• IT
  • Scottsdale, AZ, USA
  • TBD
  • Full Time

Financial/IT Analyst will be a major contributor in developing, tracking and analyzing KPIs and other measurements in order to assist in making effective business decisions within PracticeMax.

Essential Functions:

  • Develop, oversee and manage KPI (Key Performance Indicator) reporting.
  • Work with the development team to effectively deliver KPIs to decision makers and present information in clear and concise manner.
  • Support with Executive Leadership in decision making research.
  • Work closely with other parts of the organization including Sales, IT, Marketing, HR and Accounting.
  • Develop financial models and analyses on findings.
  • Support and analyze all budgeting and forecasting.
  • Assist department heads in the creation of departmental budgets through providing relevant information.
  • Perform variance analysis of budget vs. actual and forecast vs. actual- Perform ad hoc financial/data analysis.

Preferred Skills:

  • Excellent verbal and written communication.
  • Must possess excellent time management skills and follow up.
  • Exceptional project management skills.
  • Advanced skill in MS Excel (complex formulas, pivot tables, v-lookups).
  • Tableau experience preferred.
  • Extensive analysis experience.
  • Working knowledge of database structures and development processes.


  • Bachelor's Degree in Finance or Accounting preferred.
  • 3 - 5 years financial analysis, financial modeling, KPI Reporting preferred.
  • Experience in a company that has reoccurring revenue.
  • Industry experience preferred but not required in healthcare, computer software or business services.


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