Fractional CFO
3 days ago
Job Summary
We are looking for a Fractional CFO for our dental health tech insurance organization client. The Fractional CFO will lead the organization's finance operations, including people, processes, and systems, as they redesign their financial operations.
Primary Responsibilities
- Serve as strategic finance leader and business partner to the CEO and Executive team
- Manage processes for financial forecasting and budgeting
- Maintain executive responsibility for financial operations including working capital, capital expenditures, banking, accounting, audits, tax and pricing
- Ensure that revenue streams are budgeted, monitored, and tracked by creating and regularly reconciling annual business plans with primary revenue generators
- Prepare and present accurate and timely financial statements, reports, and analyses
- Maintain stable cash flow management policies and procedures and ensure cash resources are available for daily operations
- Work with management to develop risk mitigation and other related strategies
- Manage financial systems and proactively improve processes upon discretion
Education and Experience
- Bachelor's degree in accounting or finance required
- 10-20 years of financial leadership experience
- Experience in a middle market company
- Experience in the healthcare or insurance industry preferred
- CPA required
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