Chief Financial Officer – CFO

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

📋 Description

• Oversee the company’s three-statement financial model, budgeting process, rolling forecasts, and budget-to-actual variance analysis.

• Prepare monthly and quarterly reporting packages for the board, investors, lenders, and leadership team, which include KPI dashboards and financial narratives.

• Collaborate with the fractional controller on month-end closing, GAAP-compliant financial statements, internal controls, and scalable accounting processes.

• Manage liquidity planning, cash flow, banking relationships, debt facilities, and covenant-related reporting.

• Drive finance-related initiatives focused on pricing strategy, renewal economics, customer/product unit economics, retention, and P&L enhancement.

• Serve as a strategic advisor to the President & Co-Chairman and CEO & Co-Chairman regarding operating plans, pricing, margins, commercial decisions, and growth priorities.

• Assist in commercial contract reviews, vendor negotiations, and customer-facing finance tasks.

• Ensure transaction readiness and support financial diligence, valuation, and deal structuring for strategic opportunities.

• Develop, mentor, and scale finance resources over time when there is a clear business case.

• Report to the President & Co-Chairman and collaborate closely with company leadership, the board, lenders, and private equity sponsors.

⛳️ Requirements

• 2+ years of experience in management consulting, investment banking, or Big 4 audit/assurance.

• 2+ years of finance experience in private equity, venture capital, or a senior finance role at a software/SaaS company.

• Hands-on finance experience in an investor-backed software environment.

• Strong understanding of software finance metrics, GAAP reporting, deferred revenue, recognized revenue versus billed cash, recurring revenue definitions, retention, and product/customer unit economics.

• Ability to manage core FP&A functions, reporting, cash management, and accounting oversight while collaborating with an existing controller and support team.

• Executive-level communication skills and financial fluency for interactions with leadership, investors, lenders, and board stakeholders.

• Bachelor’s degree required.

• Must be based in the United States.

• Prior CFO title is not mandatory.

• Preferred/helpful: experience in healthcare technology, payer/provider, claims pricing, contract management, or revenue cycle.

• Preferred/helpful: exposure to pricing, renewal, account management, or customer-facing finance projects.

• Preferred/helpful: experience with debt facilities, lender reporting, or covenant management.

• Preferred/helpful: experience in M&A, diligence, valuation, or transaction readiness.

• MBA, CPA, or CFA preferred/helpful.

• Located in or have practical access to the Greater Philadelphia / Delaware area as needed.

🏝️ Benefits

• 0.25%–0.60% equity grant.

• 80%+ remote flexibility.

• Occasional office access.

• Opportunity to work directly with company leadership, the board, lenders, and private equity sponsors.

• Chance to build, mentor, and scale finance resources over time.