Director, Finance Business Partner (Go-To-Market) - Full Time - Remote

Experity is a mission-driven healthcare technology company providing software that helps urgent care clinics deliver faster, easier, and more patient-focused care across the U.S. The Director, Finance Business Partner will lead strategic finance support for the Go-To-Market organization, advising senior leaders, developing forecasts, analyzing revenue metrics, and guiding investment and growth decisions.

Responsibilities:

• Lead the annual financial and strategic planning process for the Go-To-Market business unit, partnering directly with Executive Team members to align financial plans with business priorities
• Serve as a strategic finance advisor to Executive Team members, providing financial insight, challenge, and recommendations to support business decisions
• Partner with Sales, Marketing, and RevOps to evaluate pipeline health, bookings trends, pricing strategies, and ROI on GTM investments
• Develop and maintain revenue forecasting models, including scenario planning and sensitivity analysis
• Provide strategic decision support on headcount planning, territory design, compensation plans, and marketing spend allocation
• Analyze key SaaS and revenue metrics (ARR, CAC, LTV, conversion rates, churn, pipeline coverage, etc.) and provide actionable insights
• Partner with RevOps to ensure alignment between systems (Salesforce), reporting, and financial outcomes
• Drive continuous improvement in commission and incentive program design to align behaviors with company strategy
• Proactively identify risks and opportunities within the revenue plan and communicate mitigation strategies
• Lead analyses and projects that provide new insights to business leaders and strengthen strategic and operational decision-making
• Promote data-driven decision-making by translating complex financial and operational information into clear, actionable recommendations
• Partner closely with People Business Partners on workforce planning, headcount forecasting, organizational changes, and other people-related decisions with significant financial impact
• Successfully collaborate with many different stakeholders and senior leadership to identify solutions needed to meet their business goals and provide influential advice, insight, challenge, and decision support
• Manage special projects such as strategic planning, business case preparation, and M&A support
• Ensure alignment between financial plans, operational decisions, workforce strategies, and broader strategic initiatives
• Review, analyze, and ensure the quality of operational data
• Work with teams to develop operational insights and make recommendations for improvements
• Collaborate with cross-functional teams and assist with ad hoc analysis and support
• Gather, consolidate, and analyze key financial metrics and understand the root causes of fluctuations with revenue and costs
• Review and analyze financial and operational data, identify key trends and root causes of revenue and cost fluctuations, and recommend actions to improve performance
• Lead regular financial reporting and business performance reviews for assigned areas, providing executives with meaningful insights into results, risks, opportunities, and outlook
• Other duties as assigned

Requirements:

• • Bachelor's degree in finance, accounting or equivalent combination of education and experience
• • At least eight years of related work experience
• • Demonstrated experience partnering directly with senior leaders
• • Strong understanding of financial planning, forecasting, management reporting, financial statements, and business performance analysis
• • Demonstrated ability to connect financial performance with operational and business drivers
• • Advanced MS Excel and financial modeling skills
• • Experience with Salesforce CRM
• Ability to travel as needed
• • Master's Degree of MBA
• • Private equity experience
• • Familiarity with BI tools (Tableau, Power BI, Looker, etc.)
• • Experience building executive-ready financial presentations
• • Experience managing commission and incentive programs