Portfolio Jobs

At Kipu Health, we’re passionate about creating better paths to better patient care. Join us in our work to advance behavioral health care in our communities.

Our innovative solutions support providers in treating addiction, eating disorders and many other behavioral health conditions. While our EMR, CRM and revenue cycle solutions help behavioral health facilities succeed in managing their patients’ entire care journey, it’s through our people that we truly make a difference.

Kipu values and celebrates diversity and is committed to creating an inclusive environment for all employees. We believe creating teams of individuals with various backgrounds, experiences, and perspectives inspires innovation, and collaboration, and challenges us to produce better solutions.

Your Responsibilities

• Trusted advisor and strategic partner to members of the Executive Leadership Team (ELT) and Senior Leadership Team (SLT), earning the confidence of business stakeholders to bolster strategic decision-making and foster organizational collaboration to achieve sustainable growth and operating efficiency to drive value creation.
• Manage team responsible for and drive the multi-year rolling forecasting process by partnering with departments owners to review results, incorporate updates and calculate the business impact that results in a highly predictable and accurate forecasting process.
• Owns the Annual Budget and Quarterly Forecast process, preparing and distributing templates, collaborating with functional business areas to gather data, consolidating, and presenting summary of updates.
• Responsible for partnering with business owners to create and maintain various analyses including:
  • Analysis of historical financials
  • Creating, updating, refining, and maintaining financial models
  • Variance explanations
  • Key Performance Indicators (KPIs)
  • Leading indicators
• Prepare monthly financial performance update for the Board.
• Generate and disseminate monthly management reports, summarizing financial data succinctly.
• Develop Product Line profitability reporting to analyze the sales and margin performance of the business.
• Partner with Product Management, Product Marketing and Sales to evaluate the performance of different pricing and packaging offerings to optimize Bookings and Revenue.
• Develop business cases for new initiatives focusing on structuring them to maximize the financial benefits while considering the operational impacts on the organization.
• Empower leadership with critical insights by developing, maintaining, and refining business KPIs, and proactively identifying opportunities for operational enhancements.
• Leverage Business Intelligence Tools and Dashboard reporting to inform and enhance business decisions.
• Execute specialized analyses utilizing internal financial systems, transforming data into clear, impactful presentations for senior management, facilitating strategic conclusions and recommendations.
• Provide meaningful business insights to optimize executive financials decisions, through rigorous financial reporting and analysis capabilities.
• Responsible for collaborating with business owners and HR to approve hiring outlined in Budget/Forecast.
• Collaborate with ELT to establish compensation and bonus plans aligned with company goals.
• Design and manage a robust financial model to monitor and report on historical Research and Development capital expenditures, ensuring alignment with accounting standards and facilitating precise financial disclosures.
• Manage business-wide processes and meet deadlines.
• Opportunity to engage in ad-hoc projects and develop processes to improve overall financial reporting.

Your Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• MBA, CFA, or CPA preferred.
• 15+ years of finance experience including a FP&A role, supporting and reporting to executive management.
• 5+ years of experience managing and mentoring a team.
• Experience working for and providing reporting to a Private Equity sponsor.
• Has been involved with M&A and efficiently integrating acquired companies into operating model and reporting.
• Experience interviewing and hiring high-performing team members.
• Understanding of financial statements and metrics and translating them into operational goals.
• Deep modeling experience - analyze financial data, create financial models, generate financial forecasts.
• Strong analytical skills and the ability to propose positive business solutions to problems.
• Excellent planning, organization, analytical, interpersonal and communication skills.
• Excellent communication skills (both written and oral) and ability to present to ELT and Board.
• Forward-thinking in implementing tools and techniques to improve analytics, driving better business decisions.
• Power BI/Excel power user

Benefits & Compensation

• Highly competitive salary based on your local market’s compensation data.
• Expandable paid time off.
• 11 Paid Holidays.
• Health, Dental, Vision, Disability, and Life Insurance.
• Parental Leave.
• Pet Insurance.
• Employee Career Path Program.
• 401(K) with Company Match.

Kipu Promise

Kipu Health is at the forefront of transforming behavioral health and addiction treatment facilities across the United States. Used by more than 80,000 users at more than 1,600 facilities in the US, Kipu’s cloud-based platform provides a modern patient experience connecting payers, providers, and patients to help clients operate efficiently and achieve the best outcomes across all levels of care.

We are an equal-opportunity employer and highly value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, gender identity, or disability status.