Chief Financial Officer
Integra Partners
Summary
Join Integra Partners as their Chief Financial Officer (CFO), reporting directly to the CEO. As a strategic and operational leader, you will partner with the executive team and Board of Directors on all financial matters. You will be instrumental in driving the company's future and fostering a high-performing finance team. This role demands a blend of macro and micro-level thinking, ensuring the finance function remains the business backbone. You will manage external relationships, financial reporting, tax compliance, and strategic planning. Furthermore, you will lead analytics teams, manage budgeting, and oversee various finance teams. Finally, you will spearhead capital procurement, evaluate mergers and acquisitions, and cultivate a culture of continuous improvement.
Requirements
- Be a strategic finance executive, preferably a sitting Chief Financial Officer
- Have a strong foundation in finance or accounting from a leading global organization
- Easily integrate into an entrepreneurial environment and work in a nimble and agile style
- Have a highly collaborative, consultative, humble, and hungry work style
- Set and communicate a clear vision and have the ability to align and motivate the team towards success
- Measure accomplishments, hold people accountable, and believe that feedback is a gift for professional development for themselves and others alike
- Develop talent and have a track record of developing lasting relationships with peers, customers, direct reports, managers and boards
- Have a track record of success in the leadership of finance and accounting organizations (setting vision, hiring and motivating team, executing on the vision, tracking progress, and winning as a team)
- Have a minimum of 15 years of experience in progressively more senior financial positions
- Have a Bachelor’s degree
- Be an impressive financial and business expert who has successfully managed all aspects of financial operations and has capability and expertise across a broad financial and accounting spectrum
- Have functional expertise spanning strategy and operational finance, financial planning and analysis, accounting/controls, and mergers and acquisitions
- Be a business-oriented person, focused on enabling strategic decision making and resource allocation that will streamline and optimize the company’s operations
- Have strong interpersonal skills and be a seasoned, servant leader
- Be amazing at building and motivating teams to success
- Have outstanding intellectual ability with judgment that reflects reasoned and creative business views (a best idea “wins” leader)
- Have the presence, humility and credibility to effectively build and manage relationships with external parties, including advisors, auditors and regulatory authorities
- Think strategically, act tactically and demonstrate the ability to operate effectively in both types of environments
- Be able to focus on the current operations, as well as broader strategic objectives within the company
- Be strategically oriented in driving the overarching goals of the finance function, yet tactically focused to ensure the function runs smoothly
- Be adept at effectively working with both internal and external stakeholders as part of a strong and diverse management team
- Establish and maintain strong relationships with senior executives to identify their needs as they seek solutions for a full range of business problems
- Be collaborative and a team player who helps the whole be greater than the sum of its parts
Responsibilities
- Manage external relationships with banks, lawyers, and auditors
- Ensure compliance with financial regulations and standards like the IRS Tax Code and GAAP
- Manage, document, and maintain all necessary financial reporting to parent company, lenders, tax and other regulators, and auditors
- Prepare all tax materials and payments accurately, on-time and without penalty and all audit materials to accurately receive successful audit opinions with no materials deficiencies or adjustments
- Lead tax planning and optimization and safeguard company assets with prudent balance sheet management
- Provide analytical and planning support to enable the development and achievement of appropriate performance targets
- Ensure timely development of annual strategic and operating plans, with a keen eye towards resource allocation for near, medium, and long-term business objectives
- Prepare long and short-range financial budgets in conjunction with the Innovation, IT, and Operations organizations
- Ensure that Integra is pursuing the right, ROI tested projects and initiatives
- Ensure regular reporting cadence ensures the organization has the information it needs to achieve their budgets and/or make great ROI judgements to modify their plans
- Maintain clear and credible reporting and forecasting metrics to drive the business’ objectives, tracking performance against targets and performing variance analyses to clearly articulate operating performance in reporting, forecasting, and development of contingency plans
- Manage, document, and communicate system-wide accounting and financial reporting policies including implementing and monitoring internal control policies, procedures, and checklists to reduce risk and drive operational efficiencies
- Partner with Integra’s Operations and Technology teams to perform benchmarking and opportunity assessments, while ensuring adequate funding to support business initiatives, e.g., assessing the ROI
- Manage an analytics team that supports the operational teams and create action-oriented insights from the data constantly being captured by Integra
- Partner with IT in the development of a data architecture to support best-in-class business intelligence
- Grow and develop the healthcare analytics and pricing team that will be responsible for working with Integra’s managed care solutions team to price new “risk” business with clients and manage medical cost for existing clients
- Have direct oversight and management of Accounting/Payroll, Financial Planning and Analysis, and Financial Operations teams
- Establish and execute programs for the provision of capital required by the company, including negotiating the procurement of debt and equity capital and maintaining the required financial arrangements
- Evaluate all merger and acquisition prospects and structuring of all purchase agreements and financial integration work
- Manage a high-performing finance function, hiring and developing top talent, while maintaining and improving upon processes to meet the demands of a fast-growing business
- Provide the leadership necessary to recruit, develop and retain the best financial executives within the organization who can be counted upon to bring about exceptional results
- Implement a culture of continuous and innovative process improvement that aligns with the company’s objective of staying agile as it evolves
Preferred Qualifications
- Have already transitioned into a smaller, high growth environment
- Have extensive experience and a strong understanding of the U.S. healthcare landscape, specifically healthcare plans, payors, and providers
- Have prior experience with a healthcare services company
- Embrace technology as a tool to deliver innovative and efficient results
- Have broad healthcare experience (including risk management)
- Have an MBA
Benefits
- Competitive compensation and annual bonus program
- 401(k) retirement program with company match
- Company-paid life insurance
- Company-paid short term disability coverage (location restrictions may apply)
- Medical, Vision, and Dental benefits
- Paid Time Off (PTO)
- Paid Parental Leave
- Sick Time
- Paid company holidays and floating holidays
- Quarterly company-sponsored events
- Health and wellness programs
- Career development opportunities
- Remote Opportunities