Role Description
Take full ownership of finance at a private equity-backed healthcare software company. This is a compelling next step for a Director, VP, or Head of Finance ready for a first CFO seat, or a current CFO seeking meaningful operating influence.
You will work directly with company leadership and the sponsor, helping shape:
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Pricing
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Margins
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Growth decisions
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Financial performance
You will own the finance function from planning and reporting through accounting oversight, cash management, and strategic finance. You will report to the President & Co-Chairman and partner with the CEO & Co-Chairman, board, investors, and lenders.
The role combines hands-on work with the authority to turn financial analysis into better operating decisions.
Compensation and Work Model
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Total annual cash compensation: $200,000β$250,000
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Equity: 0.25%β0.60% equity grant
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Work model: 80%+ remote flexibility; candidates must be based in the United States
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Location preference: Greater Philadelphia or Delaware, with occasional office access helpful
What You Will Own
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Planning and Business Performance:
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Own the three-statement financial model, budget, rolling forecasts, and variance analysis
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Translate recurring revenue, retention, margins, and customer/product economics into operating decisions
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Partner with leaders on pricing, renewals, commercial contracts, vendor negotiations, and concrete P&L improvements
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Reporting and Accounting Oversight:
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Deliver monthly and quarterly board, investor, lender, and management reporting with useful KPI dashboards and clear financial narratives
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Partner with the controller on close, GAAP financial statements, internal controls, audit, tax, and compliance relationships
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Improve financial visibility and systems as the business grows
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Cash, Capital, and Strategic Finance:
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Own liquidity planning, banking relationships, debt facilities, and covenant reporting with support from the existing team
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Advise leadership on strategy, growth priorities, and allocation of resources
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Maintain transaction readiness and support diligence, valuation, and deal structuring when strategic opportunities arise
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Develop finance resources as business needs warrant
Qualifications
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Hands-on finance experience in an investor-backed software business
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Ownership of meaningful finance workstreams, with the ability to take responsibility for FP&A, reporting, cash planning, and accounting oversight
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At least 2 years in management consulting, investment banking, or Big 4 audit/assurance
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At least 2 years in private equity, venture capital, or senior software/SaaS finance
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Strong command of software finance metrics and GAAP reporting
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Ability to explain financial results and recommendations clearly to executives, investors, lenders, and board stakeholders
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A bachelor's degree
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Prior CFO title is not required
Preferred Experience
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Healthcare technology, payer/provider software, claims pricing, contract management, or revenue cycle
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Participation in pricing, renewal, customer economics, or margin improvement projects
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Debt facilities, lender reporting, or covenant management
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M&A, financial diligence, valuation, or transaction readiness
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MBA, CPA, or CFA
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Healthcare experience is preferred
Why This Opportunity
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Own the CFO mandate and have a direct voice in business strategy
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Participate in the value you help create through an equity grant
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Build on existing accounting support while improving commercial and operating performance
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Work closely with company leadership and an experienced private equity sponsor
Our Hiring Approach
At Urrly, fairness matters. We use AI to review every application against the same clear requirements for the role. Candidates are evaluated on job-related skills, qualifications, and experience.
Apply now and get a response within 24 hours.