Director of Finance

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

📋 Description

• Lead and nurture the accounting team.

• Oversee daily operations related to the general ledger, accounts payable, payroll, and financial reporting.

• Ensure accurate and timely monthly, quarterly, and annual financial closures.

• Spearhead annual planning, budgeting, sales planning, financial modeling, and ongoing forecasts.

• Provide contribution margin reports by client and product line.

• Manage KPIs and maintain the leadership dashboard as a single source of truth.

• Collaborate with Sales and Client Success on pricing strategies for new business and renewals.

• Model and reconcile pricing and performance guarantees.

• Oversee treasury management, pharmacy claims payment cycles, client billing and collections, float, working capital, and banking partnerships.

• Develop capital allocation frameworks, including headcount distribution.

• Create scalable internal controls, reporting infrastructure, and financial systems.

• Supervise tax compliance, filings, financial audits, client and plan sponsor audits, and SOC examinations.

• Prepare for state licensing fees and surety bonds.

• Assemble board-ready and diligence-focused financial packages alongside the CEO and CFO.

• Offer financial insights on partner and customer contracts, leases and facilities, HR policies and compliance, as well as strategic and operational decisions.

• Collaborate with the CEO, CFO, leadership team, internal teams, and external partners.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, or Economics.

• MBA or CPA is preferred.

• Over 10 years of experience in finance, including forecasting and FP&A, particularly in fast-paced or high-growth environments.

• Extensive corporate accounting knowledge with a history of clean financial audits.

• Demonstrated ability to lead and develop teams effectively.

• Financial experience in a PBM, health plan, specialty pharmacy, or other healthcare benefits organizations.

• Proficient Excel skills for financial modeling and scenario analysis.

• Familiarity with QuickBooks and BI or reporting tools.

• Proven track record of implementing or enhancing financial systems and controls.

• Executive presence and comfort in presenting to boards and investors.

• Direct communication style, high ownership, and strong judgment in fast-paced, changing environments.

• Working knowledge of PBM economics: AWP- and NADAC-based pricing, rebates, and client pricing and performance guarantees.

• Understanding of HIPAA, ERISA, and the federal and state regulatory landscape for PBMs.

• Experience in supporting client or plan sponsor audits and SOC 2 examinations.

• Authorized to work in the United States on a full-time basis without employer support or sponsorship, including visa transfer support, DSO documentation, or sponsorship now or in the future.

🏝️ Benefits

• Eligible for bonuses.

• Comprehensive benefits package.

• Medical insurance.

• Pharmacy insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Stock options.

• 401(k) plan with company match.

• Paid time off (PTO).

• Dynamic and collaborative work environment.

• Opportunity to have a meaningful impact at a growing Public Benefit Corporation.

• Remote-first work setup.

• Occasional travel to VIVIO events and site meetings.