Chief Financial Officer

Client Summary

• A provider of home-based care services, including health, hospice, and personal support
• Focused on expanding nationally through growth, acquisitions, and new market entry
• Targets mid-sized markets with increasing demand for senior care
• Operates under a model that combines local expertise with centralized support
• Emphasizes service quality, clinical standards, regulatory compliance, and employee experience
• Aims to build a strong, scalable presence in the home care space

• Strategic Financial Leadership

• Partner with the CEO and executive leadership team to define and execute the financial strategy in alignment with organizational goals.
• Lead the development and continuous improvement of financial models, dashboards, and reporting for Board and investor visibility.
• Serve as a trusted advisor to the CEO and Board on capital allocation, growth investments, and strategic initiatives.
• Deliver actionable insights that drive sustainable growth, operational efficiency, and margin improvement.

• Overssee all budgeting, forecasting, and financial planning activities to ensure alignment with corporate objectives.
• Streamline internal reporting to create clear, concise, and easily digestible financial insights for leadership and the Board.
• Provide timely and accurate financial statements in compliance with GAAP.
• Partner with the SVP of Finance to optimize financial systems, reporting cadence, and analytical capabilities.
• Develop and monitor key financial and operational metrics to measure business performance and risk.

• Lead the accounting function with oversight of the accounting team to ensure accurate and efficient financial operations.
• Oversee the completion of annual audits and ensure all regulatory filings, compliance obligations, and internal controls are met.
• Maintain and enhance accounting policies, procedures, and internal control frameworks to support growth and transparency.
• Ensure compliance with all applicable healthcare financial regulations and investor reporting requirements.

• Partner closely with operational leaders, including the VP of Home Health Operations, VP of Hospice, and VP of Compliance, to align financial performance with operational objectives.
• Translate complex financial concepts into clear recommendations for non-financial leaders.
• Foster collaboration across departments to support informed decision-making and resource optimization.

• Lead, mentor, and develop a high-performing finance team, including the SVP of Finance, Controller, and accounting staff.
• Promote a culture of accountability, transparency, and continuous improvement.
• Establish strong succession planning and professional growth opportunities within the finance function.

• Required Experience and Qualifications:
• Bachelor’s degree in Accounting, Finance, or related field; CPA required.
• Master’s degree in Business Administration or related discipline preferred.
• 15+ years of progressive financial leadership experience, including experience as a CFO or senior finance executive in healthcare services.
• Experience in investor-backed or private equity-owned environments strongly preferred.
• Deep understanding of healthcare financial operations, including hospice and home health reimbursement, audit processes, and regulatory compliance.
• Proven success in financial planning, P&L oversight, and capital management.
• Strong analytical, communication, and leadership skills with the ability to influence across functions.
• High degree of integrity, accountability, and strategic agility.
• Ability to operate 1–2 days per week onsite in Dallas, with additional travel as needed.

• Strategic thinker who balances financial discipline with operational practicality.
• Transparent communicator who fosters trust and alignment across executive and Board stakeholders.
• Data-driven decision-maker with a bias for clarity, simplicity, and results.
• Motivational leader who develops and empowers high-performing teams.

• Medical / Dental / Vision
• Short / Long Term Disability
• Accident, Critical Illness, Cancer Insurance
• 401k w/ discretionary match
• Company paid life Insurance
• Mileage reimbursement
• Paid time off
• Paid holidays
• Cell Phone stipend