CFO

Responsibilities

• Stand up the finance function as a newly independent company post-carve‑out, including establishing standalone controllership, financial systems, banking, treasury, and audit relationships.
• Lead the post‑acquisition integration of two entities: finance systems consolidation, accounting harmonization, and centralized cash management.
• Establish robust financial controls, rigorous cash flow forecasting, and a streamlined monthly close across multiple entities and geographies.
• Build repeatable reporting (weekly flash reports, monthly operating packages, board materials) and KPI tracking that drives value creation.
• Own the annual budgeting process, rolling forecasts, scenario planning, and financial modeling for growth investments and capital allocation.
• Lead financial due diligence, valuation, and integration planning for future add‑on acquisitions, building a repeatable M&A playbook.
• Optimize revenue operations: billing, revenue recognition, collections, and contract structures that support recurring revenue.
• Evaluate and upgrade finance systems (e.g., NetSuite) to enable multi‑currency consolidation, automation, and scalability.
• Serve as a trusted strategic advisor to the CEO and Board, and recruit, develop, and retain a high‑performing finance team.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field; MBA, CPA, and/or CFA preferred.
• 10+ years of progressive finance leadership, including 5+ years in PE‑backed healthcare services such as RCM; additional SaaS technology experience a plus.
• Strong controllership fundamentals and deep expertise in US GAAP.
• Proven M&A and post‑merger integration experience, ideally having led 2+ integrations.
• ERP implementation experience (NetSuite, Sage, or similar) in resource‑constrained, VC‑ or PE‑backed environments.
• Deep FP&A, cash flow forecasting, and financial modeling expertise; experience with board, lender, and compliance reporting.
• You are a/a:
  • Strategic thinker and hands‑on operator who balances big‑picture vision with tactical, day‑to‑day execution.
  • Exceptional communicator, comfortable with Board presentations, investor relations, and executive‑level discussions.
  • Change agent who thrives in fast‑paced, entrepreneurial environments and balances speed with sustainability.
• Certifications: MBA, CPA, CFA.