Chief Financial Officer (CFO)

Description

Role Description: Chief Financial Officer

Hamilton Health Box (HHB) is a rapidly growing healthcare startup operating hybrid telemedicine-enabled primary care clinics for businesses and rural communities across the country. Our goal is to find high potential individuals to drive a high-touch, low-cost healthcare experience for all of our patients and clients.

Position Summary

The Chief Financial Officer (CFO), reporting to the CEO, is a strategic leader responsible for managing the financial operations of the organization to ensure long-term financial health, growth, and sustainability. The CFO provides strategic financial leadership, manages the company’s financial risks, and ensures accurate financial reporting and analysis. 

Duties & Responsibilities

• Lead the development and monitoring of budgets, forecasts, and financial planning initiatives. 
• Participates in the budget process and expense management directives to ensure departments operate within approved budgets.
• Develop and implement the organization’s financial strategy and establish long-term financial goals.
• Oversee budgeting, forecasting, and financial modeling processes. 
• Monitor and analyze financial performance, identifying trends and areas for improvement. 
• Ensure accurate and timely preparation of financial reports for internal and external stakeholders. 
• Ensure compliance with financial regulations, tax laws, and accounting standards. 
• Manage cash flow, investments, and funding requirements. 
• Identify, assess, and manage financial risks to mitigate potential impacts on the organization
• Present financial updates and strategies to the Board of Directors and investors. 
• Lead and mentor the finance team to achieve departmental and organizational objectives. 
• Collaborate with executives to align financial plans with operational needs. 
• Cultivate relationships with external stakeholders, including investors, auditors, and financial institutions. 
• Ensure adherence to financial laws, regulations, and ethical standards, 
• Oversee tax planning and compliance activities. 
• Other duties as assigned.

Requirements

Education & Experience

• Bachelor's degree in finance, accounting, economics, or related field required (MBA/CPA preferred). 
• Master’s degree in business or related field. MBA, Finance, Accounting, or economics preferred. 
• Advanced knowledge of financial modeling, forecasting, and reporting tools.
• Experience in healthcare operations desired.
• Experience in a startup or rapid growth environment desired.

Required Skills & Abilities

• Ten (10) years of senior financial leadership experience preferably in Healthcare.
• Proven track record of strategic financial management and growth. 
• Proficiency in financial software and tools. 
• Exceptional communication skills and executive presence, including strong formal presentation skills.
• Experience collaborating with senior leadership on budget variances, including justifications and/or developing corrective measures and action plans.
• Ability to read, analyze and interpret financial reports and contracts.
• Strong organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines and manage both short- and long-term projects.
• Excellent interpersonal and negotiation skills.
• Ability to adapt to the needs of the organization and employees.
• Ability to prioritize tasks and to delegate them when appropriate.
• Ability to navigate and manage multiple parallel work streams and projects.
• Entrepreneurial spirit with ability to thrive in a dynamic and changing environment and a passion for improving the health of underserved communities.

We offer a competitive compensation package commensurate with experience, including:

• Health & Wellness: Comprehensive medical, dental, and vision insurance. As well as Life Insurance/AD&D, STD, and LTD. 
• Financial Benefits: 401(k) retirement plan and equity opportunities.
• Work-Life Balance: Generous paid time off, holidays, and flexible scheduling options.
• Professional Growth: Opportunities for professional development, executive coaching, and leadership training.