Position summary
We are looking for a Senior Financial Analyst to join the finance team, reporting directly to a Fractional CFO (currently engaged on a fractional basis). The role has an explicit growth path: the analyst is expected to be ready to step into the Controller role within approximately 3 months, once ownership of the network's closing, control, and reporting processes has been demonstrated.
This is a key position for a growing multi-site organization, with direct exposure to senior leadership and participation in structural decisions (ERP, KPIs, budget, management control model).
Key responsibilities
Budgeting and financial planning
- Actively participate in the annual budgeting process and in rolling forecast updates.
- Build and maintain financial models by location and by physician/provider (revenue, costs, EBITDA).
- Support scenario modeling for new openings / joint ventures.
Management control
- Variance analysis (actual vs. budget vs. forecast) at the consolidated level and by location.
- Monitor cash flow and the evolution of accounts receivable (particularly relevant given the weight of insurance-related collections and medical billing regulation).
- Track profitability by physician/provider and by business unit.
KPIs and dashboards
- Identify and define financial and operational KPIs relevant to a multi-site network.
- Design, build, and maintain management dashboards for periodic reporting to leadership.
ERP migration
- Actively participate in the ERP migration project (transition from the current system to a more robust platform), including chart-of-accounts mapping, validation of migrated data, testing, and process documentation.
- Support integration between the ERP and the clinical management system (EHR) used by the network.
- Help design the new chart of accounts and the multi-entity/multi-location reporting structure in the new system.
- Accounting close and reporting
- Support the monthly close and the preparation of financial statements by location and on a consolidated basis.
- Prepare periodic reporting for leadership and, eventually, for third parties (investors, banks, auditors).
Growth path to Controller (target: 3 months)
Promotion to Controller will be subject to demonstrated:
- End-to-end ownership of the multi-location monthly close process.
- Operational leadership of the new ERP post-migration (administration, internal controls, training other users).
- Autonomy in building and maintaining the defined KPI/dashboard set.
- Ability to run the budgeting process with decreasing CFO supervision.
Requirements
Experience
- 5+ years of experience in Finance/Accounting roles, ideally with exposure to multi-site or multi-entity environments.
- Prior experience in ERP implementation or migration projects.
- Experience in healthcare services or business models based on professional providers with variable compensation schemes is a plus.
Education
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- CPA or currently pursuing CPA certification.
Technical skills
- Advanced Excel (financial modeling, dashboards).
- ERP experience, prior hands-on experience with NetSuite OneWorld or Sage Intacct is especially valued.
- Knowledge of US GAAP.
- BI tools is a plus.
Soft skills
- Comfortable working in a growth-stage environment with processes still being built and shifting priorities.
- Strong execution orientation and ownership mindset, given the explicit growth path to Controller.
- Good communication with non-financial stakeholders (physicians, location-level operations).
Reports to CFO (currently engaged on a fractional/part-time basis)
Location / Work arrangement: Palm Beach (headquarters)
Compensation is competitive and based on experience, comprising both a fixed salary and a variable incentive
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- Health insurance
- Paid time off
Work Location: In person
