CFO Advisory Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a long-term financial partner and advisor for clients engaged in MSO and affiliated PC management services agreements.

• Function as the primary senior finance team member for clients.

• Take ownership of financial metrics month over month.

• Design and oversee the implementation of suitable financial systems.

• Provide guidance to CEOs, physician leaders, and investors.

• Assist clients in navigating capital needs, entity structures, compliance issues, payment processes, and unit economics.

• Supervise monthly closures, budgeting, and forecasting for management companies and affiliated PCs.

• Manage intercompany billing, cost distribution, management fee settlements, and compliance measures for entities.

• Offer insights on capital planning, growth strategies, and management fee execution.

• Lead the finance segment of Board meetings, including KPI dashboards and updates for investors.

• Facilitate fundraising and M&A activities through round sizing and scenario analysis.

• Oversee revenue cycles, cash flow strategies, vendor expenditures, controls, growth opportunities, and audit preparedness.

• Identify potential avenues to deliver Burkland bookkeeping, tax, and HR services.

⛳️ Requirements

• Proven experience with MSO/PC management fee arrangements, intercompany settlements, and practice-level unit economics.

• Additional healthcare experience, particularly in relation to insurance reimbursements.

• Track record of managing and owning financial results over the long term.

• Experience providing advice during fundraising, M&A, and exit strategies.

• 7–10 years of experience in finance/operations.

• Preferably experienced in healthcare growth sectors such as digital health, telehealth, or behavioral health/therapy services.

• Strong proficiency in Excel/Sheets.

• Familiarity with financial technology platforms like QBO, Carta, Rippling, Ramp, and Rillet.

• Experience with contemporary AI tools, skills, and LLMs relevant to the Office of the CFO.

• Possess strategic judgment and outstanding interpersonal skills.

• An MBA or CPA is preferred but not mandatory.

• Capability to verify eligibility/right to work in the US.

🏝️ Benefits

• Fully remote work environment, allowing work-from-anywhere flexibility.

• Flexible working hours.

• A culture that values collaboration and communication.

• Incentive programs for referrals and business growth.

• New Business Bonus Program.

• A percentage of collections on billed CFO hours for clients personally sourced.

• 10% of first-year invoice collections when another team member manages CFO responsibilities.

• Cross-Sell Bonus Program.

• A share of first-year invoice collections for new service lines.

• Economic interest for the Head of Finance: a percentage of Burkland's collections across a client's services (excluding Strategic Finance).