At MedComms Experts and NexGen, who have recently combined forces, we believe our transformational role in communicating scientific progress has the power to shape clinical practice and improve lives.
We stand apart through strategic and creative thinking, excellence in execution, and a people-first, collaborative mindset. We partner with clients who share our ambition to challenge convention and co-create innovative solutions that make complex science accessible, engaging, and memorable.
By combining scientific depth with human-centered storytelling and digital innovation, we help medical and scientific leaders communicate with clarity, authenticity, and measurable impact.
We are seeking an exceptional finance leader to join our executive leadership team and complete the financial integration of MCE and NexGen while building the infrastructure to support aggressive global growth and future acquisitions. As CFO, you will shape the company's financial strategy, implement best practices, lead post-merger financial integration, and develop a high-performing finance team across the US, UK, and Switzerland.
The Chief Financial Officer will serve as a key member of the executive leadership team, reporting directly to the CEO and leading the company's Finance function. This is a high-impact, high-visibility role responsible for building financial and operational infrastructure to support aggressive revenue growth, programmatic M&A, and long-term sustainability across multiple geographies.
The CFO will be both a strategic partner and a hands-on operator—balancing near-term execution with long-term value creation as the company continues its expansion. You will be a key advisor, collaborator, and operator, working closely with the CEO, Chief of Staff, and Board to align financial priorities with strategic growth initiatives.
This is an ideal role for a finance leader with private equity portfolio company experience who is excited by a high-growth global professional services environment and an accelerated path to CFO-level responsibilities.
• Move the organization to best practice on controllership and financial management, establishing robust financial foundations post-merger across all geographies.
• Improve and streamline the monthly close process across multiple entities and geographies (US, UK, Switzerland).
• Implement rigorous cash flow forecasting and enhance internal spend and cash controls across all locations.
• Include a monitoring mechanism for covenant compliance with lenders and PE investors.
• Establish financial controls and approval processes appropriate for a scaled, multi-entity global professional services organization.
• Complete the financial integration of MCE/NexGen, including finance systems consolidation, accounting harmonization, and centralized cash management.
• Provide accurate pro-forma financial reporting that combines both entities and reflects synergies realized.
• Build a tracking mechanism to identify, capture, and report on synergies realized through integration.
• Lead financial due diligence, valuation, and integration planning for future add-on acquisitions planned for 2026 and beyond.
• Develop repeatable M&A integration playbook for finance, accounting, and systems consolidation across international operations.
• Develop repeatable, effective financial reporting processes including weekly flash reports, monthly operating packages, and quarterly board materials across all entities.
• Work with executive leadership and functional leaders to quantify and track KPIs that drive value creation (utilization, margins, revenue per employee, client retention, etc.) across geographies.
• Design and implement a standardized process for updating financial packages and ensuring data integrity across multiple currencies and accounting standards.
• Provide financial analysis to support pricing decisions, capacity planning, and resource allocation across service lines and geographies.
• Lead compliance, audit, risk management, board reporting, and lender reporting processes.
• Codify and drive the annual budgeting process, taking the organization through an efficient, rigorous planning cycle across all locations.
• Partner with the CEO, Chief of Staff, and executive leadership team to size and refine the 2026 value creation plan.
• Develop rolling forecasts and scenario planning capabilities to support strategic decision-making across the global business.
• Build financial models to evaluate growth investments, hiring plans, and capital allocation decisions across markets.
• Review billing and revenue recognition processes across project types and geographies, ensuring compliance with accounting standards and contractual terms.
• Partner with Operations and Technology teams to implement improved billing systems, time-tracking processes, and project accounting.
• Optimize collections processes and DSO management across multiple clients, currencies, and contract types.
• Establish pricing frameworks and profitability analysis by client, project type, service line, and geography.
• Evaluate existing finance systems and finalize upgrades to new platforms (e.g., NetSuite) to improve financial reporting, analysis quality, and scalability across international operations.
• Implement automation and billing platforms to improve efficiency and data quality across all locations.
• Partner with IT and vendors to ensure systems integration supports multi-currency financial consolidation and reporting requirements.
• Ensure systems infrastructure supports compliance requirements across US, UK, and Swiss jurisdictions.
• Think holistically about the business, serving as trusted strategic advisor to CEO and executive leadership team on business strategy, growth initiatives, and value creation.
• Advise and execute on acquisitions and integrations, including valuation, deal structuring, and post-merger integration.
• Make pricing recommendations based on cost analysis, competitive positioning, and value to clients across different markets.
• Execute on an ambitious growth path through effective capital allocation and investment decisions.
• Partner with CEO and Board on long-term value creation strategy and exit readiness.
• Build out a fit-for-purpose global finance team that can execute transactions, drive business decision-making through excellent reporting and analysis, and scale with the company.
• Recruit, develop, and retain high-performing finance talent across accounting, FP&A, and financial operations in multiple countries.
• Partner cross-functionally with People & Culture on compensation and budgeting; with Operations on capacity planning and resource allocation; with Growth on pricing and profitability analysis.
• Lead additional functions over time, potentially including IT and Administrative functions as the organization scales.
• Serve as key liaison with Board, PE investors, lenders, and external auditors across multiple jurisdictions.
Requirements
• Bachelor's degree in Finance, Accounting, Business, or related field; MBA, CPA, or CFA preferred.
• 10+ years of progressive finance leadership experience, with at least 5 years in private equity-backed company settings.
• Strong accounting background and controllership fundamentals with deep understanding of US GAAP and international accounting standards (UK GAAP, IFRS).
• Proven experience with M&A transactions and post-merger integrations, ideally having led 2+ integrations.
• Experience implementing new ERP systems (NetSuite, Sage, or similar) in resource-constrained, PE-backed environments.
• Deep expertise in FP&A, cash flow forecasting, financial modeling, and value creation planning.
• Experience leading compliance, risk management, board reporting, and lender reporting.
• Track record of building scalable finance functions and working with PE-backed companies through growth and exit.
• Experience in professional services, agency, or project-based business models strongly preferred; medical communications or healthcare experience a plus.
• Significant experience with multi-country finance operations (US, UK, Europe) including multi-currency management, international tax considerations, and cross-border financial consolidation.
• Experience managing international finance teams and working effectively across time zones and cultures.
• Strategic thinker who can see the big picture while managing tactical execution and day-to-day operations.
• Hands-on operator comfortable rolling up sleeves and completing work directly while also building and leading a team.
• Exceptional communicator and presenter, comfortable with Board presentations, investor relations, and executive-level discussions.
• Strong analytical and problem-solving skills with ability to translate complex financial data into actionable insights.
• Proven ability to manage aggressive timelines and competing priorities, particularly during year-end and integration periods.
• High emotional intelligence with ability to navigate complex stakeholder dynamics including PE investors, Board members, and cross-functional teams.
• Collaborative leader who builds trust and partnership across geographies, cultures, functions, and organizational levels.
• Global mindset with cultural awareness and ability to lead effectively across US, UK, and Swiss operations.
• Change agent comfortable inheriting work-in-progress, assessing what's working, and making necessary improvements.
• Strong knowledge of automation and billing platforms relevant to professional services environments.
• Comfortable with international travel (~10%) to support global team collaboration and business needs.
• Thrives in fast-paced, entrepreneurial environments with ability to balance speed with sustainability.
• Successful completion of MCE/NexGen financial integration milestones including systems consolidation and centralized cash management.
• Monthly close process efficiency (target: close within 10 business days across all entities).
• Accuracy and timeliness of financial reporting to Board, PE investors, and lenders.
• Cash flow forecasting accuracy and working capital management across multiple currencies.
• Successful implementation and adoption of financial systems and reporting infrastructure.
• Budget variance analysis and forecast accuracy across all geographies.
• Identification and realization of merger synergies and cost savings.
• Clean audit results and covenant compliance across all jurisdictions.
• Finance team development, retention, and capability building across countries.
• Value creation metrics aligned to PE investor expectations and exit readiness.
Benefits
We believe our role in communicating scientific progress has the power to shape clinical practice and improve lives. Our teams combine strategic and creative thinking, scientific depth, and digital innovation to make complex science accessible, engaging, and actionable.
You'll be joining a company at a pivotal moment—fresh from a successful merger and positioned for aggressive global growth. As we complete our financial integration and scale our capabilities across the US, UK, and Switzerland, you'll have the opportunity to build financial infrastructure, shape value creation strategy, and position the company for long-term success and eventual exit.
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