Finance Manager

• Location: San Diego, California
• $95000 base salary
• Remote: Remote
• Type: Direct Hire
• Job #1676
• Salary: $95,000 - $130,000

Title: Finance Manager

Industry: Healthcare

Location: San Diego – Hybrid

Overview: Pacific Executive Search has been engaged on a search for a Finance Manager. In this role, you will take on strategic responsibilities as the primary finance leader for a healthcare vertical, allowing you to directly influence growth and efficiency while collaborating with cross-functional teams. Located in San Diego, you can expect a hybrid work environment that offers flexibility, along with opportunities for career advancement as the company continues to grow.

Description:

Responsibilities

• Act as the lead finance partner for designated healthcare verticals.
• Oversee financial forecasting, planning, and reporting for assigned functional departments.
• Ensure accountability for P&L performance through variance analysis and strategic collaboration.
• Gain a comprehensive understanding of product offerings, profit margins, and key drivers impacting the P&L.
• Collaborate closely with product leaders, go-to-market teams, and general administrative functions.
• Deliver financial insights and strategic recommendations to senior management.
• Work alongside product and strategy teams to inform roadmap decisions and assess performance.
• Lead financial modeling efforts for new products, features, and monetization strategies.
• Promote financial discipline in strategic decision-making, including investments and resource allocation.
• Evaluate and enhance key SaaS metrics such as SaaS Magic Number, Marketing Efficiency Ratio (MER), Customer Acquisition Cost (CAC), Customer Lifetime Value (LTV), and Time to Value (Bookings to Billings).
• Direct initiatives in pricing, packaging, and promotional strategies to maximize revenue and profit margins.
• Conduct detailed customer-level and cohort analysis to identify growth and retention opportunities.
• Facilitate monthly and quarterly performance reviews with stakeholders in the business unit.
• Enhance data accessibility through effective reporting and dashboarding using tools like Power BI, Tableau, and SQL.
• Lead enhancements in financial systems, reporting tools, and planning workflows.
• Create and maintain scalable forecasting and planning models utilizing Adaptive Insights and Excel.
• Prepare financial packages for Board and investor presentations, tailored to insights from the business unit.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline; an MBA or advanced degree is advantageous.
• Minimum of 7 years of finance experience, preferably within a SaaS or technology sector.
• Strong grasp of FP&A best practices, financial modeling, and operational key performance indicators (KPIs).
• Proficient in SQL, Power BI, and Tableau for data analysis and visualization purposes.
• Experience with ERP and EPM tools, such as NetSuite and Adaptive Insights.
• Solid understanding of GAAP and the preparation of financial statements.
• Self-motivated individual capable of working independently, managing multiple tasks, and communicating effectively.
• Exceptional analytical, problem-solving, and storytelling abilities, with a strong curiosity for uncovering insights.
• Enthusiastic about developing, refining, and managing processes and reporting infrastructures.