Key Responsibilities

• Financial operations ownership: Take over and run all day-to-day finance operations — monthly close, billing, payroll, A/P, A/R, commissions, and cash management.
• FP&A and reporting: Own financial forecasting, budgeting, and variance analysis. Prepare investor, board, and management reporting with accuracy and clear financial narratives.
• Accounting oversight: Support and eventually own accounting workflows in coordination with external accounting partners, ensuring compliance and accuracy across all healthcare financial reporting.
• Process design & improvement: Evaluate current workflows in the first 30 days, identify inefficiencies, and implement scalable process improvements within 90 days. You’re not inheriting a polished machine — you’re building one.
• Cross-functional partnership: Work closely with Strategy, Operations and Expansion teams on pricing, gross-margin optimization, unit economics and growth opportunities.
• Strategic support: Serve as a core partner to the Finance Lead and Executive Leadership Team on capital allocation, growth decisions, and financial strategy.
• Technology & tooling: Evaluate, implement, and champion finance tech — including AI-powered tools — to drive operational efficiency and better financial intelligence.

Qualifications

• Healthcare industry background (PACE, value-based care, or health plan experience strongly
  preferred)
• Experience doing FP&A and accounting together in a single role
• 5–8+ years in finance or related field • Background at a VC- or PE-backed company
• Startup or high-growth environment experience — you’ve built processes in lean settings
• Experience at a scaled or larger company (so you know what “good” looks like)
• Demonstrated ability to own financial operations end-to-end with minimal oversight
• Accounting fluency — you’ve overseen or managed accounting functions, even if not a
  CPA
• Familiarity with Ramp, Rippling, Sage, or similar finance/accounting platforms
• Strong analytical skills with experience translating data into financial narratives
• Genuine experience with advanced technology and AI tools in finance workflows
• CPA, CFA, or relevant certification preferred

Location

• Remote but must be located in USA

Salary & Benefits

• Salary: $120K - $155K / year
• Equity: may be included as part of team package
• Benefits: is proud to offer a robust benefits offering for our employees. In addition to traditional healthcare coverage, we also offer additional benefits to help further your wellness and feeling of being part of the team
  • Medical, Dental, and Vision benefits for you and your family
  • Life Insurance and Disability Benefits
  • Parental and Caregiver Leave
  • Lunch, as well as delicious snacks and coffee to keep you energized
  • Paid Time Off across holidays, vacation time, personal days, and sick days
  • 401k Plan
  • Personal and professional development, including CME support and career growth opportunities
  • Subscriptions and training on using AI tools including ChatGPT