Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Vice President, Financial Planning & Analytics

$315k - $357.5k

Tebra

About The Role

Tebra is seeking a strategic, data‑driven, and technology‑forward VP of FP&A and Business Analytics to lead our financial planning and BI functions.
In this role, you will not just manage a reporting function; you will build and scale the central nervous system of a high‑growth SaaS organization.
We are looking for a finance systems architect who can blend traditional strategic planning with a leaning‑in approach to GenAI and automation. You will be responsible for redesigning our financial processes to be automation‑first, ensuring Tebra scales efficiently in a rapidly‑transforming AI world.

Your Area of Focus
  • Build and own the long‑range plan (LRP) and annual operating plan.
  • Translate company strategy into robust financial models for pricing, GTM motion, and R&D investment.
  • Serve as a primary strategic partner to the CEO and executive team, framing trade‑offs between growth, margin, and risk.
  • Design driver‑based models for subscription and usage‑based revenue, including cohort retention and expansion analysis.
  • Partner with RevOps and BI to ensure source of truth data integrity and design scalable reporting infrastructure.
  • Deliver board‑ready reporting packages and KPI frameworks aligned with company value drivers.
AI and Digital Transformation
  • Deploy predictive analytics and machine learning to enhance revenue and churn forecasting.
  • Implement AI copilots and agentic workflows to accelerate analysis, automate variance explanations, and streamline reporting.
  • Redesign financial processes for automation‑first execution and implement anomaly detection.
  • Model infrastructure and compute costs—including GPU, inference, and tokens—for AI‑enabled products.
  • Evaluate the ROI of AI‑driven product features and operational automation.
  • Transition the function toward near‑live forecasting and continuous capital allocation.
Your Professional Qualifications
  • 10 or more years of progressive FP&A leadership in high‑growth SaaS or technology environments.
  • Deep familiarity with modern BI tools, automation platforms, and a proven track record of leveraging GenAI and agentic workflows to drive productivity.
  • Proven experience building complex, driver‑based financial models and partnering with executive teams and boards.
  • Strong proficiency in planning tools such as Adaptive or Anaplan and ERP systems like NetSuite.
  • Experience managing and developing high‑performing FP&A and Analytics teams.
Compensation

We are dedicated to attracting and retaining top talent with competitive and fair compensation. For this position, this range reflects our Zone 1 (National Average) pay band.

Your specific compensation is thoughtfully determined by your experience, qualifications, the specific requirements of the role, and your Geo Zone. The geo‑zone system ensures your pay is competitive for your location, recognizing varying costs of labor across regions.

Our four geo zones:

  • Zone 1: National Average
  • Zone 2: Moderately Higher Cost Regions
  • Zone 3: High‑Cost Regions
  • Zone 4: Lower‑Cost Regions

Beyond base compensation, Tebra offers eligible employees the opportunity for variable pay and a robust benefits package, reflecting our commitment to your overall well‑being. In compliance with California pay transparency laws, the specific compensation range applicable to your Geo Zone will be shared during your initial talent screen.

Zone 1 (National Average): $315,000 USD - $357,500 USD

About Tebra

Tebra is the only all‑in‑one EHR+ platform built exclusively for independent healthcare practices. Designed to replace the clunky, fragmented tools built for corporate systems, Tebra connects EHR software, billing, automation, telehealth solution, and marketing — so providers can spend less time on admin and more time with patients. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout — helping clinicians leave work on time and rediscover their purpose. Learn more at

Our Values
Start with the Customer

We get to know our customers — and their patients — and look at the world through their lens.

Keep It Simple

Healthcare is too complex. We aim to simplify it for everyone.

Stay Entrepreneurial

We reject the status quo and solve problems with creativity, perseverance, and a bias to action.

Better Together

We are diverse, humble, and collaborative. We put the team first and win together.

Celebrate Success

Life is short and joy is underrated. We take time to have fun and celebrate success.

Perks & Benefits
United States

In addition to our healthcare benefits, we also offer amazing perks! Need work from home basics? We offer a discount through Dell! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for a great workout, or Telus Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences.

Costa Rica

To assist with all of life’s needs, Tebra also offers a wellness and childcare subsidy and a University/Education discount! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for access to health and fitness apps, or Telus Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences.

Compliance & Privacy Disclosures

NOTE: Tebra is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

California residents who apply or are recruited for a job with us: please carefully review our California‑specific Privacy Notice under the California Consumer Protection Act here:

If you would like to report a fraudulent Tebra job posting, please contact us at View email address on click.appcast.io and consider reporting your experience to the FBI's Internet Crime Complaint Center or the Better Business Bureau to help keep others safe online, too.

As part of our commitment to a fair and efficient hiring process, Tebra utilizes BrightHire, an interview intelligence platform, for our phone and video screenings. This technology records and transcribes interviews to help us ensure consistency, reduce bias, and make more informed hiring decisions. By applying for this position, you acknowledge that your interview may be recorded.

#J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Vice President, Financial Planning & Analytics in Newport Beach, CA vacancy
  • $190k - $300k

     ...Position: Vice President of Finance & Accounting FSLA Status: Full-time/Exempt Location...  ...& Accounting is the most senior financial leader of the company and a key member...  ...company's financial strategy, capital planning, and infrastructure to enable sustainable... 
    Suggested
    Full time
    Seasonal work
    Work from home
    Flexible hours
    Weekend work

    Best Choice Products

    Newport Beach, CA
    2 days ago
  •  ...Vice President of Finance About the Company Popular restaurant & brewery chain Industry Restaurants Type Public...  ...is seeking a Vice President of Finance to spearhead the financial strategy, planning, and operations across its franchise locations. The... 
    Suggested

    Confidential

    Costa Mesa, CA
    1 day ago
  • $88.8k - $165.6k

     ...policies. Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and...  ...practices. Develops and executes business development plans focused on enhancing client relationships and growth opportunities... 
    Suggested
    Contract work
    Part time
    Work experience placement
    Work at office
    Local area

    Bmo

    Newport Beach, CA
    1 day ago
  •  ...U.S. Private Bank - Private Banker - Vice President or Executive Director Irvine, CA, United States Job Description We are actively...  ...their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    Aumni

    Irvine, CA
    3 days ago
  •  ...Associate Vice President, Chief Risk Officer (CRO) About the Company Reputable insurance organization Industry Insurance Type Privately Held About the Role The Company is in search of an Associate Vice President to take on the role of Chief Risk... 
    Suggested

    Confidential

    Newport Beach, CA
    5 days ago
  • $102k - $200k

    Job Description In this role you will make an impact in the following ways: ~ Amplify Global Head of Wealth's leadership capacity by translating vision into disciplined execution, ensuring the right priorities receive time, talent, and capital ~ Centralize cross...
    Temporary work
    Work experience placement

    BNY

    Newport Coast, CA
    4 days ago
  • $68k - $120k

     ...senior level position that serves as a lead coordinator for a Financial Advisors / Private Wealth Advisor Team. As part of the sales organization...  ...strategies to meet their financial goals through financial planning and wealth management Analyzes investment opportunities and... 
    Temporary work
    Work experience placement

    Morgan Stanley

    Newport Coast, CA
    1 day ago
  • $175k - $240k

     .... The Alternatives Finance team is responsible for end-to-end financial oversight across the platform, including financial accounting...  ...adapts effectively to shifting priorities and ambiguity. Strong analytical and problem solving capabilities with sound professional... 
    Work at office
    Flexible hours
    Shift work

    PIMCO

    Newport Beach, CA
    3 days ago
  • $170k - $220k

     ...Vice President Of Learning And Development SRG Residential is seeking an experienced Vice...  ...interviewing, hiring, and training employees; planning, assigning, and directing work;...  ...landlord tenant laws, etc. Measurement, Analytics & Continuous Improvement • Establish... 

    Sares- Regis Group

    Newport Coast, CA
    4 days ago
  • $130k - $161.08k

     ...Job Title: Vice President, Portfolio Management, Innovation/Tech ABL Location: Denver, CO What you'll do: As Portfolio Manager III - Mid Market you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex... 

    Western Alliance Bank

    Costa Mesa, CA
    1 day ago
  •  ...Senior Vice President of Property Management & Operations About the Company Accomplished...  ...The role requires a candidate with strong financial and operational acumen, capable of...  ...capital projects, lease-ups, and business plan execution. The ideal candidate will be a... 

    Confidential

    Newport Beach, CA
    3 days ago
  • $183.2k - $366k

     ...business day. Job Summary The Vice President, Global Logistics & Trade is...  ...optimization objectives Financial Management & Operational...  ...visibility platforms, and data analytics capability Strong...  ...care, dental coverage, vision plans, 401K benefits, and commissions... 
    Work at office
    Worldwide

    Acuity

    Costa Mesa, CA
    6 days ago
  •  ...Vice President of Originations About the Company Vertically integrated multifamily operator Industry Real Estate Type Privately Held Founded 2004 Employees 11-50 About the Role The Company is seeking a Vice President, Originations to join... 
    Remote work
    Flexible hours

    Confidential

    Newport Beach, CA
    5 days ago
  •  ...all using our unique combination of data, analytics and software. We also assist millions of people to realize their financial goals and help them save time and money....  ...Learn more at experianplc.com The Senior Vice President, Data Science & Analytics (North America)... 
    Work at office
    Local area
    Remote work
    Flexible hours

    Experian

    Costa Mesa, CA
    5 days ago
  • $169.41k - $209.27k

     ...Job Title Senior Vice President- Commercial Banking Location Carmel Valley What you’ll do As a Senior Vice President‑Commercial...  ...Perform basic pre‑qualification assessment and analysis of financial condition and risk of financing requests within framework of... 

    Western Alliance Bank

    Costa Mesa, CA
    3 days ago
  • $180k - $234k

     ...role in driving the company’s overall financial success. Sanmina traces its origins back...  ...0 in the PCB Business. Job Summary The Vice President of PCB Sales, Aerospace & Defense will...  ...identify opportunities and inform strategic planning. Business Development and Customer... 
    Permanent employment
    Contract work
    Work experience placement

    Sanmina-SCI Systems de México

    Costa Mesa, CA
    1 day ago
  • $175k - $225k

     ...institutional consultants, asset owners, and financial advisors RESPONSIBILITIES OF THE ROLE:...  ...of experience in asset management Analytical skills sufficient to comfortably explain...  ...hybrid in-office policy Generous insurance plans Flexible time off Education assistance... 
    Work at office
    Local area
    Flexible hours

    Research Affiliates LLC

    Newport Beach, CA
    5 days ago
  • $122.4k - $228k

     ...performance‑based incentives. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. For more details on benefits, visit EEO Statement BMO is proud to be an equal employment opportunity employer. We evaluate... 
    Work experience placement
    Local area

    Bank of Montreal

    Newport Beach, CA
    4 days ago
  • $250k - $305k

     ...Senior Vice President, Global Creative Solutions Manager PIMCO is a global leader in active fixed income with deep expertise across public...  ...of geographic markets globally Knowledge of/experience in Financial Services is preferred but not required Professional... 
    Work at office
    Flexible hours

    PIMCO

    Newport Coast, CA
    11 days ago
  • $250k

     ...areas and organization as a whole. Develops medium- to long-term plans and executes functional strategies for the market under...  ...events in a client’s life and business, which have significant financial implications.* Bring together the appropriate product experts to... 
    Full time

    Citibank (Switzerland) AG

    Costa Mesa, CA
    2 days ago
  • $300k - $350k

     ...Vice President, Investor Relations Cultivate a better world. Food served fast does not have...  ...relations activities targeting the financial communities globally in order to achieve...  ...and negotiates major issues, business plans, and other strategic matters with management... 
    Local area
    Shift work

    Chipotle Mexican Grill

    Newport Coast, CA
    3 days ago
  • $88.8k - $165.6k

     ...clients, providing strategic advice on financial solutions and ensuring exceptional service...  .... Provides specialized consulting, analytical and technical support. Exercises judgment...  ...life insurance, and retirement savings plans. Employees may also receive performance-... 
    Work experience placement
    Local area

    Hispanic Alliance for Career Enhancement

    Newport Beach, CA
    3 days ago
  •  ...Vice President of Sales About the Company Globally renowned beverage alcohol company Industry Food & Beverages Type Privately...  ...for building and motivating high-performing teams. Strong analytical skills, executive-level communication, and a results-driven,... 

    Confidential

    Santa Ana, CA
    1 day ago
  •  ...Sr. Vice President of Business Development The Sr. Vice President of Business Development role oversees market and product growth and leads...  ...~ Company Paid Life Insurance ~401(k) Retirement Savings Plan ~ Paid Time Off (PTO) ~ Paid Holidays ~ Tuition Reimbursement... 
    Permanent employment
    For contractors
    Local area

    Karman Space & Defense

    Huntington Beach, CA
    16 days ago
  • $175k - $215k

     ...Vice President of Food & Beverage Parable Hospitality is looking for a Vice President of...  ...analyze each food & beverage department's financial performance and contribution to hotel...  ...GM and RDO to develop strategic action plans for underperforming outlets. Review results... 
    Work at office

    Pacifica Hotels

    Aliso Viejo, CA
    5 days ago
  •  ...Vice President, Investment Banking About the Company Boutique investment bank specializing...  ...-owned businesses. Industry Financial Services Type Privately Held About...  ...financial modeling, valuation, and analytical skills, as well as excellent communication... 
    Permanent employment

    Confidential

    Irvine, CA
    4 days ago
  •  ...Vice President, Healthcare Compliance UCI Health is the clinical enterprise of the University of California, Irvine, and...  ...Takes to be Successful: Required Qualifications: Strong planning, financial and analytical skills to provide effective leadership for assigned... 
    Monday to Friday

    UC Irvine

    Irvine, CA
    1 day ago
  •  ...Vice President, Enterprise Change Management About the Company Inclusivity-driven disability services & advocacy organization Industry Non-Profit Organization Management Type Privately Held Founded 1938 Employees 1001-5000 Specialties disabilities... 

    Confidential

    Irvine, CA
    1 day ago
  •  ...Vice President of Tax About the Company Accomplished provider of top-notch technology...  ...play a key role in the company's financial planning. This high-visibility position requires...  ...requires excellent research, writing, and analytical skills, as well as the ability to... 

    Confidential

    Irvine, CA
    2 days ago
  •  ...Senior Vice President of Sales Operations About the Company Accomplished real estate finance company Industry Real Estate...  ...high-growth sales teams within a competitive market, strong analytical skills, and the ability to make data-driven decisions. The candidate... 

    Confidential

    Irvine, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Vice President, Financial Planning & Analytics. Be the first to apply!