Strategic Finance Manager

WebPT Inc; Northern (KY); Hybrid; USD 98,000 - 132,000; Full time

Benefits offered by this job

Work from nearly anywhere in the US

Health, Dental, Vision

401k, HSA

WFH flexibility

ERGs

Job summary

WebPT seeks a Strategic Finance Manager to lead FP&A, forecasting, and budgeting in a fast-paced SaaS environment. You will own models for revenue, cash flow and operating expenses while partnering with Sales, R&D and G&A to unlock growth and margin expansion.

You will deliver insights to the CEO, CFO, Board, and investors, drive long-term planning, and influence capital structure decisions with scalable processes and automation. This role combines technical rigor with strong leadership.

Qualifications

• 5–7 years FP&A, investment banking, or corporate finance in SaaS.
• Bachelor's degree in related field or equivalent experience.
• Advanced Excel skills to build complex, performant models.
• Deep SaaS metrics knowledge and GAAP principles.
• Strong executive presence for senior leadership and stakeholders.
• Strategic thinker who balances detail with business view.

Responsibilities

• Lead financial planning: long-term strategy, annual budget, monthly reforecast.
• Own scalable models for revenue, cash flow, and expenses.
• Partner with Sales, R&D, and G&A to drive growth and margins.
• Deliver dashboards and analysis to executives, Board, investors.
• Analyze SaaS metrics, ARR, retention, and sales efficiency.
• Support capital planning and scenario modeling.
• Oversee monthly close and variance analysis; automate as needed.
• Drive process improvements and FP&A systems enhancements.
• Conduct ad hoc analyses on unit economics and pricing.
• Collaborate with cross-functional teams for data insights.

Skills

Forecasting & Budgeting

Financial Modeling

SaaS Metrics

GAAP

Executive Communication

Strategic Thinking

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

Sage Intacct

Salesforce

Planful

SQL

Tableau

PowerBI

Job description

WebPT is seeking a highly motivated and experienced Strategic Finance Manager to join our Financial Planning & Analysis (FP&A) team. Reporting directly to the Senior Director of Strategic Finance, this is a highly visible position that will involve regular interactions with WebPT’s CEO, CFO, senior management team, Board of Directors, and prospective investors in the process of formulating and communicating the company’s strategic plan.

The Strategic Finance Manager will lead the company’s forecasting and budgeting processes while providing financial leadership across the organization. This role will build scalable planning processes, and serve as a key business partner to functional leaders. The ideal candidate will balance technical expertise with strong leadership and communication skills, thriving in a fast-paced SaaS environment where priorities shift quickly.

WebPT is the world’s leading practice management platform for physical therapy, occupational therapy, and speech-language pathology healthcare providers. With a full suite of solutions encompassing a purpose-built EMR, billing and claims management, and patient acquisition and engagement, WebPT empowers clinicians to focus on what they do best: deliver life-enhancing care for their patients. WebPT’s modern SaaS-based platform gives providers the data, insights, and tools they need to profitably run and grow their practices while enhancing patient satisfaction and experience. Founded in 2006 by practicing physical therapist Heidi Jennenga, WebPT became a portfolio company of venture capital firm Battery Ventures in 2014 before the global private equity firm Warburg Pincus purchased a majority stake in the company in 2019.

What You’ll Be Doing As A Part of Our Team

• Lead the company’s financial planning processes, including long-term strategic planning, annual budgeting, and monthly reforecasting
• Own and continuously enhance financial models across revenue, cash flow, and operating expense, ensuring scalability as the business grows
• Partner with business leaders across Sales, R&D, and G&A to provide actionable insights that drive growth and margin expansion
• Deliver presentations and analysis for executives, investors, and the Board of Directors, highlighting key financial trends and strategic implications
• Drive analysis of SaaS metrics and unit economics, including ARR growth, retention, and sales efficiency
• Support capital structure planning and scenario modeling, enabling effective decision-making around investment opportunities and resource allocation
• Lead the FP&A team’s role in the monthly close process, ensuring accurate reporting and timely variance analysis
• Champion process improvements, automation, and systems enhancements to increase FP&A efficiency and scalability
• Conduct ad hoc financial analyses, including unit economics, pricing, cash conversion, public comp benchmarking, and capital structure alternatives to improve business visibility and decision-making
• Collaborate with cross-functional teams to gather relevant data and insights for financial analyses

What You Should Have to Qualify

• 5–7 years of progressive experience in FP&A, investment banking, consulting, or corporate finance, with exposure to the SaaS industry
• Bachelor’s degree in Finance, Economics, Accounting, or a related field, or equivalent experience
• Advanced Excel skills, with the ability to build and troubleshoot complex and performant models with little to no direction
• Deep understanding of SaaS metrics and drivers, as well as strong knowledge of financial statements and GAAP principles
• Strong executive presence with the ability to distill complex financial information into clear insights for senior leadership and external stakeholders
• Proactive, strategic thinker who can balance detail orientation with a broader business perspective

Ideally, You Would Also Have These

• Proficiency with with financial systems, including ERPs (Sage Intacct), CRMs (Salesforce), and planning & budgeting software (Planful)
• Data and analytics expertise, including ability to run SQL queries and create custom visualizations in tools such as Tableau, PowerBI, and others

Culture is at our Core

• Service: Create Raving Fans
• Accountability: F Up; Own Up
• Attitude: Possess True Grit
• Personality: Be Minty
• Work Ethic: Be Rock Solid
• Community Outreach: Give Back
• Health and Wellness: Live Better

About Us

Here, we work hard—but we have lots of fun doing it. We believe in equal opportunity for all, autonomy, trailblazing, and always doing right by our Members. Most importantly, though, we believe in empowering rehab therapy professionals to achieve greatness in practice. So, if you’re a can-do kinda person who loves to help Members win and enjoys working from just about anywhere—then you’ll fit right in. We’ve got big plans, but we can’t achieve them without you. Join us, and let’s achieve greatness.

Company Perks

• Ample Time Off for fun and rest
• Work from nearly anywhere in the US
• WFH supply budget
• Time Off to make an impact through volunteering
• Multiple Employee Resource Groups (ERGs)
• Health, Dental, Vision, 401k, HSA, any many other benefits
• Authenticity and Acceptance

At WebPT, we're dedicated to fair and competitive compensation based upon our industry peer benchmarks. While job postings offer a pay range as a general reference, the final offer depends on candidate qualifications and experience. Our aim is to provide equitable compensation that recognizes your unique skills and contributions. During interviews, we'll discuss your qualifications and expectations, striving for a competitive and fair offer. The initial hiring range for this position is: $97,500 - $131,600.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.