Chief Financial Officer
PEPL
The Chief Financial Officer (CFO) serves as a key member of the executive leadership team and strategic partner to the CEO, physician leaders, and operational executives. This role is responsible for leading the organization’s financial strategy, ensuring financial integrity, and advancing the organization’s ability to make informed, data-driven decisions.
The CFO will elevate the finance function beyond traditional accounting and reporting by strengthening physician partnership, improving transparency and understanding of compensation and financial performance, modernizing financial reporting and analytics, and establishing clear, consistent communication regarding financial processes, timelines, and priorities.
This role requires a balance of strategic leadership and operational execution, with a strong focus on building trust, driving accountability, and enabling organizational performance. This will be onsite in the Atlanta corporate office.
Responsibilities
- Plan, develop, organize, implement, direct, and evaluate the organization’s fiscal function and performance, including oversight of all financial systems and processes.
- Serve as a strategic partner to the CEO, executive team, and physician leaders by providing financial insight, guidance, and decision support aligned with organizational goals.
- Build strong partnerships with physicians and operational leaders to improve financial understanding, trust, and alignment between clinical and business performance.
- Lead the development of long‑range financial plans, annual budgets, forecasts, and scenario modeling to support growth and operational effectiveness.
- Own and evolve the organization’s financial reporting approach to ensure timely, accurate, and actionable insights that support decision‑making at all levels.
- Modernize financial reporting and analytics, including the development of dashboards and tools that provide visibility into clinic, provider, and service line performance.
- Improve transparency and understanding of physician compensation models by providing clear communication, education, and ongoing financial insight.
- Establish and communicate clear processes, timelines, and expectations for budgeting, forecasting, capital requests, and financial initiatives.
- Direct treasury, budgeting, audit, tax, and accounting activities while ensuring strong internal controls and compliance with regulatory requirements.
- Optimize cash flow management, banking relationships, and capital allocation strategies to support organizational priorities.
- Provide financial oversight and partnership for revenue cycle operations to drive performance, accuracy, and continuous improvement.
- Advise on financial implications of contracts, including physician agreements and payer contracts, ensuring alignment with organizational strategy.
- Enhance and enforce policies and procedures that improve operational efficiency, financial performance, and fiscal compliance.
- Establish credibility throughout the organization and with the Board as a trusted advisor and problem solver.
- Lead, develop, and mentor a high-performing finance team, building capabilities in analysis, communication, and business partnership.
- Drive continuous improvement in financial processes and organizational financial acumen across department leaders.
Requirements
- Bachelor’s Degree in Finance or Accounting, with preference for Masters Degree
- 5-10 years in a financial leadership role, ideally within the healthcare field.
- Strategic Financial Leadership – Ability to develop and execute long-term financial strategies aligned with organizational goals.
- Financial Communication – Ability to translate complex financial information into clear, actionable insights for non-financial stakeholders, including physicians and operational leaders.
- Physician & Stakeholder Partnership – Ability to build trust-based relationships and effectively influence decision-making across diverse stakeholder groups.
- Business Acumen – Understanding of healthcare operations, physician practice dynamics, and financial drivers of performance.
- Financial Analysis & Reporting – Advanced ability to analyze financial data, identify trends, and develop meaningful reporting and dashboards.
- Change Management – Ability to lead transformation in financial processes, reporting, and organizational behaviors.
- Problem Solving & Critical Thinking – Ability to evaluate complex situations, identify root causes, and implement effective solutions.
- Process Improvement – Ability to design and implement efficient, scalable financial processes.
- Decision Making – Ability to assess risks and opportunities and make sound financial recommendations.
- Communication (Verbal & Written) – Strong ability to present information clearly and effectively across all levels of the organization.
- Active Listening – Ability to understand stakeholder needs and respond with appropriate financial guidance.
- Mathematical Reasoning - The ability to choose the right mathematical methods or formulas to solve a problem.
- Executive Presence – Demonstrates confidence, credibility, and the ability to influence at the executive and Board level.
- Ownership & Accountability – Takes responsibility for outcomes and drives results across the organization.
- Transparency & Integrity – Operates with openness, honesty, and strong ethical judgment in all financial matters.
- Collaboration – Works effectively across departments to align financial and operational goals.
- Communication of Progress & Expectations – Provides clear, consistent updates on financial initiatives, including progress, timelines, and any changes to expectations, ensuring alignment and trust across stakeholders.
- Continuous Improvement Mindset – Seeks opportunities to improve processes, systems, and organizational performance.
- Adaptability – Ability to operate effectively in a dynamic, evolving environment.
- Attention to Detail – Ensures accuracy and completeness in financial reporting and analysis.
- Problem Sensitivity – Ability to identify potential risks or issues before they escalate.
- Deductive Reasoning – Applies logic and structured thinking to complex financial and operational challenges.
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