Back to jobs
New

Director, Strategic Finance

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

The Strategic Finance Director plays a critical role in shaping the financial strategy and direction of the company. You're a forward-thinking leader with a strong background in finance, strategic planning, and business processes, and a proven track record of driving financial performance and growth. You'll lead a high-impact team while staying hands-on in the work yourself, a player-coach who's as comfortable building the model as developing the people around it. It's built for someone who blends sharp financial instincts with a natural fluency in data, equally comfortable in a spreadsheet and digging into the numbers behind it, and who's excited to work at the intersection of finance and analytics.

Focus areas: Strategic Finance, GTM Finance, and Analytics-driven Insight

Your Area of Focus

  • Define, report on and influence through the underlying key operating levers that drive our performance. Eg, what are the operating metrics that ultimately will shift customer acquisition, GRR, NRR, payments adoption, etc. Partner with Go-to-Market, Product, CS and the broader leadership team in a way that creates positive outcomes for our business. You'll make these teams better through influence, not authority; you don't run GTM, you help GTM win.
  • Create the framework and define the big rocks and the key performance indicators/outcomes for the long-term plan (3-year model). You'll own and build this model hands-on. Be able to engage with and influence the management team to help prioritize initiatives and investments, growth targets, and capital allocation.
  • Be a business partner and lead a team that helps our Go-to-Market teams (Sales, Marketing, CS) have visibility on their business and be a trusted advisor on how to drive performance improvement, new greenfield investments, and decisions that impact our long term company objectives.
  • Develop a thorough understanding of our business and our market to help derive and execute ideas to grow our business in areas such as product expansion, new revenue models and M&A.
  • Build operations that can scale. Leverage modern platforms (Snowflake, dbt) and put AI to work in real workflows in partnership with the analytics team.
  • Ensure the company's financial health and sustainability through effective risk management.
  • Collaborate with other departments to align financial strategies with overall business objectives.

Your Professional Qualifications

  • BA/BS degree in finance, accounting, economics, or an applicable field; MBA or equivalent experience preferred.
  • 10+ years of experience ideally reflecting a combination of FP&A / Investor Relations / Corporate Development and financial/accounting services experience (investment banking, private equity, venture capital or Big 4 accounting) 
  • 3+ years of managerial experience. You’re energized by being a hands-on player-coach and can develop and mentor a high performing team.
  • Outstanding project management skills with experience and ability to help drive the budget process with multiple stakeholders and interests.
  • Strong understanding of GTM strategies, corporate finance and accounting concepts, three statement financial modeling, and SaaS KPIs.
  •  Excel expert with ability to build models from scratch and proficient with financial reporting systems; Netsuite, Adaptive and Tableau knowledge a plus.
  • Excellent communicator (both written and verbal), with the ability to present to senior management in a clear, concise manner.
  • Exceptional attention to detail. The kind of operator who catches the one blank cell that quietly overstates a model, and reconciles to the source before anyone has to ask.
  • Ability to prioritize and deliver in a fast-paced, quickly changing environment.
  • Ability to collaborate cross-functionally and with Executive leadership.
  • Strong sense of ownership and leadership initiative, with a high sense of urgency to meet and exceed deadlines.
  •  Strong business sense, with the ability to understand changing industry forces.
  • High personal and professional integrity, with a willingness to roll up your sleeves and dig into anything and everything to support the business.

#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)

$200,000 - $228,500 USD

 

About Tebra

Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. Designed to replace the clunky, fragmented tools built for corporate systems, Tebra connects EHR software, billing, automation, telehealth solution, and marketing — so providers can spend less time on admin and more time with patients. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout — helping clinicians leave work on time and rediscover their purpose. Learn more at www.tebra.com.

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 

United States: 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.

Costa Rica: To assist with all of life’s needs, Tebra also offers a wellness and childcare subsidy and a University/Education discount! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for access to health and fitness apps, or Telus Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences.

Compliance & Privacy Disclosures

NOTE: 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.

Create a Job Alert

Interested in building your career at Tebra? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...

This is sometimes called “sponsorship” for an employment-based visa status.

Select...

1 = Yes, I have direct end-to-end ownership experience in a SaaS/recurring revenue model.

2 = No, I have only assisted with or contributed to components of a model/forecast.

3 = No, I do not have experience with three-statement modeling or SaaS revenue forecasting.

Select...

1 = I have directly designed or owned the ARR waterfall and retention metrics for a SaaS business.

2 = I have regularly pulled/reported on ARR metrics, but have not owned or built the underlying waterfall logic.

3 = I have basic theoretical understanding of SaaS metrics, but no direct professional experience.

4 = I have no experience with SaaS ARR waterfalls or recurring revenue metrics.

Select...

1 = I have 3+ years of direct experience managing and developing full-time finance/analytics employees (as a manager or player-coach). 

2 = I have 1–2 years of direct people management experience. 

3 = I have managed contractors, agencies, or project teams only, but no direct FTE reports. 

4 = I have no direct people management experience.

Select...
Select...

1 = Advanced: I regularly write SQL/queries or build dashboards in Tableau/dbt. 

2 = Intermediate: I comfortably navigate data in Tableau/Snowflake and understand relational databases. 

3 = Basic / Standard Excel: Primary modeling is done in Excel/Google Sheets, with light exposure to reporting dashboards.

U.S. Standard Demographic Questions

At Tebra, we are dedicated to fostering a diverse, equitable, and inclusive workplace. To support these efforts and fulfill U.S. federal compliance obligations, our application includes a set of voluntary demographic questions. This information is collected solely for aggregated statistical reporting and to help us analyze and improve our outreach and hiring practices. Your answers will be kept confidential, not shared with hiring managers, and will not influence the hiring decision for this role. You always have the option to select 'Prefer not to disclose' or 'I don't wish to answer'.

Select...
Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Tebra’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 07/31/2029

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

We use Greenhouse Software's AI-powered Talent Matching tool to assist in reviewing your application against the skills, experience, and qualifications we have defined for this role. To learn about how this technology works, the data it uses, your right to request an alternative review method, and other rights, please see our AI Hiring & Candidate Rights Disclosure. 

Learn more