Hamilton Health Box
Chief Financial Officer (CFO)
Hamilton Health Box, Houston, Texas, United States, 77246
Description
Role Description: Chief Financial Officer
Hamilton Health Box (HHB) is a rapidly growing healthcare startup operating hybrid telemedicine-enabled primary care clinics for businesses and rural communities across the country. Our goal is to find high potential individuals to drive a high-touch, low-cost healthcare experience for all of our patients and clients.
Position Summary
The Chief Financial Officer (CFO), reporting to the CEO, is a strategic leader responsible for managing the financial operations of the organization to ensure long-term financial health, growth, and sustainability. The CFO provides strategic financial leadership, manages the company’s financial risks, and ensures accurate financial reporting and analysis.
Duties & Responsibilities
Lead the development and monitoring of budgets, forecasts, and financial planning initiatives. Participate in the budget process and expense management directives to ensure departments operate within approved budgets. Develop and implement the organization’s financial strategy and establish long-term financial goals. Oversee budgeting, forecasting, and financial modeling processes. Monitor and analyze financial performance, identifying trends and areas for improvement. Ensure accurate and timely preparation of financial reports for internal and external stakeholders. Ensure compliance with financial regulations, tax laws, and accounting standards. Manage cash flow, investments, and funding requirements. Identify, assess, and manage financial risks to mitigate potential impacts on the organization. Present financial updates and strategies to the Board of Directors and investors. Lead and mentor the finance team to achieve departmental and organizational objectives. Collaborate with executives to align financial plans with operational needs. Cultivate relationships with external stakeholders, including investors, auditors, and financial institutions. Ensure adherence to financial laws, regulations, and ethical standards. Oversee tax planning and compliance activities. Other duties as assigned. Requirements
Education & Experience
Bachelor's degree in finance, accounting, economics, or related field required (MBA/CPA preferred). Master’s degree in business or related field. MBA, Finance, Accounting, or economics preferred. Advanced knowledge of financial modeling, forecasting, and reporting tools. Experience in healthcare operations desired. Experience in a startup or rapid growth environment desired. Required Skills & Abilities
Ten (10) years of senior financial leadership experience preferably in Healthcare. Proven track record of strategic financial management and growth. Proficiency in financial software and tools. Exceptional communication skills and executive presence, including strong formal presentation skills. Experience collaborating with senior leadership on budget variances, including justifications and/or developing corrective measures and action plans. Ability to read, analyze and interpret financial reports and contracts. Strong organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines and manage both short- and long-term projects. Excellent interpersonal and negotiation skills. Ability to adapt to the needs of the organization and employees. Ability to prioritize tasks and to delegate them when appropriate. Ability to navigate and manage multiple parallel work streams and projects. Entrepreneurial spirit with ability to thrive in a dynamic and changing environment and a passion for improving the health of underserved communities. We offer a competitive compensation package commensurate with experience, including:
Health & Wellness: Comprehensive medical, dental, and vision insurance. As well as Life Insurance/AD&D, STD, and LTD. Financial Benefits: 401(k) retirement plan and equity opportunities. Work-Life Balance: Generous paid time off, holidays, and flexible scheduling options. Professional Growth: Opportunities for professional development, executive coaching, and leadership training.
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Role Description: Chief Financial Officer
Hamilton Health Box (HHB) is a rapidly growing healthcare startup operating hybrid telemedicine-enabled primary care clinics for businesses and rural communities across the country. Our goal is to find high potential individuals to drive a high-touch, low-cost healthcare experience for all of our patients and clients.
Position Summary
The Chief Financial Officer (CFO), reporting to the CEO, is a strategic leader responsible for managing the financial operations of the organization to ensure long-term financial health, growth, and sustainability. The CFO provides strategic financial leadership, manages the company’s financial risks, and ensures accurate financial reporting and analysis.
Duties & Responsibilities
Lead the development and monitoring of budgets, forecasts, and financial planning initiatives. Participate in the budget process and expense management directives to ensure departments operate within approved budgets. Develop and implement the organization’s financial strategy and establish long-term financial goals. Oversee budgeting, forecasting, and financial modeling processes. Monitor and analyze financial performance, identifying trends and areas for improvement. Ensure accurate and timely preparation of financial reports for internal and external stakeholders. Ensure compliance with financial regulations, tax laws, and accounting standards. Manage cash flow, investments, and funding requirements. Identify, assess, and manage financial risks to mitigate potential impacts on the organization. Present financial updates and strategies to the Board of Directors and investors. Lead and mentor the finance team to achieve departmental and organizational objectives. Collaborate with executives to align financial plans with operational needs. Cultivate relationships with external stakeholders, including investors, auditors, and financial institutions. Ensure adherence to financial laws, regulations, and ethical standards. Oversee tax planning and compliance activities. Other duties as assigned. Requirements
Education & Experience
Bachelor's degree in finance, accounting, economics, or related field required (MBA/CPA preferred). Master’s degree in business or related field. MBA, Finance, Accounting, or economics preferred. Advanced knowledge of financial modeling, forecasting, and reporting tools. Experience in healthcare operations desired. Experience in a startup or rapid growth environment desired. Required Skills & Abilities
Ten (10) years of senior financial leadership experience preferably in Healthcare. Proven track record of strategic financial management and growth. Proficiency in financial software and tools. Exceptional communication skills and executive presence, including strong formal presentation skills. Experience collaborating with senior leadership on budget variances, including justifications and/or developing corrective measures and action plans. Ability to read, analyze and interpret financial reports and contracts. Strong organizational skills and attention to detail. Excellent time management skills with a proven ability to meet deadlines and manage both short- and long-term projects. Excellent interpersonal and negotiation skills. Ability to adapt to the needs of the organization and employees. Ability to prioritize tasks and to delegate them when appropriate. Ability to navigate and manage multiple parallel work streams and projects. Entrepreneurial spirit with ability to thrive in a dynamic and changing environment and a passion for improving the health of underserved communities. We offer a competitive compensation package commensurate with experience, including:
Health & Wellness: Comprehensive medical, dental, and vision insurance. As well as Life Insurance/AD&D, STD, and LTD. Financial Benefits: 401(k) retirement plan and equity opportunities. Work-Life Balance: Generous paid time off, holidays, and flexible scheduling options. Professional Growth: Opportunities for professional development, executive coaching, and leadership training.
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