Director, Strategic Finance

Transformcap; Tijuana; Presencial; MXN 3.425.000 - 3.913.000; Jornada completa

Descripción de la vacante

The Strategic Finance Director at Tebra will shape the company’s financial strategy, leading a high-impact team while remaining hands-on in modeling and analytics.

You’ll partner with GTM, Product, and executive leadership to drive performance through long-range planning, capital allocation, and new growth initiatives across regions. The role emphasizes data fluency and a player-coach mindset, with a transparent compensation discussion as part of the process.

Formación

• Bachelor's degree in finance or related field; MBA preferred.
• 10+ years in FP&A / IR / Corporate Development with financial services experience.
• 3+ years of managerial experience leading a hands-on team.
• Strong project management and budgeting with multiple stakeholders.
• Deep understanding of GTM strategies, corporate finance and SaaS KPIs.
• Advanced Excel and modeling; knowledge of Netsuite, Adaptive and Tableau is a plus.

Responsabilidades

• Define and report on key operating levers driving performance.
• Partner with GTM, Product, CS and leadership to influence outcomes.
• Build and own a three-year model; prioritize initiatives and investments.
• Lead a team providing GTM visibility and trusted advisory.
• Develop growth strategies across product expansion and new revenue models.
• Implement scalable operations using Snowflake, dbt and analytics.

Conocimientos

Strategic finance

Team leadership

Financial modeling

SaaS KPIs

Data analysis

Excel expert

Educación

BA/BS in finance or related field

MBA or equivalent experience

Herramientas

Snowflake

dbt

Netsuite

Adaptive

Tableau

Descripción del empleo

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.

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 AverageZone 2: Moderately Higher Cost RegionsZone 3: High-Cost RegionsZone 4: Lower-Cost RegionsBeyond 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 USD - $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 [e-mail] 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.