Manage rolling forecast and annual operating plan, produce monthly/quarterly financial packages and SaaS KPI reporting, own ARR tracking and variance analysis, automate reporting, partner with functional leaders on headcount/quota modeling, and support strategic modeling, M&A diligence, and ASC 606 revenue reporting.
What is PerfectServe?
PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. PerfectServe now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue.
PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians.
Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:
PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians.
Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:
- In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader.
- PerfectServe also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years.
At PerfectServe, you'll have a unique opportunity to join a collaborative team with decades of experience that finds new ways to delight our customers every day. This involves consistent efforts to stay on the cutting edge of product development, which includes everything from implementing AI in new and existing solutions to brainstorming with customers about novel workflows. But you don't have to be in product to make in impact — everybody at PerfectServe contributes to important work that moves the business forward.
If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place!
If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place!
Key Responsibilities
Financial Planning & Forecasting- Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense
- Lead quarterly reforecast cycles in coordination with department heads, consolidating inputs and surfacing key variances versus budget and prior forecast
- Support the annual operating plan process, including departmental build-ups, scenario modeling, and executive review presentations
- Prepare monthly and quarterly financial packages for internal leadership and external stakeholders (board, PE sponsor)
- Develop and maintain SaaS KPI reporting: ARR, NRR/GRR, bookings, pipeline, go-live trends, and churn
- Calculate and maintain customer-level ARR tracking, including new logo ARR, expansions, contractions, and churn; serve as the Finance owner of ARR data integrity across systems
- Build and maintain variance analysis with clear narrative bridging actuals to budget and forecast
- Automate and improve recurring reporting workflows to reduce manual effort and improve accuracy
- Serve as a finance partner to multiple functional areas
- Translate financial data into actionable insights for operational leaders with varying levels of finance literacy
- Support department heads through headcount planning, quota and commission modeling, and budget management
- Build scenario and sensitivity models to support strategic decisions (pricing, go-to-market investments, M&A diligence support)
- Contribute to board and investor materials, including financial slides, KPI commentary, and executive summaries
- Assist with ASC 606 revenue recognition reporting and bookings-to-revenue pipeline analysis as needed
- 3–7 years of experience in FP&A, corporate finance, accounting, or a related analytical role
- Prior experience in a SaaS or subscription-based technology company strongly preferred
- Proficiency in Excel financial modeling (multi-tab P&L models, scenario analysis, dynamic lookups); VBA or macro experience is a plus
- Strong command of SaaS metrics: ARR, MRR, NRR, GRR, CAC, LTV, churn, bookings
- Familiarity with GAAP revenue recognition principles, including ASC 606
- Excellent written and verbal communication; able to present clearly to both operational and executive audiences
- High attention to detail with the ability to manage multiple deliverables under deadline
- Experience with Jedox, Adaptive Insights, Anaplan, or similar FP&A/EPM platforms
- Exposure to PE-backed company reporting requirements (investor packages, covenant compliance, board materials)
- Experience with Salesforce or CRM data as part of revenue and pipeline reporting
- Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA or CFA progress is a plus (not required)
Why Join PerfectServe?
At PerfectServe, we are transforming healthcare communication and collaboration to help clinicians deliver better care. You’ll work with a dedicated and mission-driven team in an environment that values growth, transparency, and innovation.
We offer a salary range of $110,000-135,000 CAD per year, with compensation tailored to your background, strengths, and potential to grow within the team. The salary range listed for this role reflects our commitment to pay transparency and is based on market data, internal equity, and the scope of responsibilities. compensation will be determined by a combination of factors, including the candidate’s experience, skills, and the specific team or product area they support. We regularly review compensation across the company to ensure fairness and consistency. If you are a current employee and have questions about how your compensation aligns with our ranges, we encourage you to speak with your manager or People Operations.
Benefits:
- Remote first work environment
- Health, Dental, Vision, Life and Disability Insurance options available day one.
- 401K - with match and immediately vested.
- 17 company holidays, 2 floating holidays plus competitive paid time off policy
- Internal Advancement Opportunities
PerfectServe offers unified healthcare communication solutions to help physicians, nurses, and care team members provide exceptional patient care. PerfectServe’s cloud-based solutions enhance patient safety and reduce provider burnout by automating workflows, speeding time to treatment, optimizing shift schedules, empowering nurse mobility, and engaging patients in their own care.
Similar Jobs
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead selection, implementation, and administration of marketing and sales technologies to drive growth and customer engagement. Manage and coach a team, execute digital marketing and creative campaigns, optimize marketing automation and Salesforce analytics, ensure data quality and validation, and partner with stakeholders to improve processes and deliverables from planning through completion.
Top Skills:
Adobe Data CollectionAdobe Experience Manager (Aem)Adobe Martech PlatformsAnalytics InstrumentationCdpCRMDom ManipulationHTMLJavaScriptMarketing AutomationSalesforce Crm AnalyticsSalesforce Marketing CloudTypescriptWeb Sdk
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
As a Financial Services Tax Manager, you'll supervise and develop teams, manage client accounts, analyze complex problems, and drive digitization in real estate tax services.
Top Skills:
Crm Systems
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
As a Financial Services Tax Senior Associate, you'll advise clients on tax obligations, manage complex tax scenarios, mentor junior staff, and enhance efficiency through technology in a team-oriented setting.
Top Skills:
Data Visualization ToolsDigitization Solutions
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
