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Chief Financial Officer
Keller Executive Search International. Build and lead the finance function, establishing clear accountabilities, scalable processes and appropriate controls.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial leadership within healthcare, focusing on strategic financial planning, budgeting, and M&A activities. Proven ability to build finance capabilities, implement automation, and enhance decision-making processes.
Highest-signal resume keywords
Healthcare M&A ExperienceFinancial Planning And BudgetingFor-Profit Tax Strategy OwnershipLeadership In Finance FunctionPrivate Equity Portfolio Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningBudgetingForecastingValuationTransaction StructuringMargin ReportingCash ForecastingQuality-Of-Earnings PreparationIntegration ProcessesPerformance Indicators
Soft Skills
Leadership CapabilityIndependenceAccountabilityExecutive Communication
Tools & Technologies
Automation ToolsAnalytical Tools
Certifications & Qualifications
Master's In FinanceFinance-Focused MBAMS AccountingMS TaxationCPACFA CharterMHA
Industry Keywords
Healthcare ProvidersHealthcare ServicesManagement Services OrganizationPhysician Practice ManagementPrivate EquitySell-Side ExitRecapitalization
About the role
Key responsibilities & impact- Build and lead the finance function, establishing clear accountabilities, scalable processes and appropriate controls.
- Establish reliable monthly close and consolidated reporting, with oversight of payables, receivables, payroll and treasury.
- Own annual budgets, rolling forecasts, cash forecasts and long-term financial planning.
- Develop service-line, contract and site-level margin reporting and actionable performance indicators.
- Advise executive leadership on growth priorities, pricing, reinvestment and capital allocation.
- Own for-profit tax strategy, including multi-entity structures, multi-state exposure and coordination with external advisers.
- Lead healthcare acquisition finance, including valuation, diligence and transaction structuring.
- Create repeatable acquisition integration processes that align reporting, controls and planning.
- Develop an exit-readiness roadmap, including quality-of-earnings preparation, documented earnings adjustments and transaction materials.
- Develop the finance team and external adviser relationships needed to support expansion.
- Introduce appropriate automation and analytical tools to improve efficiency and decision support.
Requirements
What you’ll need- Operating-side finance leadership experience in healthcare providers or healthcare services businesses.
- Healthcare M&A experience with accountable company-side finance ownership; advisory experience must be paired with operating finance ownership.
- Ownership of for-profit tax strategy, planning or tax-efficient structuring, directly or through external advisers.
- Company- or division-level ownership of financial planning, budgeting, forecasting and strategic finance.
- Master's in Finance or an equivalent: finance-focused MBA, MS Accounting, MS Taxation, CPA, CFA charter, or MHA with a documented finance leadership track.
- Hands-on leadership capability, with the independence and accountability to build finance capabilities without extensive infrastructure.
- Professional English proficiency for executive communication and written financial materials.
- Private equity portfolio experience, including value-creation planning and investor reporting.
- Participation in a completed sell-side exit or recapitalization as a finance leader.
- Management services organization or physician practice management experience.
- Experience building finance capabilities in a scaling business or integrating acquired entities.
- Practical use of automation or AI to improve planning and finance processes.
Benefits
Comp & perks- Equity options available, with potential upside linked to a future exit.
- 401(k) plan.
- Health benefits.
- 15 days of paid leave.