CFO Consultant – Digital Health

🕒 Fevereiro 7

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Burkland

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💸 Finanças

👥 RH Tech

☁️ SaaS

Finance • HR Tech • SaaS

A Burkland é uma empresa que fornece serviços financeiros e de RH personalizados para startups, oferecendo soluções que crescem junto com os negócios. Eles se especializam em serviços como CFO fractional, contabilidade para startups, preparação e pesquisa de impostos e operações estratégicas de RH. Burkland faz parceria com mais de 800 startups apoiadas por venture capital nos EUA, ajudando-as a construir sistemas escaláveis e se adaptar a mudanças de mercado. Seus clientes incluem uma variedade de setores como SaaS, IA, Fintech e Healthcare.

Descrição

• 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

• 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.