Chief Financial Officer

Contact: Kate Jeffries
Phone: 267.387.0091

Position Overview

The client is a member acquisition and enrollment platform focused exclusively on the government-sponsored health plan market.

Our client is seeking a dynamic and experienced Chief Financial Officer (CFO) to lead our financial operations, including Financial Planning & Analysis (FP&A), strategic investments, and the development of a robust financial structure to support our growth ambitions. This role is critical as we scale our organization and integrate new acquisitions.

Key Responsibilities

  • Financial Leadership:
    • Lead the financial strategy, planning, and analysis functions.
    • Develop and manage financial budgets, forecasts, and reporting systems.
    • Ensure accurate and timely financial reporting to the executive team and stakeholders.
  • Strategic Investments:
    • Oversee and evaluate strategic investments and acquisitions.
    • Conduct financial due diligence and integration of new entities.
    • Provide insights and recommendations on investment opportunities.
  • Financial Structure Development:
    • Build and implement financial systems, including ERP and general ledger.
    • Establish and maintain internal controls and compliance.
    • Develop reporting packages for internal and external stakeholders.
  • Operational Excellence:
    • Collaborate with executive leadership to drive operational efficiency.
    • Lead initiatives to streamline financial operations and processes.
    • Support the growth of the organization by identifying areas for improvement.
  • Team Building:
    • Recruit, develop, and manage a high-performing finance team.
    • Foster a culture of collaboration and continuous improvement.

Key Requirements

  • Bachelor’s degree required, Master’s degree preferred.
  • Proven experience as a CFO or in a senior financial leadership role.
  • Strong background in FP&A, strategic investments, and financial operations.
  • Experience in the healthcare or insurance industry, particularly Medicare Advantage, is highly desirable.
  • Excellent analytical, strategic thinking, and problem-solving skills.
  • Strong communication and interpersonal abilities.
  • Ability to work effectively in a fast-paced, dynamic environment.

Location(s)

Remote

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

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