Senior Financial Analyst - US Remote

Perfect Serve is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. Perfect Serve now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue.

• Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense
• Lead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecast
• Support the annual operating plan process, including departmental build‑ups, scenario modeling, and executive review presentations

• Prepare monthly and quarterly financial packages for internal leadership and external stakeholders (board, PE sponsor)
• Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go‑live trends, and churn
• Calculate and maintain customer‑level ARR tracking, including new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across systems
• Build and maintain variance analysis with clear narrative bridging actuals to budget and forecast
• Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy

• Serve as a finance partner to multiple functional areas
• Translate financial data into actionable insights for operational leaders with varying levels of finance literacy
• Support department heads through headcount planning, quota and commission modeling, and budget management

• Build scenario and sensitivity models to support strategic decisions (pricing, go‑to‑market investments, M&A diligence support)
• Contribute to board and investor materials, including financial slides, KPI commentary, and executive summaries
• Assist with ASC 606 revenue recognition reporting and bookings‑to‑revenue pipeline analysis as needed

• 3–7 years of experience in FP&A, corporate finance, accounting, or a related analytical role
• Prior experience in a SaaS or subscription‑based technology company strongly preferred
• Proficiency in Excel financial modeling (multi‑tab P&L models, scenario analysis, dynamic lookups); VBA or macro experience is a plus
• Strong command of SaaS metrics: ARR, MRR, NRR, GRR, CAC, LTV, churn, bookings
• Familiarity with GAAP revenue recognition principles, including ASC 606
• Excellent written and verbal communication; able to present clearly to both operational and executive audiences
• High attention to detail with the ability to manage multiple deliverables under deadline

• Experience with Jedox, Adaptive Insights, Anaplan, or similar FP&A/EPM platforms
• Exposure to PE‑backed company reporting requirements (investor packages, covenant compliance, board materials)
• Experience with Salesforce or CRM data as part of revenue and pipeline reporting
• Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA or CFA progress is a plus (not required)

At Perfect Serve, we are transforming healthcare communication and collaboration to help clinicians deliver better care. You'll work with a dedicated and mission‑driven team in an environment that values growth, transparency, and innovation.

We offer a salary range of $80,000 to $100,000 USD per year, with compensation tailored to your background, strengths, and potential to grow within the team.

• Remote first work environment
• Health, Dental, Vision, Life and Disability Insurance options available day one
• 401(k) with match and immediately vested
• 17 company holidays, 2 floating holidays plus competitive paid time off policy
• Internal advancement opportunities

Perfect Serve offers unified healthcare communication solutions to help physicians, nurses, and care team members provide exceptional patient care. Our cloud‑based solutions enhance patient safety and reduce provider burnout by automating workflows, speeding time to treatment, optimizing shift schedules, empowering nurse mobility, and engaging patients in their own care.