Job Details

Client Summary

• Crafts strategic brand stories that connect emotionally and inspire action.
• Delivers high-end creative campaigns blending strategy, design, and digital.
• Helps organizations define and refine their identity for stronger market presence.
• Creates compelling content and visuals that elevate brand perception.
• Partners with healthcare leaders to differentiate in competitive markets.

Position Responsibilities

• Strategic Finance & Growth

• Partner with CEO and leadership to guide key financial and operational decisions, long-term planning, and capital allocation.
• Oversee FP&A, forecasting, pricing, utilization, profitability, and margins to drive organic growth.

• Financial Operations & Systems

• Build scalable finance and accounting processes for accurate month-end close, GAAP compliance, and timely reporting.
• Develop KPIs for revenue, margins, utilization, and project profitability; lead budgeting and forecasting.

• M&A Integration

• Plan and execute post-acquisition integration, ensuring systems alignment, accurate financial tracking, and post-close deliverables.

• External Relations & Compliance

• Serve as primary contact for investors, board, banks, and auditors; manage reporting, covenant compliance, and potential liquidity events.
• Ensure tax compliance, regulatory adherence, risk management, and financial controls.

• Team Leadership

• Build and mentor a high-performing finance team, fostering accountability, collaboration, and continuous improvement.

Experience & Skills

Required Experience and Qualifications

• 10+ years of progressive financial leadership experience, including experience as a CFO or in a senior financial leadership role in a marketing agency, consultancy, or professional services firm.
• Experience must include track record working with project-based businesses, including supporting project-based deliverables, revenue recognition, and analytics.
• Prior experience working directly with private equity, including Board and PE reporting.
• Excellent leadership, communication, and interpersonal skills, with the ability to work effectively with senior executives and stakeholders.
• Strong knowledge of financial management principles, including GAAP, financial reporting, budgeting, and forecasting.
• Proven ability to lead financial strategy, FP&A, and systems modernization.
• Previous accountability for tax workflows is required.
• Prior experience working with lenders and managing reporting and covenant compliance.
• Proven track record of M&A, including integrating acquired companies and completing transaction accounting.
• Track record of building scalable infrastructure and managing change through periods of high growth or transformation.
• Degree in finance, accounting, or related field.
• Strong Microsoft Excel skills.
• High level of integrity, ethics, and professionalism.

Preferred Experience and Qualifications

• CPA.
• Previous accountability for audit workflows.
• Experience working with founders.
• Healthcare industry experience, especially with B2B businesses selling to hospitals, health systems, or multi-location provider groups.

Compensation: $250k, subsidized medical, dental, vision, company-paid life & AD&D insurance, EAP and estate planning, matching 401(k) investments and other great benefits too.