Finance Transformation

Chief Financial Officer (CFO) | Healthcare Finance Leadership | AZ, GA & TX

Chief Financial Officer (CFO)

📍 Multiple U.S. Locations | 100% Onsite – Chandler, AZ – Valdosta, GA – El Paso, TX
💰 $140,000 - $180,000 Base Salary + Performance Bonus
🚚 Relocation Assistance Available
🏥 Healthcare Leadership Opportunity
📈 Multiple Openings Available

Lead the Financial Strategy of a Growing Healthcare Organization

An established and rapidly expanding healthcare provider is seeking experienced Chief Financial Officers to join its executive leadership teams across multiple facilities nationwide.

This is an exceptional opportunity for a finance leader who wants to move beyond traditional accounting and become a true strategic partner to the CEO, helping drive operational excellence, financial performance, revenue growth, and long-term organizational success.

As a member of the senior leadership team, you'll play a critical role in shaping both the financial and operational direction of the facility. You'll oversee all aspects of financial management while partnering closely with executive leadership to improve profitability, optimize revenue cycle performance, support growth initiatives, and ensure exceptional fiscal stewardship.

This role is ideal for a hands-on healthcare finance executive who enjoys influencing strategy, leading teams, solving complex challenges, and making a measurable impact on patient care operations.

Why This Opportunity Stands Out

This is not a back-office finance role.

You'll be a key voice at the executive table, helping guide critical business decisions while overseeing all financial operations of a healthcare facility.

The organization continues to invest heavily in growth, leadership development, and internal advancement, creating outstanding opportunities for ambitious finance leaders seeking long-term career progression.

Highlights include:

  • Executive leadership position with direct influence on facility performance

  • True partnership with the CEO and operational leadership team

  • Oversight of the full financial function, including revenue cycle operations

  • Opportunity to drive strategic initiatives and operational improvements

  • Leadership responsibility across multiple business functions

  • Significant visibility with senior corporate leadership

  • Clear pathways for advancement within a large national healthcare network

The Opportunity

As the Facility CFO, you will have overall responsibility for the financial health and performance of the organization while serving as a trusted advisor to the CEO and leadership team.

You will oversee:

  • Financial reporting and accounting operations

  • Revenue cycle management

  • Business office functions

  • Budgeting and forecasting

  • Strategic financial planning

  • Capital planning

  • Department productivity and staffing

  • Financial compliance and internal controls

  • Operational performance analysis

  • New service line financial modeling and evaluation

Your ability to translate financial information into actionable business decisions will be critical to the facility's success.

Key Responsibilities

Executive Financial Leadership

  • Serve as a key member of the senior leadership team

  • Partner closely with the CEO on strategic and operational decision-making

  • Provide financial leadership across all departments

  • Support long-term growth initiatives and business planning efforts

  • Deliver meaningful financial insights that drive performance improvements

Financial Management & Reporting

  • Ensure timely and accurate month-end close processes

  • Oversee preparation of monthly financial statements

  • Maintain accurate balance sheet reconciliations

  • Ensure compliance with corporate accounting policies and internal controls

  • Prepare forecasts, operating reports, certifications, disclosures, and financial analyses

  • Support internal and external audit activities

Revenue Cycle Leadership

  • Direct and oversee the full revenue cycle operation

  • Drive improvements in cash collections and accounts receivable performance

  • Monitor AR days, denials, bad debt, and reimbursement trends

  • Ensure front-end revenue cycle processes are optimized

  • Oversee insurance verification and patient financial responsibility processes

  • Partner with operational teams to maximize net revenue performance

Budgeting, Forecasting & Strategic Planning

  • Lead annual operating budget development

  • Drive long-range financial planning and forecasting

  • Provide ongoing variance analysis and performance reporting

  • Support strategic planning initiatives

  • Develop financial models and pro formas for new services and growth opportunities

  • Lead capital planning and capital expenditure requests

Operational & Departmental Leadership

  • Provide oversight for accounting, patient accounting, health information management, materials management, and other assigned functions

  • Ensure departments are appropriately staffed, trained, and supported

  • Develop managers through financial education and performance coaching

  • Support productivity improvement initiatives

  • Drive accountability across functional areas

Compliance & Risk Management

  • Ensure compliance with applicable healthcare regulations and reimbursement requirements

  • Maintain strong internal controls and approval processes

  • Support cost reporting and reimbursement activities

  • Monitor purchasing practices and vendor contract compliance

  • Ensure proper management of system access and data security controls

What We're Looking For

Required Qualifications

  • Bachelor's Degree in Accounting, Finance, Business Administration, or related field

  • Minimum 5 years of healthcare finance leadership experience

  • Previous experience as a CFO or senior financial leader within a healthcare environment

  • Strong financial analysis and business planning expertise

  • Direct experience with:

    • Month-end close

    • Expense management

    • Budgeting and forecasting

    • Revenue cycle oversight

    • Business office operations

    • FTE management

  • Experience leading and developing teams

  • Advanced Excel and financial systems proficiency

  • Strong communication and executive presentation skills

Highly Preferred

  • Stand-alone inpatient behavioral health experience

  • For-profit healthcare experience

  • Behavioral health facility experience with inpatient beds

  • Experience leading revenue cycle operations within healthcare environments

  • Managed care reimbursement expertise

  • Healthcare cost reporting experience

  • Previous exposure to proprietary healthcare information systems

Preferred Credentials

  • Master's Degree (MBA, MHA, or related field)

  • CPA designation

Leadership Profile

Successful candidates will bring:

  • Executive presence and leadership maturity

  • Strong emotional intelligence

  • Strategic thinking capabilities

  • Excellent business partnership skills

  • Ability to influence across all levels of the organization

  • High ethical standards and professional integrity

  • Exceptional organizational and prioritization skills

  • Comfort operating in fast-paced healthcare environments

Compensation & Benefits

💰 Base Salary: $140,000 - $180,000

Additional Rewards Include:

  • Industry-leading annual performance-based bonus opportunity

  • Comprehensive medical, dental, and vision coverage

  • 401(k) with company match

  • Stock-based incentive opportunities

  • Generous paid time off package

  • Paid holidays

  • Leadership development programs

  • Ongoing professional training and education

  • Relocation assistance for qualified candidates

  • Career advancement opportunities within a large national healthcare network

Why Join?

This is an outstanding opportunity for a healthcare finance leader who wants to play a meaningful role in both financial and operational decision-making while helping shape the future of a growing healthcare organization.

You'll have the opportunity to influence strategy, partner directly with executive leadership, lead talented teams, and drive measurable business results—all while building a long-term career with an organization that is committed to investing in its people and promoting from within.

If you're a healthcare finance executive looking for your next leadership challenge, we'd love to hear from you.

 

Senior Finance Solutions Specialist – Hybrid (Chicago, New York, Boston, Louisville, Phoenix, Urbandale or London)

Senior Finance Solutions Specialist

📍 Locations: Chicago, IL | New York, NY | Boston, MA | Louisville, KY | Phoenix, AZ | Urbandale, IA | London, UK
🏠 Work Arrangement: Hybrid (3 Days Office / 2 Days Remote)
💼 Employment Type: Full-Time
🚫 Visa Sponsorship: Not Available
🚚 Relocation Assistance: No
💰 Compensation: $131,000 – $200,000

Overview

A global professional services organization is seeking a Senior Finance Solutions Specialist to serve as the techno-functional lead for enterprise finance systems, helping drive the evolution, integration, and optimization of cloud-based ERP and Professional Services Automation (PSA) platforms.

This role is ideal for someone who can bridge the gap between finance, technology, and business stakeholders—combining deep functional knowledge of financial processes with strong technical and solution architecture capabilities.

Key Responsibilities

Finance Systems & Solution Design

  • Partner with Finance, Business, and Technology teams to gather requirements and define solutions.

  • Translate business needs into user stories, functional requirements, and acceptance criteria.

  • Design end-to-end ERP and PSA solutions.

  • Conduct fit-gap analysis and provide recommendations on functionality, risks, and implementation approaches.

ERP & PSA Administration

  • Serve as the subject matter expert for finance applications.

  • Manage system enhancements, configuration, optimization, and troubleshooting.

  • Support financial processes including:

    • Revenue Recognition

    • Billing & Invoicing

    • Time Entry

    • Work-in-Progress (WIP)

    • Backlog Reporting

    • Month-End Close

Integration & Technical Leadership

  • Define integration architecture and data flows.

  • Support API and system integrations.

  • Guide development teams and troubleshoot complex issues.

  • Ensure solution quality and scalability.

Stakeholder Management

  • Act as liaison between business users and technical teams.

  • Lead User Acceptance Testing (UAT) and change management initiatives.

  • Deliver training, documentation, and ongoing support.

  • Communicate effectively with both technical teams and senior leadership.

Required Qualifications

Education

  • Bachelor's Degree in:

    • Computer Science

    • Information Systems

    • Related Technical Field

Experience

  • 5+ years of ERP, finance systems, or finance technology experience.

  • Strong enterprise finance and accounting process knowledge.

  • Experience delivering solutions in Agile (Scrum/SAFe) environments.

  • Experience working directly with business leaders and senior stakeholders.

Required Functional Expertise

✔ Revenue Recognition

✔ Billing & Invoicing

✔ Work-in-Progress (WIP)

✔ Backlog Reporting

✔ Month-End Close

✔ Enterprise Finance / ERP Systems

✔ Business Process Analysis

✔ Solution Design

Strongly Preferred

Certinia (formerly FinancialForce)

  • 3–4+ years supporting:

    • Certinia ERP

    • Certinia PSA

    • Project Accounting

    • Resource Management

    • Financial Management

    • Time & Expense

    • Billing

    • Multi-Currency Environments

    • Project Economics

Note: Certinia is highly desired but not mandatory.

Candidates with strong experience in:

  • Salesforce Platform

  • ERP Implementations

  • Financial Systems

  • Revenue Recognition

  • Billing Solutions

  • Finance Transformation

will also be considered.

Technical Skills

✔ Salesforce Platform

✔ Enterprise ERP Systems

✔ Certinia / FinancialForce (Preferred)

✔ Jira

✔ ServiceNow

✔ Azure DevOps

✔ API & Data Integrations

✔ Agile Delivery Methodologies

✔ Solution Architecture

✔ UAT & Change Management

Ideal Candidate

The ideal candidate is a highly technical, hands-on finance systems expert who can both solve complex system problems and communicate effectively with executive stakeholders.

They will possess:

  • Strong finance ERP implementation experience.

  • Deep understanding of accounting processes and revenue recognition.

  • Ability to work independently and "get into the weeds" technically.

  • Strong troubleshooting and analytical skills.

  • Ability to explain technical concepts in business language.

  • Experience leading discussions with Finance leadership and C-suite stakeholders.

  • Strong techno-functional consulting background.

Candidate Profile

Requirement

Details

Experience

5+ Years

Seniority

Mid-Senior

Education

Bachelor's Degree

Work Arrangement

Hybrid

ERP Experience

Required

Revenue Recognition

Required

Billing & WIP

Required

Certinia

Strongly Preferred

Salesforce

Preferred

Sponsorship

Not Available

Screening Questions

  1. What ERP or finance systems have you implemented or supported?

  2. Describe your experience with revenue recognition, billing, WIP, and backlog reporting.

  3. Have you worked with Certinia (FinancialForce) ERP or PSA solutions?

  4. What role have you played in finance system implementations or transformations?

  5. Have you worked directly with senior business stakeholders or executives?

  6. What Agile methodologies and delivery tools have you used (Jira, ServiceNow, Azure DevOps, etc.)?

  7. Can you describe a complex finance systems issue you personally diagnosed and resolved?

What Makes Someone Successful in This Role?

  • Strong blend of technical and functional finance expertise.

  • Ability to lead discussions with both developers and executives.

  • Deep understanding of ERP systems and accounting processes.

  • Hands-on problem solver, not purely a project manager.

  • Comfortable designing solutions, troubleshooting issues, and driving adoption.

  • Able to translate business requirements into scalable technology solutions.

 

Finance Director – Wealth & Annuity Segment (Remote USA)

Finance Director – Wealth & Annuity Segment (Remote)

📍 Location: Fully Remote (U.S.)
✈️ Travel: Monthly travel to corporate headquarters in Wisconsin
💼 Employment Type: Full-Time
🚫 Visa Sponsorship: Not Available
🚚 Relocation Assistance: Possible for Exceptional Candidates
💰 Bonus Eligible: Yes

Overview

A leading financial services organization is seeking a Finance Director – Wealth & Annuity Segment to serve as the strategic finance partner supporting a multi-billion-dollar Wealth business focused on Annuities, Pension Risk Transfer (PRT), and Retirement Solutions.

This highly visible leadership role will partner directly with senior business executives to drive growth, profitability, capital allocation, forecasting, pricing strategy, and long-term business planning.

Key Responsibilities

Strategic Finance Leadership

  • Serve as the primary finance partner to Wealth Segment leadership.

  • Provide financial guidance on strategic planning, growth initiatives, and profitability improvement.

  • Support executive decision-making through financial modeling and business analysis.

  • Lead financial forecasting, budgeting, variance analysis, and performance management.

Wealth & Annuities Business Support

  • Support the annuity, pension risk transfer (PRT), and retirement product businesses.

  • Evaluate product profitability, pricing strategies, and capital deployment decisions.

  • Partner across actuarial, investment, finance, and business teams to drive results.

Financial & Actuarial Collaboration

Work closely with teams responsible for:

  • Asset Liability Management (ALM)

  • Investment Management

  • Product Pricing & Design

  • Capital Management

  • Reinsurance Strategy

  • Valuation & Financial Reporting

Leadership & Team Development

  • Lead and develop finance talent.

  • Drive cross-functional finance initiatives and enterprise projects.

  • Promote financial discipline and business accountability across the organization.

  • Improve financial literacy among business leaders and stakeholders.

Required Qualifications

Education

  • Bachelor’s Degree in Finance, Accounting, Economics, Actuarial Science, or related discipline.

  • MBA or advanced business degree preferred.

Experience

  • 12+ years of finance leadership experience within financial services.

  • 4–5 years leading teams or directing finance resources.

  • 3–5 years advising senior executives and influencing business strategy.

  • Strong background in:

    • Financial Planning & Analysis (FP&A)

    • Forecasting & Business Performance Management

    • Product Profitability

    • Strategic Financial Modeling

Professional Credentials (Preferred)

  • CPA

  • CMA

  • FSA / ASA

  • CFA

  • CLU

  • ChFC

Preferred Experience

✔ Deep expertise in Annuities and/or Pension Risk Transfer (PRT)

✔ Strong understanding of:

  • Insurance Balance Sheets

  • Liability-Driven Investing (LDI)

  • Capital Management

  • Insurance Product Economics

✔ Actuarial or highly quantitative background preferred:

  • FSA / ASA

  • CFA

  • Advanced Financial Modeling Experience

✔ Experience partnering with senior leaders in large insurance or retirement services organizations

Ideal Candidate

The ideal candidate is a strategic finance leader with deep expertise in the annuity and retirement products space who can bridge finance, actuarial, investments, and business strategy.

They will bring:

  • Significant insurance industry experience

  • Strong understanding of annuity and PRT products

  • Executive-level business partnering skills

  • Advanced financial modeling and analytical capabilities

  • Proven leadership experience managing high-performing finance teams

  • Ability to influence complex strategic decisions across a large organization

Candidate Snapshot

Requirement

Details

Experience

12+ Years Finance Leadership

Industry

Insurance / Financial Services

Seniority

Director Level

Leadership Experience

Required

Education

Bachelor's Degree Required

Remote

Yes

Travel

Monthly to Wisconsin HQ

Bonus Eligible

Yes

Relocation

Possible

Sponsorship

Not Available

Key Screening Questions

  1. Do you have significant experience in the insurance or retirement services industry?

  2. Have you supported annuity and/or pension risk transfer (PRT) products?

  3. Do you have experience partnering with executive leadership teams?

  4. Have you led finance teams and strategic planning functions?

  5. Do you have experience with ALM, pricing, capital management, or actuarial-driven financial analysis?

  6. Do you hold any professional designations such as CPA, CFA, ASA, or FSA?

  7. Are you comfortable with monthly travel to corporate headquarters?

Why Consider This Opportunity?

  • Fully remote leadership position.

  • Strategic partnership with executive business leaders.

  • Influence a multi-billion-dollar Wealth & Retirement business.

  • Exposure to annuities, pension risk transfer, investments, actuarial, and capital management.

  • Strong compensation, bonus potential, and executive-level visibility.

  • Opportunity to shape long-term business strategy and growth initiatives.