Senior Finance Business Partner
About The Position
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. Why You’ll Love Working Here At Experity, great work starts with great people—and we go the extra mile to support our team with a culture of care, growth, and celebration: Day-One Benefits: Health, dental/orthodontia, and vision coverage the moment you start. Ownership & Impact: Be part of our success with a synthetic ownership program after one year. Robust Support: Access our Employee Assistance Program for everything from mental wellness to financial coaching. Pets, planning a vacation, Recharge & Reconnect: Generous PTO, team events, family picnics, and holiday parties. Career Growth: Development programs designed to help you thrive and grow. Competitive Compensation: Including quarterly bonuses and 401(k) matching to invest in your future. Position Overview: The Sr. Finance Business Partner, reporting to the SVP of Finance, will serve as the primary strategic finance lead supporting the Chief Revenue Officer and 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.
Requirements
- Bachelor’s degree in finance, accounting or related degree.
- 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.
Nice To Haves
- 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
Responsibilities
- Serve as the dedicated finance partner to the CRO and 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.
Benefits
- Health, dental/orthodontia, and vision coverage the moment you start.
- Be part of our success with a synthetic ownership program after one year.
- Access our Employee Assistance Program for everything from mental wellness to financial coaching.
- Generous PTO, team events, family picnics, and holiday parties.
- Development programs designed to help you thrive and grow.
- Including quarterly bonuses and 401(k) matching to invest in your future.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
