Head of Finance & Accounting

Overview

Remote position with preference for candidates residing in Idaho, Utah, or Wyoming, where the organization’s dental practices are located. Local candidates are preferred.

This is a leadership role for a finance and accounting professional who can both guide strategy and work hands-on to build scalable financial systems and processes in a fast-growing, multi-location organization.

Responsibilities

Lead and develop the finance team

• Lead, mentor, and develop the finance and accounting team, building a culture of accountability, collaboration, and continuous improvement
• Set clear expectations, establish priorities, and ensure the team has the tools and support needed to succeed
• Lead by example and remain hands-on, stepping in when support or problem-solving is needed
• Identify opportunities to improve team structure, workflows, and overall performance as the organization grows

Own financial operations

• Oversee accounting, financial reporting, financial planning and analysis (FP&A), budgeting, forecasting, and cash flow management across a multi-site organization
• Maintain accurate, timely financial reporting and ensure compliance with GAAP and applicable regulatory requirements
• Take ownership of the month-end close, financial accuracy, and reporting processes, working directly in the details when needed
• Oversee banking relationships, liquidity planning, and capital allocation
• Maintain and optimize financial systems, with strong emphasis on Sage Intacct

Drive strategy and growth

• Partner with the executive team to develop and execute financial strategies supporting growth, acquisitions, and market expansion
• Build financial models, forecasts, and reporting tools that help leadership make informed business decisions
• Establish and monitor key performance indicators (KPIs) across partner practices to improve profitability and drive results
• Support acquisition evaluation, lead financial due diligence, and manage financial onboarding and integration for new practices
• Build scalable systems, processes, and infrastructure that can support growth without sacrificing accuracy or efficiency

Partner with doctors and practices

• Build strong, trusted relationships with partner doctors and practice leadership teams
• Serve as a financial resource and strategic advisor—helping doctors understand their numbers, evaluate opportunities, and make sound business decisions
• Provide financial guidance on practice performance, growth opportunities, profitability, and tax-related planning in coordination with appropriate tax professionals
• Participate in practice board discussions and translate financial results into actionable recommendations
• Collaborate with internal teams to solve problems and support practice success

Build for what’s next

• Identify gaps, challenge the status quo, and take initiative to improve how the organization operates
• Create scalable financial processes and reporting structures for future acquisitions and organizational growth
• Manage relationships with external partners, including auditors, banking partners, and other financial advisors
• Contribute to broader business initiatives as a member of the leadership team

Requirements

• 10+ years of progressive finance and accounting experience, including at least 5 years in a senior leadership role
• Experience leading, developing, and managing a finance or accounting team (ideally with 5–10+ team members)
• Strong, hands-on experience with Sage Intacct is required; NetSuite and other platforms are valuable
• Proven experience in a high-growth, multi-location or multi-entity business environment
• Strong knowledge of accounting, financial reporting, budgeting, forecasting, financial modeling, and FP&A
• Bachelor’s degree in accounting, finance, or a related field required
• CPA or MBA preferred
• Experience with acquisitions, integrations, or a multi-site growth strategy is a plus
• Familiarity with banking relationships, cash flow management, and capital planning

Preferred Qualifications

• CPA or MBA
• Experience with acquisitions, integrations, or multi-site growth strategy

Compensation & Benefits

• Base salary commensurate with experience
• Comprehensive benefits package
• Profit interests or equity participation
• Opportunity to buy into ownership and participate in long-term distributions

Location & Travel

• Based in Utah; local candidates are preferred
• Occasional travel throughout Utah, Idaho, and Wyoming will be required, generally involving monthly day trips to visit partner practices and work directly with teams