Vice President of Financial Planning & Analysis

Company Overview: Comprehensive practice management solutions for the elective medical industry are essential for improving efficiency, and the client-centric culture of the PatientNow team is well-poised to continue delivering solutions that allow our customers to spend more time where they want to, with their patients. With our expanding line of products, we demonstrate our commitment to delivering purpose-built technology to medical aesthetics and wellness service providers in our ever evolving market. PatientNow continues to see Med Spa business growth, in addition to expansion in the areas of nutrition, weight loss and hormone replacement. PatientNow’s goal is to be the elective medical industry’s most trusted and intuitive practice management solution— fueled by innovation, integration, and strategic partnerships, delivered by a team with unrivaled grit.

Vision - Empowering practices and businesses to improve health and wellness worldwide by helping their clients look and feel their best.

Mission - PatientNow is elevating businesses focused on beauty, wellness and medical aesthetics with innovative, all-in-one software and consulting service solutions. People who partner with us stand out in the industry with strong market differentiation, while streamlining operations for long term success and sustainable growth.

Values –    

• Show up – being present and supportive: for each other through collaboration and respect, for our customers with exceptional service, and for the business with dedication to excellence and growth
• Own the outcome – By understanding the objective, exceeding expectations with pride, confirming resolution, communicating early and often, and continuously learning and improving
• Be Authentic - By sharing thoughts and opinions, keeping promises, showing your true self, and engaging with respect

Position Summary: The Vice President of Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for driving financial clarity, discipline, and performance across the organization. This individual will oversee forecasting, budgeting, long-range planning, and financial reporting processes, while serving as a key business partner to executive leadership and department heads. This role requires a strong analytical mindset, deep SaaS business model understanding, and the ability to lead cross-functional initiatives that support growth, efficiency, and decision-making. The VP of FP&A will build and lead a high-performing team and partner closely with the CFO and ELT to scale the company’s financial strategy and operations.

Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform the following satisfactorily; other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Strategic Planning & Forecasting

●     Own the annual budgeting process and rolling forecasts, including revenue, operating/COGS expense, cash flow, and headcount planning collaborating with ELT members

●     Develop long-range financial models that align with company goals and investor expectations

●     Provide scenario analysis and sensitivity models to support strategic decision-making

Business Partnership & Performance Management

●     Serve as a thought partner to the CFO, CEO, and department heads on business drivers, KPIs, and resource allocation

●     Provide financial input for company initiatives and team charters

●     Lead monthly and quarterly business reviews with actionable insights and variance analysis

●     Design and implement dashboards and reporting tools that provide real-time business visibility

Data-Driven Insights & Modeling

●     Translate business trends and drivers into financial implications and opportunities specifically in the areas of SaaS and integrated payments

●     Conduct deep-dive analyses to evaluate pricing, unit economics, CAC/LTV, churn, customer cohorts, and margin trends

●     Support board and investor reporting with clear financial narratives and strategic framing

Team Leadership & Process Improvement

●     Build, mentor, and lead a high-performing FP&A team

●     Advance the FP&A function through automation and Business Intelligence applications

●     Establish scalable and repeatable financial planning frameworks to support company growth

Education/Experience:

Required:

●     10+ years of progressive experience in FP&A, including 3+ years in a leadership role

●     Strong background in SaaS or subscription-based business models (ARR, MRR, churn, CAC, etc.)

●     Exceptional financial modeling and forecasting skills

●     Experience supporting executive leadership and Board-level communication

●     Advanced proficiency in Excel/Google Sheets and financial planning software required

●     BI/Data warehouse and data visualization experience required

●     Excellent communication and business partnership skills with a high degree of executive presence

Preferred:

●     Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA is a plus)

●     Experience at a high-growth, venture-backed SaaS company

●     Familiarity with investor reporting, KPI storytelling, and M&A financial analysis

Supervisory Responsibilities: This position does have supervisory responsibilities.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit at a desk and work on a computer for prolonged periods. The above job description is not intended to be an all-inclusive list of duties and standards of the position.  Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Note: PatientNow jobs are listed on our careers page patientnow.com/careers and select job boards. We will never ask for payment or sensitive info. Official emails come from @patientnow.com or [email protected]

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