Chief Financial Officer

Trella Health Logo

Trella Health

📍Remote - United States

Summary

Join Trella Health as their Chief Financial Officer (CFO) and become a strategic financial leader, guiding the company's growth to over $100M in ARR. Reporting to the CEO, you will be an integral part of the senior leadership team, collaborating with executives and the Board of Directors. This hands-on role requires leading the day-to-day accounting, finance, and operations departments. You will also contribute to strategic decision-making, lead corporate transactions, and build a high-performing finance team. The ideal candidate possesses extensive experience as a CFO in high-growth companies, particularly within the healthcare technology sector. Location flexibility is offered, with preferred locations in Atlanta, GA; Nashville, TN; or Philadelphia, PA.

Requirements

  • Proven experience as CFO or a senior financial leader, preferably at various high-growth stage companies that have scaled from $25M to ~$100M
  • Experience in the healthcare industry, preferably with a technology company
  • Deep expertise in mergers & acquisitions, capital fundraising, and strategic partnerships to accelerate business growth and strengthen market positioning
  • Proven ability to act as a true business partner, delivering financial insights and strategic recommendations to the senior leadership team
  • Demonstrated experience partnering with a board of directors to drive strategic decision-making, including delivering comprehensive financial insights, preparing board materials, and effectively communicating business performance, risks, and opportunities
  • Deep functional experience in FP&A and operational excellence with a strong financial and accounting background
  • Demonstrated expertise in contract negotiation, vendor and customer agreements, and ensuring compliance with financial, tax, and securities regulations
  • Experience implementing systems and processes necessary for a growing SaaS organization
  • Expertise in creating and leveraging real-time financial reporting, forecasting, and KPI dashboards to drive strategic outcomes
  • Demonstrated success in developing and executing advanced financial systems and models that lead to measurable value creation
  • Proven experience leading a high-performance finance organization, building a culture of accountability, excellence, and innovation
  • Effective communication and leadership skills, with a track record of aligning teams and stakeholders around financial objectives
  • Bachelor’s or Master’s degree in Finance, Accounting, or related field

Responsibilities

  • Design and execute the financial vision that enables Trella Health to achieve its strategic goals and maximize shareholder value
  • Lead and evolve the company’s finance and legal operations, ensuring efficiency and effectiveness across these critical functions
  • Collaborate with C-Suite on key strategic growth strategies, including market expansion, TAM analysis, pricing optimization, and investment allocation
  • Create short- and long-term financial strategies that include relevant financial models that align with the company business objectives, including hypergrowth and downturn risk strategies
  • Recommend optimal financing structures and lead capital-raising initiatives to secure growth capital when needed through equity, debt, or other resources
  • Create and implement capital allocation strategies, providing informed recommendations to maximize ROI across all business areas
  • Define and drive initiatives that increase shareholder valuation through revenue growth, operational efficiency, and margin improvement
  • Provide financial and legal leadership on the company’s build, buy, and partner strategies, resulting in deals and partnerships with strong ROI
  • Analyze and implement strategies to increase recurring revenue, improve retention, and reduce churn
  • Monitor and optimize cost structures to achieve market-leading profitability ensuring alignment with company strategy
  • Deliver proactive, data-driven financial leadership to empower the executive team, Board of Directors, and investors with insights that fuel success
  • Strengthen the organization’s financial infrastructure by scaling systems, tools, and processes that enable sustainable growth
  • Build, lead, and mentor a high-performing, growth-oriented finance team that aligns with the company’s mission and objectives
  • Establish and lead an investor relations strategy, fostering transparency and trust with shareholders through effective communication

Preferred Qualifications

MBA or CPA

Benefits

  • Health, Dental, Vision & Voluntary Benefits
  • Competitive Salary & Bonus Plans
  • 401k Retirement Savings
  • Unlimited PTO & 10 Paid Holidays
  • Flexible Work Hours
  • Equity Shares
  • Paid Leave Programs
  • Marketplace for discounted retail and entertainment

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