đĽ 0 minutes ago
đşđ¸ United States â Remote
âł Contract/Temporary
đ´ Lead
đ¸ Financial Planning and Analysis (FP&A)
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⢠The Chief Financial Officer (CFO) serves as a strategic business partner to the executive leadership team and is responsible for leading the financial strategy, planning, and operations of WRS Health. ⢠Oversee all aspects of financial management, including budgeting, forecasting, financial reporting, cash flow management, compliance, treasury, and risk management. ⢠Drive data-informed decision-making, optimize financial performance, support scalable growth initiatives, and ensure the organization maintains strong financial health. ⢠Develop and execute the company's financial strategy to support long-term growth, profitability, and strategic objectives. ⢠Lead annual budgeting, forecasting, and long-range financial planning processes. ⢠Provide financial modeling, scenario analysis, and strategic recommendations to support executive decision-making. ⢠Analyze financial and operational performance, identifying trends, risks, and opportunities for improvement. ⢠Oversee all accounting operations, including general ledger management, month-end close, consolidations, accounts payable/receivable, and financial reporting. ⢠Ensure the timely preparation and presentation of accurate financial statements and management reports. ⢠Establish and maintain robust internal controls, financial policies, and accounting procedures in accordance with GAAP. ⢠Coordinate annual audits and manage relationships with external auditors, tax advisors, and regulatory agencies. ⢠Monitor and manage cash flow, liquidity, working capital, and capital allocation to support operational needs. ⢠Develop and maintain relationships with banks, lenders, investors, and other financial institutions. ⢠Lead capital planning activities and support financing, fundraising, and M&A initiatives as required. ⢠Ensure compliance with all federal, state, local, tax, and regulatory reporting requirements.
⢠Bachelor's degree in Finance, Accounting, Business Administration, or a related field required; MBA strongly preferred. ⢠CPA or other advanced financial credential strongly preferred. ⢠Minimum of 10 years of progressive finance and accounting leadership experience, including executive-level responsibility. ⢠Demonstrated success leading financial operations in SaaS, healthcare technology, or high-growth technology organizations preferred. ⢠Extensive experience in financial planning and analysis, budgeting, forecasting, cash flow management, and financial reporting. ⢠Strong knowledge of GAAP, internal controls, audit processes, tax regulations, and regulatory compliance. ⢠Experience managing multi-entity accounting environments and consolidations. ⢠Hands-on experience implementing and configuring finance technology platforms, including general ledger systems, CRM-based invoicing solutions, and business intelligence tools. ⢠Proficiency with QuickBooks or similar ERP/accounting platforms. ⢠Experience with HubSpot, Salesforce, or comparable CRM systems, particularly for invoicing and revenue visibility. ⢠Expertise in business intelligence platforms such as Tableau, Power BI, Amazon QuickSight, or Apache Superset, including dashboard development and multi-source data integration. ⢠Experience leveraging AI automation and emerging technologies to improve financial operations. ⢠Strong analytical, financial modeling, and data visualization capabilities. ⢠Exceptional leadership, communication, and presentation skills with the ability to influence executive stakeholders and board members. ⢠M&A, fundraising, or capital raising experience is a plus.
⢠Health insurance ⢠Professional development opportunities ⢠Remote work options
Apply Nowđ 6 days ago
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đşđ¸ United States â Remote
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âł Contract/Temporary
đ´ Lead
đ¸ Financial Planning and Analysis (FP&A)
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