Chief Financial Officer

Role Overview

• The Chief Financial Officer (CFO) serves as a strategic business partner to the executive leadership team and is responsible for leading the financial strategy, planning, and operations of WRS Health.
• Oversee all aspects of financial management, including budgeting, forecasting, financial reporting, cash flow management, compliance, treasury, and risk management.
• Drive data-informed decision-making, optimize financial performance, support scalable growth initiatives, and ensure the organization maintains strong financial health.
• Develop and execute the company's financial strategy to support long-term growth, profitability, and strategic objectives.
• Lead annual budgeting, forecasting, and long-range financial planning processes.
• Provide financial modeling, scenario analysis, and strategic recommendations to support executive decision-making.
• Analyze financial and operational performance, identifying trends, risks, and opportunities for improvement.
• Oversee all accounting operations, including general ledger management, month-end close, consolidations, accounts payable/receivable, and financial reporting.
• Ensure the timely preparation and presentation of accurate financial statements and management reports.
• Establish and maintain robust internal controls, financial policies, and accounting procedures in accordance with GAAP.
• Coordinate annual audits and manage relationships with external auditors, tax advisors, and regulatory agencies.
• Monitor and manage cash flow, liquidity, working capital, and capital allocation to support operational needs.
• Develop and maintain relationships with banks, lenders, investors, and other financial institutions.
• Lead capital planning activities and support financing, fundraising, and M&A initiatives as required.
• Ensure compliance with all federal, state, local, tax, and regulatory reporting requirements.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field required; MBA strongly preferred.
• CPA or other advanced financial credential strongly preferred.
• Minimum of 10 years of progressive finance and accounting leadership experience, including executive-level responsibility.
• Demonstrated success leading financial operations in SaaS, healthcare technology, or high-growth technology organizations preferred.
• Extensive experience in financial planning and analysis, budgeting, forecasting, cash flow management, and financial reporting.
• Strong knowledge of GAAP, internal controls, audit processes, tax regulations, and regulatory compliance.
• Experience managing multi-entity accounting environments and consolidations.
• Hands-on experience implementing and configuring finance technology platforms, including general ledger systems, CRM-based invoicing solutions, and business intelligence tools.
• Proficiency with QuickBooks or similar ERP/accounting platforms.
• Experience with HubSpot, Salesforce, or comparable CRM systems, particularly for invoicing and revenue visibility.
• Expertise in business intelligence platforms such as Tableau, Power BI, Amazon QuickSight, or Apache Superset, including dashboard development and multi-source data integration.
• Experience leveraging AI automation and emerging technologies to improve financial operations.
• Strong analytical, financial modeling, and data visualization capabilities.
• Exceptional leadership, communication, and presentation skills with the ability to influence executive stakeholders and board members.
• M&A, fundraising, or capital raising experience is a plus.

Tech Stack

• Apache
• ERP
• Tableau

Benefits

• Health insurance
• Professional development opportunities
• Remote work options