Deputy Chief Financial Officer

Pearl Health•New York City, NY

3d•$230,000 - $260,000•Hybrid

About The Position

We’re seeking a highly talented Deputy Chief Financial Officer to serve as a strategic partner and trusted advisor, helping drive financial leadership across the organization. This role blends strategic planning, analytics, and operational excellence, leading critical initiatives such as forecasting, fundraising support, KPI delivery, and cross-functional financial integration. As a pivotal leader on the finance team, the Deputy CFO will enable efficient execution, align resources to company priorities, and deliver maximum organizational impact. Pearl Health is dedicated to empowering primary care providers, health systems, and physician-led networks to succeed in the shift to value-based care. Our platform delivers the technology, financial tools, and expert services that enable practices to provide more proactive, effective care to their Medicare patients, ultimately lowering costs and improving health outcomes. Founded in 2020, we are a team of healthcare and technology innovators backed by premier investors like Andreessen Horowitz, Viking Global Investors, and AlleyCorp. We partner with thousands of providers across 44 states to build a more sustainable future for American healthcare. We are seeking a highly talented Deputy Chief Financial Officer (Deputy CFO) to partner with the Chief Financial Officer (CFO) and the broader finance team to achieve exceptional results. This role blends strategic, analytical, and operational responsibilities while acting as the CFO’s trusted advisor across all facets of the finance function. As Deputy CFO, you will ensure effective execution of financial initiatives, manage critical strategic finance projects, and provide structure, coordination, and alignment across the department. This role is pivotal in enabling the finance team to operate efficiently and deliver maximum impact within the organization.

Requirements

8+ years of experience in FP&A, investment banking, management consulting, or a senior finance role at a high-growth company or comparable organization.
Strong strategic thinking skills with a track record of solving complex problems and delivering results.
Exceptional analytical and financial modeling skills, with a deep understanding of financial planning processes.
Highly organized and detail-oriented, with experience managing multiple projects and stakeholders in a fast-paced environment.
Proactive, resourceful, and adaptable, capable of leading through ambiguity.
Strong accounting skills and familiarity with US GAAP accounting and the audit process.
Outstanding verbal and written communication skills, with the ability to engage effectively with internal and external stakeholders at all levels.
Ability to work in a hybrid capacity as needed; candidates based in or able to work from our New York City office are highly preferred.

Responsibilities

Drive the financial planning process, including forecasting, budgeting, and long-term planning, ensuring alignment with the company’s strategic objectives.
Partner with the CFO to analyze and interpret financial data, providing actionable insights to drive decision-making.
Work collaboratively with the Controller, VP of Strategy and Head Actuary to ensure seamless delivery of financial KPIs and improvements to financial infrastructure.
Coordinate fundraising activities, providing financial insights and building investor relationships across equity and debt raising processes.
Facilitate cross-departmental financial initiatives and ensure resource alignment across key projects.
Lead and execute critical strategic initiatives and special projects across the finance team and with other departments as directed by the CFO.
Evaluate potential strategic partnerships and collaborations that align with the company's growth objectives.
Provide a degree of staffing redundancy among CFO’s key direct reports to enable coverage during PTO, leave and/or allocation of resources to special projects.
Oversee preparation for regular finance-related meetings, such as leadership reviews, board meetings, and investor updates.
Serve as a liaison between the CFO and other business stakeholders, ensuring the timely execution of deliverables and follow-up on key action items.
Establish and maintain robust processes for tracking and reporting Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs) for the finance team.
Develop tools, models, and frameworks to improve the team’s efficiency and visibility into financial performance.
Act as a “financial integrator,” ensuring seamless collaboration between FP&A, accounting, actuarial, and other key finance functions.