Director of Strategic Finance, Tebra
$200-228.5k
+ variable pay
Complete operating system for modern healthcare
Be an early applicant
Complete operating system for modern healthcare
1001+ employees
Be an early applicant
$200-228.5k
+ variable pay
1001+ employees
Company mission
To unlock better healthcare by helping independent practices bring modernized care to patients everywhere.
Role
Who you are
- BA/BS degree in finance, accounting, economics, or an applicable field; MBA or equivalent experience preferred
- 10+ years of experience ideally reflecting a combination of FP&A / Investor Relations / Corporate Development and financial/accounting services experience (investment banking, private equity, venture capital or Big 4 accounting)
- 3+ years of managerial experience. You’re energized by being a hands-on player-coach and can develop and mentor a high performing team
- Outstanding project management skills with experience and ability to help drive the budget process with multiple stakeholders and interests
- Strong understanding of GTM strategies, corporate finance and accounting concepts, three statement financial modeling, and SaaS KPIs
- Excel expert with ability to build models from scratch and proficient with financial reporting systems; Netsuite, Adaptive and Tableau knowledge a plus
- Excellent communicator (both written and verbal), with the ability to present to senior management in a clear, concise manner
- Exceptional attention to detail. The kind of operator who catches the one blank cell that quietly overstates a model, and reconciles to the source before anyone has to ask
- Ability to prioritize and deliver in a fast-paced, quickly changing environment
- Ability to collaborate cross-functionally and with Executive leadership
- Strong sense of ownership and leadership initiative, with a high sense of urgency to meet and exceed deadlines
- Strong business sense, with the ability to understand changing industry forces
- High personal and professional integrity, with a willingness to roll up your sleeves and dig into anything and everything to support the business
What the job involves
- The Strategic Finance Director plays a critical role in shaping the financial strategy and direction of the company. You're a forward-thinking leader with a strong background in finance, strategic planning, and business processes, and a proven track record of driving financial performance and growth
- You'll lead a high-impact team while staying hands-on in the work yourself, a player-coach who's as comfortable building the model as developing the people around it
- It's built for someone who blends sharp financial instincts with a natural fluency in data, equally comfortable in a spreadsheet and digging into the numbers behind it, and who's excited to work at the intersection of finance and analytics
- Define, report on and influence through the underlying key operating levers that drive our performance. Eg, what are the operating metrics that ultimately will shift customer acquisition, GRR, NRR, payments adoption, etc. Partner with Go-to-Market, Product, CS and the broader leadership team in a way that creates positive outcomes for our business. You'll make these teams better through influence, not authority; you don't run GTM, you help GTM win
- Create the framework and define the big rocks and the key performance indicators/outcomes for the long-term plan (3-year model). You'll own and build this model hands-on. Be able to engage with and influence the management team to help prioritize initiatives and investments, growth targets, and capital allocation
- Be a business partner and lead a team that helps our Go-to-Market teams (Sales, Marketing, CS) have visibility on their business and be a trusted advisor on how to drive performance improvement, new greenfield investments, and decisions that impact our long term company objectives
- Develop a thorough understanding of our business and our market to help derive and execute ideas to grow our business in areas such as product expansion, new revenue models and M&A
- Build operations that can scale. Leverage modern platforms (Snowflake, dbt) and put AI to work in real workflows in partnership with the analytics team
- Ensure the company's financial health and sustainability through effective risk management
- Collaborate with other departments to align financial strategies with overall business objectives
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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