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About the role
The Financial Operations Analyst will support operational and financial planning, reporting, and analysis to provide decision-ready insights for leadership. The role involves driving process and margin improvements, managing financial models, and implementing AI-enabled workflows to enhance operational efficiency.
What they look for
Requirements
Candidates must hold a bachelor's degree in a relevant field and possess at least 3 years of experience in finance, FP&A, or business operations. Strong skills in financial modeling, data analysis, and cross-functional project management are required to succeed in this SaaS environment.
Benefits
Full description
About Providi
Providi is the company behind Cerbo and OptiMantra, two practice management and EHR products built for the cash-pay personalized care market. Together they serve nearly 7,000 clinics, from functional, integrative and longevity practices to direct primary care, concierge, med spa and behavioral health.
Both products have served providers since 2011. Today we work as one team with one mission: to empower personalized care providers to deliver better patient outcomes and create thriving practices.
We are provider-first. We build the technology, data and tools that give independent providers the autonomy to run their practices their way. That means configurable clinical workflows, lab integrations, scheduling, billing and patient engagement, with more on the way.
Our name says what we do. “Provi” comes from provider, the people we build for. “Vidi” is Latin for “I see.” We see where personalized care is going, and we build for it.
Position Summary
As Financial Operations Analyst, you will sit within Finance and support operational and financial planning, reporting and analysis for leadership. You’ll work across Cerbo and OptiMantra, the two products at the heart of Providi, and help nearly 7,000 clinics run better practices. 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
What we offer
- Competitive compensation based on experience
- Paid Time Off and company holidays
- Comprehensive health, dental and vision benefits
- Short-term and long-term disability Insurance
- 401k plan with matching company contribution
- Real ownership and impact in a fast-growing health tech company
Location: Atlanta, GA. This is a hybrid role.
