Chief Financial Officer (CFO)

Accountabilities:

As Chief Financial Officer, you will lead the finance function and serve as a key strategic partner to leadership and stakeholders across the business.

• Own the three-statement financial model, annual budget, rolling forecasts, and variance analysis.
• Translate recurring revenue, retention, margins, unit economics, and customer/product profitability into actionable business decisions.
• Partner with leadership on pricing, renewals, commercial agreements, vendor negotiations, and initiatives designed to improve P&L performance.
• Deliver monthly and quarterly reporting for management, the board, investors, and lenders, supported by meaningful KPI dashboards and clear financial narratives.
• Partner with the controller on financial close, GAAP reporting, internal controls, audits, tax, and compliance relationships.
• Improve financial visibility and systems as the organization grows, including accurate treatment of cash collections, deferred revenue, and recognized revenue.
• Lead liquidity planning, banking relationships, debt facilities, and covenant reporting with support from the existing finance team.
• Advise leadership on strategic priorities, growth opportunities, and resource allocation.
• Maintain transaction readiness and support financial diligence, valuation, deal structuring, and other strategic transactions.
• Expand finance resources and capabilities as business requirements evolve.

Requirements

The role requires strong finance leadership experience in an investor-backed software environment, combined with hands-on expertise across FP&A, reporting, cash planning, and accounting oversight.

• Hands-on finance experience within a private equity-backed or venture-backed software business.
• Demonstrated ownership of significant finance workstreams and the ability to operate across FP&A, reporting, liquidity planning, and accounting oversight.
• At least 2 years of experience in management consulting, investment banking, or Big 4 audit/assurance.
• At least 2 years of experience in private equity, venture capital, or senior finance leadership within software/SaaS.
• Strong understanding of software finance metrics and GAAP reporting, including recurring revenue, retention, unit economics, deferred revenue, and cash versus recognized revenue.
• Ability to communicate financial results, insights, and recommendations clearly to executives, investors, lenders, and board stakeholders.
• Bachelor's degree required.
• Healthcare technology, payer/provider software, claims pricing, contract management, or revenue cycle experience is preferred.
• Experience with pricing, renewals, customer economics, margin improvement, debt facilities, lender reporting, or covenant management is advantageous.
• Exposure to M&A, financial diligence, valuation, or transaction readiness is a plus.
• MBA, CPA, or CFA is preferred.
• Prior CFO experience is not required; substantial ownership within a division, business unit, or finance number-two role can provide relevant preparation for the position.

Benefits

• Total annual cash compensation of $200,000–$250,000.
• 0.25%–0.60% equity grant, providing participation in the value created.
• 80%+ remote flexibility within the United States.
• Candidates in the Greater Philadelphia or Delaware area are preferred, with occasional office access helpful.
• Opportunity to work directly with executive leadership, the board, investors, and an experienced private equity sponsor.
• Existing accounting and finance support provides a foundation while allowing the CFO to focus on strategic and operational improvements.
• Meaningful influence over pricing, growth strategy, financial performance, and resource allocation.
• Opportunity to build and develop the finance organization as the business scales.