Financial Operations Analyst

Cerbo OptiMantra

Atlanta (GA)

Hybrid

USD 90,000 - 120,000

Full time

4 days ago

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Benefits offered by this job

Health, dental and vision benefits

401k plan with company match

Paid Time Off and holidays

Disability insurance

Job summary

Cerbo OptiMantra in Atlanta, GA, is seeking a Financial Operations Analyst to join our Finance team. You will translate operational activity into actionable financial insights, support budgeting, forecasting, and variance analysis, and partner with Sales, Customer Success, and Support to drive profitability.

This hands-on role emphasizes data integrity, AI-enabled workflows, and scalable processes in a fast-growing SaaS environment backed by private equity.

Qualifications

Bachelor's degree or higher in a related field.
3+ years in FP&A, Revenue Ops, or related analytical role.
Ability to connect operational performance to financial results.
Experience documenting SOPs and driving process improvements.
Experience leading cross-functional initiatives without direct authority.
Experience managing or optimizing financial platforms and data integrity.

Responsibilities

Support budgeting, forecasting, and financial planning with drivers and scenarios.
Build and maintain financial models and variance analyses.
Report on operational and financial performance for leadership.
Partner with Sales, Customer Success, Support and others to align on goals.
Design AI-enabled workflows and automate reporting to reduce manual work.
Ensure data integrity across Jira, Zendesk, CRM, and finance systems.

Skills

Cross-functional collaboration

Data storytelling

SaaS financial analytics

Forecasting

Variance analysis

Education

Bachelor's degree in Business, Finance, Economics, Accounting

MBA (preferred)

Tools

Jira

Zendesk

Excel/Sheets

Financial modeling

Job description

**This is a HYBRID position based in the Atlanta, Georgia Metro Area**

The Company

Cerbo · OptiMantra is a healthcare technology company built for the practices actively changing how medicine is delivered. Our platforms serve functional, integrative, direct primary care, concierge, med spa and behavioral health practitioners who need software that keeps pace with how they work, not the other way around.

Each platform is a purpose-built EHR and practice management solution. Cerbo is architected for clinical depth: deep configuration, protocol-specific workflows and the kind of flexibility that holistic and functional medicine practices require. OptiMantra is structured for scale: multi-modality breadth, out-of-the-box readiness and the operational infrastructure that growing practices rely on.

Together, our two platforms form a leading presence in this rapidly expanding market. Our practitioners are redefining what a patient experience can look like. We exist to give them the technology foundation to do exactly that, at whatever size and pace they choose to grow.

Position Summary

As Financial Operations Analyst, you will sit within Finance and support operational and financial planning, reporting and analysis for leadership. This position will translate activity across the business into clear, decision-ready insight, connecting operational performance to financial outcomes.

This role requires an individual with experience leveraging data, analytics, and cross-functional collaboration to improve forecast accuracy, analyze business performance, balance supply and demand, identify business risks and opportunities, and support executive decision-making. The Financial Operations Analyst will serve as a key business partner helping support initiatives such as process and margin improvements, budgeting and forecasting, variance analysis, compensation planning, financial modeling and ad hoc reporting.

Reporting to the Vice President of Finance this role is a hands‑on role for someone who is process-driven, AI-forward, and growth-minded in a fast‑growing, PE‑backed SaaS environment.

Primary Responsibilities

Process & Margin Improvement: Support initiatives that improve margin and operational efficiency, including process redesign, workflow automation, and cost and efficiency analysis, in partnership with teams across the business.
Operational Reporting & Presentation Prep: Build and maintain recurring and ad hoc operational and financial reports. Analyze trends, performance, and variances, and prepare polished presentations that translate business activity into clear, decision‑ready insights for senior leadership.
Financial Planning & Analysis: Support budgeting, forecasting, and financial planning by analyzing actuals against budget and forecast, identifying key drivers and variances, and partnering with functional leaders to understand assumptions, risks, and opportunities. Build and maintain financial models and scenario analyses to support planning and business decisions.
Project Management & Ad Hoc Projects: Support cross‑functional projects and independently manage smaller projects and ad hoc analyses as business priorities shift.
Reporting Automation & AI Workflows: Support the design, coordination, and implementation of AI‑enabled processes and reporting automation that reduce manual work, improve efficiency, and enhance data accuracy. Partner with cross‑functional stakeholders to align AI workflows, standardize processes, and identify opportunities to leverage agentic AI solutions.
Financial Platforms & Systems Management: Manage and optimize financial and operational platforms to support business processes, financial planning, and reporting. Partner with Finance and cross‑functional teams to coordinate platform administration, configuration, integrations, and system improvements that enhance functionality, scalability, and operational efficiency.
Compensation Metrics Oversight: Support oversight and reporting of operational metrics, including quota attainment, SLA performance, and related measures that feed into Sales and functional compensation plans, helping ensure accuracy and consistent application.
Cross‑Functional Partnership: Serve as a key connection point between Finance and functional leaders across Sales, Customer Success, Support, and other teams to align on goals, surface issues early, and drive shared initiatives to completion.
Systems & Data Partnership: Partner with teams across the business to maintain data integrity and reliable data flows between operational platforms (e.g., Jira and Zendesk), CRM systems, financial platforms, and reporting tools. Identify and resolve data discrepancies and ensure consistent, accurate data across systems to support reliable financial reporting and informed decision‑making.

Required Qualifications

Bachelor's degree in Business Administration, Finance, Economics, Accounting or related field
3+ years of experience in business operations, FP&A, revenue operations, finance or a related analytical role
Experience supporting budgeting, forecasting, variance analysis, financial modeling, or other financial planning activities, with the ability to connect operational performance to financial results
Demonstrated ability to synthesize information from operational, contractual, financial, and business sources into clear insights and recommendations
Experience developing and documenting SOPs, identifying process inefficiencies, and implementing improvements to increase operational efficiency or profitability
Demonstrated ability to lead cross‑functional initiatives and drive outcomes without direct authority, partnering effectively with Finance and business stakeholders

Experience managing or optimizing financial and operational platforms, maintaining data integrity and reporting accuracy, coordinating cross‑functional system integrations, and implementing AI‑enabled productivity solutions or automated workflows

Preferred Qualifications

MBA or advanced degree in Business, Finance, Economics or related field
Experience working in a PE-backed, high‑growth, or rapidly scaling organization
Experience working with healthcare technology, SaaS or other technology enables B2B businesses

Compensation & Benefits