OptiMantra
OptiMantra
OptiMantra dezvoltă software bazat pe cloud pentru dosare medicale electronice și gestionarea cabinetelor medicale, cu accent pe îngrijirea integrativă, funcțională și primară, sănătatea comportamentală, psihiatrie, medspa și îngrijirea multidisciplinară. Platforma reunește într-un singur produs SaaS documentarea clinică, șabloane SOAP specifice diferitelor specialități, programarea, serviciile de telesănătate, facturarea, cererile electronice de plată, punctul de vânzare, gestionarea stocurilor, portalurile pentru pacienți, mementourile automatizate, raportarea și integrările cu servicii terțe. OptiMantra deservește cabinete medicale de la birouri mici până la organizații cu mai mulți practicieni, ajutând echipele să gestioneze îngrijirea pacienților, fluxurile administrative și operațiunile financiare prin instrumente configurabile și procese conforme cu cerințele HIPAA.

Financial Operations Analyst

Improve financial planning, reporting, margins, and AI-enabled automation across Cerbo and OptiMantra, healthcare technology platforms serving specialized medical practices.

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • No benefits, perks, or additional compensation are explicitly listed.

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