The ideal candidate is a CPA or equivalent caliber professional who thrives in fast-moving environments, enjoys solving problems, and can modernize processes all while staying detail-oriented but not losing sight of the big picture. You’ll work closely with the CFO and VP of finance, investor partners, and internal leadership to deliver timely, accurate financial insights that drive operational excellence and growth. Key Responsibilities Financial Operations + Reporting ● Oversee all day-to-day accounting functions, including AP/AR, payroll, inventory, and general ledger activities. ● Lead the monthly close process and prepare consolidated financial statements (balance sheet, income statement, cash flow) for internal and investor review. ● Analyze performance metrics and present actionable insights to the CEO , CFO and leadership team. ● Ensure accuracy, timeliness, and integrity in all financial transactions and records. ● Coordinate monthly, quarterly and annual reporting with RCap and support ad hoc investor requests. ● Assist in the implementation of a new General Ledger software system in 2026 Process Improvement + Systems Integration ● Identify and implement opportunities to streamline financial operations, reduce inefficiencies, and improve accuracy. ● Partner cross-functionally with sales, operations, HR, and patient services to ensure data integration between financial systems (e.g., Zenoti, payroll, inventory, banking). ● Support future system transitions (e.g., Accounting, EMR) and ensure proper configuration of integrations and reporting tools. ● Develop clear SOPs for recurring financial processes and train internal team members as needed. Budgeting + Forecasting ● Assist with annual budget development and ongoing forecasting, aligning financial targets with strategic and operational goals. ● Build scenario models to evaluate growth opportunities, cost efficiencies, and resource allocations. Cash Flow + Treasury Management ● Monitor daily cash balances and manage banking relationships. ● Develop cash flow forecasts and maintain internal controls to safeguard company assets. ● Support lender compliance reporting and other third-party financial obligations. Audit + Controls ● Maintain strong internal controls, audit documentation, and risk management protocols. ● Coordinate with auditors and investors on periodic reviews and audits with transparency and efficiency. What You Offer ● Education: Bachelor’s degree in Accounting, Finance, or related field required. ● Certification: CPA or CMA strongly preferred. ● Experience: 10+ years of progressive experience in accounting and finance, including multi-entity or healthcare service environments. ● Expertise: Hands-on experience with general ledger management, financial reporting, and monthly close. ● Technical: Proficiency in accounting software (QuickBooks, NetSuite, or similar), advanced Excel skills, and comfort integrating operational systems such as Zenoti, POS, or EMR platforms. ● Leadership: Demonstrated ability to manage teams (internal and fractional) and build scalable processes. ● Attributes: Flexible, analytical, and solution-oriented; thrives in fast-paced, evolving settings; able to balance precision with progress. Competency ● A builder who sees inefficiencies as opportunities and enjoys implementing better systems. ● A collaborator who can partner with operations, sales and HR to align financial insights with business goals. ● A steady, organized professional who can bring structure and calm to a growing organization. ● A problem solver who approaches challenges with curiosity and ownership rather than rigidity.
Overview We are seeking an analytical, detail-oriented FP&A professional to support financial planning, forecasting, reporting, and strategic analysis for our professional services organization. The ideal candidate has experience working in people-driven, project-based environments with a focus on revenue forecasting, utilization analysis, and profitability measurement. Key Responsibilities 1. Financial Planning & Forecasting Work with the CFO to Build and refine financial models for revenue, cost, utilization, margins, and operating expenses. Lead annual budgeting and quarterly forecasting cycles. Update and compile monthly reporting package Compile and update quarterly Board Materials Collaborate with Sales and Delivery leaders to understand pipeline, bill rates, staffing plans, and project profitability. 2. Revenue & Margin Analysis Track and forecast revenue by service line, client, and project. Analyze realization rates, bill rates, discounting, and subcontracting impacts. Monitor gross margin and contribution margin at project, team, and practice level. 3. Workforce & Utilization Analytics Assist in implementing a new General Ledger in 2026 Analyze consultant utilization, bench time, capacity planning, and hiring requirements. Provide insights to improve delivery efficiency and resource allocation. Support workforce planning with scenario modelling (e.g., hiring vs subcontracting). 4. Operating Expense Management Track actual vs budget spending for all cost centers. Support cost optimization initiatives across overheads, admin functions, and delivery teams. Prepare monthly variance analysis with business commentary. 5. Management Reporting Prepare monthly MIS reports, dashboards, and executive presentations. Track KPIs: utilization %, revenue per consultant, project margins, pipeline-to-revenue conversion, DSO, SG&A ratios, EBITDA. Work closely with accounting for month-end close and accruals review. 6. Business Partnering Act as the finance partner to leadership across delivery, sales, HR, and operations. Provide commercial support for proposals, pricing, contract renewals, and rate cards. Evaluate business cases, new services, geographies, and large client opportunities. 7. Tools, Systems & Process Improvement Work with systems such as Excel, Power BI/Tableau, ERP (NetSuite, SAP, Oracle, Microsoft Dynamics), PSA tools (Workday, OpenAir, Mavenlink). Improve reporting automation and standardization. Drive data quality and streamline financial processes. Qualifications Bachelor’s in Finance, Accounting, Commerce, Economics; MBA/CA/CMA preferred. 10+ years of FP&A experience, ideally in a professional services / consulting / IT services / audit / legal environment. Strong financial modelling, Excel, and data visualization skills. Strong Grasp of US GAAP accounting and M&A transaction accounting Ability to work with senior stakeholders and influence decisions. Strong analytical, problem-solving, and communication skills.