Head of Finance - Planning and Analysis

Who We Are Looking For WebPT is seeking a highly motivated and experienced Strategic Finance Manager to join our Financial Planning & Analysis (FP&A) team. Reporting directly to the Senior Director of Strategic Finance, this is a highly visible position that will involve regular interactions with WebPT’s CEO, CFO, senior management team, Board of Directors, and prospective investors in the process of formulating and communicating the company’s strategic plan.

The Strategic Finance Manager will lead the company’s forecasting and budgeting processes while providing financial leadership across the organization. This role will build scalable planning processes, and serve as a key business partner to functional leaders. The ideal candidate will balance technical expertise with strong leadership and communication skills, thriving in a fast-paced SaaS environment where priorities shift quickly.

WebPT is the world’s leading practice management platform for physical therapy, occupational therapy, and speech-language pathology healthcare providers. With a full suite of solutions encompassing a purpose-built EMR, billing and claims management, and patient acquisition and engagement, WebPT empowers clinicians to focus on what they do best: deliver life-enhancing care for their patients. WebPT’s modern SaaS-based platform gives providers the data, insights, and tools they need to profitably run and grow their practices while enhancing patient satisfaction and experience. Founded in 2006 by practicing physical therapist Heidi Jennenga, WebPT became a portfolio company of venture capital firm Battery Ventures in 2014 before the global private equity firm Warburg Pincus purchased a majority stake in the company in 2019.

Lead the company’s financial planning processes, including long-term strategic planning, annual budgeting, and monthly reforecasting

Own and continuously enhance financial models across revenue, cash flow, and operating expense, ensuring scalability as the business grows

Partner with business leaders across Sales, R&D, and G&A to provide actionable insights that drive growth and margin expansion

Deliver presentations and analysis for executives, investors, and the Board of Directors, highlighting key financial trends and strategic implications

Drive analysis of SaaS metrics and unit economics, including ARR growth, retention, and sales efficiency

Support capital structure planning and scenario modeling, enabling effective decision-making around investment opportunities and resource allocation

Lead the FP&A team’s role in the monthly close process, ensuring accurate reporting and timely variance analysis

Champion process improvements, automation, and systems enhancements to increase FP&A efficiency and scalability

Conduct ad hoc financial analyses, including unit economics, pricing, cash conversion, public comp benchmarking, and capital structure alternatives to improve business visibility and decision-making

Collaborate with cross-functional teams to gather relevant data and insights for financial analyses

5–7 years of progressive experience in FP&A, investment banking, consulting, or corporate finance, with exposure to the SaaS industry

• Bachelor’s degree in Finance, Economics, Accounting, or a related field, or equivalent experience
• Advanced Excel skills, with the ability to build and troubleshoot complex and performant models with little to no direction
• Deep understanding of SaaS metrics and drivers, as well as strong knowledge of financial statements and GAAP principles
• Strong executive presence with the ability to distill complex financial information into clear insights for senior leadership and external stakeholders
• Proactive, strategic thinker who can balance detail orientation with a broader business perspective

Proficiency with with financial systems, including ERPs (Sage Intacct), CRMs (Salesforce), and planning & budgeting software (Planful)

Data and analytics expertise, including ability to run SQL queries and create custom visualizations in tools such as Tableau, PowerBI, and others

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Most importantly, though, we believe in empowering rehab therapy professionals to achieve greatness in practice. So, if you’re a can-do kinda person who loves to help Members win and enjoys working from just about anywhere—then you’ll fit right in. WFH supply budget

Health, Dental, Vision, 401k, HSA, any many other benefits

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