This position has the opportunity to work remotely within the Eastern or Central Time Zone (EST/CST), with required travel for business meetings.

STRATEGIC PRIORITIES & KEY RESPONSIBILITIES 

Strategic Financial Leadership 

• Serve as the CFO's primary deputy on all planning, budgeting, forecasting, and investor & lender-facing financial matters 

• Lead the development and execution of the annual operating budget, multi-year strategic financial plan, and rolling forecasts aligned to value creation objectives 

• Partner with the Executive Leadership Team to translate financial performance, market dynamics, and operational trends into Board narratives and investor materials 

• Drive scenario modeling, sensitivity analysis, and capital allocation frameworks that sharpen strategic decision-making and cashflow management  

• Build investor-grade financial forecasting models, strategic narratives, and public-company ready processes to support next investor phase for Ivy Health 

• Lead financial and operational analytics to support future capital raises from lenders and investors    

• Own the development of business cases and ROI models to support strategic investments including operational, technology and AI, and corporate infrastructure 

Performance Management & Reporting 

• Architect and own the company's end-to-end performance management reporting for the Ivy senior leadership, board and PE sponsor — including KPIs, dashboards, variance analysis, forecasting scenario analysis including risks and opportunities, and capital planning  

• Lead monthly and quarterly operating reviews with the Ivy executive leadership team and PE sponsors, with clear linkage from operational drivers to consolidated financial results 

• Oversee financial reporting obligations to the company's equity sponsor and lender group, ensuring accuracy, timeliness, and covenant compliance 

• Lead a data science team to provide operational insights and models to support enterprise value creation  

• Oversee cost management and optimization throughout the company with a focus on corporate investments, vendor procurement, and operational cost insights  

• Partner with Accounting through the monthly close to validate financials and deliver rapid, decision-grade management reporting including cost center level, actionable reporting  

• Leverage AI and automation to drive actionable insights at both the executive leadership level and the clinic level 

FP&A Team Leadership & Talent Development 

• Build, lead, and develop a best-in-class FP&A team, fostering a culture of analytical rigor, accountability, and continuous improvement while championing Ivy Health’s core values  

• Establish clear roles, development plans, and succession pathways; attract top finance talent to support the company's scaling trajectory 

• Prepare the FP&A team for the next phase of the Ivy Health investors including leading the team through a potential exit process   

• Champion AI adoption in FP&A including embedding AI tools in workflows and coaching the FP&A team to leverage these tools  

Technology, Systems & Scalable Infrastructure 

• Own the FP&A technology roadmap — implementing and optimizing, AI and BI tools (e.g., Adaptive, Power BI, Claude, Co-Pilot, Gemini) to support scale and efficiency  

• Partner with Controller and IT leadership to modernize the financial data ecosystem, drive automation, and reduce manual reporting burden 

• Build scalable financial processes and controls that can efficiently support multi-state clinic expansion and acquisitions integrations 

Cross-Functional Partnership 

• Provide financial leadership and partnership to the Revenue Cycle function, including revenue recognition, collections performance, and revenue analytics 

• Partner across the entire enterprise on developing investment business cases and value creation realization tracking with a specific focus and expertise in AI investment ROI models 

• Provide financial and procurement rigor to optimize costs throughout the enterprise 

• Lead enterprise risk management process     

• Partner with executive leadership team and the Chief of Staff to drive execution on the enterprise priority process