Develop and execute financial strategies, budgeting, and forecasting.
Provide strategic analysis and decision support to executive leadership.
Partner with department heads to track performance and optimize growth.
AffirmedRx is a pharmacy benefit management company focused on improving healthcare outcomes through clarity and trust. Their culture emphasizes doing what's right and leveraging clinical approaches and technology.
Provide operational leadership for Finance Operations functions.
Drive improvement, consistency, and excellence across Finance Operations.
Modernize initiatives, leveraging digital transformation and automation.
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. They serve more than 4,100 school districts nationwide, are publicly traded on the New York Stock Exchange (symbol: HMN) and have more than $12 billion in assets.
Own the operating budget process from end-to-end, including the design of the budget framework.
Serve as the finance lead for the three-year $230M savings initiative, ensuring rigorous financial tracking.
Prepare financial updates and key performance insights for the Board of Directors.
Lucile Packard Children’s Hospital Stanford combines advanced technologies and breakthrough discoveries with family-centered care. They provide caregivers with continuing education in state-of-the-art facilities. They are committed to healing humanity, one child and family at a time.
Act as fractional CFO/Controller for up to 30 small law firm clients (gross revenues under $10MM).
Analyze financials to spot trends, risks, and opportunities; go toe-to-toe with bookkeepers to fix messy data.
Deliver hard truths to business owners with radical candor and humor, coaching them to make courageous growth decisions.
How To MANAGE a Small Law Firm is the leading fractional C-suite provider for solo and small law firms nationwide. It has been an Inc. 5000 Fastest-Growing Company every year since 2013, with a culture built on personal responsibility, high performance, and zero corporate BS.
Own and evolve Rewind's full finance function spanning accounting, FP&A, and controller responsibilities, acting as both a leader and individual contributor.
Partner with the executive team (CEO, CRO) to guide investment decisions, pricing, and growth planning while delivering insights to the board.
Oversee month-end close, audits, tax filings, equity administration (Carta), and strengthen internal controls and financial infrastructure.
Rewind is a service that protects critical cloud data for businesses, backing up apps like Jira, GitHub, and Shopify. Backed by Insight Partners and recognized as one of Canada's 50 fastest growing tech companies (2023 Deloitte Fast 50), Rewind fosters a team-first, performance-driven startup culture.
Own the full end-to-end weekly growth forecasting process, including modeling inputs, assumptions, variance analysis, and executive-facing reporting.
Build and maintain full-funnel revenue models across segments such as SMB, Enterprise, and International, from pipeline generation through activation.
Lead headcount and capacity planning across GTM functions, supporting organizational scaling and ensuring alignment between hiring plans and revenue needs.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. The company processes applications using its matching system and shares top candidates directly with employers.
Direct the annual operating plan process, including revenue and contribution margin targets by channel, headcount planning, and capital expenditure schedules.
Own the accuracy and timeliness of GAAP financial statements, and oversee monthly and annual close process through the Director of Accounting.
Serve as the primary management liaison to the audit committee and maintain the business in a continuous state of transaction readiness.
Smalls is a subscription-first pet food business with genuine customer love, durable unit economics, and a retail expansion underway. The company has grown from a pure-play DTC brand into an omni-channel operation, maintaining a lean finance function with a culture that respects work-life balance.
Leads the strategy, governance, and delivery of enterprise finance technology solutions.
Oversees the Finance Systems team and drives modernization initiatives across financial systems.
Partners across Finance, IT, and business teams to modernize financial systems and enable advanced analytics.
Horace Mann was founded in 1945 and provides insurance and financial services tailored for educators. They serve over 4,100 school districts nationwide and are publicly traded on the New York Stock Exchange with more than $12 billion in assets.
Own the day-to-day finance function, including close, compliance, controls, and team leadership across time zones.
Drive financial systems architecture and contribute to strategic decisions on new markets, deal structures, and capital allocation.
Lead a team of 6, building it to 8-10 over 24 months, with a focus on scalability and automation.
QSIC is a Series B SaaS + hardware company that powers in-store audio and advertising for some of the world’s largest retailers. They operate across the US, Australia, and Asia-Pacific, with a growing team and a finance function at an inflection point.
Build stronger reporting, controls, and audit readiness.
Improve margins with the CEO, Board, and sponsor.
Urrly is a PE-backed global professional services company serving healthcare and life sciences clients. They help pharmaceutical, biotech, and scientific teams turn complex medical information into clear strategy, education, and communication programs.
Own the core revenue model and serve as the foundation for annual and quarterly planning processes.
Develop financial models to forecast revenue, cost, profitability, and ROI of commercial deals.
Evaluate ROI of major GTM investments and perform post-mortem analyses to inform future capital allocation.
Cohere is a leading security-first enterprise AI company that builds cutting-edge foundation AI models and end-to-end products for real-world business problems. As a global technology company with offices in Toronto, San Francisco, London, New York City, Montreal, Seoul, Germany, and Paris, we are a team of passionate researchers, engineers, and designers committed to advancing the widespread adoption of AI.
Oversee North American royalty accounting and subrights teams, ensuring GAAP compliance and accurate transactions.
Manage general ledger reconciliation, intercompany balances, and monthly journal entries.
Optimize royalty software systems and serve as subject matter expert for financial reporting.
HarperCollins is a global leader in book publishing, dedicated to bringing compelling stories and ideas to readers worldwide. With a passionate team of publishing professionals, the company fosters a culture of creativity and collaboration.
Oversees the monthly, quarterly, and annual financial reporting responsibilities.
Participates in month end close support and prepares budget/forecast variance analysis.
Analyzes financial data to explain variance drivers, identify trends, and call attention to opportunities to improve performance.
US Anesthesia Partners is the highest-quality single-specialty anesthesia practice in the United States. They have over 6,000 employees across 10 states and their clinical and non-clinical staff support each other as they work toward a common vision.
Oversee the financial operations and financial strategic planning of the company.
Provide strategic financial input and leadership on decision making issues affecting the organization.
Drive cash flow performance through management, oversight of collections, disbursements and payroll.
BCC Software is the leading postal and presort software solutions provider. With over 45 years of industry experience, they are dedicated to ensuring that all of their software products and marketing solutions are always ahead of the curve and compliant with the latest USPS® regulations.
Own and maintain the company's rolling forecast model, including revenue, headcount, and operating expense.
Prepare monthly and quarterly financial packages for internal leadership and external stakeholders, including board and PE sponsor.
Serve as a finance partner to multiple functional areas, translating financial data into actionable insights for operational leaders.
PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company has 400+ employees, 30,000+ customers, and $100 million+ in annual revenue, and has received multiple Best in KLAS awards.
Own the FP&A function, building board-ready models and driving forecasts to fuel growth.
Manage cross-functional budgeting, headcount planning, and financial reporting with clear insights.
Enhance financial planning tools like Workday Adaptive Planning and implement scalable processes.
Kin is an insurtech that uses data and technology to make homeowners insurance simpler, more affordable, and fairer, especially in areas with climate risks. Founded in 2016, it is a remote-first employer with over 300 employees across 35+ states, recognized as a Great Place to Work and featured on Forbes' Fintech 50.
Serve as the primary accounting advisor for revenue recognition and commercial accounting, partnering with cross-functional teams.
Lead the financial close and reporting process for revenue and cost of revenue, ensuring accuracy and compliance.
Manage external audit relationships and provide strong leadership to develop a high-performing team.
HealthEquity is a company that connects health and wealth, providing solutions for health savings accounts. They have a large workforce and emphasize a culture of inclusion, diversity, and authenticity.
Own and scale a healthcare partner lending program
Match borrowers to the right lender categories and build lender panels.
Drive closed deals and funded volume, using data to prioritize opportunity.
Urrly is a seed-stage fintech company building partner-driven lending programs across healthcare and other business markets. They are a team of about 12 with revenue under $10M, operating with a capital-efficient model, and generally have 12-24 months of runway.
Lead client onboarding and coding integration programs, ensuring smooth transitions and long-term operational success.
Oversee outpatient and physician coding operations, ensuring accuracy, compliance, and productivity.
Partner with teams to align coding practices with revenue cycle objectives and drive performance improvements.
Jobgether uses AI-powered matching to connect candidates with hiring companies. They focus on efficient, objective candidate evaluation and data privacy compliance.
Lead the analysis and interpretation of complex hospital market, operations and financial data.
Build and manage advanced market analysis and financial models to assess hospital market research and growth opportunities.
Develop clear, executive-level presentations and materials that communicate insights and strategic recommendations to hospital leadership.
Wipfli provides solutions for clients pursuing operational excellence and/or technical solutions. They are a firm that believes in flexibility and focuses on relationships, encouraging each individual to follow their own path.