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Pearl Health · 23 hours ago

Deputy Chief Financial Officer

United States

Full-time

Remote

Director/Executive

$230K/yr - $260K/yr

8+ years exp

Pearl Health is dedicated to empowering primary care providers and health systems to succeed in the shift to value-based care. The Deputy Chief Financial Officer will serve as a strategic partner and trusted advisor, driving financial leadership and operational excellence across the organization.

Health Care

Responsibilities

Drive the financial planning process, including forecasting, budgeting, and long-term planning, ensuring alignment with the company’s strategic objectives

Partner with the CFO to analyze and interpret financial data, providing actionable insights to drive decision-making

Work collaboratively with the Controller, VP of Strategy and Head Actuary to ensure seamless delivery of financial KPIs and improvements to financial infrastructure

Coordinate fundraising activities, providing financial insights and building investor relationships across equity and debt raising processes

Facilitate cross-departmental financial initiatives and ensure resource alignment across key projects

Lead and execute critical strategic initiatives and special projects across the finance team and with other departments as directed by the CFO

Evaluate potential strategic partnerships and collaborations that align with the company's growth objectives

Provide a degree of staffing redundancy among CFO’s key direct reports to enable coverage during PTO, leave and/or allocation of resources to special projects

Oversee preparation for regular finance-related meetings, such as leadership reviews, board meetings, and investor updates

Serve as a liaison between the CFO and other business stakeholders, ensuring the timely execution of deliverables and follow-up on key action items

Establish and maintain robust processes for tracking and reporting Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs) for the finance team

Develop tools, models, and frameworks to improve the team’s efficiency and visibility into financial performance

Act as a “financial integrator,” ensuring seamless collaboration between FP&A, accounting, actuarial, and other key finance functions

Qualification

Financial PlanningAnalytical SkillsFinancial ModelingStrategic ThinkingUS GAAP AccountingProject ManagementCommunication SkillsOrganizational SkillsAdaptability

Required

8+ years of experience in FP&A, investment banking, management consulting, or a senior finance role at a high-growth company or comparable organization

Strong strategic thinking skills with a track record of solving complex problems and delivering results

Exceptional analytical and financial modeling skills, with a deep understanding of financial planning processes

Highly organized and detail-oriented, with experience managing multiple projects and stakeholders in a fast-paced environment

Proactive, resourceful, and adaptable, capable of leading through ambiguity

Strong accounting skills and familiarity with US GAAP accounting and the audit process

Outstanding verbal and written communication skills, with the ability to engage effectively with internal and external stakeholders at all levels