Chief Financial Officer
7 days ago
About Medallion
Medallion is a pioneering force in the digital healthcare landscape, providing a critical administrative infrastructure to facilitate the transformation of healthcare services. Our platform empowers organizations to license their providers, verify credentials, and establish relationships with health plans. With a robust platform in place, we've become an industry standard, serving hundreds of healthcare companies and reducing administrative burdens for tens of thousands of providers nationwide. To date, Medallion has saved over 500,000 administrative hours for our customers.
Founded in 2020, Medallion has secured $85M in funding from esteemed investors like Sequoia Capital, Google Ventures, Spark Capital, Optum Ventures, and Salesforce Ventures.
About the Role
As our new Chief Financial Officer, you'll play a pivotal role as a key business partner to our executive team, driving strategic decision-making, financial operations, and investor relations. You'll be responsible for championing the company's financial health, guiding strategic growth decisions, and identifying opportunities to improve unit economics and profitability. Reporting directly to the CEO, you'll oversee FP&A, Accounting, and Analytics functions.
Key Responsibilities
• Build, mentor, and develop a world-class finance function, including accounting, financial operations, and strategic finance.
• Lead and update the annual budgeting, forecasting, and planning processes in partnership with department heads and senior leadership.
• Develop financial models to drive strategic business initiatives, including fundraising, product expansion, and new partnerships.
• Deliver clear and concise presentations with financial data for various stakeholders, including the board, senior leadership team, investors, and other strategic/financial partners.
• Partner with senior leadership to drive fundraising strategy, including investor meetings and diligence.
• Identify and implement financial tools and technologies, including financial reporting, revenue management, billing, general ledger, cap table management, and more.
• Deliver accurate and timely financial reporting for all stakeholders, including the board, bank, investors, and internal stakeholders.
Qualifications
• Experience providing financial leadership in a fast-paced, high growth software business that has scaled to $100M+.
• Demonstrated ability to balance competing priorities, think critically, and problem-solve in environments with ambiguity and constant change.
• 10+ years of experience leading finance and accounting functions at quickly growing, early-stage startups, with 5+ years of experience managing and building a team.
• Deep understanding of enterprise SaaS metrics, models, and benchmarks.
• Mastery of financial analysis and forecasting, including experience with three-statement financial modeling, preparing statistical reports, and making recommendations based on analysis and research.
• Strong financial and accounting acumen, demonstrated internally and externally.
• Experience with fundraising, establishing trust, and building rapport with internal and external stakeholders.
• Experience overseeing board preparation and documentation.
• Excellent spoken and written communication skills, with experience partnering across an executive team, particularly in communicating financial data.
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