Overview
The organization is seeking an accomplished Chief Financial Officer to serve as a strategic thought partner to the CEO and to drive long-term financial performance and growth. This is a finance leadership role requiring deep expertise across financial strategy, FP&A, controls, contracting, and international operations in a SaaS environment.
In addition to core financial leadership, this CFO will provide operational breadth through executive oversight of the Program Management Office (PMO) and Quality & Regulatory Affairs. This expanded scope reflects the organization’s growth and the need for a senior leader who can connect financial rigor with cross-functional operational excellence.
Responsibilities
Executive Leadership
- Serve as a key member of the executive leadership team and a trusted strategic partner to the President & CEO.
- Provide visible, effective leadership to Finance, Contracting, PMO, and Quality & Regulatory, fostering a culture of accountability, collaboration, and continuous improvement.
- Champion people development and succession planning across the organization.
- Drive adoption of AI and technology to streamline operations, enhance decision-making, and scale the business efficiently.
- Lead with creativity, strategic thinking, nimbleness, humility, and compassion; serve as an operational leader for the CEO when needed.
Financial Leadership & Strategy
- Develop and drive global financial strategy aligned with short- and long-term financial goals.
- Lead all aspects of financial planning and analysis (FP&A), including annual planning, forecasting, scenario modeling, and management reporting.
- Oversee preparation of financial statements, board reporting, and special analyses; ensure clarity, accuracy, and transparency across all financial communications.
- Build and maintain best-in-class financial controls, policies, and processes that are scalable, compliant, and aligned with the demands of a growing SaaS business across multiple geographies.
- Lead the global Contracting function to ensure efficient, compliant, and commercially sound contract management aligned with the revenue model and risk tolerance.
- Ensure compliance with applicable financial regulations across international operations (US, Brazil, Belgium, Hong Kong).
- Partner with the parent organization on M&A evaluation, due diligence, and integration.
- Leverage AI and data analytics to improve speed, rigor, and efficiency in planning, reporting, and decision support.
Additional Functional Oversight (Secondary to Finance)
Program Management Office (PMO)
- Ensure strategic initiatives are structured, prioritized, and executed with rigor, maintaining clear accountability and alignment with business objectives.
- Establish measurement frameworks and resource allocation discipline in partnership with the executive team.
Quality & Regulatory Affairs (QARA)
- Provide executive accountability for the organization’s global Quality Management System and regulatory compliance programs across all markets.
- Partner with Product and Commercial leaders to embed quality and compliance thinking into company processes and ensure compliance with applicable healthcare and software regulatory requirements.
Year-One Critical Success Factors
- Achieve full immersion into strategy, financials, operations, customers, talent, and culture, establishing credibility with the CEO and executive team.
- Assess and strengthen Finance and Contracting, identifying near-term improvements and building a longer-term roadmap for scalability and efficiency.
- Establish financial operating rhythms, accountability structures, and performance metrics for real-time executive visibility.
- Assess PMO and QARA functions to understand current-state capabilities and identify opportunities to improve effectiveness.
- Develop and elevate leadership talent across all reporting functions to build an organization capable of succession and growth.
- Identify opportunities to leverage AI and automation to increase speed, accuracy, and impact in financial and operational processes.
- Build strong cross-functional partnerships across Commercial, Product, and People functions.
Requirements
- Minimum 15 years of financial leadership experience, preferably in a healthcare technology or SaaS company, with a track record of scaling organizations and driving sustained financial performance. Expanded operational scope experience is a plus.
- Deep proficiency across financial management including accounting, FP&A, M&A, risk management, financial controls, contracting, and international operations.
- Proven track record driving financial growth and scaling a SaaS business; experience navigating transformation is a strong plus.
- Exceptional team leadership skills, including the ability to inspire, develop, and retain high-performing teams.
- Experience leading or overseeing operational functions beyond Finance (e.g., PMO, Quality & Regulatory), or demonstrated appetite and capability to step into broader operational accountability.
- AI-forward orientation; comfortable leveraging AI tools to drive smarter decision-making, greater efficiency, and scalable operations.
- Entrepreneurial mindset with a proactive, hands-on approach; ability to manage ambiguity and build structure in dynamic, fast-paced environments.
- Excellent collaboration, communication, and influencing skills, including writing and presenting effectively and adjusting communication to audience and context.
- Strong strategic acumen and ability to translate financial insights into business action.
- Strong commitment to integrity, transparency, and compliance.
- Must comply with and pass initial background check and drug screening, as well as subsequent background checks, drug screenings, and vaccine requirements as required by customer contracts.
- Ability to follow company policies, procedures, and system usage practices.
- Must have unrestricted work authorization in the United States.
Education
- Bachelor’s degree in Business, Finance, Accounting, Economics, or related discipline required.
- MBA and/or CPA preferred.
Preferred Qualifications
- Regulated healthcare technology experience.
- Global business leadership experience.
- Public company or operating company experience.
- M&A and post-acquisition integration experience.
- Oversight of PMO, Quality, Regulatory, or Operations functions.
- AI-driven analytics and business intelligence experience.
Compensation & Benefits
- Compensation details not provided in the job posting.
Location
- Remote/primarily remote. Headquarters is in Colchester, Vermont.
- Periodic travel required.
Working Conditions
- Predominantly a sedentary office position with frequent computer usage and periodic travel.
Reporting Relationship
- Reports directly to the President & Chief Executive Officer and serves as a member of the Executive Leadership Team.