Financial Operations Analyst

**This is a HYBRID position based in the Atlanta, Georgia Metro Area**

Cerbo · OptiMantra is a healthcare technology company built for the practices actively changing how medicine is delivered. Our platforms serve functional, integrative, direct primary care, concierge, med spa and behavioral health practitioners who need software that keeps pace with how they work, not the other way around.

Each platform is a purpose-built EHR and practice management solution. Cerbo is architected for clinical depth: deep configuration, protocol-specific workflows and the kind of flexibility that holistic and functional medicine practices require. OptiMantra is structured for scale: multi-modality breadth, out-of-the-box readiness and the operational infrastructure that growing practices rely on.

Together, our two platforms form a leading presence in this rapidly expanding market. Our practitioners are redefining what a patient experience can look like. We exist to give them the technology foundation to do exactly that, at whatever size and pace they choose to grow.

Position Summary

As Financial Operations Analyst, you will sit within Finance and support operational and financial planning, reporting and analysis for leadership. This position will translate activity across the business into clear, decision-ready insight, connecting operational performance to financial outcomes.

This role requires an individual with experience leveraging data, analytics, and cross-functional collaboration to improve forecast accuracy, analyze business performance, balance supply and demand, identify business risks and opportunities, and support executive decision-making. The Financial Operations Analyst will serve as a key business partner helping support initiatives such as process and margin improvements, budgeting and forecasting, variance analysis, compensation planning, financial modeling and ad hoc reporting.

Reporting to the Vice President of Finance this role is a hands-on role for someone who is process-driven, AI-forward, and growth-minded in a fast-growing, PE-backed SaaS environment.

Primary Responsibilities

• Process & Margin Improvement: Support initiatives that improve margin and operational efficiency, including process redesign, workflow automation, and cost and efficiency analysis, in partnership with teams across the business.
• Operational Reporting & Presentation Prep: Build and maintain recurring and ad hoc operational and financial reports. Analyze trends, performance, and variances, and prepare polished presentations that translate business activity into clear, decision-ready insights for senior leadership.
• Financial Planning & Analysis: Support budgeting, forecasting, and financial planning by analyzing actuals against budget and forecast, identifying key drivers and variances, and partnering with functional leaders to understand assumptions, risks, and opportunities. Build and maintain financial models and scenario analyses to support planning and business decisions.
• Project Management & Ad Hoc Projects: Support cross-functional projects and independently manage smaller projects and ad hoc analyses as business priorities shift.
• Reporting Automation & AI Workflows: Support the design, coordination, and implementation of AI-enabled processes and reporting automation that reduce manual work, improve efficiency, and enhance data accuracy. Partner with cross-functional stakeholders to align AI workflows, standardize processes, and identify opportunities to leverage agentic AI solutions.
• Financial Platforms & Systems Management: Manage and optimize financial and operational platforms to support business processes, financial planning, and reporting. Partner with Finance and cross-functional teams to coordinate platform administration, configuration, integrations, and system improvements that enhance functionality, scalability, and operational efficiency.
• Compensation Metrics Oversight: Support oversight and reporting of operational metrics, including quota attainment, SLA performance, and related measures that feed into Sales and functional compensation plans, helping ensure accuracy and consistent application.
• Cross-Functional Partnership: Serve as a key connection point between Finance and functional leaders across Sales, Customer Success, Support, and other teams to align on goals, surface issues early, and drive shared initiatives to completion.
• Systems & Data Partnership: Partner with teams across the business to maintain data integrity and reliable data flows between operational platforms (e.g., Jira and Zendesk), CRM systems, financial platforms, and reporting tools. Identify and resolve data discrepancies and ensure consistent, accurate data across systems to support reliable financial reporting and informed decision-making.

Required Qualifications

• Bachelor's degree in Business Administration, Finance, Economics, Accounting or related field
• 3+ years of experience in business operations, FP&A, revenue operations, finance or a related analytical role
• Experience supporting budgeting, forecasting, variance analysis, financial modeling, or other financial planning activities, with the ability to connect operational performance to financial results
• Demonstrated ability to synthesize information from operational, contractual, financial, and business sources into clear insights and recommendations
• Experience developing and documenting SOPs, identifying process inefficiencies, and implementing improvements to increase operational efficiency or profitability
• Demonstrated ability to lead cross-functional initiatives and drive outcomes without direct authority, partnering effectively with Finance and business stakeholders

• Experience managing or optimizing financial and operational platforms, maintaining data integrity and reporting accuracy, coordinating cross-functional system integrations, and implementing AI-enabled productivity solutions or automated workflows

Preferred Qualifications

• MBA or advanced degree in Business, Finance, Economics or related field
• Experience working in a PE-backed, high-growth, or rapidly scaling organization
• Experience working with healthcare technology, SaaS or other technology enables B2B businesses

**This is a HYBRID position based in the Atlanta, Georgia Metro Area**