Client Summary:

• Compliant, Accessible No-Code Platform: Built for easy use to help launch and scale direct-to-consumer telehealth businesses.
• Comprehensive Tools Included:
  • Electronic Medical Records (EMR)
  • Payment Processing
  • Pharmacy Fulfillment and Compounding
  • Website Builder
  • Patient Management System
• Direct-to-Consumer Focus: Specifically designed to support telehealth businesses focused on reaching consumers directly.
• "Shopify for E-Prescribing": Enables streamlined e-prescribing with integrated patient care services in one platform.

Position Responsibilities:

• Financial Oversight and Strategy
  • Lead financial planning, budgeting, and forecasting to align with the growth objectives.
  • Manage P&L using QuickBooks, with a clear focus on understanding revenue streams and customer profitability.
  • Provide insights into financial performance and identify areas for revenue optimization.
• Financing Operations
  • Act as the primary liaison for inbound venture capital interest, fielding inquiries and establishing strong investor relationships.
  • Support capital raising efforts, secondary transactions, and potential IPO planning.
  • Develop and maintain financial relationships, including with VC firms, banks, and other strategic investors.
• Revenue Insights and Optimization
  • Analyze and report on revenue across four revenue streams, providing actionable insights to the executive team.
  • Collaborate with cross-functional leaders to drive initiatives that enhance profitability and customer lifetime value.
• Strategic Growth and Corporate Development (Preferred)
  • Engage in strategic discussions and potential deal-making with banking and corporate partners.
  • Utilize corporate development experience to identify growth opportunities and partnerships.
  • Draw on background in venture capital or investment banking to support long-term business development goals.
• Team Management
  • Supervise current outsourced accountants to ensure accurate financial reporting and compliance.
  • Long term ability to scale and lead a finance team, fostering a collaborative and high-performing environment.

Experience & Skills:
Required Experience and Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred.
• 8+ years of progressive experience in finance roles, with a preference for experience in telehealth or tech.
• Demonstrated proficiency with QuickBooks and financial reporting tools.
• Strong background in managing investor relationships and leading funding rounds.
• Experience with venture capital, corporate development, or investment banking is highly desirable.
• Proven track record of building and mentoring finance teams.

Preferred Experience and Qualifications:

• Strategic and Analytical: Can provide data-driven insights and identify revenue optimization opportunities.
• Relationship Builder: Able to nurture strong investor relationships and communicate effectively with financial partners.
• High Growth Potential: An “up and comer” with a desire to innovate and drive impact in a rapidly growing company.

Compensation $200k-$300k, Unlimited PTO. Remote Friendly. We will provide you the gear you need to do your role, and a WFH budget for you to outfit your space as needed.