Nextech Looking for Director, Financial Planning and Analysis at Tampa, Florida Full Time

Why join Nextech?

We are a leader in specialty healthcare technology solutions, headquartered in Tampa, FL.

We are an ever-growing team, guided by our iCREATE values of Integrity, Collaboration, Respect, Empowerment, Accountability, Trust, and Excellence. We hold these values in high regard and are driven to succeed in all we do.

We’re committed to hiring and retaining talent, which is why we invest in our employees through competitive pay, a generous bonus structure, great healthcare, a comprehensive wellness program, and many other benefits.

If you are a software engineer, finance or accounting professional, customer support specialist, or a business development expert with a passion for healthcare technology (just to name a few), we want to hear from you.

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics are encouraged to apply. If you are a candidate in need of assistance or an accommodation in the application process, please contact (url removed).

Job Summary

The Director, Financial Planning & Analysis will serve as a key member of the Finance Leadership Team. This position reports directly to the VP of FP&A. The Director, Financial Planning & Analysis will be responsible for delivering financial and operational business models, analyses and metrics that lead to insightful and accurate business decisions.

All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA and other regulations, as appropriate.

In addition to working in accordance with appropriate conduct and behavioral standards, specific responsibilities of this role include:

Essential Functions

• Prepare and monitor the company’s detailed long-range strategic planning models
• Provide financial modeling, financial analysis and valuation support for acquisitions, partnerships, new product development, pricing, long-term contracts and other ad-hoc financial projects
• Lead, coach and develop a team of 1-3: Finance Mangers and Sr. Financial Analyst
• Maintain, monitor and analyze key company financial and operational metrics
• Work closely with Operations to drive systems and processes around detailed reporting, visibility and metrics for pipeline, bookings, quota achievement and commissions
• Direct budget and forecasting cycles – system, process and financial analysis
• Drive planning, analysis, coordination, and consolidation of annual corporate budget and rolling reforecasts (including balance sheet, cash flow and lender covenants)
• Analyze budget and forecast variances; work with the Controller and department leaders to provide visibility and to understand fluctuations in revenues, expenses, and other key metrics
• Prepare reporting, analysis, commentary, and presentation material for monthly and quarterly financial review meetings including Board Meetings and Investor requirements
• Prepare Ad hoc, monthly, quarterly, and annual reporting required by the Investor
• Own automation of analytical and reporting processes
• Work on special projects, ad hoc reporting and additional responsibilities as assigned based on business need
• Maintain the reporting for the Credit Facility covenants and models for predicting future compliance

Minimum Requirements

• 7 years’ experience in a financial planning and analysis and or accounting analytical/reporting role
• 3 years ‘experience in a SaaS/Subscription/Recurring revenue business
• Advanced MS Excel skills
• 2 years leading an FP&A function or team with corporate budgeting process and detailed financial models
• Excellent customer relations skills and ability to communicate effectively with customers both internal and external

Preferred Qualifications

• Master’s degree in Finance or MBA
• Net Suite, Adaptive Planning and (url removed) experience a plus
• Experience working in a Private Equity owned business

Total Rewards

• Employee Assistance Program with free counseling sessions available
• Flexible Time Off: take time off when you need it without worrying about available hours
• 10 paid holidays + 1 floating vacation
• Generous annual bonus opportunity
• iCREATE Employee Recognition Program
• Insurance : Choice of Medical, Dental, and Vision plans
• Wellness Program including discounts on medical premiums
• Health Savings Account
• Flexible Spending Account
• Volunteer Time Off
• 100% Company-Paid Parental leave
• 401(k) with Employer Match
• 100% Company-Paid Life Insurance and Short/Long Term Disability Insurance
• Company-Sponsored 529 College Savings Plan
• Corporate Discounts on Retail, Travel, and Entertainment
• Pet Insurance options

Working Environment

• Hybrid office culture allowing for both remote and in office as needed
• Long-distance or air travel as needed

Physical Demands

• Activities require a significant amount of work in front of a computer monitor