Director of Finance

Overview

This role involves leading the full finance function for a fast-growing Public Benefit Corporation focused on managing specialty and high-cost medications. You will build the financial engine that supports growth, including planning and forecasting, the close, revenue recognition, treasury, tax, audits, and board/client reporting. The position also turns pharmacy benefit economics into decision-making around pricing, guarantees, client/product value, and capital allocation.

Responsibilities

• Lead the accounting team
  • Develop and manage accountants
  • Run day-to-day operations across general ledger, accounts payable, payroll, and financial reporting
• Own a clean, timely close
  • Ensure accuracy and integrity of monthly, quarterly, and annual financials
• Plan and forecast
  • Own the annual plan, budget, and sales plan
  • Build models and rolling forecasts to guide business decisions
• Make unit economics visible
  • Deliver contribution margin by client and product line
  • Run KPIs and maintain a leadership dashboard as a single source of truth
• Shape pricing and guarantees
  • Partner with Sales and Client Success on pricing for new business and renewals
  • Model and support true-up of pricing and performance guarantees
• Manage cash and capital
  • Run treasury and pharmacy claims payment cycles
  • Oversee client billing and collections
  • Manage float and working capital
  • Handle banking relationships
  • Set the framework for capital allocation, including headcount
• Build controls that scale
  • Establish internal controls, reporting infrastructure, and financial systems for a fast-growing organization
• Maintain audit and diligence readiness
  • Lead tax compliance and filings
  • Support financial, client, and plan sponsor audits and SOC examinations
  • Plan for state licensing fees and surety bonds
• Report to the board and executives
  • Prepare board-grade, diligence-ready financial packages with the CEO and CFO
• Partner across the business
  • Provide the financial lens for customer and partner contracts, leases and facilities, HR policy and compliance, and strategic/operating model decisions

What success looks like

• First 90 days
  • Assess accounting, close, and controls
  • Build strong working relationships with the CEO, CFO, and accounting team
  • Achieve a consistent monthly close
  • Deliver a first rolling forecast and KPI dashboard
• First 6 months
  • Launch contribution margin reporting by client and product line
  • Co-prepare a board package with the CFO
  • Put a capital-allocation framework and finance team plan in place

Qualifications

• Bachelor’s degree in Finance, Accounting, or Economics; MBA or CPA preferred
• 10+ years in finance, including forecasting and FP&A, with experience in fast-paced or high-growth companies
• Deep corporate accounting expertise and a track record of clean financial audits
• Proven ability to lead and develop teams
• Finance experience in a PBM, health plan, specialty pharmacy, or other healthcare benefits organization
• Expert Excel skills for financial modeling and scenario analysis
• Experience with QuickBooks and BI or reporting tools
• Track record of implementing or improving financial systems and controls
• Executive presence; comfort presenting to boards and investors
• Strong judgment and direct communication in fast-moving, high-change environments

Preferred Qualifications

• Working knowledge of PBM economics: AWP- and NADAC-based pricing, rebates, and client pricing and performance guarantees
• Familiarity with HIPAA, ERISA, and the federal and state regulatory landscape for PBMs
• Experience supporting client or plan sponsor audits and SOC 2 examinations

Compensation & Benefits

• Anticipated salary range: $120K-150K per year
  • Actual salary offered will be determined based on qualifications, experience, and the candidate’s geographic location
• Bonus eligible
• Comprehensive benefits package:
  • Medical, Pharmacy, Dental, Vision
  • Life Insurance
  • Stock Options
  • 401(k) with Company Match
  • PTO
• Full-time position
• Opportunity to make a real impact at a growing Public Benefit Corporation

Location

Remote. Occasional travel to events and site meetings is expected.

Work Authorization Requirement

Applicants must be currently authorized to work in the United States on a fulltime basis without the need for employer support, visa transfer support, DSO documentation or sponsorship now or in the future. This includes having the legal right to work in the United States without the need for employer support or sponsorship for any immigration related employment authorization (e.g., H1B, O1, E3, H1B1, TN, F1 OPT, F1 STEM OPT, F1 CPT, E-2, E-3 etc.) now or in the future.