Full-Time

FP&A Lead

Posted on 10/31/2025

NexHealth

NexHealth

51-200 employees

Healthcare SaaS for scheduling and billing

Compensation Overview

$170k - $190k/yr

+ Equity + Bonus + Commissions

San Francisco, CA, USA

In Person

Category
Finance & Banking (1)
Requirements
  • 6–8 years of experience in finance, strategic planning, or analytics.
  • Backgrounds in SaaS, investment banking, or management consulting are highly valued.
  • Strong academic foundation with a degree in Finance, Economics, or a quantitative field such as Math, Computer Science, or Physics.
  • Advanced Excel skills are a must; experience with Salesforce, HubSpot, SQL, and Sigma is a plus—especially if you’ve used them to build scalable, self-serve reporting.
Responsibilities
  • Data Analytics - Define which metrics matter, implement systems to track them, and build analytics that uncover actionable insights. You’ll bring clarity to complexity and help operators move with precision.
  • Embedded FP&A - Extend finance’s reach across GTM, Product, and Ops to ensure every major initiative—whether it’s a new integration, feature launch, or pricing change—has a financial lens from day one.
  • Build the FP&A Engine - Lay the foundation for a company-wide financial operating system. You'll design and implement a consistent monthly rhythm that aligns budget owners around forecasting, variance analysis, and performance reviews. This isn’t just about process—it’s about building the muscle for financial accountability, empowering teams to make smarter decisions, and creating the rigor we need to scale with confidence.
Desired Qualifications
  • Experience with Salesforce, HubSpot, SQL, and Sigma to build scalable, self-serve reporting.
  • Founder mindset—you’re proactive, resourceful, and don’t wait for permission. You anticipate problems, get to the root of issues, and own outcomes from insight to execution.
  • Exceptional project management skills, with the ability to prioritize, manage multiple stakeholders, and thrive in a fast-paced, high-growth environment.
  • Clear, concise communicator—able to turn complex data into compelling narratives for executives and operators alike.

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

Simplify Jobs

Simplify's Take

What believers are saying

  • DentalROI partnership enables direct website appointment scheduling.
  • $125M Series C funding April 21, 2022, hits $1B valuation for expansion.
  • Month-to-month plans offer flexibility with insurance verification tools.

What critics are saying

  • Weave captures dental market share via superior texting and integrations.
  • Henry Schein One's Dentrix Ascend locks out via DSO contracts.
  • Post-2022 funding burn forces 30% headcount cuts in 6-12 months.

What makes NexHealth unique

  • Synchroniser engine enables real-time EHR syncing without manual entry.
  • Standardized API connects patients, doctors, and developers atop EHRs.
  • NexHealth Talk launched June 21, 2022, integrates call pop-up and texting.

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Benefits

Competitive salary

Equity

Medical, dental & vision

Unlimited PTO

Growth & Insights and Company News

Headcount

6 month growth

3%

1 year growth

4%

2 year growth

0%
DentalROI
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.

Fortune
Apr 22nd, 2022
Buckley Ventures invested into NexHealth, Inc. in $125M on Apr 21st 22'.

– NexHealth, a San Francisco-based patient booking platform, raised $125 million in Series C funding led by Buckley Ventures’ Josh Buckley and Lachy Groom and was joined by investors including Mantis VC, Lattice, Loom, and Ramp.

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