CFO with Healthcare Experience

Insource Services, Inc.; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

401K with company matching

Paid time off

Company holidays

Tuition reimbursement

Job summary

Insource Services, Inc. in Boston seeks a senior finance leader to guide client engagements and internal financial strategy. You will lead complex financial analyses, develop dashboards, and present findings to executive teams.

The role requires deep GAAP knowledge, 5–10 years in mid-sized firms with management experience, and the ability to translate financial data for non-financial stakeholders. This position offers challenging consulting work with strong benefits and a collaborative culture.

Qualifications

• Exceptional understanding of GAAP and ability to educate clients on standards as an Internal Expert.
• 5–10 years in small to mid-sized firms with 3–5 years of management experience.
• Proven ability to develop non-standard financial reporting for clients.
• Ability to train and support team members on various software platforms.
• Ability to summarize budgets and present to key stakeholders.
• Clear communication to non-financial leaders.
• Knowledge of nonprofit regulatory compliance and best practices.

Responsibilities

• Lead complex or challenging client meetings and organize next steps.
• Serve as thought partner to CEO/ED on financial strategy and planning.
• Prepare non-standard financial reports, dashboards, and cash vs accrual analyses.
• Contribute to business development efforts and client engagements.
• Represent Insource at networking and client events and share industry knowledge.

Skills

GAAP mastery

Financial leadership

Client management

Communication

Data analysis

Education

Bachelor's degree in Accounting/Finance

CPA or CMA preferred

Tools

Excel

ERP systems

BI dashboards

Job description

About Insource:

Insource provides expertise to our clients in the areas of HR, Finance and IT. Our clients include a diverse mix of businesses ranging from small venture-backed startups to well-established nonprofit organizations. We work closely with our clients' staff, providing them access to the specialized knowledge they need to successfully operate and grow their businesses. We love solving problems and identifying opportunities for efficiency improvements for our clients. In fact, everything we do at Insource is focused on helping our clients achieve their mission and business goals.

We invest in our client relationships and passionately care about the service we deliver.

Everything we do is centered on our core beliefs and we believe:

• Understanding our clients' culture and vision make us a better partner
• HR, Finance and IT start with people
• There is always more than one way to solve a problem
• In doing the right things for the right reason
• Being easy to work with is core to who we are
• Communication needs to be direct and candid
• Happy staff leads to happy clients

What you'll do:

• Confidently lead complex or challenging client meetings, bridging the needs of multiple constituencies. Anticipate and organize next steps.
• Be a go-to resource for client launches and special projects, often going above and beyond normal workload to pitch in during heavy client demand.
• Actively seek to share learning with the team during Insource meetings and regularly write Insource content to share industry knowledge and expertise with their peers.
• Work as a client or project leader; inform team members, Team Lead, and others in the case of a multi-service client about the status of tasks, client news and any feedback from the client in a clear manner.
• Perceived content/leader amongst peers and often sought out for team advice
• Proactive vs reactive communication of any potential issues/errors.
• Serve as a thought partner to the CEO/ED of the organization on all financial matters, including financial strategy and planning.
• Serve as the default leader on all assigned financial client engagements and add value above and beyond client expectations.
• Present to Board or management in a clear and concise manner and serve as a resource to client's senior management, acting as an extension of the client's management team.
• Present financial report analysis to Executive Staff and/or Boards on all assigned clients independently as needed, including board material preparations or preparation oversight.
• Actively engage organizationally. Attend required and voluntary events, seek interactions with those outside of service area. Represent Insource at networking events and client events .
• Regularly assist in business development efforts as requested.
• Demonstrate high performance and support for all colleagues.
• Contribute to social media, newsletter, and presentation opportunities regularly – internally, sometimes externally.
• Serve as reviewer/advisor of narrative analysis, and lead high-level strategic conversations based on Financial Statement implications
• Prepare new, non-standard, or alternative financial reports, including dashboards, benchmarks, and the separation of cash vs. accrual reporting and analysis.
• Assess client financial systems and make relevant recommendations to proactively mitigate risk and improve overall efficiency, including integrating multiple data/financial systems.
• Participate in new business development efforts as needed or requested.

What We're Looking for:

• Exceptional understanding of GAAP and general accounting skills and ability to effectively communicate these to clients; educate oneself on changing Accounting Standards and often serve as the Internal Expert.
• 5-10 years in small to mid-sized firms, preferably with 3-5 years of management-related experience in multiple environment sectors
• Demonstrated success in developing and working with clients to create reporting outside of standard formats routinely.
• Ability and willingness to train and support team members on various software platforms.
• Ability to clearly summarize budget details and present relevant information to key stakeholders.
• Ability to communicate to non-financial leaders in a clear, concise and helpful way.
• Possess solid working knowledge of compliance and regulatory regulations for organizations working within the nonprofit sector and general business practices.

Benefits Include:

• Challenging, exciting consulting work without the overnight or long distance travel
• Health, Dental, Life, Short Term and Long Term Disability insurance
• Generous paid time off
• Company Holidays
• Tuition Reimbursement
• 401K with company matching

Find Us On:

Facebook - https://www.facebook.com/insourceservices

LinkedIn - https://www.linkedin.com/company/insource-services-inc.

Twitter - https://twitter.com/InsourceSvcs

At Insource we appreciate the value and richness of different perspectives and experiences. We constantly strive to be a more diverse and inclusive workplace. We work to make you feel welcomed and engaged as a valued member of the team. We provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, veteran status, or any other characteristic protected by federal, state or local law. In addition, Insource Services will provide reasonable accommodations for qualified individuals with disabilities.