Pearl Health

Deputy Chief Financial Officer

Pearl Health

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • 🇺🇸 United States

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Salary

💰 $230,000 - $260,000 per year

Job Level

Lead

About the role

  • Drive the financial planning process, including forecasting, budgeting, and long-term planning, ensuring alignment with the company’s strategic objectives.
  • Partner with the CFO to analyze and interpret financial data, providing actionable insights to drive decision-making.
  • Work collaboratively with the Controller, VP of Strategy, and Head Actuary to ensure seamless delivery of financial KPIs and improvements to financial infrastructure.
  • Coordinate fundraising activities, providing financial insights and building investor relationships across equity and debt raising processes.
  • Facilitate cross-departmental financial initiatives and ensure resource alignment across key projects.
  • Lead and execute critical strategic initiatives and special projects across the finance team and other departments as directed by the CFO.
  • Evaluate potential strategic partnerships and collaborations that align with the company's growth objectives.
  • Oversee preparation for regular finance-related meetings, such as leadership reviews, board meetings, and investor updates.
  • Serve as a liaison between the CFO and other business stakeholders, ensuring the timely execution of deliverables and follow-up on key action items.
  • Establish and maintain robust processes for tracking and reporting Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs) for the finance team.
  • Develop tools, models, and frameworks to improve the team’s efficiency and visibility into financial performance.
  • Act as a financial integrator, ensuring seamless collaboration between FP&A, accounting, actuarial, and other key finance functions.

Requirements

  • 8+ years of experience in FP&A, investment banking, management consulting, or a senior finance role at a high-growth company or comparable organization.
  • Strong strategic thinking skills with a track record of solving complex problems and delivering results.
  • Exceptional analytical and financial modeling skills, with a deep understanding of financial planning processes.
  • Highly organized and detail-oriented, with experience managing multiple projects and stakeholders in a fast-paced environment.
  • Proactive, resourceful, and adaptable, capable of leading through ambiguity.
  • Strong accounting skills and familiarity with US GAAP accounting and the audit process.
  • Outstanding verbal and written communication skills, with the ability to engage effectively with internal and external stakeholders at all levels.
  • Ability to work in a hybrid capacity as needed; candidates based in or able to work from our New York City office are highly preferred.
Benefits
  • Competitive benefits package

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningforecastingbudgetingfinancial modelingKey Performance Indicators (KPIs)Objectives and Key Results (OKRs)US GAAP accountingfinancial analysisstrategic initiativesfinancial infrastructure
Soft skills
strategic thinkinganalytical skillsproblem-solvingorganizational skillsdetail-orientedproactiveresourcefuladaptablecommunication skillscollaboration