Principal Financial Business Partner

2 weeks ago


Machesney Park, Illinois, United States Experity Defunct Full time
Company Overview:

Experity is a premier provider of software solutions and services for on-demand healthcare in the United States. We specialize in streamlining operations for over 5,700 urgent care facilities nationwide.

Our mission is to enhance the on-demand healthcare experience for patients, facilitating everything from clinic discovery and appointment scheduling to check-ins, clinical documentation, and final billing.


What We Offer:
  • Comprehensive Benefits: Our health coverage begins on your first day and includes Medical, Dental, and Vision plans.
  • Ownership Opportunities: All team members are eligible for synthetic ownership after one year, allowing for real financial rewards tied to company success.
  • Employee Assistance Program: A robust program offering counseling, legal assistance, financial education, and more.
  • Flexible Work Arrangements: We support a healthy work-life balance with flexible scheduling options.
  • Generous Paid Time Off: Our PTO plan is designed to help you recharge and spend quality time with loved ones.
  • Career Development: We provide a foundation for continuous learning and growth within the company.
  • Team Building Activities: We organize events to foster relationships and camaraderie among team members.
  • Competitive Compensation: Enjoy a competitive salary, quarterly bonuses, and a 401(k) plan with employer matching.

Position Summary:

The Senior Finance Business Partner will collaborate closely with the EVP of Operations and support the Revenue Cycle Management team. This role is pivotal in optimizing operations at Experity.

Success in this position hinges on the ability to analyze financial and operational data, draw insightful conclusions, and present findings in an accessible manner.

Additionally, this role involves anticipating long-term challenges and trends, understanding the implications of decisions, and translating complex ideas into actionable strategies.


Key Responsibilities:
  • Lead the annual planning process for financial and strategic initiatives within your business units.
  • Collaborate with Revenue Cycle Management leaders to enhance operational efficiency.
  • Develop and maintain key performance indicators (KPIs) to monitor business performance.
  • Drive projects that deliver valuable insights to business leaders, fostering data-driven decision-making.
  • Engage with various stakeholders and senior leadership to identify solutions that align with business objectives.
  • Manage special projects, including strategic planning and business case development.
  • Ensure alignment between operational decisions and strategic goals.
  • Review and analyze operational data for quality assurance.
  • Work with teams to generate operational insights and recommend improvements.
  • Gather and analyze key financial metrics to understand revenue and cost fluctuations.
  • Maintain monthly reporting materials and perform other duties as assigned.

Qualifications:
  • Bachelor's degree in finance, accounting, or a related field.
  • 5+ years of relevant experience in finance.
  • Strong understanding of financial reporting principles.
  • Advanced proficiency in MS Excel and financial modeling.

Preferred Skills:
  • Experience with Salesforce CRM.
  • Familiarity with Adaptive Planning, Intacct, and Tableau (or similar tools).
  • Background in Revenue Cycle Management.
  • Experience in a SaaS environment.
  • Knowledge of relational databases (SQL, Power Query, PowerPivot).

Core Competencies:
  • Commitment to team goals and collaboration.
  • Active listening and constructive communication.
  • Accountability for actions and problem-solving.
  • Supportive and positive attitude towards team dynamics.
  • Proactive in recognizing and addressing challenges.
  • Alignment with the organization's core values.

Our Core Values:
  • Team First
  • Lift Others Up
  • Share Openly
  • Set and Crush Goals
  • Delight the Client


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