CFO Consultant – Digital Health

🕒 vor 4 Monaten

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Burkland

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51 - 200 Mitarbeiter

💸 Finanzen

👥 HR Tech

☁️ SaaS

Finance • HR Tech • SaaS

Burkland ist ein Unternehmen, das Finanz- und HR-Dienstleistungen speziell für Startups anbietet und Lösungen bereitstellt, die mit dem Wachstum des Unternehmens skalieren. Sie sind auf Dienstleistungen wie teilzeitbasierte CFOs, Startup-Buchhaltung, Steuerplanung und -forschung sowie strategische HR-Operationen spezialisiert. Burkland arbeitet mit über 800 von Risikokapital unterstützten Startups in den USA zusammen und hilft ihnen, skalierbare Systeme aufzubauen und sich an Marktveränderungen anzupassen. Zu ihren Kunden zählen verschiedene Bereiche wie SaaS, KI, Fintech und Gesundheitswesen.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.