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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial leadership, including cash management, forecasting, and SaaS metrics, while effectively communicating financial insights to executive teams and boards. Proven ability to manage finance operations and lead teams through transitions in a technology-focused environment.
Highest-signal resume keywords
CFO ExperienceCash ManagementFinancial ForecastingBoard Presentation SkillsSaaS Metrics
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 StatementsMonthly CloseBudget ManagementFinancial ModelingPricing StrategyFP&AAudit CoordinationTax ComplianceData InteroperabilityHealth Tech Knowledge
Soft Skills
Clear CommunicationExecutive PresenceDecision-Making
Tools & Technologies
AI Tools
Certifications & Qualifications
CPABachelor's Degree in FinanceMBA Preferred
Industry Keywords
SaaSVenture-Backed CompaniesGrowth-Stage CompaniesHealth TechProvider MarketsPayer MarketsHealth Tech Vendor Markets
About the role
Key responsibilities & impact- Lead the finance function as Interim Chief Financial Officer while the company searches for a permanent CFO
- Keep finance running smoothly and provide the CEO and leadership team with accurate, timely financial insight
- Lead a small finance team and work alongside team members
- Own the monthly close, financial statements and management reporting
- Manage cash and maintain a rolling forecast
- Finalize and manage the annual operating plan and budget with the CEO and executive team
- Prepare board financial materials and present financial results and analysis at board meetings
- Lead and support the finance team, including pricing and FP&A, through the transition
- Work with Sales and the CEO to price and structure complex customer deals
- Coordinate annual audit, tax filings and other compliance requirements
- Document processes, priorities and open issues, and onboard the permanent CFO
Requirements
What you’ll need- Proven track record as a CFO or senior finance leader at a SaaS or technology company, including interim or fractional engagements
- Experience at venture-backed, growth-stage companies
- Background in health tech, ideally with exposure to data interoperability or provider, payer and health tech vendor markets
- Ability to learn the business within weeks and make sound decisions with incomplete information
- Hands-on experience running the close, building models and pricing deals
- Experience preparing board materials and presenting to boards and investors
- Strong command of cash management, forecasting and SaaS metrics
- Clear communication and executive presence
- Hands-on use of AI tools in day-to-day work and ability to bring AI into finance operations
- CPA, or a bachelor’s degree in Finance, Accounting or a related field
- MBA preferred, but not required
- Must be eligible to be employed in the U.S. and reside and work in the continental U.S.
Benefits
Comp & perks- Fully remote work within the continental U.S.
- Voluntary anonymous EEO survey and diversity-focused workplace
- Radical transparency and strong bias toward ownership