Description

Description

Chief Financial Officer (CFO)

Location: Boston, MA

Employment Type: Full-Time, Executive Leadership

A note from our client: We're looking for a CFO who is not only technically strong, but also a strategic partner who brings fresh, transformative thinking. Our organization is deeply committed to building a more efficient, sustainable, and people-focused future in a highly regulated environment. We believe meaningful change comes from leaders who balance cost, quality, and experience while operating with innovation, courage, and integrity. Our model embraces modern technology, automation, and operational simplification to eliminate waste and reinvest efficiencies back into the individuals and communities we serve. We want a collaborative leader who is eager to challenge outdated norms, embrace bold ideas, and help drive an organization that aims to create lasting, positive impact-not just internally, but across the broader landscape we operate in.

Job Description

Chief Financial Officer Responsibilities

• Develop and execute the organization's financial strategy to support long-term growth, operational sustainability, and profitability.
• Lead and develop the Finance team, ensuring strong succession planning and fostering a culture of accountability and excellence.
• Partner closely with executive leadership to set financial targets, monitor performance benchmarks, and guide enterprise-wide decision-making.
• Provide forward-looking financial insight, trend analysis, and asset management guidance to support strategic objectives.
• Oversee all aspects of financial operations, including accounting systems, monthly close processes, financial controls, and expenditure approvals.
• Ensure accurate financial reporting and manage engagements with external auditors, regulatory entities, and internal governance groups.
• Support financial planning activities, including forecasting, budgeting, variance analysis, and long-range revenue modeling.
• Lead financial aspects of data integrity, compliance processes, and enterprise performance management.
• Collaborate with cross-functional teams to align financial planning with operational, analytical, and product-related initiatives.
• Conduct financial impact assessments related to regulatory changes, policy shifts, audit outcomes, and operational trends.
• Guide investments in financial systems, analytics tools, and operational resources to drive measurable ROI and sustainable margin improvement.
• Serve as a senior advisor on enterprise financial strategy, balancing growth, compliance, innovation, and long-term stability.
• Complete additional projects and responsibilities as assigned.

Requirements

Keys:

1. CFO / VPF exp. (not really looking for someone stepping up for the first time, unless they've done it all)
2. Strong strategic finance exp. Risk, Pricing, Loss Ratio, etc
3. Good manager. This has a team 5. Solid Controller, Dir FPA, Sr Acct, Staff..
4. MUST: Medicare Advantage Plan reporting and pricing exp from somewhere! (STAT/GAAP skills)
5. Must be collaborative and engaging personality.

Interested candidates should apply here but can also connect with John Bresnahan for further emphasis.

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