What are the responsibilities and job description for the Vice President Finance position at Segrera Associates?
Overview
A private equity-backed healthcare services organization is seeking a Vice President of Finance to serve as a key partner to the CFO and leadership team. This is a hands-on, roll-up-your-sleeves role blending accounting, finance, and strategic reporting in a high-growth environment.
This is not an FP&A role—the focus is on financial reporting, cash management, lender/investor deliverables, and managing accounting within a PE-backed structure.
Location: Boca Raton, FL (100% onsite)
Key Responsibilities
Private Equity & Financial Reporting
- Lead monthly, quarterly, and ad hoc reporting for executive leadership, board, and investors
- Prepare lender reporting and debt covenant compliance calculations
- Own and refine monthly management reporting packages (MD&A)
- Deliver benchmarking and KPI reporting aligned with PE expectations
Cash Flow & Financial Operations
- Develop and maintain 13-week cash flow forecasts and liquidity analysis
- Oversee treasury functions, including cash management and forecasting
- Support capital planning and financial visibility for leadership
Accounting & Close Partnership
- Partner closely with the Controller on month-end close and GAAP compliance
- Manager audit, tax schedules, and external CPA firm coordination
- Contribute to improving close timelines and reporting accuracy
Planning & Infrastructure
- Support budgeting and forecasting processes
- Help redesign and optimize the chart of accounts and reporting structure
- Drive process improvements and system efficiencies (currently QuickBooks environment)
Requirements
Experience with:
- Debt covenants & lender reporting
- Cash flow modeling (13-week cash flow)
- Board/investor reporting packages
Salary : $170,000 - $200,000