What are the responsibilities and job description for the Chief Financial Officer (Healthcare Experience) - Bellevue, WA position at Pivotal Solutions?
We are seeking a highly accomplished and strategic CFO to join our executive leadership team. Reporting directly to the CEO, this critical role will be instrumental in driving our financial strategy, ensuring robust financial operations, and positioning the company for continued rapid growth and future fundraising success. The ideal candidate will be a seasoned finance leader with a proven track record of success in scaling tech and/or healthcare companies. This individual must be both a strategic thinker with ambitious goals and a hands-on operator deeply involved in day-to-day accounting, controller functions, and financial planning. This is an opportunity to make a significant impact and shape the financial future of a rapidly growing and impactful organization.
Key Responsibilities
- Strategic Financial Leadership:
- Partner with the CEO to develop and execute the company's long-term financial strategy and vision, aligning with ambitious growth targets toward $1B valuation
- Lead capital raising initiatives and develop investor relations strategy for future fundraising rounds
- Drive strategic decision-making through insightful financial analysis and recommendations
- Ensure financial stability while identifying growth opportunities and optimizing resource allocation
- Financial Strategy and Planning:
- Develop sophisticated financial models to drive strategic planning and long-range forecasting
- Lead FP&A, treasury functions, capital structure planning, and corporate portfolio management
- Establish long-range financial goals, strategies, and policies in collaboration with executive management
- Analyze customer profitability, product performance, and other key business drivers
- Capital Management and Investment:
- Develop strategies for allocating investment dollars among different investment vehicles
- Manage cash flow to ensure company liquidity and ability to meet financial obligations
- Analyze the company's financial strengths and weaknesses and propose strategic corrective actions
- Investor Relations and Fundraising:
- Lead investor and key stakeholder relations to support the company's growth objectives
- Prepare compelling financial projections and investor materials
- Lead due diligence processes for future fundraising rounds
- Develop and implement financial strategies that support the company's vision
- Risk Management and Compliance:
- Identify and develop strategies to mitigate financial and operational risks
- Ensure adherence to financial regulations and accounting principles
- Develop and implement tax strategies to optimize the company's tax position
- Oversee capital structure to balance growth needs with fiscal responsibility
- Executive Leadership:
- Serve as strategic advisor to the CEO and leadership team on all financial matters
- Build and mentor a high-performing finance team as the company grows
- Drive financial process changes and business planning initiatives
- Foster a culture of financial discipline and accountability across the organization
Qualifications
- Master's degree in Finance, Accounting; CPA certification preferred
- Minimum of 10 years of progressive finance experience, with at least 8 years in executive financial leadership roles (CFO, VP of Finance)
- Big Four accounting firm experience preferred
- Proven track record in both public and private companies, with specific experience in high-growth technology/SaaS businesses and healthcare sectors
- Demonstrated strategic partnership with CEOs in influencing company strategy and growth initiatives
- Experience leading or participating in successful fundraising rounds and managing investor relations
- Strong capabilities in financial planning and analysis, treasury functions, and capital structure optimization
- Experience developing financial strategy for technology companies, particularly in SaaS business models
- Proven track record of successful M&A evaluation, due diligence, and integration
- Strong leadership skills with experience building and mentoring high-performing finance teams
- Deep understanding of financial regulations, GAAP, and SEC requirements for potential future public reporting
- Exceptional communication skills with the ability to translate complex financial concepts to non-financial stakeholders
- Experience working with boards of directors and external stakeholders