Chief of Staff to the CFO

Reporting directly to the Chief Financial Officer, the Chief of Staff will play a critical role in helping the CFO to achieve maximum impact in their role and ensure the finance/accounting department is well-coordinated and productive. This will include helping the CFO to prioritize and make the best use of their time, providing strategic, operational, and analytical support, managing special projects end to end, and helping the CFO and team to function as effectively as possible.

The successful candidate will work strategically and tactically at the direction of the CFO and is responsible for leading organizational initiatives, optimizing existing relationships, and pushing forward new and expansionary development programs as we continue to grow and scale our business as a leader in the market. It is crucial to ensure our financial processes and internal controls are well documented and evaluated in a cycle of continuous improvement. The goal is to ensure the finance/accounting function is driving measurable, innovative, and sustainable improvement for all stakeholders.

Duties and Responsibilities

Build and lead the daily operations of the office of the CFO, including financial accounting and reporting operations.Lead and execute on urgent and strategic key projects for the CFO and Finance/Accounting organization.Lead and track high priority and/or cross-functional strategic initiatives, facilitate special projects, and ensure action items are executed on/obstacles overcome on behalf of the CFO.Operate at a tactical and strategic level, handling the oversight of financial accounting function.Act as an extension of the CFO and an information funnel, filter, and facilitator with internal and external stakeholders.Act as the point of contact for the CFO’s direct reports, triaging incoming requests for the CFO’s time and work collaboratively with the CFO’s Executive Assistant to ensure his calendar is aligned with the priorities of the organization.Proactively follow up with the CFO’s team if and when goals are not being achieved to determine why objectives are not being met and provide actionable recommendations for improvement.Promote team integration as well as cross-functional communication and collaboration.Participate in key financial relationships.Manage company budgeting in partnership with FP&AServe as a thought partner, sounding board, and strategic advisor to the CFO, standing in on meetings, challenging ideas and offering a different perspective, and following up on action items with the team accordingly.Provide analysis, recommendations, and options to the CFO regarding high impact decisionsWork with the CFO’s direct reports to create KPIs/dashboards and related reporting cadence

Essential Qualifications & Skills:Bachelor’s degree required, Master’s degree and/or CPA preferred. 10+ years of related work experience in a similar setting – entrepreneurial, hyper-growth company and/or health insurance industrySenior level accounting/finance leadership experience as Director or VP Accounting/Finance, Controller, or CFOExperience building and leading accounting/finance operations within a high-growth, entrepreneurial environment.Experience with self-funded, employer sponsored health plan benefits preferred.Prior experience in selection and implementation of enterprise/financials ERP/information systemExternal vendor management experience, specifically accountants, tax preparers, creditors, etc.

Expected on-site during first 2-3 months, after that, open to hybrid with 3 days a week in office with option for 2 WFH as business needs dictate.