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Senior Financial Analyst

United States - Remote

Tebra only initiates contact with candidates via email from an official Tebra email address (@tebra.com, @patientpop.com, or @kareo.com) or through our applicant tracking system, Greenhouse. We will only ask you to provide sensitive personal information through our official application portal — not via social media or text message. We do not conduct interviews via instant messaging.

About the Role

You will be the primary financial architect supporting our revenue engine. This role is a critical intersection between Sales, Marketing, Product, and Finance, focused entirely on driving our long term 3-statement model, optimizing and ensuring our growth is profitable (the Rule of 40). You will own the unit economics that govern every investment decision.

Your Area of Focus

  • Strategic Financial Architecture (3-Statement Model): Own and refine the 3-Year 3-Statement Integrated Model (P&L, Balance Sheet, Cash Flow), ensuring all GTM and investment strategies are translated into consistent forecasts.
  • GTM Unit Economics & ROI Modeling: Act as the embedded financial expert for Sales and Marketing leadership, translating investment analysis directly into actionable ROI targets; own the core LTV/CAC model, driving deep-dive analysis on Blended CAC, Payback Periods, and LTV:CAC Ratios.
  • Revenue Quality & Expansion Strategy: Partner with Product and Customer Success leadership to translate retention data (NDR, cohort performance) into clear margin and revenue expansion strategies.
  • Executive Insight & Reporting: Prepare high-impact, data-rich presentations for the Board and executive team, providing clear financial projections and strategic insights.

Your Professional Qualifications

  • Experience: 2-3 years of progressive experience in a demanding financial role (Strategic Finance, FP&A, Investment Banking, or Management Consulting), with significant exposure to high-growth B2B SaaS business models.
  • Modeling Mastery: Expert-level proficiency in advanced financial modeling, including 3-Statement integration and cohort-based LTV/CAC analysis.
  • Systems Proficiency: Strong experience leveraging modern FP&A platforms (e.g., Adaptive) and expert command of data extraction from CRM (Salesforce) for financial analysis.
  • Data Visualization: Proven ability to translate complex data sets into actionable visuals using BI tools (Tableau) to drive executive decision-making.

About Tebra

Kareo and PatientPop have joined forces to become Tebra, the digital backbone for practice well-being. While our teams are still supporting both products, our new hires and current employees are now united as Team Tebra. 

Tebra aims to unlock better healthcare by helping independent practices bring modernized care to patients everywhere. Well over 100,000 providers trust Tebra to elevate their patient experience, and help them grow their practice. At Tebra, we’re building the future of well-being together. That shared vision for tomorrow begins with compassion and humanity today.

Our Values

Start with the Customer 

We get to know our customers - and their patients - and look at the world through their lens.

Keep It Simple

Healthcare is too complex. We aim to simplify it for everyone.

Stay Entrepreneurial 

We reject the status quo and solve problems with creativity, perseverance, and a bias to action.

Better Together

We are diverse, humble, and collaborative. We put the team first and win together.

Celebrate Success

Life is short and joy is underrated. We take time to have fun and celebrate success.

Perks & Benefits 

In addition to our healthcare benefits, we also offer amazing perks! Need work from home basics? We offer a discount through Dell! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for a great workout, or TelusEmployee Assistance Program to find mental health resources, along with other resources for everyday occurrences.

#LI-SS1 #LI-Remote 

We are dedicated to attracting and retaining top talent with competitive and fair compensation. For this position, this range reflects our Zone 1 (National Average) pay band. Your specific compensation is thoughtfully determined by your experience, qualifications, the specific requirements of the role, and your Geo Zone. Our geo-zone system ensures your pay is competitive for your location, recognizing varying costs of labor across regions.

Our four geo zones are designed to reflect this:
Zone 1: National Average
Zone 2: Moderately Higher Cost Regions
Zone 3: High-Cost Regions
Zone 4: Lower-Cost Regions

Beyond base compensation, Tebra offers eligible employees the opportunity for variable pay and a robust benefits package, reflecting our commitment to your overall well-being. In compliance with California pay transparency laws, the specific compensation range applicable to your Geo Zone will be shared during your initial talent screen.

Zone 1 (National Average)

$90,000 - $103,000 USD

Tebra is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

California residents who apply or are recruited for a job with us: please carefully review our California-specific Privacy Notice under the California Consumer Protection Act here: https://www.tebra.com/privacy-policy/california-supplemental-notice/

If you would like to report a fraudulent Tebra job posting, please contact us at talentacquisition@tebra.com and consider reporting your experience to the FBI's Internet Crime Complaint Center or the Better Business Bureau to help keep others safe online, too.

As part of our commitment to a fair and efficient hiring process, Tebra utilizes BrightHire, an interview intelligence platform, for our phone and video screenings. This technology records and transcribes interviews to help us ensure consistency, reduce bias, and make more informed hiring decisions. By applying for this position, you acknowledge that your interview may be recorded.

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