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Project Medtech · 3 weeks ago

Senior Finance Consultant

Broadview Heights, OH

Full-time

Hybrid

Senior Level

5+ years exp

Project Medtech is on a mission to accelerate medical technology to improve patient lives. They are seeking a highly motivated and strategic Senior Finance Consultant to drive financial strategy, manage comprehensive reporting and compliance, and optimize financial operations for medical device companies.

Business DevelopmentConsultingPodcast

Responsibilities

Lead the development and maintenance of comprehensive financial models to support business planning, budgeting, and forecasting. Provide executive-level recommendations on cost optimization, pricing strategies, and revenue projections to drive growth for medical device start-ups

Oversee the preparation of accurate, compliant financial statements and serve as the primary financial liaison for investors, board members, and regulatory authorities. Spearhead the financial preparation for fundraising activities, including managing complex due diligence processes

Actively monitor cash flow patterns to optimize working capital and ensure adequate liquidity for daily operations. Develop and implement rigorous cash flow forecasting models to provide clear visibility into the company's financial runway

Review and optimize financial infrastructures, systems, and controls to ensure scalability and compliance with industry regulations. Collaborate with operations and procurement teams to enhance overall financial efficiency and process effectiveness

Serve as the subject matter expert on tax laws, regulations, and incentives specific to the medtech sector. Coordinate with external tax advisors to manage filings and ensure full compliance with corporate, sales, and payroll tax requirements

Mentor and guide finance team members, promoting professional development and knowledge sharing. Collaborate deeply with R&D, operations, and marketing to ensure financial objectives are aligned with broader organizational goals

Collaborate with executive management to design and execute financial strategies that align with the client’s long-term growth objectives. Stay informed on emerging financial technologies and industry trends to drive innovation within the finance function

Monitor client satisfaction and identify opportunities to provide additional value or services that support the client’s specific growth stage in the medical device sector

Qualification

Financial PlanningAnalysisComplex Financial ModelingCash Flow OptimizationUS GAAP KnowledgeExcel ProficiencyQuickbooks Online ExperienceMulti-Year Financial ModelsAnalytical SkillsCommunication SkillsProblem-Solving SkillsMentorship Skills

Required

Minimum of 5 years of experience in consulting

Minimum of 5 years in a senior finance and accounting role

Previous experience with early stage companies. Medtech is a plus

Experience with Excel (pivot tables, financial modeling, macros)

Experience working in Quickbooks Online

Experience preparing multi-year financial models

A thorough understanding of US GAAP and month-end close processes

Excellent written and verbal communication skills, with the ability to effectively communicate complex technical and regulatory information to diverse audiences

Proven ability to build rapport and trust with clients

Strong analytical and problem-solving abilities

Ability to work independently and manage multiple projects simultaneously

Bachelor's Degree in Accounting or a Bachelor's Degree in Finance with a CPA license