Chief Financial Officer

Client

Summary:

• A multi-specialty physician group focused on delivering high-quality, patient-centered care.
• Provides a comprehensive range of medical services across multiple locations.
• Committed to respect, integrity, and excellence in serving patients and the broader community.
• Offers primary care and specialty services to support diverse health needs.
• Guided by a mission to enhance quality of life through advanced medical practices and coordinated care.

• Direct the company’s financial and accounting operations, including policy development, systems management, budgeting, forecasting, risk management, and strategic planning.
• Ensure compliance with covenants, financial regulations, and private equity reporting requirements.
• Provide strategic guidance on cash flow management, treasury functions, and capital allocation.
• Identify opportunities for growth, expansion, and increased profitability through VBC optimization and operational improvements.

• Understand, monitor, and forecast VBC dollars, gain share, and payer quality metrics.
• Oversee risk contracts, including renegotiation, cost management, and compliance.
• Address coding changes (V24 to V28) and manage potential fraud/abuse exposure.

• Lead and develop a high-performing finance team, including VP of FP&A, Controller, Senior Accounting Manager, AP team, and part-time Treasury support.
• Provide mentorship, set objectives, and ensure accountability for financial performance and strategic initiatives.
• Collaborate with cross-functional teams, including physicians, clinical leaders, and private equity partners, to align financial strategy with operational goals.

• Oversee preparation of P&L statements, balance sheets, capital budgets, and financial reports.
• Ensure accurate forecasting, financial analysis, and actionable insights to support executive decision-making.
• Monitor performance against EBITDA goals and provide recommendations for improvement.

• Bachelor’s degree required; MBA, CPA, or advanced financial certification preferred.
• Previous CFO experience preferred, ideally in a provider-side VBC or ACO environment.
• Demonstrated experience with private equity-backed organizations.
• Strong background in treasury, cash flow management, and financial planning.
• Proven track record of optimizing business operations and improving EBITDA.
• Strategic thinker with foresight in financial management and operational execution.
• Ability to navigate complex physician dynamics and adapt approach as needed.
• Strong business acumen with excellent analytical, problem-solving, and decision-making skills.
• Leadership and team management skills with a focus on mentorship and accountability.
• Effective communication skills for interacting with executive leadership, private equity partners, and providers.

• Hard-working and highly engaged partner to the CEO.
• Flexible, adaptable, and capable of managing high-pressure situations.
• Innovative and forward-thinking approach to healthcare financial management.