Financial Director-Client Opening LO Eye

Position Summary

The Finance Director serves as the organization's senior financial leader, responsible for driving financial strategy, operational performance, and sustainable growth across a growing multi-site healthcare practice. This role combines financial leadership, business partnership, and team development to support sound decision-making and advance the organization's long-term objectives.

Key Responsibilities

• Reports directly to the CEO and serves as a trusted financial advisor to the leadership team, providing insights and recommendations that support organizational objectives, operational performance, and growth initiatives.
• Lead the annual budgeting, forecasting, financial planning, and performance management processes.
• Oversee accounting and financial operations, including financial reporting, cash management, payroll oversight, accounts payable, accounts receivable, and internal controls.
• Develop financial models, analyses, and business cases to support strategic initiatives, operational improvements, capital investments, and growth opportunities.
• Establish and monitor key performance indicators (KPIs), dashboards, and reporting tools to measure organizational performance and support decision-making.
• Partner with leaders across the organization to identify opportunities to improve operational efficiency, profitability, and financial performance.
• Manage banking relationships, audits, tax compliance, and financial risk management activities.
• Lead, mentor, and develop a high-performing finance team while fostering a culture of accountability, collaboration, and continuous improvement.
• Support organizational growth initiatives, process improvement efforts, technology implementations, and special projects.
• Participate as an active member of the leadership team, contributing to strategic planning, business decisions, and organizational success.
• Occasional travel to company locations may be required, generally up to 25%.

Required Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, Economics, or a related field.
• Minimum of six years of progressive experience in finance, accounting, financial planning and analysis (FP&A), or related business leadership roles, including leadership responsibilities.
• Demonstrated experience managing teams, projects, or key business functions.
• Strong knowledge of budgeting, forecasting, financial analysis, financial reporting, and performance management.
• Experience presenting financial information and business recommendations to senior leaders and key stakeholders.
• Proficiency with Microsoft Office applications, particularly Excel, and accounting, ERP, or financial management systems.
• Strong analytical, problem-solving, organizational, and decision-making skills.
• Excellent written, verbal, and interpersonal communication skills.

Preferred Qualifications

• CPA, MBA, MHA, or other relevant professional certification or advanced degree.
• Experience within healthcare, professional services, multi-site organizations, or other service-focused industries.
• Knowledge of revenue cycle operations, reimbursement processes, or related operational finance functions.
• Experience supporting organizational growth, operational improvement initiatives, or business transformation efforts.
• Experience with Sage Intacct or similar financial management systems.
• Familiarity with financial modeling, profitability analysis, and business intelligence tools.

Ideal Characteristics

• A strategic thinker who can balance operational responsibilities with long-term planning.
• A collaborative leader who builds strong partnerships across departments and levels of the organization.
• An analytical and solutions-oriented professional who uses data to drive decision-making and improve performance.
• An effective communicator who can translate complex financial information into meaningful business insights.
• Adaptable and comfortable working in a dynamic, growing organization.
• Committed to integrity, accountability, and sound business judgment.
• Focused on developing people, improving processes, and driving organizational success.
• Proactive, resourceful, and motivated by continuous improvement.