Salary
💰 $200,000 - $250,000 per year
About the role
- Develop and execute a financial roadmap aligned with the company mission
- Lead annual and seasonal budget planning, in-season forecasts, and revenue/profitability modeling to hit revenue and EBITDA targets
- Own cash flow forecasting, liquidity planning, and banking relationships; advise CEO and Board on financial risks and opportunities
- Define, track, and evangelize financial targets and KPIs to drive top-line growth, margin improvement, and capital efficiency
- Craft investor decks, board materials, and financial narratives
- Equip the organization with financial tools and literacy for data-driven investment decisions
- Collaborate with cross-functional leadership to translate financial plans into execution and optimize resources
- Deliver weekly, monthly, and quarterly actionable reporting for leadership and investors
- Create decision-driving financial tools and champion digital dashboards to foster a data-driven culture
- Lead accurate and timely GAAP and cash-based reporting; oversee tax compliance, audit preparation, and regulatory filings
- Provide MSO/PC structure guidance and maintain strong internal controls and a disciplined accounting calendar
- Support capital planning and fundraising (equity and debt) and create a multi-year growth roadmap
- Support contract reviews and manage legal and regulatory filings to ensure compliance
Requirements
- 15+ years of progressive finance leadership experience in telehealth, ecommerce, SaaS, or D2C (startup experience strongly preferred)
- PC/MSO Expertise: A deep understanding of PC/MSO operations
- Technical Acumen: Hands-on experience in hybrid cash and GAAP environments with deferred revenue models (e.g., subscriptions)
- Proven results driving margin improvement, executing capital planning, and providing cross-functional financial support
- Versatility: Comfort with high-level strategic planning and hands-on tactical execution
- Credentials: CPA, CFA, or equivalent strongly preferred; MBA or other advanced degree is a plus
- Work Authorization: Are you legally authorized to work in the United States? (Visa sponsorship currently unavailable)
- Application requirements include resume and LinkedIn profile URL