills
  • Advanced skills in Microsoft Excel (pivot tables, lookup, and logical functions) and Microsoft PowerPoint
Physical Requirements:
  • Desk and computer work
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CEO of DrFirst
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G. Cameron Deemer
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DrFirst develops innovative solutions that help healthcare stakeholders solve workflow challenges. We are entrepreneurial, adaptable, seek opportunities, are willing to take risks, but “fail fast”. We are disciplined, driven, & accountable. We thi...

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DATE POSTED
June 9, 2023

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