Chief Financial Officer – Interim

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

📋 Description

• Oversee the finance department as the Interim Chief Financial Officer during the search for a permanent CFO.

• Ensure the finance operations run efficiently, providing the CEO and leadership team with precise and timely financial insights.

• Lead a compact finance team while collaborating closely with team members.

• Manage the monthly closing process, financial statements, and management reporting.

• Oversee cash management and maintain an ongoing financial forecast.

• Collaborate with the CEO and executive team to finalize and manage the annual operating plan and budget.

• Prepare financial materials for the board and present financial results and analyses during board meetings.

• Guide and support the finance team, including pricing strategies and FP&A, throughout the transition period.

• Work alongside Sales and the CEO to structure and price complex customer agreements.

• Coordinate annual audits, tax submissions, and other compliance obligations.

• Document processes, priorities, and unresolved issues, and assist in onboarding the new CFO.

⛳️ Requirements

• Demonstrated experience as a CFO or senior finance executive at a SaaS or technology company, including interim or fractional roles.

• Background in venture-backed, growth-stage enterprises.

• Experience in health tech, preferably with insights into data interoperability or the markets for providers, payers, and health tech vendors.

• Ability to quickly grasp the business dynamics and make informed decisions with limited information.

• Practical experience in managing the close process, developing financial models, and pricing agreements.

• Proven experience in preparing materials for boards and presenting them to boards and investors.

• Strong expertise in cash management, forecasting, and SaaS performance metrics.

• Excellent communication skills and a commanding executive presence.

• Direct experience with AI tools in daily operations, along with the capability to integrate AI into finance practices.

• CPA or a bachelor’s degree in Finance, Accounting, or a related field.

• MBA is preferred but not mandatory.

• Must be eligible for employment in the U.S. and reside and work within the continental U.S.

🏝️ Benefits

• Fully remote work opportunity within the continental U.S.

• Participation in a voluntary anonymous EEO survey and a diversity-focused workplace.

• Commitment to radical transparency and a strong emphasis on ownership.