Strategic Investments & Consolidation Accounting Director
•OpenAIHybrid· 1d
💰 Finance⏰ Full-time👔 Executive💰 $266k-295k🇺🇸 San Francisco, USA
1d ago
Burklandassociates·4 months ago
About Us
Burkland’s core purpose is to Accelerate Dreams. So often, turning dreams into reality helps change the world. We thrive at the forefront of this transformation. Startups desire our professionals — they are the best in the business. Startups seek our content — we are an industry thought leader. Startups trust our expertise, so founders can focus on their companies, products and value-add. As a part of our demonstrated value, our clients raised over $1B just last year.
At Burkland, we lead with our Core Purpose. We do this for both our clients and our employees. We believe that leaning on our Core Values (Fresh Perspectives, Exponential Value, Empathy, Trusted Partner) will lead to happy clients and happy employees.
We are a remote-first company with over 150 incredible team members, more than 500 clients, and a commitment to Accelerating Dreams.
The Role
Working largely independently, apply knowledge, experience, insight, and competence to partner with clients on forward-looking finance. Become a trusted ally to multiple CEOs, management teams and investors through efficient, intelligent and accurate work, and the effective communication thereof. Be a finance thought leader to clients internally and externally, and help them see around corners as they build their businesses.
We are looking for an experienced and strategic CFO with strong operational experience in Digital Health, Friendly PC Models (MSO/PC), and/or Healthcare IT. If you have experience in these areas and a passion for helping venture-backed startups succeed, Burkland may be a fit for you.
Your Typical, Atypical, Day
Develop financial models which are understandable, insightful and adaptable.
Create and present financial strategy recommendations to the CEO.
Prepare and present the finance section of client Board meetings. For some clients, fallback is to attend Board meetings and answer finance-related questions.
Be an integral part of client fundraising processes – help size round, model cap table scenarios/dilution, assist with pitch deck preparation, make investor introductions, participate in investor pitches.
Lead PC/MSO finance operations and reporting: run close, budgeting/forecasting, KPI dashboards, and board/investor updates across entities.
Manage structure economics and compliance: oversee MSO service agreement, intercompany billing/allocations/settlements, provider comp, and practice unit economics to align PC compliance with MSO profitability.
Drive performance and scalability: improve revenue cycle and cash planning, tighten vendor/shared-services spend, strengthen controls/audit readiness, and support growth initiatives (de novos, M&A).
Have happy clients as demonstrated by periodic CEO feedback and strong NPS scores.
Identify cross-sell opportunities for Burkland bookkeeping, tax and HR services, make introductions and referrals.
Overhead tasks (timesheets, invoice approvals, client reporting updates) done on time, accurately, without reminding.
Lead or help organize 1 CFO knowledge share presentation per year.
Author at least 3 short-form blog posts or content submissions per year.
About You
Efficiency – Both clients and Burkland wonder how you accomplish so much so quickly.
Honesty/integrity – Be impeccable with your word, your ethics and your work. Push back then escalate if needed when confronted with fudging of numbers.
Organization and planning – Prioritize, plan, stay on track. See efficiency above.
Assertiveness – Don’t be afraid to push, respectfully.
Follow-through on commitments – If you commit to a deadline, meet it (or beat it) without needing to be reminded.
Intelligence – Be viewed as a finance thought leader with your clients and the Burkland finance team.
Analytical skills – Be an Excel/Google Sheet guru. Learn new tools (rev rec, visualization, data analytics).
Attention to detail – Accuracy in our work is key. Check, recheck numbers to have confidence in reports and presentations.
Persistence – We are not always top of mind with clients. Hear “no” as “not now” and push on.
Proactivity – Take the initiative. Your client will appreciate you for it. Push to calendar meetings/check-ins.
Soft Skills – strong written & verbal communications, active use of active listening, tailored & measured responses
Inquisitive – Ask questions. Your clients will tell you what’s on their mind. Then act.
Core values – Demonstrate Burkland core values of Empathy, Fresh Perspectives, Exponential Value, Trusted Partner to clients and peers.
Core Competencies
Significant experience with one or more areas within Digital Health, Friendly PC Models, and/or Healthcare IT.
Strong finance-based analytical skills.
Strong familiarity with common finance systems (QBO, MS Excel/GSheets, Carta, etc.).
7 – 10 years’ of finance and/or operations experience.
MBA or CPA preferred, but not required.
Experience with, and a passion for, working with fast-growing startups and their founders.
Self-motivated.
What We Offer
Flexible work schedule to promote a healthy work-life balance.
Medical, Dental & Vision Insurance for you and your dependents.
Short & Long Term Disability Insurance to support you when you need it the most.
Flexible PTO - Take time off from work when you need it.
401k with a company match to ensure you are ready for retirement.
A generous home office expense reimbursement so you have the office you need to be productive.
Forget the commute! We're a remote-first workplace, so you can work from your home office or from the beach, if you’d like!
We offer a collaborative, communicative culture, driven by our Core Purpose + Values. We work with incredibly smart people who love to learn and share what they know. If this sounds like a team you'd like to be a part of, we'd love to hear from you.