Senior Financial Analyst, Tebra
$90-103k
Complete operating system for modern healthcare
Open for applications
Complete operating system for modern healthcare
1001+ employees
Open for applications
$90-103k
1001+ employees
Company mission
To unlock better healthcare by helping independent practices bring modernized care to patients everywhere.
Role
Who you are
- Experience: 2-3 years of progressive experience in a demanding financial role (Strategic Finance, FP&A, Investment Banking, or Management Consulting), with significant exposure to high-growth B2B SaaS business models
- Modeling Mastery: Expert-level proficiency in advanced financial modeling, including 3-Statement integration and cohort-based LTV/CAC analysis
- Systems Proficiency: Strong experience leveraging modern FP&A platforms (e.g., Adaptive) and expert command of data extraction from CRM (Salesforce) for financial analysis
- Data Visualization: Proven ability to translate complex data sets into actionable visuals using BI tools (Tableau) to drive executive decision-making
What the job involves
- You will be the primary financial architect supporting our revenue engine. This role is a critical intersection between Sales, Marketing, Product, and Finance, focused entirely on driving our long term 3-statement model, optimizing and ensuring our growth is profitable (the Rule of 40). You will own the unit economics that govern every investment decision
- Strategic Financial Architecture (3-Statement Model): Own and refine the 3-Year 3-Statement Integrated Model (P&L, Balance Sheet, Cash Flow), ensuring all GTM and investment strategies are translated into consistent forecasts
- GTM Unit Economics & ROI Modeling: Act as the embedded financial expert for Sales and Marketing leadership, translating investment analysis directly into actionable ROI targets; own the core LTV/CAC model, driving deep-dive analysis on Blended CAC, Payback Periods, and LTV:CAC Ratios
- Revenue Quality & Expansion Strategy: Partner with Product and Customer Success leadership to translate retention data (NDR, cohort performance) into clear margin and revenue expansion strategies
- Executive Insight & Reporting: Prepare high-impact, data-rich presentations for the Board and executive team, providing clear financial projections and strategic insights
Our take
The digital age has demanded that healthcare providers offer services that are more modern but human. Tebra – a marriage of Kareo and PatientPop – offers cloud-based clinical and practice management software for independent healthcare practices that strive to achieve this goal.
Its genesis, a company merger between clinical and financial software and a leader in practice growth technology, has led to an all-in-one platform that is the first of its kind to serve a complete operating system for practices. Whilst competition among similar infrastructure grows, it remains a huge market in which both patients and practitioners are clamouring for solutions, allowing space for new and existing companies to build.
Tebra serves over 150,000 providers , and plans to use its lastest funding to deepend the role of AI across its EHR+ platform. By embedding intelligent capabilities into everything from clinical documentation and revenue cycle management to patient experience and practice marketing, the company aims to reduce administrative burden while helping practices operate more efficiently and profitably at scale.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-5% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Dec 2025
$125m
EARLY VC
Jul 2022
$72m
EARLY VC
Total funding: $262m
Company benefits
- Competitive compensation packages
- Employee referral program
- Stock options
- Hybrid work model
- Equipment stipend when hired
- Monthly work-from-home subsidy
- Indoor-outdoor workspaces
- Flexible, paid time off
- 10 paid holidays
- Employee recharge days
- Financial health tools
- Gympass
- Fun Express
- Annual fitness challenge
- Obé Fitness
- Competitive medical, dental, and vision insurance
- 401k
- Employer-funded HSA
- Life and disability insurance
- Employee assistance program
- Accident insurance, critical illness insurance, legal & identity theft protection, pet discount program
- Mentorship program
- Professional development training
- Employee resource groups
- Dedicated DE&I
- Special events and speakers
- Community volunteer events
- Sponsored team events and sports
- Recognition Program
Company HQ
Corona Del Mar, Newport Beach, CA
Leadership
Dan Rodrigues
(Co-Founder & CEO)Previously co-founded Scout and Kareo, serving as CEO for both. Experience as a Software Engineer for RealNetworks and a Managing Partner for Skematix.
Mike Doktorczyk
(CFO)Mike joined Tebra in 2023 as a VP of Finance & Rev Ops, moving into the role of CFO in 2024. Prior to this, he spent nearly 4 years at USerTesting as a Senior VP of Finance.
Kyle Ryan
(CPO & CTO)Prior to joining Tebra in 2018, Kyle was a Director of Deals Strategy at Strategy& and a VP of Product Development at Intuit. He also spent over 13 years at Sony Online Entertainment as a Director/VP of Technology.
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