SVP, Finance

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

📋 Description

• Act as the CFO's chief deputy regarding planning, budgeting, forecasting, and financial interactions with investors and lenders.

• Oversee the development of the annual operating budget, long-term strategic financial plans, and rolling forecasts.

• Interpret financial performance, market trends, and operational insights into narratives for the Board and materials for investors.

• Conduct scenario modeling, sensitivity analyses, capital allocation strategies, and cash flow management.

• Construct financial forecasting models, strategic communications, and processes suitable for a public company.

• Direct financial and operational analytics for upcoming capital raises from lenders and investors.

• Create business cases and ROI models for investments in operations, technology, AI, and corporate infrastructure.

• Manage comprehensive performance reporting, which includes KPIs, dashboards, variance analysis, scenario analyses, risks and opportunities, and capital planning.

• Facilitate monthly and quarterly operational reviews with executive leadership and private equity sponsors.

• Supervise financial reporting for equity sponsors and lenders, ensuring accuracy, timeliness, and compliance with covenants.

• Lead a data science team that provides operational insights and models for enterprise value creation.

• Oversee company-wide cost management and optimization efforts, including corporate investments, vendor procurement, and operational cost insights.

• Collaborate with Accounting during the monthly close process to confirm financials and provide decision-ready management reports.

• Utilize AI and automation to derive actionable insights at both executive and clinic levels.

• Build, guide, and nurture the FP&A team in preparation for a potential exit process.

• Advocate for AI adoption within FP&A and mentor the team on AI tools.

• Manage the FP&A technology roadmap and implement AI and BI tools.

• Modernize the financial data ecosystem, enhance automation, and minimize manual reporting.

• Develop scalable financial processes and controls to facilitate multi-state clinic expansion and acquisitions.

• Offer financial leadership to the Revenue Cycle, focusing on revenue recognition, collections performance, and revenue analytics.

• Formulate investment business cases and value-creation tracking throughout the enterprise, with an emphasis on AI investment ROI models.

• Ensure financial and procurement rigor to enhance enterprise cost efficiency.

• Oversee enterprise risk management.

• Collaborate with executive leadership and the Chief of Staff on organizational priorities.

⛳️ Requirements

• Over 15 years of progressive experience in finance.

• At least 5 years in a senior FP&A or finance leadership position.

• Proven experience in multi-site, multi-state healthcare services or similarly complex, high-growth operational environments.

• Experience working with or alongside private equity-backed companies.

• Proficiency in sponsor-grade reporting and developing board-level presentations.

• Strong skills in financial modeling, business case creation, scenario analysis, and long-term planning.

• In-depth knowledge of healthcare financial drivers, including revenue, operating costs, corporate costs, capital, and initiative-level ROI value creation.

• Capability to lead, develop, and expand finance teams.

• Background in M&A, De Novos, and organic growth initiatives.

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

• Advanced Excel skills and expertise in financial modeling.

• Familiarity with enterprise BI or planning platforms, such as Workday Adaptive and Power BI.

• Experience with AI LLM platforms like Claude, Co-pilot, and Cowork.

• Knowledge of lender reporting requirements, covenant compliance, and debt capital structures typical in PE-backed environments.

• Experience with PE exit processes and/or FP&A in public companies.

🏝️ Benefits

• Comprehensive benefits package starting within your first month of employment.

• Generous Paid Time Off (PTO) plans.

• Paid holidays.

• Professional development tracks.

• Continuing education opportunities.

• Leadership development programs.

• Residency cohorts.

• Mentorship initiatives.

• Additional professional development resources.