OptiMantra develops cloud-based electronic medical record and practice management software for healthcare practices, with a focus on integrative, functional, primary, behavioral health, psychiatry, medspa, and multidisciplinary care. Its platform brings clinical charting, specialty-specific SOAP templates, scheduling, telehealth, billing, electronic claims, point-of-sale, inventory, patient portals, automated reminders, reporting, and third-party integrations into one SaaS product. OptiMantra serves practices ranging from small offices to multi-practitioner organizations, helping teams manage patient care, administrative workflows, and financial operations through configurable tools and HIPAA-compliant processes.
Financial Operations Analyst
Improve financial planning, reporting, margins, and AI-enabled automation across Cerbo and OptiMantra, healthcare technology platforms serving specialized medical practices.
Description
- Drive margin and efficiency improvements through process redesign, workflow automation, and cost analysis.
- Produce recurring and one-off financial and operational reports.
- Assess trends, results, and variances, and prepare presentations for senior leaders.
- Contribute to budgets, forecasts, and financial plans by comparing actual results with projections.
- Surface key performance drivers, risks, variances, and opportunities, and work with functional leaders to shape assumptions.
- Develop and maintain financial models and scenario analyses.
- Contribute to cross-functional initiatives while independently handling smaller projects and ad hoc analyses.
- Help design, coordinate, and implement AI-supported processes and automated reporting.
- Coordinate with stakeholders to align AI workflows, standardize processes, and find opportunities for agentic AI.
- Administer, configure, integrate, and improve financial and operational platforms.
- Help track and report quota attainment, service-level performance, and related compensation metrics.
- Bridge Finance with Sales, Customer Success, Support, and other functional teams.
- Keep data accurate and flows dependable across Jira, Zendesk, CRM, finance, and reporting systems.
- Investigate and correct data inconsistencies to support sound financial reporting and decisions.
- Report to the Vice President of Finance.
Requirements
- Bachelor’s degree in business administration, finance, economics, accounting, or a related discipline.
- At least three years in business operations, FP&A, revenue operations, finance, or a related analytical position.
- Background in budgeting, forecasting, variance analysis, financial modeling, or financial planning, with the ability to link operational results to financial outcomes.
- Ability to turn operational, contractual, financial, and business information into clear findings and recommendations.
- Experience creating and documenting standard procedures, spotting process inefficiencies, and delivering improvements to efficiency or profitability.
- Ability to lead cross-functional efforts and achieve results without direct authority, working effectively with Finance and business stakeholders.
- Experience managing or improving finance and operations platforms, protecting data integrity and reporting accuracy, coordinating system integrations, and implementing AI productivity tools or automated workflows.
- Preferred: MBA or an advanced degree in business, finance, economics, or a related discipline.
- Preferred: Experience in a private-equity-backed, high-growth, or rapidly scaling organization.
- Preferred: Experience in healthcare technology, SaaS, or another technology-enabled B2B business.
Benefits
- No benefits, perks, or additional compensation are explicitly listed.