Director of Finance Strategy & Operations

United States·Houstonexecutive

OtherStrategy & Operations

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Overview

ESSENTIAL DUTIES AND RESPONSIBILITIES Strategic Planning & Execution Partner with the CFO to define, prioritize, and operationalize enterprise financial strategy and transformation initiatives.

Technical Tools

OtherStrategy & Operations

Responsibilities

~1 min read

Partner with the CFO to define, prioritize, and operationalize enterprise financial strategy and transformation initiatives.
Translate strategic priorities into actionable plans, milestones, and performance metrics.
Facilitate execution of high-impact initiatives including margin improvement, capital strategy, operational efficiency, and revenue cycle optimization.
Prepare executive-level materials including strategy decks, financial narratives, Board presentations, and decision briefs.

Serve as a central integrator across Finance, Operations, Clinical Leadership, HR, IT, and other corporate functions.
Lead cross-functional workstreams to advance system-wide priorities.
Anticipate organizational dependencies and proactively resolve barriers to execution.
Ensure alignment between finance strategy and broader organizational goals.

Manage the operating rhythm of the CFO’s office, including leadership meetings, strategic and tactical reviews, and executive communications.
Establish governance structures for major initiatives, including cadence, reporting, and escalation pathways.
Track commitments, decisions, and outcomes across the CFO portfolio.
Support preparation for Board of Trustees, Finance Committee, additional Board committees, and executive leadership engagements.

Enable high performance of the CFO’s leadership team through clear priorities, accountability mechanisms, and structured operating processes.
Facilitate leadership retreats, planning sessions, and quarterly business reviews.
Support organizational design, talent planning, and succession discussions in partnership with HR.

Lead or support special projects on behalf of the CFO, including financial modeling, system expansions, and major capital investments.
Provide analytical insights and strategic recommendations on complex business issues.
Represent the CFO in meetings and discussions, as appropriate.

Experience within large not-for-profit health systems or academic medical centers.
Familiarity with healthcare reimbursement models, capital planning, and operational finance.
Background in corporate strategy, transformation initiatives, or management consulting.
Demonstrated experience operating at or near the C-suite level within matrixed organizations.
Exceptional judgment, executive presence, systems thinking, and the ability to operate effectively in a highly complex healthcare environment.
Strong financial acumen with the ability to synthesize complex data into executive-level insights.
Exceptional written and verbal communication skills.
Proven ability to lead cross-functional initiatives without direct authority.
Advanced organizational, project management, and stakeholder management capabilities.
High emotional intelligence, discretion, and executive presence.
Onsite and hybrid presence required, aligned with executive leadership expectations.
Occasional travel may be required.
Extended hours may be required during key planning cycles or Board preparation periods.

Requirements

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Bachelor’s degree in Finance, Business Administration, Healthcare Administration, or a related field required
Master’s degree preferred

Minimum of 5 years of leadership experience in healthcare finance, strategy, consulting, or other large, complex organizations required
Prior Chief of Staff, enterprise program leadership, or strategic operations experience preferred