ERPSaaSLeadershipRisk ManagementBudgetingCommunicationPresentation SkillsRemote Work
About this role
Role Overview
Partner with the CEO and executive leadership team to develop and execute the company's long-term financial strategy
Lead all aspects of finance, including accounting, FP&A, budgeting, forecasting, treasury, payroll, tax, compliance, and financial reporting
Provide strategic financial analysis and recommendations to support business growth, investments, acquisitions, partnerships, and expansion initiatives
Prepare and present monthly, quarterly, and annual financial statements and executive reports
Ensure compliance with U.S. GAAP, tax regulations, and all applicable financial reporting requirements
Oversee cash flow management, liquidity planning, capital allocation, and working capital optimization
Lead the annual budgeting process and establish financial KPIs across the organization
Develop and maintain strong internal controls, corporate governance, and risk management practices
Manage relationships with banks, auditors, tax advisors, legal counsel, insurance providers, and other financial partners
Direct annual audits, tax filings, and regulatory reporting
Support pricing strategies, contract negotiations, customer agreements, and vendor partnerships from a financial perspective
Lead financial due diligence for mergers, acquisitions, strategic partnerships, and investment opportunities
Drive process improvements that enhance operational efficiency and profitability
Oversee financial planning for domestic and international operations, including multi-entity and multi-currency consolidations
Build, mentor, and develop a high-performing finance organization
Prepare board presentations and executive-level financial analyses
Monitor industry trends and identify financial opportunities and business risks
Requirements
Bachelor's degree in Accounting or Finance
12–15+ years of progressive finance leadership experience
Minimum of 5 years in a Vice President of Finance, Controller, CFO, or equivalent executive leadership role
Strong knowledge of U.S. GAAP, financial reporting, budgeting, forecasting, compliance, and corporate finance
Experience leading annual audits and managing banking relationships
Experience managing multi-entity and international financial operations
Advanced financial modeling, forecasting, and analytical skills
Excellent leadership, communication, and executive presentation skills
Advanced proficiency with Microsoft Excel and financial management systems
CPA or MBA preferred
Experience in Healthcare IT, SaaS, medical imaging, or software technology companies
Experience with recurring revenue and SaaS business models
Knowledge of revenue recognition and subscription-based financial operations
Experience with mergers & acquisitions, fundraising, or private equity-backed organizations
Experience with QuickBooks or comparable ERP/accounting systems