Chief Financial Officer

AA OBGYN PLLC; Austin (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

AA OBGYN PLLC seeks an executive-level finance leader to drive the overall financial administration of the practice. The role partners with the CEO to shape strategic direction, manage budgeting, forecasting, financial reporting, and risk management for a multi-entity corporate structure.

The ideal candidate will have 5–7 years of senior finance experience, CPA preferred, and a proven track record in complex accounting, mergers and acquisitions, and advanced Excel modeling.

Qualifications

• Requires 5–7 years as Assistant CFO or VP of Finance.
• Experience overseeing a multi-entity corporate structure preferred.
• CPA license preferred; merger & acquisition experience strongly preferred.

Responsibilities

• Partner with CEO and accounting team to shape strategic direction including budgeting, forecasting and tax strategies.
• Prepare monthly P&Ls and other financial reports for CEO and Board.
• Oversee risk management, debt and equity financing, and cash forecasting.
• Liaise with external CPA for corporate tax needs and compliance with regulatory requirements.
• Manage payroll compliance and 401(k) considerations; draft and negotiate major contracts.

Skills

Strategic leadership

Financial analysis

GAAP knowledge

Advanced Excel

Multi-entity management

Stakeholder communication

Education

Bachelor's degree in accounting or finance

Master's degree preferred

CPA preferred

Tools

Excel

QuickBooks

Job description

Description

Responsible for the overall financial administration of the practice, including general accounting, data processing and financial reporting for the practice. Functions at an executive level in an active leadership role.

Responsibilities

• Partner with the CEO and Accounting Team to shape strategic direction by providing input on the company’s business plan, financial and tax strategies, budgeting, and forecasting
• Develop performance measures that support the company’s strategic direction.
• Assists in overseeing acquisition due diligence and negotiations.
• Prepares monthly P&Ls and additional financial reports as requested by CEO and Board.
• Asset management, including depreciation schedules.
• Understand and mitigate key elements of the company’s risk profile.
• Monitor all open legal issues involving the company, and legal issues affecting the industry; ensure that the company complies with all legal and regulatory requirements as related to financial practices. Maintains knowledge of current trends and developments related to financial operations.
• Advise Operations on needed insurance coverage and limits for property and risk management. Monitor cash balances and cash forecasts; arrange for debt and equity financing; invest funds; maintain banking relations. Establish credibility throughout the organization as an effective problem solver; be viewed as approachable and as a mentor on financial issues.
• Liaison to external CPA firm for corporate tax needs.
• Advise on payroll state and federal guidelines, assist in annual 401(k) audit, and advise on matching/profit sharing strategies.
• Works with corporate legal to draft and execute agreements; such as leases, and employment contracts.
• Maintains rent roll for parent and all related entities.
• Report to Texas annual escheat funds.

Requirements

SKILLS, EDUCATION, & EXPERIENCE

• Bachelor’s degree in accounting, Finance or related field required
• Master’s degree preferred.
• Requires 5-7 years of experience as an Assistant CFO or VP of Finance.
• Requires experience in overseeing a multi-entity corporate structure.
• CPA licensed preferred
• Merger and acquisition experience strongly preferred.
• Advanced Excel proficiency. 10+ years of practical experience using Excel for building and maintaining financial models.
• An ideal candidate will have extensive knowledge of managing full-cycle Accounting within Quickbooks or similar platforms.