Patient Financial Services Representative at Banner Health managing registrations and collections. Ensures excellent customer service and maximizes reimbursement through accurate processing.
About the role
- CFO at FintechOS shaping financial strategy and ensuring operational excellence in a SaaS environment. Leading fundraising and M&A initiatives with strong financial leadership skills.
Responsibilities
- Act as a key strategic partner to the CEO and Board, contributing to company-wide strategy, growth planning, and long-term value creation.
- Provide financial leadership across the organization, aligning financial strategy with product, commercial, and operational priorities.
- Lead, mentor, and develop a high-performing finance and accounting team.
- Own and continuously evolve financial planning, budgeting, forecasting, and long-range planning processes.
- Build and maintain sophisticated financial models to support strategic initiatives, investment decisions, and scenario planning.
- Translate complex financial data into clear insights and recommendations for senior leadership and stakeholders.
- Drive performance management through KPI definition, tracking, and analysis, with a strong understanding of SaaS metrics.
- Lead and support M&A initiatives, including target evaluation, financial due diligence, valuation, deal structuring, and post-merger integration from a finance perspective.
- Play a central role in investment rounds and fundraising activities, including investor materials, financial modeling, and engagement with investors.
- Partner with external advisors, investors, and board members on strategic transactions and capital allocation decisions.
- Oversee cash flow management, liquidity planning, and capital allocation to support growth and financial sustainability.
- Forecast short- and long-term cash needs based on business plans, market conditions, and growth initiatives.
- Identify, assess, and manage financial and operational risks to protect the company’s assets and stability.
- Ensure accurate, timely, and compliant financial reporting in line with GAAP and regulatory requirements.
- Oversee corporate accounting, tax, and statutory reporting across jurisdictions.
- Maintain strong financial controls, policies, and governance frameworks appropriate for a scaling, venture-backed company.
- Maintain ownership and optimization of financial systems (including NetSuite), ensuring data accuracy, scalability, and automation.
- Drive continuous improvement of finance processes, balancing strategic insight with operational rigor.
- Stay hands-on where needed, particularly in modeling, analysis, and critical decision support.
Requirements
- MA or equivalent in Finance; CPA and/or MBA is a plus
- ACCA / CIMA qualification required
- 10+ years of experience in senior finance leadership roles (CFO or equivalent), ideally within SaaS, fintech, or technology-driven organizations
- Proven experience supporting or leading M&A transactions and investment rounds in a venture-backed environment
- Strong understanding of SaaS business models, metrics, and scaling dynamics
- Solid, hands-on experience with NetSuite.
- Deep expertise in FP&A, financial modeling, forecasting, and scenario analysis.
- Strong knowledge of GAAP, financial reporting, and corporate finance principles.
- Experience with capital structure planning, valuations, and investor reporting.
- Strong executive presence with the ability to influence at board and leadership level.
- Excellent communication and presentation skills, both written and verbal.
- Ability to balance strategic thinking with operational execution.
- Collaborative, resilient, and adaptable leadership style.
Benefits
- Ownership
- Transparency
- Impact
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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