Chief Financial Officer (CFO)

We are looking for a motivated, organized, and talented Chief Financial Officer (CFO) to join our team, focusing on playing a pivotal role in transforming Community Wellness into a publicly traded company under a Value Based Care model. Community Wellness is a leading multi-state Medicare-focused primary care provider committed to delivering high-quality healthcare solutions. As we transition from a Fee-For-Service (FFS) model to a Value Based Care (VBC) framework, we are poised to implement full risk capitation, strengthen our financial infrastructure, and ensure robust regulatory compliance to facilitate a successful initial public offering (IPO) by late 2025 to early 2026. Become part of a team where your power to improve lives is exponential.

Job Purpose:

Responsible to lead the organization's financial strategy, oversee all financial operations, and ensure the company meets its financial and operational goals. The ideal candidate will have a proven track record of leading a finance organization through an IPO and will be skilled in building scalable financial systems in a healthcare environment transitioning to VBC.

Responsibilities:

• Lead the organization's transition to full risk capitation, optimizing financial performance under the VBC model.
• Develop and implement robust financial strategies to support the company's goals, including preparations for a public offering.
• Manage all aspects of the company's finances, including financial planning, risk management, record-keeping, and financial reporting.
• Ensure compliance with federal, state, and local regulatory laws and rules for financial and tax reporting.
• Establish and maintain strong relationships with senior executives, shareholders, financial institutions, and external partners.
• Collaborate with the CEO and other C-suite members to identify and navigate new opportunities for growth and innovation within the VBC framework.
• Provide strategic financial input and leadership on decision making issues affecting the organization (e.g., evaluation of potential alliances, acquisitions and/or mergers and pension funds and investments).
• Prepare and present monthly financial budgeting reports including monthly profit and loss by division, forecast vs. budget and cash flow by division.
• Review and ensure application of appropriate internal controls, SOX compliance and financial procedures.
• Performs other duties as assigned.

Here are our MUST HAVES:

Required Education, Experience, Certifications / Licensure, & Skills:

• MBA or Master's degree in Finance, Accounting, Business Administration, or related field with at least 15 or more years of experience, preferably with a healthcare organization that has undergone a transition from FFS to VBC.
• Experience leading a company through a public offering (IPO) is essential.
• Strong understanding of risk management and previous experience with corporate governance in a healthcare setting.
• Prior startup experience including pre-IPO fundraising (Series B, C fundraising, etc.).
• Proficient in the use of financial management software (e.g., SAP, Oracle, QuickBooks).
• Exceptional executive presence, business acumen, and leadership skills.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Ethical behavior with attention to governance.
• Adaptive and proactive in a dynamic environment.
• Collaborative leadership style with the ability to influence others.
• Excellent judgement, business, and financial accumen.

Preferred Experience and Skills:

• A CPA, CFA, or similar financial certifications are highly preferred.

Requirements:

Job Type (FLSA Status): Salary Exempt
Pay: $200,000.00 to $250,000.00
Ability to commute/relocate: Occasional travel may be required
Work Location: Hybrid- occasionally working from company headquarters in Campbell, CA with remote flexibility.