Chief Financial Officer
Direct Recruiters Inc.Scottsdale, AZ, United Statesjob_description.job_card.30_days_ago
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionPartner 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. 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. Plan and execute post-acquisition integration, ensuring systems alignment, accurate financial tracking, and post-close deliverables. 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. Build and mentor a high-performing finance team, fostering accountability, collaboration, and continuous improvement. 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. 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.
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
Financial Operations & Systems
M&A Integration
External Relations & Compliance
Team Leadership
Experience & Skills
Required Experience and Qualifications
Preferred Experience and Qualifications
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.
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Chief Financial Officer • Scottsdale, AZ, United States
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