Chief Financial Officer

Keller Executive Search is recruiting on behalf of a rapidly growing healthcare services business seeking its first Chief Financial Officer. This newly created position offers the opportunity to build a finance function, shape acquisition-led growth and establish the financial capabilities needed to support a planned future exit.

Reporting to the CEO and working closely with executive leadership, you will combine strategic influence with hands-on ownership. Your initial priorities will be financial planning, performance monitoring and tax strategy: establishing reliable forecasts, making business economics visible and guiding reinvestment and capital allocation. The mandate is to create a fully functioning finance department that supports confident decisions throughout expansion.

For an accomplished healthcare finance executive, or a senior finance leader ready for a first CFO appointment, this role offers ownership of both operating foundations and the strategic agenda. You will lead acquisition finance, develop a tax-efficient approach to growth and prepare the business for a future sale. Equity options offer potential participation in the value you help create.

Key Responsibilities

• Build and lead the finance function, establishing clear accountabilities, scalable processes and appropriate controls.
• Establish reliable monthly close and consolidated reporting, with oversight of payables, receivables, payroll and treasury.
• Own annual budgets, rolling forecasts, cash forecasts and long-term financial planning.
• Develop service-line, contract and site-level margin reporting and actionable performance indicators.
• Advise executive leadership on growth priorities, pricing, reinvestment and capital allocation.
• Own for-profit tax strategy, including multi-entity structures, multi-state exposure and coordination with external advisers.
• Lead healthcare acquisition finance, including valuation, diligence and transaction structuring.
• Create repeatable acquisition integration processes that align reporting, controls and planning.
• Develop an exit-readiness roadmap, including quality-of-earnings preparation, documented earnings adjustments and transaction materials.
• Develop the finance team and external adviser relationships needed to support expansion.
• Introduce appropriate automation and analytical tools to improve efficiency and decision support.

Additional Information

• Permanent position.
• Phoenix/Scottsdale or Houston proximity preferred; remote candidates are welcome.
• Hybrid working is available, with remote arrangements also considered.
• Travel is expected to be less than 5% for Phoenix-based candidates.
• Relocation assistance is not available.

Requirements

Essential

• Operating-side finance leadership experience in healthcare providers or healthcare services businesses.
• Healthcare M&A experience with accountable company-side finance ownership; advisory experience must be paired with operating finance ownership.
• Ownership of for-profit tax strategy, planning or tax-efficient structuring, directly or through external advisers.
• Company- or division-level ownership of financial planning, budgeting, forecasting and strategic finance.
• Master's in Finance or an equivalent: finance-focused MBA, MS Accounting, MS Taxation, CPA, CFA charter, or MHA with a documented finance leadership track.
• Hands-on leadership capability, with the independence and accountability to build finance capabilities without extensive infrastructure.
• Professional English proficiency for executive communication and written financial materials.

Preferred

• Private equity portfolio experience, including value-creation planning and investor reporting.
• Participation in a completed sell-side exit or recapitalization as a finance leader.
• Management services organization or physician practice management experience.
• Experience building finance capabilities in a scaling business or integrating acquired entities.
• Practical use of automation or AI to improve planning and finance processes.

Ideal Candidate Profile

You are a commercially minded healthcare finance leader who moves comfortably between transaction decisions and day-to-day execution. Accountable, self-driven and transparent, you build practical systems, communicate clearly with senior stakeholders and take ownership of outcomes.

Benefits

• Annual base salary of $250,000, with flexibility up to $400,000 for an exceptional candidate.
• Equity options available, with potential upside linked to a future exit.
• 401(k) plan.
• Health benefits.
• 15 days of paid leave.

Agency statement

Keller is a recruitment agency that provides services to clients ranging from startups and non profits to multinational corporations. Keller emphasizes ethical search processes, attentive candidate care, and leadership placements that support long-term client outcomes.

To learn more about the firm and about our candidate services - please visit our website

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