Chief Financial Officer

Contact: Kate Jeffries
Phone: 267.387.0091

Position Overview

Our client is a next generation pharmacy benefits manager, overseeing prescription benefit plans on behalf of employers, unions, and government entities.

Our client is seeking a highly qualified Chief Financial Officer to join our executive leadership team. In this critical role, the CFO will serve as a strategic partner and thought leader, working closely with the Leadership Team to develop and drive the company’s financial strategy.


As we prepare for an upcoming IPO within the next 18-24 months, the CFO will play a pivotal role in leading financial initiatives including overseeing the S-1 filing process and preparing the company’s financial statements and other necessary disclosures.


In addition to these responsibilities, the CFO will also be accountable for developing and presenting the company’s financial and capital strategy to the Board of Directors. The ideal candidate will bring a proven track record of success in similar roles, as well as exceptional analytical and communication skills.

Key Responsibilities

  • Partner with the CEO, management team, and Board of Directors in providing financial and operational leadership, as well as strategic insight-driven recommendations based on financial analysis and projections.
  • Partner on the strategy for pricing complex PBM transactions/contracts with sophisticated parties including large payers, providers, manufactures, CMS, etc.
  • Manage relationships with financial institutions, investors, auditors, lawyers, investment banks, and analysts.
  • Directed all financial operations of the company, including accounting, financial reporting, FP&A, treasury, corporate finance, M&A, and underwriting.
  • Build, own, and drive metrics-driven financial and operational goals/KPIs related to the business in support of the growth and profit aspirations for the brand.
  • Lead long and short-term value creation analysis and planning including strategic planning process.
  • Financial reporting, accounts payable and purchasing. Lead annual planning and budget process.
  • Develop internal audit controls and establish operational accounting system review and best practices.
  • Provide oversight of all aspects of the finance, accounting, and budget functions. Ensure financial policies and procedures adhere to generally accepted accounting principles (GAAP) and standards.
  • Oversee corporate strategy and M&A.
  • Lead the development of annual budgets and long-term financial projections for operations, capital expenditure, and cash flows.
  • Collaborate with the CHRO on compensation planning and matters including the
  • Compensation Committee.
  • Establish Corporate Governance and develop regulatory Framework. Build-out internal process(es) and protocols to ensure compliance.

Key Requirements

  • Advanced degree, (e.g., MBA, MS) or certification (e.g., CPA, CFA) and 15+ years’ experience in corporate finance and accounting.
    • These are preferences for educational/professional credentials, however, will be subordinate to specific experience, interpersonal and stylistic qualities, and excellence of characters, as variable in the evaluation process.
  • 15+ years of success in progressive finance roles with at least 3 years’ operating as a company-wide CFO
  • 10 years of leadership experience in technology, managed care, pharmacy benefit management, or financial services
  • Expertise and credibility with an IPO/roadshow process
  • Success serving as a key member of a senior executive team in providing input to the CEO, investors, and management regarding the financial implications of all strategic objectives and major business decisions.
  • Prior experience as a financial officer responsible for all aspects of SEC reporting, leading/supporting quarterly investors’ earnings calls, Audit Committee meetings compliance with Sarbanes-Oxley 404 and technical accounting.
  • Knowledge of implementing scalable controls and processes in a high-growth environment in collaboration with cross-functional teams (sales, marketing, product development, engineering, etc.).
  • Hands-on leader with track record of developing and retaining top talent
  • Public company operating experience in senior finance roles
  • Experience managing financial compliance, SEC filings, financial statements, tax reporting, and public audits.
  • Strong background with the investor relations function, including coordination and preparation for meetings with analysts and shareholders.
  • Excellent teaming skills, communication skills, presentation skills.
  • An individual who is self-aware, industrious, unpretentious, able to generate value through collaboration in a vibrant team environment, and who is dedicated to building a great healthcare company.

Location(s)

Remote

If interested, please send a MS Word version of your resume to [email protected]

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