Director of FP&A at ClearDATA
Austin, TX, US

ClearDATA is seeking a Director, FP&A to join our dynamic Finance team. In this role the ideal candidate will use their experience and skills to truly make a difference! If you’re passionate about creating a new category of technology that will fundamentally make healthcare better, come join our fast growing team.


We are seeking a passionate Financial Planning and Analysis (FP&A) professional to further develop and manage ClearDATA’s Finance function and play an integral role in the business strategy and planning of the company. This individual will provide leadership with the financial strategy, and produce logical scenario analyses and insights, accurate forecasts, and make sound recommendations to support key business decisions. This ideal candidate demonstrates critical thinking skills, strong analytical experience and the ability to work cross-functionally in a self-starter, fast-paced environment, and demonstrate the ability to break down and communicate complex information clearly and concisely. This role will report directly into the VP, Finance Planning & Analysis and have heavy interaction with their CFO.


What You’ll Do


Lead company planning processes for all corporate short and long term forecasts for income statement, balance sheet and cash flow


Work cross-functionally to support our month and quarter close activities, budget vs. actual analysis, ad-hoc reporting and Board relations, etc.


Further develop/create and manage financial models and participate in making enhancements in bookings and revenue forecasting, cash forecasting (both A/R and A/P), and expense forecasting

Partners with budget owners across the company to recap budget vs. actuals and provide functional specific reporting


Take a leadership role to track and analyze business metrics; identify areas for improvement, inefficiencies and success, and create/execute solutions


Lead long-term planning, annual budget process, monthly financial forecasting, and investor/board reporting


Develop ad-hoc reports and analysis for cross-functional departments and management as requested


Lead planning for adaptive insights.




Skills and Experience That You’ll Need


6+ years of relevant finance/FP&A experience


Experience working at a SaaS or Software based company with responsibility for the SaaS business models and related metrics, financial modeling, and financial reporting. (Preferably been a part of an organization that has gone through IPO process or worked for public company.


High level of organization, highly detail-oriented, proactive and able to manage multiple projects to deadlines with minimal supervision


Excellent communication and presentation skills


Proven ability to work cross-functionally and with senior business leaders and external stakeholders


Comfortable working in a dynamic, fast paced, and high-growth environment


Experience with Adaptive planning insights.


Highly personable, positive individual who has the ability to forge relationships across the company


Previous experience with data, SaaS or subscription-based business models and related metrics


Ability to develop and maintain financial models and accurate financial forecasts and present them in a clear and concise manner


An expert in Microsoft Excel and other Office suites


Demonstrates a deep understanding of accounting concepts




Why You’ll Like Working Here


A dynamic company that rewards high-performers


Be on the cutting edge of new technologies and services


Collaborative team environment that values multiple perspectives and fresh thinking


Servant leadership Management


Business-casual dress code


Flexible working hours


Medical, Dental, Vision, HSA, Life and 401K


Stock options


Unlimited Vacation!


Competitive base, commission and bonus structure

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