Director, Finance Business Partner – Sales & Marketing
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Job Description
Director of Finance Business Partner managing strategic finance for Sales & Marketing at NextGen Healthcare. Overseeing a team in financial planning and analytics for commercial success.
Responsibilities:
- Serve as the primary finance advisor and strategic business partner to the Chief Revenue Officer and senior Sales and Marketing leadership
- Deliver financial decision support across investment planning, growth strategy, and resource allocation
- Provide financial perspective on territory design, sales coverage models, channel strategy, and marketing investment prioritization
- Lead the monthly rolling forecast process across bookings, headcount, and operating expense
- Lead the annual budget process, including bottoms-up planning for bookings, headcount, and operating expense
- Develop and maintain driver-based financial models to support GTM resource allocation and strategic planning
- Own and evolve GTM KPI and ROI frameworks, including CAC, LTV, payback period, GRR, NRR, and ACV
- Partner with Sales leadership on target setting, quota design, rep productivity assumptions, and territory planning
- Lead weekly and monthly analysis of financial results, including executive-level variance analysis and trend reporting
- Prepare executive-ready materials, including financial models, scenario analyses, and board-level presentations
- Lead the Commercial Analytics function across Sales pipeline, rep productivity, territory performance, marketing ROI, demand generation analytics, and campaign attribution
- Strengthen financial reporting infrastructure, improve forecast accuracy, and evolve reporting cadences to meet the needs of a PE-backed, high-growth environment
- Lead and develop a team spanning FP&A and commercial analytics by setting analytical standards, managing priorities, and fostering a high-performance culture
- Perform other duties that support the overall objective of the position
Requirements:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required
- MBA preferred
- 10+ years of progressive FP&A, strategic finance, operational finance, or commercial finance experience
- 5+ years of people management experience
- Experience leading financial planning and decision support for Sales and/or Marketing organizations in a PE-backed or high-growth SaaS environment
- Experience leading or closely partnering with a commercial analytics function strongly preferred
- Experience partnering with senior leaders in a matrixed environment and influencing VP- and C-suite-level decision-making
- Experience building driver-based, scalable models across headcount, capacity, and revenue
- Experience with Workday Adaptive Planning, Salesforce, Power BI, or comparable FP&A, CRM, and BI platforms preferred
Benefits:
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Paid time off
- Professional development opportunities
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