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Experity

Senior Finance Business Partner

Reposted 9 Days Ago
Be an Early Applicant
Remote
5 Locations
90K-120K Annually
Senior level
Remote
5 Locations
90K-120K Annually
Senior level
Lead annual planning and strategic financial planning for a business unit. Provide data-driven analysis, monthly reporting, operational insight, business case development, M&A support, and cross-functional advisory to senior leaders.
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Experity is a mission-driven team transforming on-demand healthcare across the U.S., empowering urgent care clinics with industry-leading software that makes care faster, easier, and more patient-focused. Joining us means doing meaningful work that directly improves the healthcare experience for millions—from helping families access care quickly to ensuring clinics run smoothly behind the scenes. If you want to make a real impact alongside innovative, dedicated teammates while contributing to a trusted platform that’s becoming the operating system for on-demand care, Experity is the place to grow your career.

Experity offers the following:

  • Benefits – Comprehensive coverage starts first day of employment and includes Medical, Dental/Orthodontia, and Vision.

  • Ownership - All Team Members are eligible for synthetic ownership in Experity upon one year of employment with real financial rewards when the company is successful!

  • Employee Assistance Program - This robust program includes counseling, legal resolution, financial education, pet adoption assistance, identity theft and fraud resolution, and so much more.

  • Flexibility – Experity is committed to helping team members face the demands of juggling work, family and life-related issues by offering flexible work scheduling to manage your work-life balance.

  • Paid Time Off (PTO) - Experity offers a generous PTO plan and increases with milestones to ensure our Team Members have time to recharge, relax, and spend time with loved ones.

  • Career Development – Experity maintains a learning program foundation for the company that allows Team Members to explore their potential and achieve their career goals.

  • Team Building – We bring our Team Members together when we can to strengthen the team, build relationships, and have fun! We even have a family company picnic and a holiday party.

  • Total Compensation - Competitive pay, quarterly bonuses and a 401(k) retirement plan with an employer match to help you save for your future and ensure that you can retire with financial security.

Compensation: Budgeted between $90,000 and $120,00 dependent upon applicable experience.

Remote: Experity offers Team Members the opportunity to work remotely or in an office.

The Finance Business Partner will serve as the primary strategic finance lead supporting the Go-To-Market (GTM) organization, including Sales, Marketing, RevOps, and Customer-facing teams. This role goes beyond reporting — it acts as a trusted advisor, translating data into actionable insights that shape revenue strategy, optimize investment decisions, and drive profitable growth.

Success in this role requires strong cross-functional partnership, commercial acumen, and the ability to influence senior leaders through clear storytelling and data-backed recommendations. The ideal candidate thrives in a fast-paced environment, anticipates challenges, and proactively identifies opportunities to improve performance across the revenue engine.

Responsibilities:

  • Serve as the dedicated finance partner to the GTM leadership team.

  • 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.

  • Translate financial insights into compelling executive-level presentations.

  • Other duties as assigned.

Education:

  • Bachelor's degree in finance, accounting or equivalent combination of education and experience.

Experience:

  • 7+ years of related work experience.

  • Understanding of general financial reporting.

  • Advanced MS Excel and financial modeling skills.

  • Experience supporting revenue-generating teams (Sales, Marketing, RevOps, or Customer Success).

  • Strong understanding of SaaS or recurring revenue business models.

  • Experience with revenue forecasting and pipeline analytics.

  • Demonstrated ability to influence senior leaders and cross-functional stakeholders.

  • Proven track record of partnering across multiple departments in a fast-paced environment.

Preferred:

  • Experience with Salesforce CRM.

  • Experience working with Salesforce data and GTM reporting.

  • Familiarity with BI tools (Tableau, Power BI, Looker, etc.).

  • Experience building executive-ready financial presentations.

  • Experience managing commission and incentive programs

Travel:

Ability to travel as needed. 

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the
Know Your Rights notice from the Department of Labor.

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