Role Description
The Chief Financial Officer (CFO) serves as a strategic business partner to the executive leadership team and is responsible for leading the financial strategy, planning, and operations of WRS Health. This executive role oversees all aspects of financial management, including:
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Budgeting
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Forecasting
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Financial reporting
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Cash flow management
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Compliance
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Treasury
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Risk management
The CFO will drive data-informed decision-making, optimize financial performance, support scalable growth initiatives, and ensure the organization maintains strong financial health in a rapidly evolving healthcare technology environment.
Qualifications
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Bachelor's degree in Finance, Accounting, Business Administration, or a related field required; MBA strongly preferred.
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CPA or other advanced financial credential strongly preferred.
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Minimum of 10 years of progressive finance and accounting leadership experience, including executive-level responsibility.
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Demonstrated success leading financial operations in SaaS, healthcare technology, or high-growth technology organizations preferred.
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Extensive experience in financial planning and analysis, budgeting, forecasting, cash flow management, and financial reporting.
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Strong knowledge of GAAP, internal controls, audit processes, tax regulations, and regulatory compliance.
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Experience managing multi-entity accounting environments and consolidations.
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Hands-on experience implementing and configuring finance technology platforms, including general ledger systems, CRM-based invoicing solutions, and business intelligence tools.
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Proficiency with QuickBooks or similar ERP/accounting platforms.
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Experience with HubSpot, Salesforce, or comparable CRM systems, particularly for invoicing and revenue visibility.
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Expertise in business intelligence platforms such as Tableau, Power BI, Amazon QuickSight, or Apache Superset, including dashboard development and multi-source data integration.
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Experience leveraging AI automation and emerging technologies to improve financial operations.
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Strong analytical, financial modeling, and data visualization capabilities.
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Exceptional leadership, communication, and presentation skills with the ability to influence executive stakeholders and board members.
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M&A, fundraising, or capital raising experience is a plus.
Requirements
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Achievement of budget, cash flow, profitability, and financial performance targets.
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Accurate forecasting performance, with variance maintained within agreed thresholds.
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Delivery of strategic financial insights that support revenue growth, operational efficiency, and scalable business expansion.
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Successful implementation and optimization of finance systems, BI platforms, and automation initiatives.
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Improved visibility into financial and operational KPIs through executive dashboards and reporting.
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Full compliance with all regulatory, tax, audit, and reporting requirements with no significant findings.
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Strengthened cash position, working capital efficiency, and financial controls.
Job Details
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Job Type: Full-time | Independent Contractor
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Location: Remote
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Hours: Must be available during standard US business hours (9:00 AM β 5:00 PM EST or 8:30 AM β 4:30 PM EST)
This job description outlines the general responsibilities of the role and is not exhaustive. Additional duties may be assigned as needed to support business operations.
WRS Health is an equal opportunity employer.