Chief Financial Officer

Direct Recruiters Inc.; New York (NY); On-site; USD 200,000 - 300,000; Full time

Job summary

This innovative firm is seeking a seasoned finance leader to drive financial strategy and oversight for a dynamic telehealth platform. The ideal candidate will have a strong background in financial planning, budgeting, and investor relations, with a focus on optimizing revenue across diverse streams. You'll play a pivotal role in managing financial operations and supporting capital raising efforts while fostering a collaborative team environment. If you're passionate about making a significant impact in a rapidly growing industry and have the experience to back it up, this opportunity is perfect for you. Join a forward-thinking company that values innovation and offers a remote-friendly work culture.

Benefits

Unlimited PTO

Work from Home Budget

Remote Friendly

Provided Work Gear

Qualifications

• 8+ years in finance roles, preferably in telehealth or tech.
• Strong proficiency in QuickBooks and financial reporting.

Responsibilities

• Lead financial planning, budgeting, and forecasting.
• Manage P&L and optimize revenue streams.

Skills

Financial Planning

Budgeting

Forecasting

QuickBooks

Investor Relations

Revenue Optimization

Corporate Development

Team Management

Education

Bachelor’s degree in Finance

MBA

CPA

Tools

QuickBooks

Financial Reporting Tools

Job description

Client Summary:

• Compliant, Accessible No-Code Platform: Built for easy use to help launch and scale direct-to-consumer telehealth businesses.
• Comprehensive Tools Included:
  • Electronic Medical Records (EMR)
  • Payment Processing
  • Pharmacy Fulfillment and Compounding
  • Website Builder
  • Patient Management System
• Direct-to-Consumer Focus: Specifically designed to support telehealth businesses focused on reaching consumers directly.
• "Shopify for E-Prescribing": Enables streamlined e-prescribing with integrated patient care services in one platform.

Position Responsibilities:

• Financial Oversight and Strategy
  • Lead financial planning, budgeting, and forecasting to align with the growth objectives.
  • Manage P&L using QuickBooks, with a clear focus on understanding revenue streams and customer profitability.
  • Provide insights into financial performance and identify areas for revenue optimization.
• Financing Operations
  • Act as the primary liaison for inbound venture capital interest, fielding inquiries and establishing strong investor relationships.
  • Support capital raising efforts, secondary transactions, and potential IPO planning.
  • Develop and maintain financial relationships, including with VC firms, banks, and other strategic investors.
• Revenue Insights and Optimization
  • Analyze and report on revenue across four revenue streams, providing actionable insights to the executive team.
  • Collaborate with cross-functional leaders to drive initiatives that enhance profitability and customer lifetime value.
• Strategic Growth and Corporate Development (Preferred)
  • Engage in strategic discussions and potential deal-making with banking and corporate partners.
  • Utilize corporate development experience to identify growth opportunities and partnerships.
  • Draw on background in venture capital or investment banking to support long-term business development goals.
• Team Management
  • Supervise current outsourced accountants to ensure accurate financial reporting and compliance.
  • Long term ability to scale and lead a finance team, fostering a collaborative and high-performing environment.

Experience & Skills:

Required Experience and Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred.
• 8+ years of progressive experience in finance roles, with a preference for experience in telehealth or tech.
• Demonstrated proficiency with QuickBooks and financial reporting tools.
• Strong background in managing investor relationships and leading funding rounds.
• Experience with venture capital, corporate development, or investment banking is highly desirable.
• Proven track record of building and mentoring finance teams.

Preferred Experience and Qualifications:

• Strategic and Analytical: Can provide data-driven insights and identify revenue optimization opportunities.
• Relationship Builder: Able to nurture strong investor relationships and communicate effectively with financial partners.
• High Growth Potential: An “up and comer” with a desire to innovate and drive impact in a rapidly growing company.

Compensation: $200k-$300k, Unlimited PTO. Remote Friendly. We will provide you the gear you need to do your role, and a WFH budget for you to outfit your space as needed.