Director of Finance

Xterra Health • Salem, OH

11d • $150,000 - $180,000 • Remote

About The Position

Xterra Health is seeking a hands-on senior FP&A leader to guide financial planning and executive decision-making as the organization scales. The Director of Finance owns budgeting, forecasting, growth pro formas, product and service-line margins, P&L optimization, and cash flow forecasting. Reporting to the CAO, this role serves as a financial consultant to the CAO and executive leadership and leads and develops the Finance & Accounting Manager. The role’s success is measured by leadership making decisions based on its analysis.

The position partners with department leaders on budgets, develops scenario models for growth initiatives, maintains executive reporting and financial models, and identifies margin, pricing, cost, and cash-flow opportunities and risks. It also oversees accounting close deliverables, payroll and 1099 tracking, and the development of scalable financial systems, controls, and processes. The work is remote-first, with occasional travel to Salem, Ohio.

Requirements

• At least 7 years of progressive finance and accounting experience, including at least 4 years in a dedicated FP&A role and at least 2 years leading a finance function.
• Bachelor's degree in Finance, Accounting, Economics, or a related field, or equivalent professional experience.
• Demonstrated success leading financial operations within a small business, start-up, or high-growth organization, with the ability to build scalable processes and infrastructure.
• Advanced FP&A expertise, including budgeting, multi-period forecasting, scenario modeling, P&L and margin analysis, cash flow forecasting, and working capital management.
• Comprehensive knowledge of GAAP, accounting principles, financial reporting, and internal controls.
• Advanced Excel skills and hands-on experience with QuickBooks Online or Desktop.
• Ability to serve as a strategic financial partner to executive leadership and translate complex analysis into clear, actionable recommendations.
• Ability to maintain discretion with confidential compensation, personnel, and financial data.
• Experience leading, developing, and mentoring finance and accounting professionals.
• Occasional travel to Salem, Ohio is required.

Nice To Haves

• CPA, CFA, or MBA in Finance or a related discipline.
• Experience in healthcare, government services, or another regulated industry.
• Experience supporting financial operations across multiple states and a blended employee and contractor workforce.
• Experience implementing or improving financial systems, reporting processes, and operational controls to support organizational growth.

Responsibilities

• Lead the annual budget and quarterly forecast cycle in partnership with department leads.
• Develop financial pro formas and scenario models for growth initiatives, service-line expansion, and workforce planning, including assumptions and sensitivity analyses.
• Produce monthly budget and forecast variance analysis, explain changes and implications, and recommend actions.
• Maintain the KPI framework and executive reporting cadence, and keep planning models consistent across decisions.
• Calculate and maintain product and service-line margins, including direct provider and contractor costs and shared overhead.
• Analyze the P&L for opportunities in pricing, cost structure, vendor terms, and service mix, and present prioritized recommendations.
• Evaluate the margin impact of proposed pricing changes, contracts, and new offerings.
• Build and maintain rolling 13-week and longer-range cash flow forecasts covering collections, payables, payroll, contractor payments, and planned investments.
• Monitor liquidity and working capital, identify cash risks and funding needs, recommend actions, and reconcile forecasts to actuals.
• Serve as a financial consultant to the CAO and executive leadership on headcount, new markets, pricing, vendor contracts, and capital allocation.
• Deliver monthly financial reporting, including P&L, cash position and forecast, AR/AP aging, and variance analysis.
• Proactively identify financial risks and opportunities and partner with HR on compensation structure, benefits cost analysis, and workforce planning.
• Lead and develop the Finance & Accounting Manager through clear expectations, regular feedback, and a defined growth path.
• Review expenditure categorization and chart of accounts usage, and review and approve monthly close deliverables, including bank reconciliations, expense reports, and AR/AP aging.
• Oversee payroll and 1099 tracking across a multi-state contractor network.
• Build a finance roadmap for scale, integrating existing platforms such as QuickBooks into a connected reporting environment.
• Design scalable internal controls, approval flows, and documentation standards, and lead system integrations and process improvements through adoption.

Benefits

• Medical, dental, and vision coverage, eligible the first of the month following 30 days; Xterra Health covers 75% of employee premiums.
• Unlimited PTO.
• 10 paid company holidays.
• 401(k) with a 100% employer match up to 4% of eligible compensation, immediate vesting, and enrollment the first of the month following 90 days.
• Remote work arrangement with occasional travel to company headquarters in Salem, Ohio.

What This Job Offers

• Job Type: Full-time
• Career Level: Director