Chief Financial Officer (CFO)

We are a fast-growing, multi-site healthcare management organization supporting a network of MSOs and affiliated professional entities across multiple Texas markets. Since 2022, we have experienced significant year-over-year growth through new locations, expanding service lines, and continued development of our healthcare platform.

·      Build and strengthen the financial infrastructure necessary to support a growing, multi-site healthcare organization.

·      Establish scalable financial processes, controls, reporting, forecasting, and accountability across locations and entities.

·      Provide the CEO and executive leadership team with clear financial analysis and actionable insight to support business decisions.

·      Develop meaningful financial and operational KPIs and improve visibility into performance by location, entity, and service line.

·      Maintain hands-on oversight of accounting operations, including general ledger, accounts payable, accounts receivable, reconciliations, financial reporting, and month-end close.

·      Improve the accuracy, timeliness, and consistency of financial reporting.

·      Ensure consolidated financial statements are accurate, audit-ready, and appropriately reflect multiple entities and locations.

·      Partner with outside CPAs and tax advisors on tax planning, compliance, and multi-entity considerations.

·      Establish appropriate internal controls and financial policies as the organization grows.

·      Partner closely with billing and operational leaders to improve revenue cycle performance.

·      Develop reliable cash flow forecasting across entities and locations.

·      RCM leadership or significant revenue cycle management experience is a plus.

·      Build and maintain financial models from the ground up to support forecasting, budgeting, scenario planning, and strategic decision-making.

·      Develop annual budgets and rolling forecasts and establish processes for measuring actual performance against expectations.

·      Analyze profitability and contribution margin by location, provider, service line, and other meaningful business segments.

·      Translate financial information into practical recommendations for operational and executive leaders.

·      Evaluate the financial impact of new locations, service lines, acquisitions, and other growth opportunities.

·      Lead or play a senior role in merger, acquisition, diligence, integration, or future transaction activities.

·      Develop financial models and reporting that can withstand scrutiny from lenders, investors, private equity partners, and potential transaction partners.

·      Manage and expand relationships with banks, lenders, and other capital partners.

·      Evaluate and structure debt, equity, or other financing strategies to support organizational growth.

·      Identify opportunities to improve operating efficiency, margins, and EBITDA while maintaining quality of care and supporting sustainable operations.

·      Partner with operational leaders to understand labor, vendor, facility, and other cost drivers.

·      Establish financial accountability without losing sight of the operational realities of healthcare.

·      Improve the integration and use of financial, accounting, billing, and operational systems.

·      Leverage modern financial technology, automation, and AI-enabled tools to improve reporting, forecasting, modeling, and efficiency.

·      Significant senior financial leadership experience, preferably as a CFO, VP of Finance, Controller, or similar leadership role within a growing healthcare organization.

·      Healthcare experience is required, with strong preference for multi-site physician practices, medical groups, MSOs, ambulatory healthcare, primary care, specialty care, or similar healthcare services.

·      Demonstrated experience managing financial operations across multiple locations and/or legal entities.

·      Strong accounting foundation with the willingness and ability to remain hands-on.

·      Experience overseeing or working closely with healthcare billing and revenue cycle management; direct RCM experience is a plus.

·      Strong financial modeling, forecasting, budgeting, and cash flow management capabilities.

·      Experience supporting or leading mergers, acquisitions, integrations, financing transactions, or organizational sales.

·      Experience working with banks, lenders, investors, or private equity partners.

·      Demonstrated ability to identify cost-saving opportunities and improve margins and EBITDA.

·      Working knowledge of tax considerations for multi-entity organizations.

·      Experience with QuickBooks and IES preferred.

·      Experience with eClinicalWorks (eCW) strongly preferred.

·      Bachelor’s degree in Accounting, Finance, Business, or related field required; CPA, MBA, or other advanced financial credential preferred.