Full-Time

Strategic Finance Associate

Updated on 9/4/2026

NexHealth

NexHealth

51-200 employees

Healthcare SaaS for scheduling and billing

Compensation Overview

CA$121k - CA$146k/yr

+ Stock options

Toronto, ON, Canada + 1 more

More locations: Vancouver, BC, Canada

In Person

Category
Finance & Banking (1)
Required Skills
NetSuite
ERP
Forecasting
SQL
CRM
Salesforce
Investment Banking
Excel/Numbers/Sheets
Financial Modeling

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Requirements
  • The candidate must have 3+ years of experience in strategic finance, financial planning and analysis, investment banking, private equity, or a comparable high-rigor, fast-paced finance environment.
  • The candidate must be able to own analytical projects end-to-end, from framing the question to delivering a clear recommendation, with minimal oversight.
  • The candidate must have experience partnering effectively with non-finance stakeholders and translating complex financial data into plain language that drives decision-making.
  • The candidate must have strong working knowledge of financial planning tools, Excel or Google Sheets modeling, business intelligence platforms, and SQL or data querying tools.
  • The candidate must use a first-principles approach to problem-solving, including investigating root causes, challenging assumptions, and building durable solutions.
  • The candidate must have clear, structured communication skills and be able to synthesize ambiguous information and present it confidently to executive audiences.
  • The candidate must demonstrate high ownership by surfacing risks early, following through without reminders, and being accountable for outcomes.
Responsibilities
  • Own the development and maintenance of financial models supporting budgeting, forecasting, and long-range planning across the business.
  • Partner with go-to-market leaders to analyze pipeline performance, quota attainment, and revenue trends and surface insights that inform go-to-market strategy.
  • Serve as a finance business partner to Operations by translating operational drivers into financial outcomes and improving visibility into unit economics.
  • Build and maintain executive-level reporting and dashboards that give leadership a clear and accurate view of business performance.
  • Drive the monthly and quarterly close process from a finance perspective by identifying variances, investigating root causes, and communicating findings.
  • Identify opportunities to improve financial processes, reporting infrastructure, and analytical frameworks as the company scales.
  • Support mergers and acquisitions and fundraising processes end-to-end, including financial due diligence, valuation analysis, and preparation of investor-facing materials.
Desired Qualifications
  • Experience in a high-growth software-as-a-service or healthcare technology company.
  • Familiarity with NetSuite, Salesforce, or similar enterprise resource planning and customer relationship management platforms.
  • Exposure to SQL or data querying tools for self-serve financial analysis.

NexHealth provides a cloud-based software platform for healthcare providers (including dental and medical practices) that combines patient communication, online scheduling, billing, and form management as a subscription service. Its product works by giving practices a centralized SaaS toolset: patients can book appointments online, receive automated reminders, complete digital forms, and pay bills online, while the practice benefits from streamlined workflows and reduced no-shows. NexHealth differentiates itself by offering an integrated solution across scheduling, reminders, forms, and payments tailored to medical and dental settings, with a track record of supporting practices during the COVID-19 era through resources and webinars. The company’s goal is to improve patient experience and practice efficiency by modernizing clinical operations and engagement.

Company Size

51-200

Company Stage

Series C

Total Funding

$177.2M

Headquarters

San Francisco, California

Founded

2017

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Simplify Jobs

Simplify's Take

What believers are saying

  • NexHealth raised $125 million in July 2025 at a $1 billion valuation.
  • July 2026 releases expanded insurance verification to Denticon, eClinicalWorks, and Cloud9.
  • Synchronizer API V3 now reaches over 10,000 practice locations, widening developer adoption.

What critics are saying

  • Janik v. NexHealth filed April 3, 2025 adds litigation distraction and legal cost.
  • StatusGator logged Synchronizer and platform outages in 2026, exposing reliability risk.
  • Weave, RevenueWell, Solutionreach, and Birdeye pressure NexHealth across messaging, payments, and scheduling.

What makes NexHealth unique

  • NexHealth’s July 2026 Synchronizer API V3 posts payments, claims, and treatment plans.
  • NexHealth supports 70-plus EHR and PMS systems, including Epic, Dentrix, and Open Dental.
  • NexHealth’s July 2026 Summer Release added Treatment Plans, Payment Plans, and Insights.

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Benefits

Competitive salary

Equity

Medical, dental & vision

Unlimited PTO

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

1%

2 year growth

-2%
TechyEyes
Aug 8th, 2026
Top 7 Updox competitors for healthcare communication (2026).

Top 7 Updox competitors for healthcare communication (2026). Healthcare communication should not feel like a maze. Patients want quick texts. Staff want fewer phone calls. Providers want messages that do not disappear into chaos. Updox is a known tool for patient messaging, reminders, telehealth, and secure communication. But in 2026, there are many strong options worth a look. TLDR: The best Updox competitors in 2026 include Klara, Luma Health, Artera, Solutionreach, Weave, OhMD, NexHealth, and TigerConnect. For example, a 5 provider clinic that gets 300 calls a day may cut phone traffic by 25% to 40% with better texting and automated reminders. Pick Klara for simple patient messaging, Luma for patient access, and TigerConnect for clinical team communication. What makes a good Updox alternative? A good healthcare communication platform should do more than send texts. It should help the front desk breathe. It should help patients show up. It should keep messages safe and compliant. * HIPAA compliant messaging for patient privacy. * Appointment reminders to reduce no shows. * EHR integrations to avoid double work. * Online scheduling so patients can book anytime. * Automation for common questions and follow ups. * Simple design because nobody has time for button soup. Now, let's meet the top contenders. 1. Klara. Best for: Practices that want simple texting and patient conversations. Klara is a popular Updox competitor because it feels easy. It helps teams text patients, manage conversations, and route messages. It is built for medical practices that want fewer phone calls and faster replies. The big win is its shared inbox. Staff can see patient messages in one place. No more sticky notes. No more mystery voicemails from Tuesday. Klara also supports automated reminders, web chat, forms, and secure messaging. It works well for primary care, dermatology, dental, and specialty clinics. Choose Klara if you want a clean, friendly patient messaging system with low drama. 2. Luma Health. Best for: Large groups that want better patient access. Luma Health is more than a messaging tool. It focuses on the full patient journey. That means scheduling, reminders, referrals, waitlists, forms, and follow ups. If your clinic struggles with empty slots, Luma can help. Its waitlist tools can fill canceled appointments fast. That can protect revenue and reduce wasted provider time. Luma is also strong for multi location groups. It helps centralize patient communication. It can support campaigns, outreach, and reminders at scale. Choose Luma if your biggest problem is getting patients scheduled, confirmed, and in the door. 3. Artera. Best for: Health systems and enterprise teams. Artera, formerly known as WELL Health, is a powerful patient communication platform. It is made for serious volume. Think hospitals, health systems, and large specialty networks. Artera supports texting, email, voice, reminders, recalls, and patient outreach. It also has strong workflow tools. Teams can automate messages based on appointment type, location, provider, or patient need. The platform is built to reduce call center pressure. That matters. In a busy system, even a 15% drop in calls can save many staff hours each week. Choose Artera if your organization needs enterprise level communication with deep automation. 4. Solutionreach. Best for: Practices focused on reminders, recalls, and patient marketing. Solutionreach has been around for a long time. It is a familiar name in patient engagement. Many dental, vision, and medical practices use it to stay in touch with patients. Its strengths include appointment reminders, recall messaging, surveys, newsletters, and reputation tools. This makes it useful for practices that want communication and marketing in one box. It can help bring patients back for yearly visits, cleanings, checks, and follow ups. That is not glamorous. But it works. Healthcare growth often starts with simple reminders. Choose Solutionreach if you want patient communication plus light marketing tools. 5. Weave. Best for: Small practices that want phones, texting, and payments together. Weave is fun because it connects the front office toolbox. It offers phones, texting, reminders, reviews, payments, and scheduling features. It is especially popular with dental, optometry, veterinary, and small medical offices. One standout feature is caller ID with patient context. When someone calls, staff can see useful details. This makes calls faster and friendlier. Weave also supports two way texting and payment links. That can reduce awkward billing calls. Nobody loves awkward billing calls. Not even billing calls. Choose Weave if your practice wants communication, phones, and payments in one easy package. 6. OhMD. Best for: Practices that want affordable, simple texting. OhMD is a lightweight and friendly option. It focuses on HIPAA compliant texting, patient messaging, broadcasts, video visits, and forms. It does not try to be everything. That can be a good thing. Many smaller clinics like OhMD because it is quick to learn. Staff can start texting patients without weeks of training. Patients also like it because it feels like normal texting. OhMD can be a strong fit for primary care, behavioral health, urgent care, and independent practices. It is also useful for quick updates, intake details, and check ins. Choose OhMD if you want simple secure texting without a giant software adventure. 7. NexHealth. Best for: Modern online booking and patient experience. NexHealth is a strong choice for practices that care about digital convenience. It gives patients a smoother way to book appointments, fill forms, get reminders, and communicate with the office. Its online scheduling tools are a major draw. Patients can book through a website or other digital channels. This is useful because many patients prefer booking after hours. Your front desk may sleep. Your booking page does not. NexHealth also offers forms, payments, reviews, and synchronization with several practice management systems. It is especially popular in dental and specialty healthcare. Choose NexHealth if online scheduling and a modern patient experience are top priorities. Bonus pick: TigerConnect. Best for: Clinical team messaging inside hospitals and care teams. TigerConnect is a little different from Updox. It is less about front desk patient engagement and more about clinical communication. Doctors, nurses, care coordinators, and staff can message securely in real time. It is useful when care teams need fast answers. For example, a nurse may need to reach an on call specialist. A care manager may need to coordinate a discharge. TigerConnect helps reduce delays. Choose TigerConnect if internal clinical communication is the main pain point. Quick comparison. * Klara: Best all around patient texting. * Luma Health: Best for scheduling, referrals, and access. * Artera: Best for large health systems. * Solutionreach: Best for recalls and patient marketing. * Weave: Best for phones, texting, and payments. * OhMD: Best simple texting option. * NexHealth: Best for online booking. * TigerConnect: Best for care team messaging. How to pick the right one. Start with your biggest headache. Is it phone calls? No shows? Scheduling gaps? Slow internal messages? Choose the tool that fixes that first. Then check integrations. A shiny platform is less helpful if it does not work with your EHR or practice system. Ask for a demo. Ask about setup time. Ask what support looks like after launch. Also, think about staff comfort. The best tool is not always the one with the longest feature list. It is the one your team will actually use every day. Final thoughts. Updox is still a solid healthcare communication platform. But it is not the only fish in the HIPAA compliant sea. In 2026, practices have many great choices. If you want simple messaging, look at Klara or OhMD. If you want patient access at scale, explore Luma Health or Artera. If you want phones and payments, check Weave. If online booking matters most, try NexHealth. And if your care team needs faster internal communication, TigerConnect may be the hero with the cape. Pick the platform that saves time, reduces stress, and makes patients say, "Wow, that was easy." That is the real win.

Dental ROI
Apr 28th, 2023
DentalROI and NexHealth Team Up for The All-in-One Patient Experience

DentalROI has teamed up with NexHealth in an effort to ensure that your dental patients can schedule an appointment directly on your website.

Moesif
Aug 8th, 2022
NexHealth, Inc. launches API

So NexHealth launched an API that it spun out from its existing product.

NexHealth
Jun 28th, 2022
NexHealth, Inc. launched NexHealth Talk on Jun 21st 22'.

Last week, NexHealth, Inc. launched NexHealth Talk – its new, integrated online phone solution that includes Call Pop Up, Click-to-Call from the NexHealth Dashboard, and Texting from the Office Number.

CB Insights
Apr 28th, 2022
NexHealth, Inc. receives financing of $125M in Series C

NexHealth, a platform for scheduling doctor appointments, has raised $125M in a Series C.