Chief Financial Officer

Job Description

Chief Financial Officer (CFO)

Position Overview

We are seeking a strategic and forward-thinking Chief Financial Officer (CFO) to help guide the next phase of growth for a healthcare technology organization transitioning into a software-first business model .

This is not a traditional accounting-heavy CFO position. The organization has an established accounting team managing day-to-day accounting operations, allowing the CFO to focus primarily on strategic finance, FP&A, long-range planning, product economics, and executive business partnership .

The CFO will work closely with executive, product, and technology leadership to evaluate investments, understand the financial implications of software development initiatives, manage evolving cost structures, and provide the financial insight necessary to support sustainable growth.

We are seeking a high-potential Director or VP-level finance leader who is ready to step into broader executive responsibility.

Key Responsibilities

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• Lead the company's overall financial strategy and long-range planning across a 1–3 year horizon.
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• Own budgeting, forecasting, reforecasting, and financial planning processes.
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• Lead and refine the annual planning process, including evaluation of financial assumptions and operating priorities.
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• Provide strategic financial guidance related to new software products, modules, and technology investments.
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• Partner closely with Product and Technology leadership to evaluate development costs, infrastructure expenses, vendor spend, and expected returns.
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• Analyze cloud infrastructure and SaaS vendor costs, including the financial impact of scaling technology platforms.
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• Identify emerging costs, financial risks, and opportunities and provide recommendations to executive leadership.
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• Develop financial models and decision frameworks for new products, initiatives, and business investments.
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• Support financial planning related to restructuring, organizational changes, and evolving business lines.
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• Provide executive leadership with clear financial insights regarding the risks, benefits, and tradeoffs of strategic decisions.
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• Partner with the existing accounting team while maintaining a strategic focus on the future financial direction of the organization.
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Qualifications

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• Bachelor’s degree in Accounting, Finance, business or related field
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• MBA or Master’s degree preferred
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• CMA. CFP and/or CRS+AF a plus
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• 10+ years of progressive financial leadership experience
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• Significant experience in strategic finance, FP&A, corporate finance, or financial leadership.
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• Experience within a SaaS, software, healthcare technology, technology-enabled, or software-first organization strongly preferred.
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• Strong understanding of budgeting, forecasting, financial modeling, and scenario planning.
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• Experience with government contracts a plus
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• Experience partnering with Product, Engineering, Technology, or other operational leaders.
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• Ability to evaluate software development investments and translate technology initiatives into clear financial implications.
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• Understanding of cloud infrastructure, software vendors, and technology-related operating expenses.
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• Strong business judgment with the ability to evaluate opportunities from both a financial and strategic perspective.
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• Ability to communicate complex financial information clearly to non-financial executives.
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• Experience operating within a growing or rapidly evolving organization.
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• Comfortable balancing strategic planning with hands-on financial analysis when necessary.
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• Executive presence and the ability to serve as a trusted advisor to senior leadership.
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Key Areas of Focus

During the first six months, the CFO will be expected to:

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• Develop a deep understanding of current budgets, forecasts, vendor relationships, and operating expenses.
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• Lead and refine the upcoming annual budgeting and financial planning process.
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• Evaluate existing financial assumptions and improve forecasting visibility.
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• Build a strong understanding of technology infrastructure, cloud, and vendor costs.
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• Develop financial frameworks for evaluating new software modules and product investments.
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• Partner with Product and Technology leadership on financial decision-making.
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• Support the financial components of ongoing business restructuring initiatives.
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• Establish themselves as a trusted strategic advisor to executive leadership.
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