Chief Financial Officer - Integrity Health

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    "requisitionDescription": "<div><p style=\"border: none; padding: 0in;\" data-pasted=\"true\"><strong><span style=\"font-size: 14.0pt; font-family: Figtree; color: #154470;\">POSITION DESCRIPTION</span></strong></p><p style=\"tab-stops: 1.25in;\"><span style=\"font-family: Figtree; letter-spacing: -.2pt;\">Integrity Health has optimized a direct primary healthcare delivery model that leverages population health tools and care management solutions across employer-owned on-site and near-site health centers (&quot;Partnership Health Centers&quot; or &quot;PHCs&quot;) that results in higher quality health outcomes for employee-patients and meaningful cost savings for self-insured public sector employers. The Company utilizes a population health software solution and proprietary data analytics tools to analyze the full continuum of inpatient, outpatient and pharmacy claims data as well as direct and proprietary health information from patient engagement and assessments, risk stratification, care utilization and clinical outcomes, to systematically manage a holistic patient-centered care delivery model.</span></p><p>&nbsp;</p><p><strong><span style=\"font-family: Figtree;\">Opportunity</span></strong></p><p><span style=\"font-family: Figtree; letter-spacing: -.2pt;\">The Company is seeking a Chief Financial Officer (CFO) who be responsible for executing the company&#39;s strategic plan including driving growth of their existing locations and leading their national expansion.&nbsp;</span></p><p>&nbsp;</p><p><span style=\"font-family: Figtree; letter-spacing: -.2pt;\">Reporting to the Chief Executive Officer (CEO), the CFO will be the organization&#39;s senior financial leader and decision-maker but will also play a significant role with the operations team. This candidate must be able to practically use financial statements to identify and drive areas of operational improvement. This candidate will be capable of operating with and leading a lean finance team while building a more robust and scalable infrastructure throughout the finance and accounting functions. They will partner strategically with the CEO and executive management team to drive positive impact while providing insight and direction throughout the organization.&nbsp;</span></p><p>&nbsp;</p><p><strong><span style=\"font-family: Figtree;\">Responsibilities</span></strong></p><ul><li style=\"text-align: justify; line-height: normal; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Build a highly effective and high-performing finance team with people, systems, and processes to support and guide the demands of a growing business efficiently. This includes being a hands-on leader and strengthening the financial policies and procedures.</span></li><li style=\"text-align: justify; line-height: normal; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Responsible for building, improving, and maintaining processes and procedures within accounting including, but not limited to, managing AP/AR, payroll, general ledger, month-end/year-end close, financial statement preparation, and FP&amp;A duties. Lead the annual budget process. Deliver and manage reasonable and achievable budgets while demonstrating continued progression toward targets. Ensure compliance, clean audits, and proper reporting and controls.</span></li><li style=\"text-align: justify; line-height: normal; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Oversee monthly client reporting, client budgets, RFPs, client funding packages</span></li><li style=\"text-align: justify; line-height: normal; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Lead and oversee key financial and operational projects, including the conversion from cash to accrual for add-on acquisitions, annual budgeting, and audit processes. Point person for investors, bankers, lenders, and the Board of Directors on all financial matters, including operating performance, capital structure, performance against revenue and EBITDA targets, and capital requirements to support acquisitions.</span><ul><li style=\"text-align: justify; line-height: normal; tab-stops: list .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Ensure accurate and timely delivery of financial statements to key stakeholders (senior executive team, Board of Directors, lenders).</span></li><li style=\"text-align: justify; line-height: normal; tab-stops: list .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Create and maintain relationships with service providers and contractors including banking institutions, lenders, and accountants.</span></li><li style=\"text-align: justify; line-height: normal; tab-stops: list .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Monitor and manage cash flow, particularly as it relates to expansion with de novo locations.</span></li></ul></li><li style=\"text-align: justify; line-height: normal; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Develop and oversee database of key performance. Work to centralize and automate operational data reporting as much as possible in a format that is easy to understand by various stakeholders. Leverage IT systems and processes to ensure management receives data through business intelligence systems to enhance data-driven decision-making.</span><ul><li style=\"text-align: justify; tab-stops: list .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Work with all cross functional areas and assist with other projects that may arise.</span></li><li style=\"text-align: justify; tab-stops: list .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Create a business environment that measures and drives continuous operational improvement along with recognizing and implementing opportunities to optimize operations and profit.</span></li></ul></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Oversee and prepare to report on compliance with debt covenants and other lending reporting obligations. Aid in cash flow forecasting, compliance reporting, and covenant analysis.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Identify the business&#39;s economic levers and core metrics and drive operational focus and rigor around those initiatives.</span><ul><li style=\"text-align: justify; tab-stops: list .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Coordinates federal and state income tax filings with outside tax firm.</span></li><li style=\"text-align: justify; tab-stops: list .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Oversee sales and use tax and property tax returns.</span></li></ul></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Serve as a strategic partner for executive, operations, and business development leadership to guide the business toward transformational growth goals. Understand where value is created and how to grow profits; continually seek to optimize equity value creation while always maintaining honest and ethical conduct.</span></li></ul><p><strong><span style=\"font-family: Figtree;\">Qualifications</span></strong></p><p><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">The successful candidate will have previously served as a senior financial executive during a sustained period of revenue and earnings growth, acquisitions, and operational discipline in a demanding environment. Successful experience establishing economies of scale across the organization utilizing systems, processes, and people will be necessary. Experience building and mentoring high-caliber teams will be critical. The ability to adapt to rapid change, as frequently found in a PE-backed environment, combined with excellent training and structure brought by more considerable company experience, would be ideal. Additional qualifications are:</span></p><ul><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Strong financial knowledge with ten or more years of senior finance experience leading multi-site healthcare services businesses.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Previous experience leading a private equity owned business with an understanding of expectations and the pace of deliverables, including experience with reporting/KPI packages.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Bachelor&#39;s Degree in accounting or finance from a four-year accredited college or university.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Master&#39;s degree (MBA, accounting) preferred.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Professional certification such as CFA or CPA preferred.&nbsp;</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Strong leadership skills with demonstrated success in high growth organizations.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Ability to work in a fast paced, rapidly growing environment.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Proven track record of operational success.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.2pt;\">Experience with revenue recognition and effective leadership and optimization over revenue cycle management</span><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Strong working knowledge of debt capital markets and understanding of the levers that drive financial performance in a leveraged environment.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Solid interpersonal skills to effectively share, translate, and engage the organization in key financial drivers providing meaningful commentary, trends, and actions internally and externally.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Technical corporate finance expertise: highly analytical, deep numbers-based understanding of businesses, skill-building and maintaining complex financial models to drive performance, capable of managing complex cap tables, interim rollover equity raises and managing capital projects underwriting.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Served as a critical financial executive at a company growing between $5M to $30M EBITDA through organic and inorganic growth. Proven track record in a hands-on and fast-paced environment.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Previous acquisition experience, including leading financial diligence, operational analysis, and integration centered around people, processes, and systems.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Entrepreneurial and comfortable operating independently; comfortable with risk and setbacks; highly analytical, resilient person. History of creating value where it did not exist before and a transparent business partner to the business.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Strong operations finance experience and cross-functional partnering experience collaborating with teams across multiple locations, with a keen ability and passion for day-to-day operations and adding value daily.</span></li><li style=\"text-align: justify; tab-stops: .5in right 499.7pt;\"><span style=\"font-family: Figtree; letter-spacing: -.3pt;\">Successfully developed and managed a metrics-driven organization with a robust management cadence (monthly dashboards, periodic business reviews, defined annual goals, budgeting process, etc.). Leverage operational and financial data to contribute to decision-making and catalyze to drive change.</span></li></ul></div>\n",
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