Sr. FP&A Analyst II

Who We Are Looking For

WebPT is seeking a motivated, self-starting Senior Analyst to join our Financial Planning & Analysis (FP&A) team. Reporting directly to the VP of Finance, this is a highly visible position that will involve regular interactions with WebPT’s CEO, CFO, senior management team, Board of Directors, and prospective investors in the process of formulating and communicating the company’s strategic plan. The Senior FP&A Analyst will own and maintain WebPT’s long term forecast model, with a particular focus on revenue and cash flow forecasting. This role will also drive analysis and reporting of Key Performance Indicators company-wide, helping shape the future financial and operational performance of WebPT. The ideal candidate will have relatively sophisticated technical modeling chops but be comfortable operating in ambiguity in a fast-paced startup environment.

WebPT is the world’s leading practice management platform for physical therapy, occupational therapy, and speech-language pathology healthcare providers. With a full suite of solutions encompassing a purpose-built EMR, billing and claims management, and patient acquisition and engagement, WebPT empowers clinicians to focus on what they do best: deliver life-enhancing care for their patients. WebPT’s modern SaaS-based platform gives providers the data, insights, and tools they need to profitably run and grow their practices while enhancing patient satisfaction and experience. Founded in 2006 by practicing physical therapist Heidi Jennenga, WebPT became a portfolio company of venture capital firm Battery Ventures in 2014 before the global private equity firm Warburg Pincus purchased a majority stake in the company in 2019. **

What You’ll Be Doing As A Part of Our Team**

• Develop comprehensive financial models to support decision-making, including three statement forecasts, bookings-to-revenue waterfalls, direct cash flow models, debt paydown models, and customer and product-level P&Ls
• Continuously own, maintain, and improve financial models across the FP&A function. Incorporate monthly financial statements and supporting schedules generated by accounting as well as pipeline and sales activity from the Go-to-Market org to reflect the actual performance of the business on a monthly basis. Interpret trends to regularly refresh assumptions and refine forecasts
• Prepare and present insightful presentations for key stakeholders, including the senior management team, investors, and the Board of Directors. Highlight key financial data to communicate WebPT’s growth story
• Conduct ad hoc financial analyses, including unit economics, pricing, cash conversion, public comp benchmarking, and capital structure alternatives to improve business visibility and decision-making
• Collaborate with cross-functional teams to gather relevant data and insights for financial analyses
• Assist in the annual planning and budgeting cycle

What You Should Have To Qualify

• 1-2 years of experience in corporate finance, investment banking, management consulting, or a related field, with exposure to the SaaS industry
• Bachelor’s degree in Finance, Economics, Accounting, or a related field, or equivalent experience
• Advanced Excel skills, with the ability to build and troubleshoot complex and performant models with little to no direction
• Strong understanding of the mechanics of three financial statements and their linkages, as well as basic familiarity with GAAP accounting principles
• Self-starter mentality, accustomed to anticipating needs and actioning workstreams without being explicitly tasked
• Excellent communication skills, both written and verbal, with the ability to present complex financial information in a clear and concise manner

Ideally, You Would Also Have These

• Proficiency with with financial systems, including ERPs (Sage Intacct), CRMs (Salesforce), and planning & budgeting software (Planful)
• Data and analytics expertise, including ability to run SQL queries and create custom visualizations in tools such as Tableau, PowerBI, and others

Culture is at our Core

• Service: Create Raving Fans
• Accountability: F Up; Own Up
• Attitude: Possess True Grit
• Personality: Be Minty
• Work Ethic: Be Rock Solid
• Community Outreach: Give Back
• Health and Wellness: Live Better
• Resource Efficiency: Do Más With Menos

About Us

Here, we work hard—but we have lots of fun doing it. We believe in equal opportunity for all, autonomy, trailblazing, and always doing right by our Members. Most importantly, though, we believe in empowering rehab therapy professionals to achieve greatness in practice. So, if you’re a can-do kinda person who loves to help Members win and enjoys working from just about anywhere—then you’ll fit right in. We’ve got big plans, but we can’t achieve them without you. Join us, and let’s achieve greatness. **

Company Perks**

• Ample Time Off for fun and rest
• Work from nearly anywhere in the US
• WFH supply budget
• Time Off to make an impact through volunteering
• Multiple Employee Resource Groups (ERGs)
• Health, Dental, Vision, 401k, HSA, any many other benefits
• Authenticity and Acceptance

At WebPT, we're dedicated to fair and competitive compensation based upon our industry peer benchmarks. While job postings offer a pay range as a general reference, the final offer depends on candidate qualifications and experience. Our aim is to provide equitable compensation that recognizes your unique skills and contributions. During interviews, we'll discuss your qualifications and expectations, striving for a competitive and fair offer. The initial hiring range for this position is: $84,700 - $114,400.