Director, Financial Planning & Analysis
Be Global E-commerce Corporation
Tableau
Strategic Finance Manager
PatientIQ
full-time
Posted on:
Origin: • 🇺🇸 United States • Illinois
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
Tableau
About the role
- Develop and maintain financial models, forecasts, and dashboards to support strategic decision-making.
- Provide data-driven insights to leadership on revenue growth, cost optimization, and capital allocation.
- Lead annual budgeting processes, scenario planning, and ongoing forecasts in collaboration with department heads.
- Partner with the sales, marketing, and product teams to analyze customer acquisition costs, lifetime value, and pricing strategies.
- Identify opportunities for process improvements, automation, and financial discipline across the company.
- Prepare financial presentations and analyses for the executive team, investors, and board meetings.
- Support financial due diligence and modeling for potential acquisitions and strategic partnerships.
Requirements
- 5+ years of experience in FP&A, corporate finance, investment banking, or strategy consulting, ideally in healthcare technology, SaaS, or private equity-backed companies.
- Deep expertise in financial modeling, forecasting, and strategic planning.
- Strong analytical and problem-solving skills, with the ability to translate complex data into actionable insights.
- Experience partnering with executive leadership on financial and operational strategy.
- Proficiency in financial systems, Excel, and business intelligence tools (e.g., Tableau, Looker, Metabase).
- A proactive, detail-oriented, and execution-focused mindset, comfortable working in a fast-paced and evolving environment.
- Bachelor's degree in finance, economics, business, or a related field.
