CFO Consultant – Digital Health
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Job Description
CFO Consultant working with digital health startups to drive financial strategy and operations. Develop financial models and support client growth through effective financial management.
Responsibilities:
- Develop financial models which are understandable, insightful and adaptable.
- Create and present financial strategy recommendations to the CEO.
- Prepare and present the finance section of client Board meetings. For some clients, fallback is to attend Board meetings and answer finance-related questions.
- Be an integral part of client fundraising processes – help size round, model cap table scenarios/dilution, assist with pitch deck preparation, make investor introductions, participate in investor pitches.
- Lead PC/MSO finance operations and reporting: run close, budgeting/forecasting, KPI dashboards, and board/investor updates across entities.
- Manage structure economics and compliance: oversee MSO service agreement, intercompany billing/allocations/settlements, provider comp, and practice unit economics to align PC compliance with MSO profitability.
- Drive performance and scalability: improve revenue cycle and cash planning, tighten vendor/shared-services spend, strengthen controls/audit readiness, and support growth initiatives (de novos, M&A).
- Have happy clients as demonstrated by periodic CEO feedback and strong NPS scores.
- Identify cross-sell opportunities for Burkland bookkeeping, tax and HR services, make introductions and referrals.
- Overhead tasks (timesheets, invoice approvals, client reporting updates) done on time, accurately, without reminding.
- Lead or help organize 1 CFO knowledge share presentation per year.
- Author at least 3 short-form blog posts or content submissions per year.
Requirements:
- Significant experience with one or more areas within Digital Health, Friendly PC Models, and/or Healthcare IT.
- Strong finance-based analytical skills.
- Strong familiarity with common finance systems (QBO, MS Excel/GSheets, Carta, etc.).
- 7 – 10 years’ of finance and/or operations experience.
- MBA or CPA preferred, but not required.
- Experience with, and a passion for, working with fast-growing startups and their founders.
- Self-motivated.
Benefits:
- Flexible work schedule to promote a healthy work-life balance.
- Medical, Dental & Vision Insurance for you and your dependents.
- Short & Long Term Disability Insurance to support you when you need it the most.
- Flexible PTO - Take time off from work when you need it.
- 401k with a company match to ensure you are ready for retirement.
- A generous home office expense reimbursement so you have the office you need to be productive.
- Forget the commute! We're a remote-first workplace, so you can work from your home office or from the beach, if you’d like!
- We offer a collaborative, communicative culture, driven by our Core Purpose + Values. We work with incredibly smart people who love to learn and share what they know. If this sounds like a team you'd like to be a part of, we'd love to hear from you.
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