Associate Director - Finance

About the Client: Our client is a leader in AI-driven revenue cycle management, transforming medical coding and revenue operations with cutting-edge technology. The company has raised $11 million in total funding from top investors, including Accel and Together Fund.

Responsibilities

Develop and drive the company’s financial strategy and long-term financial planning; Build and maintain the company’s financial model and growth projections; Support leadership in strategic decision-making, expansion plans, and new initiatives; Work on pricing strategy, margins, and business model improvements; Provide financial insights to support business growth and profitability; Lead financial preparation for fundraising rounds; Build financial models, projections, and valuation scenarios; Manage investor reporting and board reporting; Support due diligence, data room preparation, and investor discussions; Work closely with founders on fundraising strategy and capital planning; Oversee budgeting and forecasting process; Track company performance vs plan and provide strategic insights; Monitor cash flow, runway, and capital allocation; Identify financial risks and opportunities for growth and cost optimization; Manage and mentor the Finance team; Oversee finance operations at a high level without being involved in daily accounting; Help build scalable financial processes and reporting structures; Work closely with Sales, Operations, HR, and Leadership teams on planning and business decisions; Evaluate new business opportunities, partnerships, and investments; Support strategic projects and company expansion plans

Requirements

10–15+ years of experience in Finance, Strategic Finance, FP&A, Investment Banking, Consulting, or Startup Finance; Strong financial modeling and business planning experience; Experience in fundraising and investor management; Experience working with founders and leadership teams; Strong analytical, strategic thinking, and leadership skills

Nice to have

CA / MBA Finance / CFA preferred; Startup or high-growth company experience preferred