Overview
We are a healthcare-focused investment firm, with our core business centered on direct investment and ownership in healthcare operating companies. Alongside this, we run an advisory practice — serving as fractional CFO, financial analyst, and strategic partner to healthcare clients outside our owned portfolio. This role is focused specifically on the advisory side of the business, supporting a roster of clients simultaneously.
Responsibilities
- Manage day-to-day advisory work across multiple healthcare clients at once, serving as a key analytical resource for each engagement.
- Conduct financial analysis — cash flow, budgeting, forecasting, and revenue cycle/billing analysis — to support client decision-making and identify operational bottlenecks.
- Build and maintain financial models and dashboards for clients, translating raw data (EMR, billing, practice management systems) into actionable reporting.
- Utilize advanced Excel skills, including pivot tables and VBA, to create client-ready financial models and reports.
- Gather and analyze data using SQL and Tableau/Power BI to support client strategic planning and investment readiness (e.g., PE diligence prep, EBITDA modeling).
- Prepare clear, professional financial reports and decks that communicate findings and recommendations to client stakeholders and prospective investors.
- Support fractional CFO-style deliverables across clients — recurring reporting cadences, KPI tracking, and ad hoc financial diligence requests.
- Collaborate cross-functionally with firm principals and client-side teams to keep multiple concurrent workstreams on schedule.
- Assist with financial diligence readiness (provider concentration, EBITDA normalization, etc.) as clients pursue capital raises or transactions.
- Stay current on healthcare sector trends and comparable market data to inform client-facing recommendations.
Experience
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Prior experience in corporate accounting, financial advisory, or healthcare finance preferred.
- Strong analytical skills with a solid grasp of financial concepts and healthcare business models.
- Proficiency in Microsoft Excel, including advanced functions for data manipulation and modeling.
- Familiarity with EMR/practice management systems and BI tools (Power BI, Tableau) highly desirable.
- Excellent written and verbal communication skills — comfortable presenting findings directly to clients.
- Strong organizational skills and the ability to manage multiple client relationships and deliverables at once in a fast-paced environment.
If you're passionate about healthcare finance and want a hands-on role supporting a growing roster of advisory clients, we encourage you to apply.
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- Paid time off
Education:
- Bachelor's (Preferred)
Experience:
- Accounting: 2 years (Preferred)
- Financial analysis: 1 year (Preferred)
Work Location: Hybrid remote in Houston, TX 77027
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